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User Manual - Attendance tracking software

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1. Supervisors aa Shist Information C pogin Information Hamman Deinse x lt 9 00AM 6 00PM x ser Name nox User Type Super Administrator Recording Mode Email Supervisors Employees Departments Days Hours Apply Close As you can see on this screen there are different areas When logged in as a Super administrator or supervisor with editing rights the top part in Black can be edited When the employee logs in to view their information it cannot be changed The portion highlighted in BLUE shows supervisor employee and department tab This cannot be changed by an employee logged in unless they have specific editing rights as a supervisor or an Super administrator The user will also be able to view the supervisor they are assigned to also the employees they are over if any and the department they have been assigned to Employees cannot see anything but the Supervisor they are assigned too So the Employees tab and the Departments tab are not available to a normal employee The_RED area is login information This enables the user to change their user name and or password This can be done by selecting the icon beside the user name Please see the next page for further details regarding changing the username and password Other areas Shift Information this shows the user their daily scheduled hours If this is incorrect this can only be edited by a Super administrator or a supervisor with editing righ
2. 5 dm Bansal Jason i Allen Karen s Timeline DOB am Beckman James Vacation v Bereavement A Frith Coin 7 1 2009 Accrual A Hamman Deinse Hourly Ful Time Vaca a l n 6 00 amp a f Weather Closing Business Trip Si ric dome Blakey di Perde Lisa a omj CECCI Pad gt Be bx i Lil e a V Excude Terminated i Employee TimeLine The timeline shows any adjustments that have been made to the time that has been taken or schedule to take This timeline also shows the time that has been accrued by date The user can go back as early as hire data in the timeline by scrolling forward or backwards 16 SoftTime Online Chapter 3 Personal Tab Software Techniques Inc gt i online D August 16 2013 8 50 AM Iiness F i Gana j Li BECCONCLHATNO a 7 Excude Terminated med Personal Tab The tab is available to all employees with their own login The information here is employee specific as the user logged in only On this tab the options are Calendar Employee Information Employee TimeLine FYI User Preferences Leave Request Approval Supervisor Dashboard This option is only displayed when logged in as Super Administrator or Supervisor 17 SoftTime Online Software SoftTime ta Techniques Inc Uniine D Knox Michael Employees Personal My Requests Admin o i
3. 10 SoftTime Online Adding Adjustments Using the Adjustment tool The icon for the adjustment tool is a wrench This tool allows the Super administrator and supervisors with the correct permissions to make changes to employee requested or taken time off To use this tool you click on it in the lower left hand side of the calendar then select the date on the calendar that you wish to make the adjustment to A box will appear with Adjustments for and the date that you have selected tn Adjustments for September 19th 2013 x Po Image Category Amount Note Close 11 SoftTime Online Ys Adjustments for September 19th 2013 x a Image Category Amount Note v 0 x Cancel Apply Close Now to add the adjustment to the calendar you will need to first select the wrench in the upper right hand side Once that is selected the box will appear with option to choose The first one is Category this allows you to choose an allowed category in the dropdown box Then second you will want to choose the amount this is depending on it you are in days or hour mode Then third you may want to input a brief note describing why the adjustment was made Once you are done with this box you can then select Apply then select Close to close the box 12 SoftTime Online f Allen Karen s Calendar Supervisor Mode e 4 n Calendar Supervisor Mode me i TODAY i q Sept
4. Abbreviation V Y Show Text on Icon IV Allowed Category re Picture Text Vacation V Include in Leave Request Font Color Background Category Color DU ll Color oe Close Another option that is available on the User Defined Category menu is the Show Text on Icon option When you click the box you notice that additional information populates This feature gives you the ability to edit the icon further by adding text to the picture changing the font color of the text and changing the background color 32 SoftTime Online FS user Defined Categories N Tlness f Category Name Vacation 3k Vacation ate Personal na oa Viet eS pa a aay JA E BEDEDEDE secca EEEE After clicking Default this screen will appear with other icons that can be used in place of the default one Once selecting the new icon then click on OK to complete the request There is also a side bar on the right hand side that will allow you to move up and down to see other premade icons Abbreviation V 33 SoftTime Online ae Software Techniques Inc Ginnie a Knox Michael August 16 2013 9 02 AM Employees Personal My Requests Admin Reports Tiness B Super Admin Options 4 amp Departments Vacation E User Defined Categories ala Startup Settings ani EA Holiday Editor z a MOTD Message of the Day T Supervisor Roles amp by oo
5. E 4 7 5 a 3 Weather Closing Business Trip S FMLA Other Beds In this screen you have the ability to add or remove departments as needed The access to this menu is only given to Super Administrators 28 SoftTime Online amp Accounting Department gt Administration Name 3 Business Office gt Customer Service 3 Development ra Dispatch amp Engineering gt Finance Knox Michael Full Supervisor amp Freight gt Grounds gt Housekeeping gt Human Resources amp Information Technologies gt Maintenance Management Employees gt Marketing di Knox Michael gt Operations gt Part Time 3 Production A amp Purchasing gt Warehouse Administration Leave Request Conflict Limit 0 Supervisors Hamman Deinse Full Supervisor a Apply Close Departments menu you can see on the left hand side in RED a list of all current departments In the upper left hand side in BLUE you have the option of clicking on a current department from the left hand side and edit it Here you can rename it and even set a leave conflict limit The leave request conflict is an option to set as to how many persons per a department can be out at the same time Located in ORANGE you have a list of supervisors that are currently assigned to the selected department You may select the in the right corner to add additional supervisors If you need to remove a supervisor
6. Getting Started Welcome to the New SoftTime Online Below is the first initial login screen You will need to fill out the following information in order to logon to the system Company Code User Name Password You may also select the Remember Me option when logging on in the future this information will already be inputted Then select login to continue If you are idle for more than 5 minutes the system will automatically log you out Please Login oft lime online lt Company Code Usernarne Password Remember Me SoftTime Online Basic Functions Now that you have logged successfully into SoftTime Online There are 6 areas that you should configure to setup your environment Super Administrator Options Startup Settings Holiday Editor User Defined Icons Department Roster eS S YE Point Categories Visit these sections in order for best results SoftTime Online Chapter 2 System Roles In order to better understand which users have access to which options in SoftTIME Online it is helpful to cover the System Roles Employee Employees have read only access to their own information They can view their own calendars and reports They cannot modify or create any category or time related transactions Employees can also create leave requests and submit them to their supervisors Supervisor The supervisor role levels are set by the Super Administrator The
7. this shows all pending request that have been submitted but not yet approved This screen can be closed be selecting the x in the upper right hand corner Please note this menu displays a which contains a video on how to briefly use this screen 51 SoftTime Online enfiTim Software Techniques Inc online 9 Knox Michael August 16h 2013 9 07 AM Employees Personal My Requests sl N ness 4 fi Department Reports i Absence Report tota Absence Summary Adjustment Report amp Annual Overview Personal Daty Report Department Details yy Department Recondiaton eee Bereavement Shift Analysis 4 Pi Employee Reports Allowance Projection o Training Employee Detals b Employee FYI Holiday Employee Information EI Employee Profile n te Year At A Gance 6 4 i Mscelaneous Reports t2 Anniversary List Emergency ti Audit Brthday List i ij j a t Department List gt ra TEED Business Trp gt Holiday Recondliation o Perfect Attendance Ky Supervisor List Sh Time Off 7 Excude Terminated n6i ES Reports Tab This tab is used by the person that is logged in as the Administrator this gives the user the ability to run needed reports As shown above there are three different areas of reports Department Reports Employee Reports Miscellaneous Reports When logging in as an Administrator or a Supervisor this screen will come
8. SoftTime Online Index Absence Categories 35 Absence Report 69 70 Absence Summary 69 70 Accrual 35 36 37 62 Accrue 15 16 22 34 35 Access 8 19 24 27 28 45 46 53 54 57 65 67 Adding Adjustment 11 Adjustments 10 11 16 26 27 Administrator 7 8 9 10 11 17 19 20 21 24 25 26 27 28 35 44 45 50 52 56 58 65 69 Allowance 35 36 Projection 69 70 Table 35 Anniversary List 69 70 Attendance 5 50 51 69 70 Basic Operation 5 Birthday List 70 Calendar 8 9 10 11 12 13 15 17 18 23 24 35 36 42 43 53 59 64 66 Carry Over 26 35 Categories 7 26 30 34 35 36 37 39 41 45 Category 8 12 24 26 27 31 32 34 35 37 41 46 Category Color 31 Category Name 31 Dashboard 9 17 23 50 51 Days 12 14 27 35 36 42 43 51 69 70 85 SoftTime Online Delete 13 26 34 37 45 46 49 53 61 Deletion 26 27 48 Department 14 20 27 28 29 46 50 51 70 71 Details Report 67 70 Editor 7 42 43 Email 20 74 Employee 9 11 14 15 16 17 19 20 26 27 34 36 39 40 41 46 58 61 Details Report 69 70 Profile 54 69 70 Profile Report 69 70 Frase 10 Eraser 10 Excel 72 Feature 14 27 32 46 49 64 74 Firefox 5 Fiscal Date 15 26 35 36 FYI 9 15 17 23 63 69 70 Google 5 23 Help 8 12 22 27 59 63 74 Hire Date 35 62 Holiday 5 7 42 43 69 70 Details 69 70 Editor 7 42 43 Holiday Details
