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D ovico Tim e sh e e tH ost e d - Ja n u a r y 2 0 1 5QUI CK START GUI D E

D ovico Tim e sh ee tQUI CK START GU I D E1What is Dovico Timesheet?I n t oday’s highly com pet it ive m arket place, you need e ve r y a dva nt a ge t o m anageyour em ployee t im e. Dovico Tim esheet soft ware elim inat es t he t im e wast ed, andinaccuracies of, m anually r ecording dat a. I t enables you t o keep t rack of all work- relat ed or billable t im eand m akes it easy t o prepare est im at es on proj ect s.This valuable asset t o on- t he- j ob product ivit y is also easy t o use. Wit h t he click of a m ouse, t his innovat iveproduct elim inat es t he labor and t akes t he guesswor k out of t im e keeping.I n a t ypical m ult i- user inst allat ion, e ve r yone uses t im esheet ent ry t ools on a daily basis for t im e andexpense ent ry while m a na ge r s or em powered em ployees use t he adm inist rat ive funct ions for proj ectm onit oring and report ing.DOVICO TIMESHEET COMPONENTS:Dovico Tim esheet includes t wo m aj or cat egories of funct ions; adm inist rat ive funct ions used by m anagersfor set up, m onit oring and report ing, and t im e and expense ent ry views used by everyone t o ent er t im eand expenses.Dovico Tim esheet includes ot her useful t ools:D ovico Apps t o ext end t he funct ionalit y of t he core soft ware ( ht t p: / / apps.dovico.com / )Job Sche dule r used t o aut om at e som e report ing and not ificat ion funct ions.I m por t / Ex por t App t o im port or export em ployees, proj ect s, t asks, t im e ent ries, et c.,( ht t p: / / apps.dovico.com / ) .M icr osoft Pr oj e ct Sy nchr oniz a t ionQuickBooks int egrat ion via our Quick Link app ( from ( ht t p: / / apps.dovico.com / ) .Act ive D ir e ct or y: An int egrat ed link t o Microsoft 's Act ive Direct ory service allows em ployees t obe im port ed from Act ive Direct ory and also aut hent icat es Dovico Tim esheet login user I Ds andpasswords against Act ive Direct ory.Pa ge1

D ovico Tim e sh ee tQUI CK START GU I D E2STARTINGW ITH14 Day TrialDOVICO TIMESHEETOnline 1 4 - D a y t r ia lSim ply click on t he Login t o Dovico link provided in t he e- m ail received following your com plet ion of t hesign up form and t hen go t o t he next page of t his guide t o get on your way.A personalized dat abase is creat ed when using t he 14 day t rial. This dat abase is available anyt im e duringyour 14 day evaluat ion.I m por t a nt t hings t o n ot e : Free t echnical support is available for your 14- Day t rial period.Before using Dovico Tim esheet , popup blockers should eit her be disabled or hav e t he sit e whereDovico Tim esheet is inst alled flagged as a safe sit e for your popup blocker.Dovico Tim esheet is delivered wit h a dem o dat abase t o help you review and fam iliarize yourselfwit h t he soft ware.Pa ge2

D ovico Tim e sh ee tQUI CK START GU I D E3Administrative FunctionsD ovico Tim e she e t ’s adm inist rat ive funct ions are used t o creat e t he proj ect s and t asks all em ployeest rack t heir t im e against , and t o m onit or and report on t im e, cost s, progress, et c. for one or m ore proj ect s.Adm inist rat ive funct ions ar e only available t o t hose users wit h suit able soft ware access right s and securit ylevels as defined when each user is added t o t he soft ware.LOGININI f evaluat ing Dovico Tim esheet using our 14- Day Online t rial, click on t he Login t o Dovico link provided int he e- m ail received following your com plet ion of t he sign up form . The first t im e you login, you will bebrought t o t he Welcom e t o your Trial screen which offers quick access and video t ut orials t o t he key areasof t he soft ware.Before using Dovico Tim esheet , popup blockers should eit her be disabled or hav e t he sit e where DovicoTim esheet is inst alled flagged as a safe sit e for your popup blocker.NAVIGATINGW ITH INDOVICO TIMESHEET :Dovico Tim esheet offers access t o all views and t ools t hrough t he M e nu but t on locat ed in t he upper leftcorner.To access t he t im e and expense ent ry views, click t he M y Tim e & Ex pe nse s opt ion in t he m enu.This Quick St art Guide does not det ail how t o set up and use t he soft ware, but inst ead direct s you t oseveral key views based on general and specific requirem ent s for t im e and proj ect m anagem ent . Fordet ailed inst ruct ions on how t o set up and use Dovico Tim esheet , please refer t o t he Help files or t he User’sGuide.Pa ge3

