This article can be used for any organisation who has a current subscription of Appogee HR (Leave, Essentials or Success) and is looking to include the Time Add-On to their package.
The Time module includes additional security roles of Project Manager and Project Admin which are not assigned to anyone by default. These will need to be granted before you're able to use the feature.
Users with the Project Admin role will have full access to manage all projects. Project Managers will be able to adit the Projects they have been assigned to and you can also grant them additional access to create Projects and view the Billing and Costs related to a Project.
To grant these role, head to Roles & Access > Project Management.
For more information about the Project Management roles, take a look at the following article: Roles & Access.
The next step would be to set up your Projects, Customers & Tasks.
Users with the Project Admin or Project Manager + Create will be able to set up Projects and Customers, users with Project Admin, Project Manager + Create and Team Managers can create Tasks.
Head to Time >Manage.
Here you'll see the three tabs for Projects, Customers & Tasks.
You can create Projects, Customers and Tasks using the Create button. Customers can be imported via CSV or through the Xero integration.
For in depth instructions on how to set these up, take a look at the following article: Customers, Projects & Tasks.
For in depth Project Management, you may wish to understand the financials relating to your Projects. To assist with this, you can create Project Roles and assign them to employees. This will give you the ability to create Project cost estimates
To set up Project Roles, go to Projects > Manage > Project Roles.
Create your own or import the defaults.
Each role can be allocated a default Billable and Cost hourly rate which can optionally be overridden for individual projects.
When planning projects, an estimated number of hours can be allocated to each role, which produces a Project Estimate cost. When employees track time against a project, the role they are assigned is used to measure actual time spent.
For full instructions on how to set these up, take a look at the following article: Project Roles.
The last step in your set up is to grant access to your employees.
To do this, head to Roles & Access and tick the relevant access level columns.