9. Year At A Glance This is a list of reports that the Employee mode has access to The employee will only see their name on these reports The Employee mode will not have access to any other Please see page 70 for explanation of each report 67 SoftTime Online 68 SoftTime Online Chapter 7 Reports rad Department Reports Absence Report B Absence Summary Adjustment Report Annual Overview Daily Report Department Details Department Reconciliation Monthly Report Shift Analysis 4 i Employee Reports Allowance Projection s5 Employee Details E Employee FYI 05 Employee Information E Employee Profile Year At A Glance 4 ti Miscellaneous Reports ed Anniversary List 5 Audit a2 Birthday List Department List Holiday Details Holiday Reconciliation Perfect Attendance Supervisor List Employee Permission Only Employee Reports are viewable Supervisor Permissions All Reports Administrator Permission All Reports Please see next page for a brief detail of each report 69 SoftTime Online Department Reports Absence Report Breakdown of absences for each department can be defined by greater than amp date range Absence Summary A detailed report for each department shows absences by a specific date range Adjustment Report Shows the time that has been adjusted in the selected date range Department Detail A report that shows record
10. Michael 9 00AM 0PM diva Madden Alexa Wise Haley User Type Employee Email Recording Mode Supervisors Hours Apply Close Your nformation When logged in as Employee mode only that person s information is available for viewing only This information cannot be altered or deleted by the employee logged in 61 SoftTime Online Your TimeLine ro em w November 12 1999 11 12 1999 Accrual Vacation Rule 1 40 00 Your Timeline This is where the user can see accrual history since hire data as well as time that have been taken since hire date 62 Your FYI Employee Name Department Hire Date FYI View as of Category Illness Vacation Personal Jury Bereavement Training Holiday Late Emergency Weather Closing Business Trip Paid Time Off FMLA Other SoftTime Online CARINO Lee Douglas Production A 10 12 1999 08 30 2013 9 Allowed Recorded Remaining 8 931 47 28 00 8 903 47 1 445 00 1 445 00 156 00 40 00 116 00 i i Your FYI 20 00 60 00 60 00 This is an overall break down of the 0 00 sa 0 00 time available to you It shows the 7 type of leave allowed recorded and ns re remaining 0 00 0 00 0 00 0 00 This is helpful for your quick glance to see what is currently available to 0 00 0 00 you prior to submitting a leave request V Show Scheduled recorded time 63 SoftTime Online SoftTime dA Online Pe
11. 69 70 Holiday Reconciliation 69 70 Hours 14 20 27 34 35 36 74 86 SoftTime Online Increment 27 Internet Explorer 5 License agreement 75 Logo 25 27 71 Menu 15 28 29 31 32 36 44 45 51 Month at a Glance 69 70 Monthly Report 67 70 Note Deletion 27 Password 6 20 21 PDF 71 72 Picture 14 31 32 Print 27 70 71 72 Printing 72 Rate 23 27 35 36 64 72 Read Only 27 Recording Mode 20 27 34 35 36 Recording Year 27 35 36 69 70 Reports 19 27 28 46 52 53 55 58 67 69 Security 27 Shift 5 20 35 36 40 41 70 SoftTIME 1 2 5 6 7 8 9 27 44 45 49 74 Software Techniques Inc 1 74 75 76 77 78 79 80 81 82 83 Submit 65 Submitting 63 Super Administrator 7 8 9 10 11 17 19 20 21 26 35 Supervisor 8 9 11 17 19 20 21 23 24 28 29 44 45 46 50 51 52 53 54 55 56 58 59 87 SoftTime Online Terminated 14 Tools 10 59 User Defined Categories 30 31 32 Word 72 Wrench 10 11 12 13 Year at a Glance 70 Yearly Allowance 35 36 88 SoftTime Online 89
12. AGREEMENT WHICH MAY BE INCURRED BY YOU WHETHER OR NOT SOFTWARE TECHNIQUES INC OR ANY SUCH OTHER RELEASED PARTY MAY HAVE BEEN ADVISED THAT ANY SUCH DAMAGES MIGHT OR COULD OCCUR Some states do not allow the foregoing limitations of liability so they may not apply to you and in such a case you agree that Software Techniques Inc s or any other released party liability to you shall be limited to the maximum extent permitted by law You agree that Software Techniques Inc cannot be held responsible or liable for anything that occurs or results from accessing or subscribing to the Software Service 13 INDEMNIFICATION At Software Techniques Inc s request you agree to defend indemnify and hold harmless a Software Techniques Inc b its shareholders partners affiliates directors officers subsidiaries employees agents or suppliers c its licensees distributors Content Providers and d other Members of the Service from all damages liabilities claims and expenses including without limitation attorneys fees and costs arising from or related directly or indirectly to any misuse of the Service or breach of this Agreement by you 14 TERMINATION a Software Techniques Inc reserves the right to suspend or terminate this Agreement including your Software license and your Account immediately and without notice if you breach this Agreement or willfully infringe any third party intellectual property rights or if we are unable t
13. CONTENT INCLUDING YOURS IN WHOLE OR IN PART AT ANY TIME FOR ANY REASON OR NO REASON WITH OR WITHOUT NOTICE AND WITH NO LIABILITY OF ANY KIND b Rights in Content You acknowledge that Software Techniques Inc and its related Software Data Content Providers Software Data Content Providers have rights in their respective Software Data Content under copyright and other applicable laws and that you accept full responsibility and liability for your use of any Software Data Content in violation of any such rights Software Techniques Inc and its related Software Data Content Providers grant to Members the right to use the Software Data Content for business purposes within the nature of the Data Content c Member Data Content Members can upload to and create data content on our servers in various forms such as in selections you make and data items you create for the Software and in bulletin boards and similar user to user areas Member Data Content By submitting Member Data Content to or creating Member Data Content on any area of the Service you acknowledge and agree that such Member Data Content is the sole property of Software Techniques Inc To the extent that Software Techniques Inc cannot claim exclusive rights in Member Data Content by operation of law you hereby grant or you warrant that the owner of such Member Data Content has expressly granted to Software Techniques Inc and its related Software Data Content Providers a
14. CarryOver Carry Max Carry Over Expiration 9 00AM 6 00PM x Hire Year 3 iv 32 Expires after 36 weeks x Year 4 co iv 40 Expires after 42 weeks x 8 n Save StartUp Settings Apply Changes to Employees A closer look at the Startup Settings menu As you can see there is a lot of information on this menu On the left hand side under settings is a list of all current Startup Settings that have been added or are a default with the program Below that is the name of the selected Setting followed by recording mode Days or Hours and Shift Information The List of Categories run Vertical they are a list of icons for each different type of leave Each type of leave that is used by your company will need to be configured for the Accruals per your company guidelines On the Right hand side there are Recording year types to be selected Anniversary Calendar and Fiscal After that is selected you can then select how soon an employee can start occurring time Down below Accrual Rules are the current settings set for the type of leave Please see the following pages on how to edit or to add new Startup Settings 36 SoftTime Online To add or remove a new Startup Setting located above on the left hand side C C To add select the one on the left and to remove select the one on the right The one on the right will allow you to remove current startup settings You will be prompted after selecting this option if you are sure you want to delete this
15. EA A EEE A E T SE E 34 FON CY EGO ria i E O LA A 42 VSS VSO e A saute setae pest ne esac cesta sedate see ane svdned code ce eu este seseuaccedennceseasaanusndeacoosds 44 SUPEVISORRO G Sn E E inse 45 PRONG RR AA 47 ReEStoCEMPIO CE aneii erie A E A A E E A O EEE E 49 SPAN Or DADOS siero aE A E E AS 50 FOS TaD ao 52 Chapter 5 Supervisor Role SUDEV Or ROIO e EE E E EE EEEE T EATE E 54 MY R OUO I alain 55 PRODOT no 56 Chapter 6 Employee Role EMDIOVESRO Ca ina 57 WOR ING GE i Ia 59 TOUFINIOFMAtO iano ia iaia 61 63 WSOP PrE OI esi iran cain ra 64 MV ROTU S ia ran 65 Chapter 7 Reports Report 69 Detal oFREPois in 70 Table of Contents 4 Table of Contents EioMMPIGOFREP0i n E 71 PARE RODOR E ar A AEO NE A EA ra 72 Chapter 8 Help Feature FS OSE A CCIE See arcing E E E A E E E E E 74 Chapter 1 I ntroduction What is SoftTI ME Online SoftTIME Online is the cloud based version that allows time tracking of attendance Now you can perform all the absence tracking duties that you are accustomed to from the web This Manual Covers Setting up SoftTime Online Setting and maintaining company absence policy Maintaining individual and department records Basic operation recording absences and reasons Producing reports Utilities Trouble shooting toda a Compatibility Internet Browsers Internet Explorer 9 and newer Firefox Google Chrome Most other HTML5 Webkit compliant browsers SoftTime Online
16. Iliness aa N Employee Information Employee Timeline l Sr FYI F Knox Michael s Calendar Employee Mode la 0x A User Preferences as ea Personal e TODAY q September 2013 yp Leave Request Approval LJ Supervisor Dashboard Sun Mon Tue Wed Thu Fri Sat Jury 1 2 3 si 5 6 7 R v Bereavement 8 9 10 11 12 13 14 w Training 15 16 17 18 19 20 21 Holiday ims Business Trip 22 24 25 6 27 28 Paid Time Off 29 30 0 Other n 4 V Exclude Terminated Me 4 F Knox Mich X Q deax Your Calendar The Calendar is available to all users to see their requested time and time that has been taken At the top of the Calendar screen there are few options the first one is a day calendar icon by clicking this it will bring you back to the current scheduled month you are in The second icon is either a Sun or an Hour Glass The Sun means that you are in day s mode and the hour glass means that you are in hour s mode The next options you have are left and right arrows this allows you to scroll forward or backwards through the months The small calendar next to the date can be clicked on to do a more specific time search 18 SoftTime Online Software Online D cun 1 a Knox Michael Employees Personal My Requests Admin pro Iliness Calendar _ Employee Information J Vacation Emplo TimeLine dg aim User Preferences Da US Leave Request Approval Supervisor Dashboard First Name S