D ovico Tim e sh ee tQUI CK START GU I D EGENERAL REQUIREMENTSBefore em ployees can begin t racking t heir t im e and expenses, t hese general requirem ent s m ust becom plet ed.I n Dovico Tim esheet , anyone who ent ers t im e and ex penses, or who m anages,m onit ors or report s on proj ect act ivit ies is considered an Em ploye e .Em ployeesThe Em ployees list pane ( Menu Views t ab Em ployees & Proj ect s Proj ectAssignm ent s) is t he locat ion w here em ployees using t he soft ware are list ed and canbe added or edit ed. For each em ployee, a profile st ores t heir user id, password,securit y level, t heir pay/ charge out rat es and m any m ore useful det ails.Pr oj e ct s are t he com bined endeavors undert aken t o creat e a unique product ,service or result . A proj ect is a m andat ory com ponent required for t im e t racking.Proj ect inform at ion can include det ails such as a proj ect m anager, proj ect st art / enddat es and proj ect st at us.Proj ect sProj ect s are added and edit ed from t he Assignm ent t ree in t he Proj ect Assignm ent st ab ( Menu Views t ab Em ployees & Proj ect s Pr oj ect Assignm ent s) .Ta sk s are act ivit ies or work effort s against which em ployees t rack t heir t im e. Tasksare m andat ory com ponent s required for t im e t racking.TasksThe Task s list pane is t he locat ion where t asks are list ed and can be added oredit ed. ( Menu Views t ab Em ployees & Proj ect s Proj ect Assignm ent s)Assignm e nt s are t he unique links bet ween proj ect s, t asks, and em ployees t hatdefine how a proj ect is organized for t im e ent ry. Assignm ent s m ust be creat edbefore em ployees can begin t racking t heir t im e.Assignm ent sSim plified assignm ent st ruct ureThe Proj ect Assignm ent s t ab is where assignm ent s are creat ed and m anaged.Assignm ent s m ade in t his view appear in Dovico Tim esheet 's t im e ent ry view wit heach em ployee only seeing t he specific proj ect s and t asks t hat have been assignedt o t hem . ( Menu Views t ab Em ployees & Proj ect s Proj ect Assignm ent s)These four st eps ( adding em ployees, proj ect s, t asks and creat ing assignm ent s) are t he m inim um st epsrequired t o be com plet ed before em ployees can begin t racking t im e and expenses. The next page out linewhat is required for m ore t arget ed goals such as creat ing est im at es/ budget s, et c.( Opt iona l)CurrenciesCur r e ncie s is an opt ional feat ure m aking currency select ion opt ions available t ousers so t hat expenses, em ployee wages, and ot her dat a affect ing cost s can beent ered in any of t he enabled currencies. This feat ur e also perm it s cost s t o beviewed in any currency wit hin t he soft ware. ( Menu Set up t ab Currencies)Pa ge4

