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Applies to versions: 1.11, 2.0, 2.1
Directory
The Directory allows all employees to view general company and employee information. As well, employees can view, in real-time, who is currently clocked in.
Directory - Employee Status
Using the left pane Main Menu, click on: Directory
Click on the + (plus) sign to the left of Display Options to view/change the display preferences of the Employee Status window below.
Click on the Display button to view the changes made.
For more detail, go to the Employee Status VIew article.
The middle window allows employees to set their own status, where as admins can set their own and an employee's status.
Under Global Status Controls, Admins can also create and delete the status options that appear in the drop down.
For more detail, go to the Adding/Removing a Status Message and Using Global Status Message articles.
Employee List
Click on the Employee List Icon
The Employee List information is pulled from the Employee page.
Using the left pane Main Menu » Administration, click on: Employees » Employees
Below is a list of the employee data included on the Directory and the Employee page and field the information is pulled from:
DIRECTORY DATA
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EMPLOYEE PAGE
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EMPLOYEE FIELD
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Name
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Personal Information
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First Name, Middle Name/Initial, and Last Name
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Department
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Employment Information
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Department
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Phone Ext
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Contact Information
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Phone Extension
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Home Phone
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Contact Information
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Home Phone
NOTE: Check the box next to Publicly Viewable if you want the Home Phone to appear in the Directory.
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Cell Phone
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Contact Information
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Cell Phone
NOTE: Check the box next to Publicly Viewable if you want the Cell Phone to appear in the Directory.
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Address
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Contact Information
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Address
NOTE: Check the box next to Publicly Viewable if you want the Address to appear in the Directory.
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E-mail
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Time Reports/E-mail Alerts
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E-mail address marked as Employee's E-mail or Default.
NOTE: Check the box next to Publicly Viewable if you want the Email to appear in the Directory.
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NOTE: Employee phone numbers will display only if marked as Publicly Viewable in the employee's information. To show or hide an employee's phone numbers, see the Contact tab under Employees section.
Clocked In
Click on the Clocked In Icon
Currently Clocked In Employees are grouped by their Organizational Unit.
NOTE: If there are more employees clocked in than fit on your screen you can click anywhere in the Currently Clocked In box, which will allow you to scroll up and down within the box.
Clocked In Excess Hours
Click on the Clocked In Excess Hours Icon
Employees exceeding their scheduled total work hours will be highlighted in red. These limits are set in the Employee section on the Schedule Tab.
Using the left pane Main Menu » Administration, click on: Employees » Employees » Schedule
- The bottom half of the Schedule tab is used to generate the Clocked In Excess Hours Monitor.
- The Scheduled total work hours per week would need to be specified. If you would like the employee to see their hours worked or the remaining time to be worked in a week, select "SHOW."
- Employee's schedules must have a start time for the week. Select the Begins on day of week and time of day from the drop-down boxes. If an employee's day begins at a time other than midnight, you may want to have one or more of the schedule points fall on a different calendar day. For example, an employee's schedule begins at noon, their first in could be 8pm, first out could be 12am, second in could be 1am, second out could be 4am.
TIP: Click on the "Copy" tab above the daily In/Out times to quickly clear the schedule, load a standard 8-5 schedule, copy Monday to Tuesday-Friday, copy Monday to Tuesday-Sunday, copy a schedule forward to the next week, or to copy one employee's schedule to another's.
Company Information
Click on the Company Information Icon
The Company information includes general information about your company and can be customized using HTML tags from the Directory section of the Company/Divisions page.
The Directory Page Company Info allows you to customize the information available in the directory with HTML formatting.
TIP: IF you are not familiar with HTML coding, use the example HTML code provided. Locate the example information such as phone number and website then replace it with your company's information. You may also check out one of the many HTML guides available online. Click HERE for an example HTML website.
Additional Directory Options
Require Login to View Directory is by default set to Require. Employees must have a username and password in order to view the Company Directory.
NOTE: By changing this option to Not Required, anyone with access to your network will be able to view your employee list and contact details. This may not be desirable, especially if your system is port-forwarded to the Internet.
Select Visible under Show Last Clock Time if you want the last clocked in date and time of all employees to be viewable by all employees (who are not logged in) on the Employee Status View screen of the Directory page.
Select Visible under Show Employee Status if you want all employees (who are not logged in) to be able to view all statuses on the Employee Status View screen of the Directory page.
Be sure to SAVE ROW when you have finished making changes.
Once formatted, your Company Information will appear on the Directory page.
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