17. The UN Convention on Contracts for the International Sale of Goods is expressly disclaimed You agree to comply fully with all relevant export laws and regulations of the United States Export Laws to assure that neither the Software nor the Service is exported directly or indirectly in violation of Export Laws or is intended to be used for any purposes prohibited by the Export Laws Our failure to act with respect to a breach by you or others does not waive our right to act with respect to subsequent or similar breaches Except as otherwise permitted herein you may not assign or transfer this Agreement or your rights hereunder and any attempt to the contrary is void This Agreement sets forth the entire understanding and agreement between us and you with respect to the subject matter hereof Notwithstanding anything else in this Agreement no default delay or failure to perform on the part of Software Techniques Inc shall be considered a breach of this Agreement if such default delay or failure to perform is shown to be due to causes beyond the reasonable control of Software Techniques Inc All notices given by you or required under this Agreement shall be faxed to 540 721 1010 Attn Customer Support More Sources for Help Software Techniques on the WEB This option launches your default Web browser to Software Techniques Inc main Internet site The web URL is http www softwaretech com STI Website 83 SoftTime Online 84
18. Web Site is an active part of the Service and any use of the Web Site is governed by the same terms and conditions of this Agreement Please note that access to The Software Message Board is tied to your account status By canceling or deactivating recurring billing you lose your ability to post on the forum and will be able to read only Software Techniques Inc reserves the right to offer Additional fee based Features to SoftTIME Online at their discretion 3 LICENSE TO USE Subject to the terms of this Agreement Software Techniques Inc grants to you a non exclusive revocable nontransferable except as permitted in Section 4 a license to use the Service and a non exclusive revocable nontransferable except as permitted in Section 4 a license to use the Software in connection with the Service for a duration as defined in Section 5 for so long as you maintain an authorized and fully paid Account You may not a sublicense rent lease loan or otherwise transfer the Software or the Service or any part thereof including without limitation serial codes b modify adapt reverse engineer or decompile the Software or otherwise attempt to derive source code from the Software c create any derivative works in respect of the Software or the Service or d otherwise use the Software or the Service except as expressly provided in this Agreement Title to the Software and all rights with respect to the Software and Service
19. an Online request for a password Software Techniques Inc will never ask for your password offline or Online except that you will be required to enter your password as part of the log on process f Registration Obligations You agree to provide true accurate current and complete information about yourself and your company as prompted by the Service s registration form Registration Data and maintain and promptly update the Registration Data to keep it true accurate current and complete If you provide any information that is untrue inaccurate not current or incomplete or Software Techniques Inc has reasonable grounds to suspect that such information is untrue inaccurate not current or incomplete Software Techniques Inc has the right to suspend or terminate your Account and refuse any and all current or future use of the Service g Former Members Members whose Accounts have been terminated by Software Techniques Inc may not access the Service in any manner or for any reason including through any other Account without the express written permission of Software Techniques Inc Accounts accessed by Former Members are subject to 77 SoftTime Online immediate termination Software Techniques Inc reserves the right to use any means necessary including those in section 4 h to identify and remove Former Members h Related Accounts If Software Techniques Inc terminates an Account Software Techniques Inc may terminate an
20. measurements across SoftTIME Online Leave Request Conflict Scope These options allow you to define the basic way that the Leave Request feature will operate When requesting and approving leave requests it is often helpful to determine if other employees are likely to be absent at the same time This could create a potential conflict SoftTIME Online allows you to view the potential absence conflicts on the Conflict Display Screen Smaller business will probably want to check All Departments to determine their staffing level around the vacation season Larger businesses with several hundred employees will probably want to limit the conflict list to just those employees in the same department as the employee requesting leave There are also two options that allow Department Level Supervisors to serve as effective managers for authorizing leave requests and checking possible leave conflicts Some department level Supervisors only have Read only access to employee absences However if these department level Supervisors will be responsible for approving leave they will need their security rights extended 27 StartUp Settings I Hobday Editor MOTD Message of the Day V Excude Terminated Departments SoftTime Online Department Accountini Name 9 Leave Request Confict Um 0 a III amp gt Bo bx Software Techniques Inc Knox Michael August 16th 2013 9 00 AM go Vacation
21. non exclusive universal perpetual irrevocable royalty free sublicense able right to exercise all rights of any kind or nature associated with such Member Data Content and all ancillary and subsidiary rights thereto in any languages and media now known or not currently known You shall indemnify and hold Software Techniques Inc and its affiliates harmless from and against any claims by third parties that your Member Data Content infringes upon violates or misappropriates any of their intellectual property or proprietary rights d Member Conduct You agree not to use the Service to take any action or upload post e mail or otherwise transmit any content that infringes or violates any third party rights impersonate any person or entity including but not limited to a Software Techniques Inc employee or falsely state or otherwise misrepresent your affiliation with a person or entity take any action or upload post e mail or otherwise transmit any content that violates any law or regulation take any action or upload post e mail or otherwise transmit any content as determined by Software Techniques Inc at its sole 79 SoftTime Online discretion that is harmful threatening abusive harassing tortuous defamatory vulgar obscene libelous invasive of another s privacy hateful racially ethnically or otherwise objectionable or contains any viruses trojan horses worms time bombs cancelbots or other computer programming ro
22. not specifically granted under this Agreement including without limitation all rights of reproduction modification distribution display disassembly and decompilation and all copyright patent trademark trade secret and other proprietary rights and interests are reserved to Software Techniques Inc 4 ACCOUNT a Eligibility By clicking the I Accept button you represent that you are an adult 18 years of age or older Those who have completed these steps and who maintain their Account in good standing are sometimes referred to in this Agreement as Members b Master Accounts and User IDs To use the Service you must first create a master account on the SoftTIMEOnline service master account and a user specific sub account for The Software The master account is subject to specific fees as per section 5 see Service Fees and can be completed on the www SoftTIMEOnline com web site You must choose an account name to identify yourself to Software Techniques Inc staff your Account ID on both the master service account as well as a User ID You may not select as your Account ID or User ID the name of another person or a name which violates any third party s trademark right copyright or other proprietary right or which may mislead other forum members to believe you to be an employee of Software Techniques Inc or which Software Techniques Inc deems in its sole discretion to be vulgar or otherwise offensive Software Tec
23. setting Please note default Startup Settings cannot be deleted Once you have selected the add icon to setup a new Startup Setting You will need to name it so that you can identify it quickly Then you have two options to either create from scratch using default values or to copy an existing Startup Setting In this case Create from scratch using default values is selected ICE Create New StartUp Settings Name Create from scratch using default values Copy an existing StartUp Settings Copy Y Cancel After selecting Okay you can then continue to setup your new Startup Settings You must first check the box Accrual Rules for each category in order to have these categories available to edit and use By selecting the on the right will add the first rule This rule can be edited by double clicking on the new line It will prompt you to Name the new accrual rule You will see the following popup box VACATION ALIV INF Hie sS Add Accrual Rule x Enter a name for the new Accrual Rule OK Cancel Select a name for it then press OK to complete this box and go back to continuing the setup of the Startup Settings 37 SoftTime Online Vacation Information Recording Year Type Start accruing after Anniversary Caljadar Fiscal 3 S Month s y V Vacation Accrual Rules From Through Accrual Information 23 NEW Hire co No Accrual x Vacation Carry Over Rules From Through Carr
24. shall not be entitled to refunds for fees based on Software Techniques Inc s failure to provide any of the foregoing Some states do not allow the disclaimer of implied warranties and to the extent the foregoing disclaimer may not apply to you This warranty gives you specific legal rights and you may also have other legal rights that vary from state to state 12 LIMITATION OF LIABILITY THE MAXIMUM AMOUNT OF SOFTWARE TECHNIQUES INC S OR ANY OF ITS SHAREHOLDERS PARTNERS AFFILIATES DIRECTORS OFFICERS SUBSIDIARIES EMPLOYEES AGENTS SUPPLIERS LICENSEES OR 81 SoftTime Online DISTRIBUTORS LIABILITY TO YOU UNDER THIS AGREEMENT SHALL NOT EXCEED AN AMOUNT EQUAL TO THE LOWER OF THE i ACCOUNT FEES OR ii PURCHASE PRICE OF THE ADDITIONAL FEATURES EACH OF THE FOREGOING i OR ii AS PAID BY YOU TO SOFTWARE TECHNIQUES INC IN THE PRECEDING SIX 6 MONTHS IN NO EVENT SHALL SOFTWARE TECHNIQUES INC NOR ANY OF ITS CONTENT PROVIDERS SHAREHOLDERS PARTNERS AFFILIATES DIRECTORS OFFICERS EMPLOYEES AGENTS OR SUPPLIERS BE LIABLE TO YOU OR TO ANY THIRD PARTY FOR ANY SPECIAL INCIDENTAL CONSEQUENTIAL PUNITIVE OR EXEMPLARY DAMAGES INCLUDING WITHOUT LIMITATION LOSS OF BUSINESS PROFITS BUSINESS INTERRUPTION LOSS OF BUSINESS INFORMATION OR ANY OTHER PECUNIARY LOSS REGARDLESS OF THE THEORY OF LIABILITY INCLUDING CONTRACT NEGLIGENCE OR STRICT LIABILITY ARISING OUT OF OR IN CONNECTION WITH THE SERVICE THE SOFTWARE YOUR ACCOUNT OR THIS