D ovico Tim e sh ee tQUI CK START GU I D ESPECIFIC GOALSAr e pr oj e ct s on t im e a nd on budge t ?Budget edTim e & Cost sReport sThe Bu dge t e d Tim e & Cost s t ab is used t o est ablish det ailed com pany andclient cost budget s ( est im at es) and for t hose t racking act ual t im e and cost sagainst est im at es. ( Menu Views t ab Em ployees & Proj ect s Budget ed Tim e& Cost s)The Re por t s view is used t o display a wide variet y of t im e and cost report s. Forexam ple; locat e and run t he Pr oj e ct Tim e & Cost s report t o view one of t hem any available report s. ( Menu Views t ab Report s)Colle ct t im e for pa yr oll pur pose s, r e vie w a nd a ppr ove e m ploye e t im e she e t s a nd e x pe nse s?Tim e & ExpenseApprovalsWorkflowLeave/ AbsencesRulesReport sThe Appr ova l W or k spa ce a r e a is used t o review, approve or rej ect t im e andexpenses subm it t ed by em ployees. ( Menu Views t ab Approval Workspace Tim e & Expense Approval)The W or k flow s t ab is used t o est ablish which m anager m ust approve anem ployee’s t im esheet and/ or expense subm issions before t hose subm issionscan be processed for proj ect cost s, billing, report s, et c. ( Menu Views t ab Approval Workspace Workflows)The Le a ve / Abse nce s Rule s view allows a m anager t o apply t he policies t hataut om at ically calculat e how m uch v acat ion, sick leav e, and ot her leave t hat anem ployee accum ulat es. ( Menu Set up t ab Leave/ Absences Rules)The Re por t s view is used t o display a wide variet y of t im e relat ed report s.Locat e and run t he Tim e e nt r ie s by Em ploye e report t o see act ual hoursworked for each em ployee by dat e, proj ect , and t ask. ( Menu Views t ab Report s)Tr a ck t im e a nd e x pe nse s t o a ccur a t e ly bill clie nt s?Client sClie nt s are com panies, business unit s, or individuals for whom work isperform ed. Client s can be linked t o specific proj ect s if t im e or expensesassociat ed wit h proj ect s are billable.Client s are added and edit ed from t he Assignm ent t ree in t he Proj ectAssignm ent s t ab. ( Menu Views t ab Em ployees & Proj ect s Proj ectAssignm ent s t ab)The Appr ove d Ex pe nse s view is used t o review or edit expense inform at ion.( Menu Views t ab Approved Expenses)ApprovedExpensesReport sThe Re por t s view is used t o display a wide variet y of cost ing and billing report s.The Clie nt Tim e a nd Cost s report provides a sum m ary of act ual hours worked,and t he client and com pany cost s. ( Menu Views t ab Report s)Pa ge5

D ovico Tim e sh ee tQUI CK START GU I D E4Time and Expense entryOnly once proj ect s and t asks have been creat ed and assigned t o em ployees ( Sect ion 3) are users able t ost art t racking t im e and expenses using Dovico Tim esheet . Proj ect s and t asks ar e used t o ident ify what youare t racking. Proj ect s and t asks are creat ed and assigned by m anagers or em powered em ployees usingt he soft ware’s adm inist rat ive funct ions and views.This sect ion int roduces you t o only t he ve r y ba sic conce pt s and com m ands r equired t o t rack t im e. Tofully benefit from all t he feat ures, please review t he soft ware's help syst em or t he User’s Guide.Tim e a nd Ex pe nse e nt r y vie w s are available t o all em ployees t racking t heir t im e and expenses. Toquickly learn how t o ent er t im e, access Dovico’s free On Dem and Training by clicking on t he Tr a iningVide os but t on from t he Login screen.HOWEMPLOYEES ENT ER T IME AND EXPENSESEach em ployee is assigned a unique User I D and Password from t he adm inist rat ive t ools. These should becom m unicat ed t o each em ployee along wit h com pany/ dat abase nam e and t he URL required t o launchDovico Tim esheet .To ent er t im e against a t ask:The t im e ent ry screen is accessed by clicking t he Tim esheet t ab near t he t op of t he screen.1.2.3.4.5.6.7.Checkt he t a sk a ssignm e nt s you wish t o t rack t im e against ( from t he assignm ent t ree on t heleft ) .Add t hese t o t he weekly grid by clicking t he Add t o Tim e she e t but t on.I n t he t im esheet grid, click in t he ce ll int e r se ct ing t he appropriat e t a sk and da y of t he w e e k .Ent er t he nu m be r of h ou r s worked against t hat t ask.Opt ionally ent er de t a ils for t he t im e ent ry using t he lower part of t he screen.Ent er t im e on ot her t ask assignm ent s as required.Click t he Su bm it but t on once all ent ries have been m ade for t he day, week or as chosen by yourcom pany policies.Pa ge6