Date printed: 11-18-2017   Last updated: 07-11-2013

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Applies to versions: 1.11, 2.0, 2.1, 2.2, 2.3, 2.4, 2.5



Site Adminstration



 

The TimeIPS Site Management module allows designation of sites, each with specified employees, managers, supervisors, coverage schedules, and disconnection handling.

 

 

Using the left pane Main Menu » Administration, click on:  Employees » Sites



 

 

 

To Add a New Site:

     

  1. At the top of the Site Administration page, click on the Add New Site icon.

  2.  

  3. Enter the Site Name.
  4. Choose the site Manager from the drop-down list. (optional)
  5. NOTE: Employees with the Site Manager permission are listed on the "Manager" pull-down menu.

  6. Enter the physical Address. (optional)
  7. Enter a Site Code. (optional)

  8. NOTE: Once a site is created, it can be edited but not deleted.
  9. Click the Create Site button. The information will then be added to the Site Administration table.


  10.  

 

 

Display Options

 

Display Options allow you to customize the Site Administration table.

  1. Click the + (plus sign) on the Display Options bar to expand the window.


  2.  

  3. Move items from the Available Columns window to the Displayed Columns window by clicking on the desired field to highlight it, then click on the right arrow to move it.
    TIP: You can select multiple items to move by holding down the CTRL key while clicking on the individual fields. All the selected fields will be highlighted.
  4. To change the order in which the Displayed Columns appear, click on a field to highlight it and then use the Up and Down buttons to arrange the list in the order you prefer.
  5. Click on the Display button to view the changes in the Site Administration table.
    - OR - Click on Save Preset to save your custom view.



    • You will be prompted to enter a Name for this Preset. Enter a descriptive name and click OK.


    • You will then be prompted to choose between a Personal Preset, Division Preset, or Global Preset depending on which level should show this as an available option.


    • To use a saved Preset display, select the Preset name from the pull-down menu. The Site Administration list will automatically refresh.
    • Click on the Make Default button to see this custom view each time you return to the Site Adminstration page.

 

 

 

Site Adminstration Table

By default, managers can view and edit the data associated with the sites they manage. Only an employee with the Site Adminstration permission set to view and edit site data for all visible divisions, will be able to do so. (Permissions can be customized if needed by using the IPSPRM permissions module.)



  1. To sort the table by the selected column values, click on the column header (i.e., Site Name, Manager, Clocked In, etc.).
  2. To quickly access the detailed information for a site, click on a value within a column (such as a site's Name, Manager Name, Number of Employees, etc.) and the table will expand to the appropriate tab. (For instance, clicking on a name in the Manager column above will expand the table to the Information tab for that manager's site.)
    TIP: Some of the fields, such as the site's Address, City, State and Postal Code are "edit-in-place" fields when displayed on the Site Administration table. You can type the information in the field displayed, rather than expanding the table and going to the appropriate tab. (For instance, you can click on the words "Country Time" in the City column above and the field will become editable, allowing you to change the site's City.)
  3. To view site details, click on the + (plus sign) to the left of the Site Name. The following tabs will display.

 

 


Information

The Information tab allows basic configuration of the site, including the Site Name, Manager, Address and Code.  

 

 

Clocks

The Clocks tab allows assigning a clock to the site. 



 

 

Employees

The Employees tab allows configuring which employees belong to the site.  Employees can belong to multiple sites.



 

 

Telephone

The Telephone tab allows configuring selected telephone clocking devices and/or CallerID names/numbers to the site.



 

 

Coverage

The Site Coverage tab allows configuring ranges of time when an expected number of employees should be working the site.  Alerts can be sent when too few or too many employees are working.  The Grace Period allows a few minutes for employees to start working and finish working without triggering a coverage email alert.

 

 

IP Addresses

TIP: If "Track Coverage by IP Address" is active, remote clocking made from these IP Addresses will be associated with this site for coverage and reporting.  An IP Address cannot belong to more than one site. See Global Settings.

 

 

Jobs

Specific jobs can be connected to a site.

 

 

Departments

The Departments tab allows configuring of which departments belong to the site.  Departments can belong to multiple sites.

 

 

Clocked In

The Clocked In tab provides a quick view of which employees are currently clocked into the site.



 

 

Helper

The Helper tab allows information from one site to be quickly copied to one or more additional sites.

 

 

 

Global Settings

You can associate specific telephone numbers and IP addresses with your site Coverage settings to provide employees with additional means to clock into a site while simultaneously keeping track of your site coverage.

 

  1. At the top of the Site Administration page, click on the Global Settings icon.

  2. Check the box next to Track Coverage by IP Address to enable tracking by IP address. When an employee clocks in using Remote Clocking, the IP address will be used to determine which site the employee is clocked into.
  3. Check the box next to Track Coverage by Caller ID to enable tracking by phone number. When an employee clocks in using Telephone Clocking, the phone number will be used to determine which site the employee is clocked into.
    NOTE: When this setting is active, Caller ID entries cannot belong to more than one site.


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"Intelligent Personnel System" "Run your Business. We'll watch the clock." are trademarks of TimeIPS, Inc.
TimeIPS is protected by one or more patents. Patent No. US 7,114.684 B2.