25. startup setting 34 SoftTime Online Settings This is a list of all existing startup settings As mentioned there are 2 base templates that cannot be removed renamed or have their recording mode changed Default Schedule Days and Default Schedule Hours Setting Name This is the name of an added setting It will appear in the list above and elsewhere in the program where you choose startup settings Recording Mode Hours Mode or Days Mode Shift This allows you to adjust the shift of employees affected by this startup setting See the Adjust Shift section in Employee Information Absence Categories Each setting contains information for each absence category Illness Vacation Personal or any allowed category allow for a detailed startup setting The other categories only allow you to set the Recording Year Type The following settings apply to the currently selected absence category Recording Year Type This sets up the start date for each employee s recording year Anniversary Calculates from the employee s hire date Calendar Calculates based on the standard calendar year Fiscal Calculates based on the fiscal year the beginning of which is set in the Super Administrator Options Carry Over This allows you to set a carryover policy for this absence category Checking the box allows time to carry over and allows you to choose whether to specify a maximum number of days or hours Accrue This allows
26. that is current assigned to that department selected the x beside his her name in that box In GREEN is a list of all employees assigned to that department To add or remove employee to this department you must set that up in the Employee Information menu under department e To remove or add the departments to add new department and to remove current departments Once you have made changed on this screen you will need to select Apply in the lower right hand side If no changes were requested you may simply select Close 29 SoftTime Online damme 9 ekg Techniques Inc nline t Michael August 164 2013 8 59 AM Employees Personal My Requests Admin Reports Tlness a Super Admin Options i Departments PANE vacation F User Defined Categories i Startup Settings Holiday Editor Personal MOTD Message of the Day 5 Supervisor Roles amp Jury Audt _ a sacca v Bereavement ol Training n _ Category Name hess on Abbrevation I Emergency vi Alowed Category Weather Closing J Include in Leave Request EJ Category Color e m Trp 6 Paid Time Off o Other OTH 7 Excude Terminated weds User Defined Categories The screen allows the option to edit current default icons Also on the lower left hand side you have the ability to add or remove icons as needed To remove or add the icons to add new icons and to remove current icons categori
27. you to select whether time accrues at all and if so how long from an employee s hire date they must wait before accrual begins Allowance Table This is the table where you determine accruals Here you may define accrual rates for an absence category Each row relates to a certain amount of time with the company For instance the first row 35 SoftTime Online might represent the rate for an employee s first 2 years with the company The next row could represent years 2 5 and so on The from and to values always refer to years The Accrual Info will reflect the recording mode of the currently selected setting Each row of the table has an Edit button Clicking this button will display a dialog to allow you to edit the accrual rules gt StartUp Settings SAID Settings El List of Categories Illness Information Default Schedule Illness x Recording Year Type Start accruing after Anniversary Calendar Fiscal 90 gt Day s v Hourly Full Time Hourly Part Time Vacation Salary Supervisor o 4 es AE V Illness Accrual Rules tilt Salary Worker i e From Through Accrual Information 3 Default Jury Hire 4 Years 40 Hours per 2 Months x SYears 7 Years 48 Hours per 2 Months x Setting Name Default Schedule Bereavement 8 Years 9Years 57 Hours per 2 Months x ow 10 Years co 60 Hours per 2 Months x Recording Mode Traini Days Hours o ng amp Illiness Carry Over Rules shift information G Holiday From Through
28. 00 z gt Leave Request Action Taken Since Last Login Your Employees Who Are Absent Today Employee Request Reply Date Action Employee Department Category Amount Allen Karen Production A Vacation 8 00 hrs Leave Requests requiring Action Submitted Employee Department Request Status 8 1 2013 Allen Karen Production A New Leave Request Aug 1 2013 4 54PM Pending 8 1 2013 Bowman Curtis Production A New Leave Request Aug 1 2013 4 41PM Pending A closer look at the Supervisor Dashboard In the top left hand corner it shows the Daily Attendance by department you can scroll to the right to see any remainder departments This area shows the attendance daily and is updated daily based upon approved leaved request for the particular day that you have logged in On the top on the right hand side is the Labor Cost Efficiency this is a daily calculation that shows what your cost effectiveness is for the day with all departments combined and minus the ones that are absent The Leave Request Action Taken since Last Login area shows any time off request that have been approved denied since you last logged in On the right hand side the Your Employees Who Are Absent Today shows a list of all employees that are absent today This list includes all type of leave taken vacation illness and etc This also is not only limited to full days but also partial days The last area of the very bottom Leave Request Requiring Action
29. 07 04 9 Percentage 100 gt Apply Holiday Schedule Save Close As you can see there are four main parts to the holiday editor screen The first one is hightlighted in RED at the top on the left hand side this allows you to choose the year that you are applying the holiday for and the optinion beside it Save for Future Use will give you the abilty to apply this holiday for this year and all future years The selection in the BLUE area is where the holidays are listed for the particular year choosen This allows you to manage the holdays that are scheduled during the calendar year These holidays can be removed at anytime by simply selecting the x beside them on the right hand side On the left hand side in GREEN is the Holiday detail for the specific selected holiday You can rename or add a name for the holiday select whether or not it s a Floatingholiday select the date and the percentage of the day that will be designated as the holiday Located on the bottom in ORANGE there are several different options to choose from The first on the left is this will allow you to add a new holiday to the list Then on the right is Apply allows you to apply these changes to your calendar Then Schedule this will allow you to schedule a time that you want this specifically to show up on the calendar Then Save it is always important to save your changes prior to leaving this screen If you leave this screen without s
30. 5 2013 11 58 31 AM 8 15 2013 11 58 21 AM 8 15 2013 11 56 45 aM 8 15 2013 1 4 AM 8 12 2013 4 45 11 OM 8 12 2013 4 45 11 mM 8 12 2013 4 44 47 mM 8 11 2013 2 48 24 OM 8 11 2013 2 46 10 OM 8 11 2013 2 26 26 DM 8 11 2013 1 05 56 on 2 2 0 xX Ogmyer Blakley modified Bruner Jim s Employee Information Department changed from Engineering to EEREN Knox Michael and Nguyen Jack were removed as supervisors Ogmyer Blakiey added a new department Ogmyer Blakley has mod ied the Message of the Day Ogmyer Blakley has modified the Message of the Day Ogmyer Blakley has modified the Message of the Day Ogmyer Blakley added a day for Beckman James on 8 16 2013 for Other Ogmyer Blakley deleted an absence recorded on 8 13 2013 for Beckman James Ogmyer Blakley added a day for Beckman James on 8 13 2013 for Other Ogmyer Blakley has modified the category Other Ogmyer Blakley has modified the category Other Ogmyer Blakley added a new category Knox Michael added a day for Bowman Lesie on 9 23 2013 for Vacation Knox Michael added a day for Bowman Lesie on 9 24 2013 for Vacation Knox Michael modified Brown Lesie s Employee Information Last Name changed from Brown to B Brown Lesie is now Bowman Leste Ogmyer Blakley has modified the Supervisor Roles Ogmyer Blakley created a note on 8 6 2013 for Bowman Curtis Ogmyer Blakley creat
31. Administrators and Supervisors with specific rights can also change employees Username and Password 21 SoftTime Online Software oftTime m nline oD Techniques Inc Knox Michael Employees Personal My Requests Adm P Illness E Calendar Employee Information gt Vacation Employee Timeline aha Your TimeLine EIL l X Personal User Preferences l up Leave Request Approval Vacation Supervisor Dashboard Jury P__N Bereavement 2 1 1997 Accrual vd Training Default ME 0 00 7 Holiday On i i Weather Closir Business Trip S g Time Off a n 4 V Exclude Terminated 4 Your Time X R Clear Your TimeLine This is another way of viewing your time that you have taken during a certain time This also allows you to move forward and backwards to see time taken time accrued and time that has been requested in the future This tool is helpful to see patterns of time taken when it occurs the most and when time is not taken It also allows the user to see when time has been added and when to expect more time to be added 22 SoftTime Online sari Software Techniques Inc SOI e 9 Knox Michael Online August 164 2013 8 52 AM Employees Personal My Requests Admin Reports Your ge sn g 22 Calendar p _ T Engioyee Information Employee Name Knox Michael Integrate with Google Calendar dos z Employee Timeline Department A
32. Blakley has modified the category Other Ogmyer Blakley added a new category Knox Michael added a day for Bowman Leslie on 9 23 2013 for Vacation Knox Michael added a day for Bowman Leslie on 9 24 2013 for Vacation Knox Michael modified Brown Leslie s Employee Information Last Name changed from Brown to Bowman Brown Leslie is now Bowman Leslie artnet rr t 48 Audit This is where it will show any changes modifications or deletions have been done by any user It will show date time person that perform the function and what has been done SoftTime Online ore Oniinew oyees Personal My Requests Admin Reports fe Super Admin Options amp Departments ni User Defined Categories gt StartUp Settings i Holiday Editor MOTD Message of the Day T Supervisor Roles Audit a Restore Emplo TT 2 0X v Employee to Restore Cancel Exdude Terminated Restore Employee One of the newest features with the New SoftTime Online is the option to restore an employee that was removed accidently This option is available under the Admin Tab and select Restore Employee When selecting this option there will be a drop down box to allow you to select the recently removed employee Once you have the correct one selected then select Restore Employee At this time there is not a timeframe that it can be restored Any deleted employees will remain here in case recor
33. Our privacy policy which covers the usage and protection of your personal information and Data Content is published on the Web Site currently at http www SoftTIMEOnline com help privacy html and is incorporated herein by this reference 9 CONDUCT GUIDANCE 80 SoftTime Online While Software Techniques Inc may choose to monitor and take action upon inappropriate use chat or links to the Service it is possible that at any time there may be language or other material accessible on or through the Service that may be inappropriate or offensive to some users of any age Software Techniques Inc cannot ensure that other users will not provide Content or access to Content that users may find inappropriate or that any user may find objectionable Software Techniques Inc does not as a matter of policy pre screen the content of the materials or communications transmitted by each user Software Techniques Inc reserves the right to enforce any or all of these rules at its sole discretion 10 INTERRUPTION OF SERVICE a Software Techniques Inc reserves the right to interrupt the Service from time to time on a regularly scheduled basis or otherwise with or without prior notice in order to perform maintenance You agree that Software Techniques Inc will not be liable for any interruption of the Service delay or failure to perform resulting from any causes whatsoever b You acknowledge that the Service may be interrupted for reasons beyond the
34. RT OF THE SERVICE AND ARE DELIVERED UNSEALED AUTOMATICALLY UPON RECEIPT OF THE FEES AND THEREFORE YOU HAVE NO CANCELLATION RIGHTS SAVE FOR A WILFULL ERROR OR FAULT WITH THE SOFTWARE AND OR ADDITIONAL FEATURES WHICH IS REPORTED IMMEDIATELY TO SOFTWARE TECHNIQUES INC 78 SoftTime Online c Software Techniques Inc reserves the right i to alter the subscription fees payable for the Service and or Additional Features ii to introduce alternative fee structures for the Service Any alteration to the subscription fees or alternative fee structures will be posted on the Web Site at least 30 calendar days prior to such alteration taking effect No notice will be provided for changes to the purchase price of Additional Features If you do not agree to any such alteration you should not purchase Additional Features and you should terminate your Account prior to the date on which the alteration takes effect otherwise the revised amount will automatically be debited to your Account 6 CONTENT AND MEMBER CONDUCT a Content You acknowledge that by using the Software and the Service you will have access to graphics content layout design files data and items and attributes associated with data and text collectively Software Data Content Software Techniques Inc does not pre screen Software Data Content as a matter of policy YOU UNDERSTAND AND AGREE THAT SOFTWARE TECHNIQUES INC HAS THE RIGHT BUT NOT THE OBLIGATION TO REMOVE ANY
35. SN Employee Michael ES Bereavement lt i Last Name Department Badge Knox Administration Middle Name StartUp Settings Payroll Default Schedule n Birth Date Hire Date Termination Date Gender Compensation n Upload Remove 12 21 1942 9 03 04 1985 3 3 Male 80 000 00 Annually y r Supervisors amp Shift information Login Information Hamman Deinse x 9 00AM 6 00PM X UserName Knox User Type Super Administrator Recording Mode Email Employees Departments Days Hours Supervisors Close v Exclude Terminated _ Your Infor X R Clear Your Information All employees will have access to view his her information When logged in with employee permission the majority of this information is Read Only This means that this information can only be edited by a supervisor that has editing rights or a Super administrator It is important to fill out the majority of this information most of this information can be pulled for reports 19 SoftTime Online Lar ieformation L f First Name Michael Employee Last Name Department Badge Knox Administration Middie Name StartUp Settings Payroll Default Schedule Birth Date Hire Date Termination Date Gender Compensation 12 21 1942 3 03 04 1985 L3 3 Male v 80 000 00 Annually y Upload Remove
36. SOFTWARE TECHNIQUES INC SoftTime nine User Manual Support softwaretech com Yee gi 4 2 13105 Booker T Washington Hwy Hardy VA 24101 techniques 540 721 1000 www softwaretech com Version 2 1 8 1 Last Updated 9 18 2013 This document is to provide you with the proper knowledge needed to operate the New SoftTime Online software Table of Contents 2 Table of Contents Chapter 1 Introduction What 1S SOTETIMIE ON IIMG scnnsssconsecnsessrvensnenscsenentaniaceanndnnsanntannesdudenasenananaasuantoamineoadeeasddwaaawannes RERE iR R aeaii This Manual Covers ott porone ene COPIL casey ceca tata cre ewtasanvacteeuee tacts I E EA AA coeuiee E vasa devassateerscentnasicn ee E RA SIG FUNC UI UNS ini lio ir ion Utili Touple SOUS al aio Chapter 2 Soleil USCEVI Willie CON E ii I ica eran i 10 PONE PCS NCIS ai 11 ERMIPIOVeS RIO MMatteo 15 EMPIOVCERII Lilia 15 EMmbpiov eeTIMelRe lla 16 Chapter 3 Personal Tab PERSONAL MAD na na 17 YOUFCHCNI dda E 18 MOM UAT OR MAUI ON iaia 19 Your Loen ST Ses esta a eens cet ea caster onc se seieee ae ode aaa 21 YOU TSIEN ssaa ia a 23 de Ui ail op eee eee nen ene renee ee renee ee ere et eee ee ee ee ee ee eee 27 My REQUEST 28 Table of Contents 3 Table of Contents Chapter 4 Administrator Tab 20 CR RR ee EEE PETE 25 Supper Administrator Options ei 26 EPIC Sea i eoeuteins 27 USSEDEned Caleso0rie snie 30 SE AR RR E
37. Supervisor can do everything that an employee can do The Super Administrator can customize each setting for a supervisor Super Administrator The Super Administrator role is allowed to view and modify time records for all employees The Super Administrator has all privileges on the SoftTime Online system They can do everything a Supervisor can do as well as setting global configuration parameters and assigning supervisor roles and privileges For further information regarding Supervisor Role please see page 57 Administrators have access to all employees all the time They also have access to all sections of the program SoftTime Online User View Software Techniques Tne tlie fo wee x ox Method Yniune o AW fexgud 10 2013 45 AM beartas Messi Phy Mpe ener twa come w here Ana n 3 A Bet 15 elicol aki 1 Il gt pelbal When accessing SoftTime Online logging in as the Super administrator this will be the first screen that appears On this screen you will have the option to make different selections such as editing an employee adding time or even selecting a different tab for additional When double clicking on an employee you will have a drop down selections to choose from Calendar Employee Information FYI Employee Timeline These selections will appear for each employee that is clicked on You will also have the option to having additional screens
38. Up Settings and Shift Time Change StartUp Setting and Allowed Time Information Change StartUp Setting Shift Time and Allowed Time Information These options are how you want to set the new Startup Setting for the employee 40 SoftTime Online Apply Hourly Part Time X Apply to Employees Name Beckman James Hollins Anna Lee Douglas Sampson Jeremy Apply Categories Category Iliness Vacation Personal Jury Bereavement Training CT Apply changes to past records Change user modified shifts Change user modified categories Apply Changes Apply Once selecting Apply Changes to Employees this box will then populate This box allows you to choose all or a select few employees that are assigned to this category located in the RED area Located in the BLUE area this allows you to select which category changes you would like to apply to the selected employees In the ORANGE area this gives you three different areas Apply changes to past records Apply the new rules to all previous changes Changed user modified shifts If a shift adjustment was done in the Startup settings you can add it to the employee as well Changed user modified categories This allows the categories that were previously set for the employees selected to be overwritten with the new categories setup in Startup Settings All three options can be selected or simply just one or none at all When you are done
39. a Y M Vacation Carry Over Rules CC Gereavement Shift Information Holiday From Through Carry Over Cary ax Carry Over Expat E Apply changes to past records 9 00AM 5 00PM X Hre la F Change user modified shifts g F Change user modified categories Apply Changes Save StartUp Settings Apply Changes to Employees Once you have made all the necessary changes you will need to then click Apply Changes to Employee This will then bring up another box to allow you to select which employee and which categories it should be applied to Prior to applying the settings to the employees you will need to go back to the Employees Information screen and select the new startup settings in the drop down box Allen Karen s Information gla x inca Last Name Department Allen Production A Middle Name StartUp Settings I Birth Date Hire Date Default Schedule 10 09 1955 3 06 18 2009 9 Salary Supervisor Salary Worker Upload Remove Supervisors y Login Information Knox Michael Test User Name Test2 kallen User Type Employee Recording Mode Email Days Hours Close 39 SoftTime Online When selecting a new startup setting for an employee you will receive a popup box with four different options Change StartUp Settings These changes will not save until you save this Employee s Information When saving this change would you like to Change StartUp Setting only Change Start
40. are contact us php as applicable b Amendments Software Techniques Inc may amend this Agreement at any time in its sole discretion by posting on our web site a the amended Agreement currently at http www SoftTIMEOnline com help eulasto html When logging onto the Service as defined below you will be asked to confirm your acceptance to any such revised terms and conditions You agree to check this Agreement periodically so you will be familiar with their content as amended or modified from time to time If you do not agree to the revised terms and conditions you should contact Software Techniques Inc immediately to discuss closure of your Account also defined below 2 DESCRIPTION OF SERVICE Software Techniques Inc offers The Software as an Online subscription based attendance tracking service accessible through our web site currently at http www softttimeOnline com Some of the content features and or Services on the Web Site are fee based and have limited use based on time elapsed months years etc as set forth at the time of purchase Software Techniques Inc reserves the right to change the URL address of the Web Site at any time Anyone desiring to use the Service is required to establish an account with Software Techniques Inc the Account Software Techniques Inc does not provide Internet access and you are responsible for all fees associated with your Internet connection 75 SoftTime Online The
41. aving all changes will be lost The last option is to Close clsoing this window 43 SoftTime Online seer 9 Software Techniques Inc inline Knox Michael nline 9 August 16 2013 9 04 AM Employees Personal My Requests Admin Reports jL Reco d Message of the Day E XxX Tiness Cit Super Admin Options E Departments Thoma BID AN Y EBM EE E nese Vacaton F User Defined Categories a StartUp Settings pi i Holiday Editor _ MOTD Message of the Day mi Please click here to view the SoftTime Employee Video 9 Supervisor Roles amp ay 3 Audit F Restore Employees Excude Terminated i Message of the Day The MOTD Message of the day there is an option to put a daily greeting or announcement Click on the link the text box opens input the message and then click submit All users will see this when first logging into SoftTime The message of the day can be modified at any time The Super administrator and supervisor with specific modification rights can change the message of the day This message will be seen by all that use SoftTime Online to login In order to input a message of the day you type in the desired message then select save Any user that is currently logged in will not see it only users that login after the Message of the Day was set Please note this menu displays a which contains a video on how to briefly use this screen 44 SoftTime O
42. control of Software Techniques Inc and Software Techniques Inc cannot guarantee that you will be able to access the Service or your Account whenever you may wish to do so Software Techniques Inc shall not be liable for any interruption of the Service delay or failure to perform resulting from any causes whatsoever c Software Techniques Inc has the right at any time for any reason or no reason to change and or eliminate any aspect s of the Service as it sees fit in its sole discretion d Software Techniques Inc shall not be obligated to refund all or any portion of any Account fee or Additional Feature fee by reason of any interruption of the Service by reason of any of the circumstances described in paragraph a or b 11 DISCLAIMER OF WARRANTY THE SERVICE THE SOFTWARE THE ACCOUNT THE DATA CONTENT AND ALL OTHER SERVICES ARE PROVIDED ON AN AS IS BASIS PROVIDED AT YOUR OWN RISK AND TO THE MAXIMUM EXTENT PERMITTED BY LAW SOFTWARE TECHNIQUES INC HEREBY EXPRESSLY DISCLAIMS ALL WARRANTIES OR CONDITIONS OF ANY KIND WRITTEN OR ORAL EXPRESS IMPLIED OR STATUTORY INCLUDING WITHOUT LIMITATION ANY IMPLIED WARRANTY OF TITLE NONINFRINGEMENT MERCHANTABILITY QUIET ENJOYMENT ACCURACY OR FITNESS FOR A PARTICULAR PURPOSE Without limiting the foregoing Software Techniques Inc does not ensure continuous error free secure or virus free operation of the Service the Software your Account or the Data Content and you understand that you
43. displayed when logging in such as Message of the Day and Supervisor Dashboard The Supervisor dashboard is only available for the users that have super administrative or supervisor role SoftTime Online Software Techniques Inc nline oD na U August 16 2013 8 46 AM Employees prora My Requests Admin Reports Tress Emps Depts Groups an Vacation 4 H Alen Karen Ax Personal amp Employee Information Sr 5 Employee Timeline a Allen Bereavement 2 Beckman James Karen al Bars Jason 7 S a Bowman Curbs A Bowman Leste 1G IIE 6 Bel bs 3 Se po A Henderson Tanya mergency A totes Ama A cas 8 19 EI Weather Closing A nox Michael i aa Lee Douglas mi Business Trip Paid Time Off 2 Soprani Peter a ran ga Sten Vince a Taylor Joel A Wee Haley V Exdude Terminated Calendar When selecting the calendar it will open to the view as above When logged in as the Super Administrator you will be able to drag the icons on the right to the selected calendar day v S Ne a D Pencil When double clicking on a day you are able to make a note for that day Eraser This is used when a day needs to be removed from the calendar Wrench This is used to make adjustments to a selected day See page 15 amp 16 The far right column is the type of leave that can be requested Simply drag the selected icon to the calendar on the day that the leave needs to occur
44. dministration 7 View STO Hints at Logn m Hire Date 34 1985 li Use Preferences CA View Supervisor Dashboard on Login A ui Leave Request Approval FYI View as of 08 16 2013 E supervisor Dashboard uy Category Alowed Recorded Remaining LI res 60 00 0 50 59 50 ioy ose Bereavement E vacaten 0 00 150 1 50 E Personal 0 00 0 00 E 4 tte E bereavement Bh raig Es a Holiday E toiday 0 00 6 50 5 50 Bi t 0 00 0 00 Late a __ fe Leave Request Approval 0863 HE Weather Cosg 1 00 z Leave Requests Viewing Request a D asnes Trp 0 00 _ 0 00 Submitted Employee Department Request Status Employee d BI Pad Time of 0 00 0 00 8 1 2013 Alen Karen Production A New Leave Reg Pendng Department i D au n 8 1 2013 Bowman Curts Production A NewlesveReg Pendng Requested Days Ee E ote 0 00 0 00 aay Amount Conficts fa Business Trip Paid Time Off g Conflict Scope Global Conflict Limit 0 Request Conflicts FYI as of Date Show Scheduled Recorded Time V ka Date Employee Department Amount Category Allowed Recorded Remaining 7 Show Scheduled recorded time j reame nti eee J Excude Terminated hall FYI This is an option found on the personal tab for the employee that is logged in only This FYI will show amount of time earned as well as amount taken and time left over Leave Request roval This is an option for the person that is logged in to submit their own leave request for a
45. ds need to be restored at any time 49 SoftTime Online SOTLWATE Ieuimigues INC X SoftTime Knox Michael online 9 August 16h 2013 8 44 AM Employees Personal My Requests Admin Reports g Employee Information tesi 2 Employee Timeline r User Preferences a AS Leave Request Approval Supervisor Dashboard by 8 v Bereavement Training Hobday 90 on 100 10 n a R s A e Q E v ALLCUNUNA ASManisva Busness J wURONE S cham m Emergency Leave Request Action Taken Since Last Login 4 Employee Request Reply Date Action Amount T Weather Closing 7 50 hrs A 8 00 hrs O sims Business Trp Paid Time Off Submitted Employee Department Request Status 8 1 2013 Alen Karen Production A New Leave Request Aug 12013459M Pending 8 1 2013 Bowman Curtis Production A New Leave Request Aug 12013 4 41PM Pending omii Exclude Terminated a 4 Supervisor Dashboard As you can see that each day there is different person out and how it affects the daily attendance by department This is a quick daily report for the Administrator Supervisor view only purposes This cannot be edited This screen displays at login to disable this screen to show when logging in you can go to the Personal tab and select User Preference there you disable the screen from showing at login by unchecking the box 50 SoftTime Online X S 90 Labor Cost Efficiency 1
46. e Supervisor will also have the ability to run reports has needed The difference between the Administrative role and the supervisor role is that the supervisor cannot edit any settings such as Startup Settings As you can also see the Supervisor role allows the ability to add or delete employees 53 SoftTime Online Software SoftTime x Online Techniques Inc Madden Alexa Employees Personal My Requests Reports 1 Calendar amp Employee Information amp Employee Timeline a Madden Alexa s Calendar Employee Mode pie q August 2013 User Preferences tip Leave Request Approval Tue Wed Thu Supervisor Dashboard 1 gt Paid Time Off 25 26 27 28 29 30 31 Other OTH V Exdude Terminated O n G Madden A X Q Cea Supervisor Role The user has access to their own personal tab were they can request their own time off It is not necessary for the user to have more than one profile when having a Supervisor Role or above The user can still have access to his her personal information 54 SoftTime Online Software SoftTime hni Online v Techniques Inc Madden Alexa Employees Personal My Requests Reports PY Illness My Leave Requests Vacation Madden Alexa s Calendar Employee Mode 2 42 5X a q August 2013 gt dani Tue Wed Thu Jury _ 4 Bereavement New Request w Holiday Requested Days 18 19 20 21 22 23 24 on Date Cat
47. ed an adjustment for Hammond Kenny on 8 26 2013 for Vacation in the amount of 2 Ogmyer Blakley created an adjustment for Hammond Kenny on 7 29 2013 for Holiday in the This is the Audit selection under the Admin Tab This will show the current user logged in any recent changes that have been made 47 Search Events 8 16 2013 1 57 45 PM 8 15 2013 1 10 01 PM 8 15 2013 1 04 22 PM 8 15 2013 12 31 29 PM 8 15 2013 12 26 35 PM 8 15 2013 12 25 28 PM 8 15 2013 11 59 47 AM 8 15 2013 11 58 49 AM 8 15 2013 11 58 31 AM 8 15 2013 11 58 21 AM 8 15 2013 11 56 45 AM 8 15 2013 11 54 44 AM 8 12 2013 4 45 11 PM 8 12 2013 4 45 11 PM 8 12 2013 4 44 47 PM SoftTime Online Knox Michael has modified the Message of the Day Ogmyer Blakley modified Bruner Jim s Employee Information Department changed from Engineering to Housekeeping e Knox Michael and Nguyen Jack were removed as supervisors Ogmyer Blakley added a new department Ogmyer Blakley has modified the Message of the Day Ogmyer Blakley has modified the Message of the Day Ogmyer Blakley has modified the Message of the Day Ogmyer Blakley added a day for Beckman James on 8 16 2013 for Other Ogmyer Blakley deleted an absence recorded on 8 13 2013 for Beckman James Ogmyer Blakley added a day for Beckman James on 8 13 2013 for Other Ogmyer Blakley has modified the category Other Ogmyer
48. egory Amount Conflicts 6 Emergency 25 26 27 28 29 30 31 a 1 Weather Closing se 2 Business Trip O Paid Time Off l m v Exclude Terminated Li 6 a Madden A X R Clear My Request The Personal tab will display for all users This is the area were time can be requested The user will start by clicking New Request on the left had side Once the user clicks New Request the user will then select the icon for the type of leave they are requesting and then select Submit This will then be submitted to the Supervisor above this person 55 SoftTime Online Re ating 9 Software x fn Techniques Inc Online v areal Employees Personal My Requests Reports 4 fal Department Reports 5 Absence Report E Absence Summary Adjustment Report Annual Overview 2 Daily Report Department Details Department Reconciliation 2 Monthly Report 2 Shift Analysis 4 fil Employee Reports Allowance Projection Employee Details Employee FYI Employee Information Employee Profile Year At A Glance 4 tj Miscellaneous Reports Anniversary List Audit Birthday List Department List Holiday Details Holiday Reconciliation Perfect Attendance Supervisor List m Business Trip or mh mee R Clear V Exclude Terminated The Supervisor Role also has the ability to run reports as needed These reports will only be available for the emplo
49. ember 2013 E p Sun Mon Tue Wed Thu Fri 3 a4 5 5 8 9 10 11 12 13 15 16 17 im 20 22 23 25 26 27 e 29 30 4 PF As After the adjustment has been applied you will see a wrench beside the day on the calendar as it has been highlighted in RED above Once the wrench is placed on a calendar day you have the option to click on the wrench again and select that day This will allow the day to review or delete the adjustment The entry can be deleted by selecting the x beside the entry on the right If you double click on the adjustment you can edit the entry Always be sure to click Apply to save the changes Adjustments for September 19th 2013 x eet reer eee Ba Image Category Amount Note i Vacation 1 00 x I Close 13 SoftTime Online Cntr 9 Sortware lechniques Inc SoffTime A Knox Michael Online N August 16 2013 8 47 AM g Vacaton Employees Personal My Requests Admin Reports Emps Depts Groups Search 4 fA Alen Karen Calendar E 5 F 4 A Seconan James Allen Karen s Information 4a X First Name SSN Employee Photo 4 Karen Carpenter Wil Last Name Department Badge Amb Colin Alen Production A v a Griffin Marcus Middle Name StartUp Settings Payroll A Hamman Deinse Hourly Ful Time v da n Birth Date Hire Date Termination Date Gender Compensation 10 09 1955 3 06 18 2009 3 3 Female 18 00 Houry Emerg
50. en or not taken by employees Perfect Attendance A ist of employees that have not missed any days Broken down by department employee amp month Supervisor List A ist of supervisors for each department Broken down by department supervisor name or Supervisor role 70 SoftTime Online Report Title Company Shift Analysis Departments Employees Header Options F Check All Company Logo in Header a F amp Accounting V Company Name in Title a E amp Administration a F amp Business Office a F Customer Service F amp Development F amp Dispatch a E amp Engineering CD amp Finance F amp Freight a F amp Grounds a E amp Housekeeping F amp Human Resources a F amp Information Technologies a F amp Maintenance F amp Management E amp Marketing E amp Operations W Signature Line in Footer PDF Print Excel Print Word Print This is a sample view of a report window When clicking on a report there will be many different options to choose from prior to clicking the print option As you can see at the very top there is even an option to rename the report You can do this by deleting what is already there and typing what you would like to call the report You have the option in most cases to select one department or several departments or you may also select by employee name by selecting the employee tab On the report you may also include your c
51. ency AA Jamison Erica Supervisors d shittintormation Login Information di Knox Michael Knox Michael x 9 00AM SOM X UserName n kallen h am Ltt Douglas m DOBORB0OD 3 a n User Type am Mavior Eri Employee M A Meadows Wanda Paid Time Off Ei BEE A Nazimi Recording Mode da Nguyen Ba Supervisors Days Hours Email di Perdue Lisa i n J Exclude Terminated Md Employee information The employee information tab gives you the ability to change the employees name and other information The employee information tab offers many different options and features You can add the employee to a department add compensation You can even terminate the employee from this screen by inputting a termination date You can select days or hours mode for each employee You can also add a picture and remove a picture 14 SoftTime Online enfiT Soruware reummques IN Online 9 Knox Michael August 16 2013 8 47 AM Employees Personal My Requests Admin Reports 2 Tiness Allen Karen s FYI RX Emps Depts Groups Employee Name Allen Karen Vacation Search Department Production A PS 4 fi Alen Karen Hire Date 6 18 2009 Perntadi Employee Informaton FYI View as of 08 16 2013 g 1 Employee TmeLine Category Alowed Recorded Remaining amp a g gt P3 Bansal Jason E ess 5 00 28 00 27 00 tonni A Sedman James Do vacaton 90 00 58 67 31 33 w de Bowman C
52. es 30 SoftTime Online N User Defined Categories 2 Mix Illness a Category Name Vacation Premade Vacation Browse i aim Abbreviation V Personal IF Show Text on icon V Allowed Category Jury V Include in Leave Request Category Color J 11 Bereavement Save Close Training When clicking on a specific icon you have the ability to edit it You can rename the category name put in an abbreviation but not required and edit the current icon for this category Changing the category picture is simple you can select Premade to view other icons available or select Browse to upload a picture of your choice for the selected category V Allowed Category V Include in Leave Request Category Color O The options above allow you to show or hide a specific category When Allowed Category is selected it allows this icon to be viewable and accessible to all users When it is unchecked it is not a visible category to anyone requesting time off The other option Include in Leave Request also allows you to hide the request from users submitting time If the box is checked it allows the category to be visible If the box is unchecked the users cannot see this category Another option on this menu is Category Color You can change the color of the icon to a different one that was the default is 31 SoftTime Online Category Name Vacation Premade
53. gible for any subsequent free trial period You represent to Software Techniques Inc that you are the authorized account holder or an authorized user of the chosen method of payment used to pay the Account fee or price for the Additional Feature as applicable You agree to promptly notify Software Techniques Inc of any changes to your account number its expiration date and or your billing address and you agree to promptly notify Software Techniques Inc if your account expires or is cancelled for any reason b YOU UNDERSTAND AND AGREE THAT ANY ATTEMPT TO MAKE ANY CHARGE BACK OR OTHERWISE RECLAIM OR OBTAIN A REFUND OF OR A CREDIT AGAINST ANY FEES PAID WITHOUT FIRST CLOSING YOUR SOFTWARE ACCOUNT OR HAVING OBTAINED SOFTWARE TECHNIQUES INC S PRIOR WRITTEN CONSENT TO SUCH REFUND SHALL ENTITLE SOFTWARE TECHNIQUES INC TO DEACTIVATE YOUR SOFTWARE ACCOUNT AND ANY OTHER ACCOUNTS ASSOCIATED WITH SUCH METHOD OF PAYMENT UNLESS SOFTWARE TECHNIQUES INC CONSENTS IN WRITING FOLLOWING YOUR PAYMENT OF THE FEES OR A CREDIT OR REFUND IS AGREED IN WRITING WITH SOFTWARE TECHNIQUES INC DEACTIVATION WILL INCLUDE WITHOUT LIMITATION THE SOFTWARE AND OR ADDITIONAL FEATURES IN RELATION TO WHICH THE RECHARGE REFUND OR CREDIT WAS OBTAINED BUT ALSO ALL ACCESS TO THE SERVICE INCLUDING PREVIOUSLY PURCHASED ADDITIONAL FEATURES AND OR THE SOFTWARE AND ANY OTHER ACCOUNTS ASSOCIATED WITH SUCH METHOD OF PAYMENT YOU FURTHER AGREE THAT THE SOFTWARE AND OR ADDITIONAL FEATURES FORM PA
54. hniques Inc reserves the right in its sole discretion to 1 delete or alter any Account ID or 2 terminate any license granted herein for any reason whatsoever including without limitation any suspected or actual infringement of any trademark or trade name right copyright or other proprietary right or 76 SoftTime Online 3 delete any content published on any electronic boards without notice You have sole liability for all activities conducted through your Account or under your Account ID By agreeing to the User Agreement you agree that you do not own either the master account or the User ID collectively the Account you use to access the service the additional User IDs created on the Account that Software Techniques Inc stores on Software Techniques Inc servers or any other data from which the servers and accounts are comprised The User ID you create is needed to login to the service as per this section 4 b and the fee that you pay is to access or acquire Additional Features c Rights to Use Accounts By agreeing to the User Agreement you agree that you do not own either the Master Account or the User ID the Account you use to access the service the data created on the Account or the Additional Features accessed or purchased through the Account and that Software Techniques Inc stores on Software Techniques Inc servers the items stored on these servers or any other data from which the servers and accounts are c
55. ing year department Employee type of time taken Department Reconciliation Report that shows the department breakdown for all employees and time taken Monthly Report A report that shows breakdown by department for the selected month and type of time taken Shift Analysis A report that shows a break down by department Scheduled time Employee Reports Allowance Projection An employee report to see time that is projected to be given in a calendar year Employee Details An employee report that shows the breakdown of time taken type and calendar time Employee FYI A report that shows current allowed time and time remaining Employee Information Employee report of all compensation report to supervisor and personal information Employee Profile Emp oyee information Broken down by recoding year department amp type of leave Year at a Glance This is for individual employee report shows the breakdown of the entire year Miscellaneous Report Anniversary list Anniversary Hire data list Broken down by department employee month amp year Audit A report that can be printed that shows any system changes by users Birthday List A report that shows Birth dates Broken down by department employee amp month Department List A ist report that shows employees listed in each department Holiday Details A ist of holidays for calendar year can be broken down by departments Holiday Reconciliation Report of Holidays that were tak
56. n PAS StartUp Settings 2 0 X qi Restore Employees A en Settings EIG List of Categories liness Information w 7 Defaut Schedule Tress Recording Year Type Start accruing after N ca Hourly Full Time Anniversary Calendar O Fecal 90 gt Days X Hourly Part Time a Vacation Holiday Salar visor cor nn Ar Illness Accrual Rules vw Personal From Through Accrual Information 8 Late 3 Default Jury Hre 4 Years 40 Hours per 2 Months x Emergency SYears 7 Years 48 Hours per 2 Months x Setting Name a Defauk Schedule Bereavement Years 9 Years 57 Hours per 2 Months x yke Weather Closing 10 Yeas 60 Hours per 2 Months X Recording Mode m Business Trip Days Hours Iliness Carry Over Rules 2 Shift Information G From Through Cary Over Carry Max Carry Over Expiration Paid Time Off AM EUM x Hre Year3 v 32 Expires after 36 weeks E Year 4 Y 4 Expires after 42 weeks X ri FMLA Other Save StartUp Settings Apply Changes to Employees OTH A fe 7 Excude Terminated i a Startup Settings Startup Settings allow you to define how employees accrue time in each category You can set up custom settings and then apply them to categories or employees as needed There are 2 default schedules that cannot be deleted renamed or have their recording modes changed one for hours and one for days You can set up different startup settings for different types of employees When you create new employees you will assign them a
57. nline Online D Employees Personal My Requests Admin Reports iB Super Admin Options Departments al User Defined Categories 3 sri gt StartUp Settings ae eee Roles esa A Department Head MOTD Message of the Day mene re z Ap Limited Supervisor Ap Read Only Supervisor a Restore Employees V Exdude Terminated Supervisor Roles DX Role Name Department Head Supervisor Rights J Add Employee J Delete Employee V Edt Employee View SSN View Compensation J Employee Category Adjust V Adjustments J Leave Approval J Modify Recorded Time V Manage Points J Add Notes v Employee Reports Department Reports Apply Cose Software Techniques Inc Knox Michael August 16 2013 9 04 AM g m Vacation A N Bereavement Holiday Late i Weather Closing md Business Trip Li g m FMLA This is for Super Administrator role only to have access to This screen gives the ability to edit supervisor settings to modify change or delete information with in SoftTime Online There are many different levels of supervisor The Super Administrator can completely define the supervisor limits viewing and other functions There is not a limit of how many different roles can be created To remove or add Supervisor Role to add new icons and to remove current icons categories e Please note this menu displays a which contains a video on how to briefl
58. o verify or authenticate any information you provide to us or upon use chat or any user activity whatsoever which is in our sole discretion inappropriate and or in violation of the spirit of the Software Should Software Techniques Inc decide to suspend or terminate this Agreement with a User under any circumstances the User will lose access to your Account for the balance of any prepaid period without any refund b You agree that if the Service or your Account is suspended terminated or cancelled for any reason or length of time you are not entitled to any reimbursement or refund of any fees or unused access time 15 GENERAL PROVISIONS This Agreement is governed by and shall be construed and enforced under the laws of The Commonwealth of Virginia without applying any conflicts of law principles which would require application of the law of any other jurisdiction Software Techniques Inc and you each hereby irrevocably consent to the jurisdiction of the 82 SoftTime Online courts of the Commonwealth of Virginia for all purposes in connection with any action or proceeding which arises out of or relates to this Agreement and agree that any action or proceeding instituted under this Agreement shall be brought only in the commonwealth courts of Franklin County Commonwealth of Virginia If any provision of this Agreement is held to be invalid or unenforceable such provision shall be struck and the remaining provisions shall be enforced
59. ompany logo company title and a signature 71 SoftTime Online PDF Print Excel Print Word Print Printing your report As you can see you have three options for printing your generated report The first one is PDF Adobe style The second one will bring up Excel and show your report in a spreadsheet form which will allow you to print from the Excel program The third selection is in the form of a Word document When selecting this option you will be able to print the generated report from the Word program Please note that these selected options will only work if the correct programs are installed on your system Software needed for generated reports Adobe Reader Microsoft Word Microsoft Excel 72 SoftTime Online 73 SoftTime Online Chapter 8 Help Feature Daily Attendance by Department E1 LaborCost Efficiency 100 80 60 40 20 0 Labor Cost Efficiency Accounting Administra Business O Customer S Engin lt m E E Your Employees Who Are Absent Today Employee Request Reply Date Action Employee Department Category Allen Karen Production A Vacation Submitted Employee Department Request Status 8 1 2013 Allen Karen Production A New Leave Request Aug 1 2013 4 54PM Pending 8 1 2013 Bowman Curtis Production A New Leave Request Aug 1 2013 4 41PM Pending In most screens there is a in the upper right hand corner When clicking on the y
60. omprised The Account you create is needed to login to the service as per section 4 b and the fee that you pay is to continue to access the service or acquire Additional Features d Company Names While accessing the Service it is possible to name your Company giving titles to reports generated with The Software You may not create a Company name that is the name description title of another person or a name description title which violates any third party s trademark right copyright or other proprietary right or which may mislead other users to believe you to be an employee of Software Techniques Inc or its affiliates or which Software Techniques Inc deems at its sole discretion to be vulgar or otherwise offensive Software Techniques Inc reserves the right in its sole discretion to 1 delete or alter any name description title given to a Company or 2 terminate any license granted herein for any reason whatsoever including without limitation any suspected or actual infringement of any trademark or trade name right copyright or other proprietary right e Passwords At the time your Account is opened you must select a password You are responsible for maintaining the confidentiality of your password and you are responsible for any harm resulting from your disclosure or allowing the disclosure of your password or from use by any person of your password to gain access to your Account and User ID At no time should you respond to
61. ons that are available to he she The user can submit time using this screen by first selecting New Request on the left hand side then dragging the icon over to the selected day Once the time that is desired has been placed in the appropriate area the user will then need to hit Submit If the user doesn t select Submit the time will stay out there as pending and will be seen as a grayed out time by the Administrator and Supervisor with the correct permission Once the employee selects Submit the Administrator and Supervisor will then receive the notification of requested time 65 SoftTime Online Iliness a When adding a time off request to vour personal calendar you can Personal select one of these icons depending on the type of time off you are requesting and drag it to your calendar on the appropriate day RITIRO These icons are located on the right hand side 5 lt Training Holiday Business Trip fi Paid Time Off Another option that is also available on the right hand side at the bottom is the selection to edit the amount of time that you are taking off vv 4 Kal E Bel bes i OTH Selections Auto Full Day 3 Quarter Half day Partial 66 SoftTime Online SoftTime onune a Personal My Requests Reports 4 dl Employee Reports e Allowance Projection t Employee Details t Employee FYI t Employee Information Employee Profile t
62. orts id Super Admin CI Departments PP User Defined Categories Software Techniques Inc si Startup Settings F Hobday Editor Personal MOTD Message of the Day E Supervisor Roles rudt te Super Administrator Options amp x a n s Restore Employees Carry Over Options Auto Delete Carry Over Effective Year Camy Over Type wy S oftTi me nt 5000 Unused Time Only Adjustments as v i Unused and Negative Time Notes PIA oa KS g l Company Logo Employee Options 235 x 50 resized for reports Browse 7 Calculate Years of Service from Hire Date Employees may not request leave exceeding ther alowed time Company Name Software Techniques In Employees may request leave in the past Emergency Fiscal Date 06 01 3 7 Company Logo in Report Header A V Company Name in Report Tile eat Global Leave Request Confict Limit 0 v Signature Lines in Report Footer Conflict Scope Approval Mode Employee s Department za Al Supervisors Al Departments Any Supervsor Approval Options Any Super Admin Instant First Supervisor Require Login Vote Apply Cose V Excude Terminated meee Admin tab This tab is only available when logging in as an Super administrator This tab includes several options to customize the software 25 l Super Administrator Options on Time nine Company Logo 235 x 50 resized for reports Browse Company Name Anaz Lo Fiscal Da
63. ou may view a brief video regarding the screen that you are currently on These videos will show you what features are available on the current screen and how to changed preferences and etc You may also contact Software Techniques Support for live assistance with SoftTime Online The hours of operation are Monday Friday 9am 5 00 pm EST Contact Number 540 721 1000 Another method of contact support is via email Support softwaretech com 74 SoftTime Online License Agreement USER AGREEMENT the Agreement Last Modified September 2013 1 TERMS OF AGREEMENT a Terms of Agreement Software Techniques Inc offers to allow you to use its Online software SoftTIME Online conditioned on your agreement to all of the terms and conditions contained in this Agreement Your use of The Software SoftTIME Online constitutes your agreement to all such terms and conditions To confirm your agreement you must click on the I Accept button at the end of this Agreement If you do not so agree you must click on the I Reject button at the end of this Agreement in which case you reject the offered terms of use and will not be permitted to use The Software If you have any questions regarding these terms and conditions please contact Software Techniques Inc customer service by visiting the support section of our web site currently at the following link http support SoftTIMEOnline com and http www softwaretech com hr softw
64. pproval User Preference This option has only three different selections Integrate with Google Calendar View STO Hints at Login View Supervisor Dashboard at Login 23 gnline D Employees Admin Reports My Leave Requests Vacation Request A New Request Submit Delete Request Name Vacation Request Status Draft Employee Notes 4 Requested Days Date Category 08 22 20 Vacation 08 23 20 Vacation Vi Exclude Terminated My Request tab 100 Conficts 0 SoftTime Online Knox Michael s Calendar Employee Mode q August 2013 cs Mor Sun Mon Tue Wed DE Software Techniques Inc Knox Michael August 16 2013 8 53 AM 1 Vacation Personal Jury Bereavement NOD Training j Aw Business Trip Paid Time Off Other E This tab all users will have access to This tab allows the user logged in to request time off The user will be able to see previously requested time on the calendar pending request and submit new request Time can also be requested by dragging a category onto the day on the personal calendar this action opens up the leave request window Any icons that are grayed out are time that has been requested by the user but has not yet been approved by a supervisor or Super administrator 24 SoftTime Online Chapter 4 Administrator Tab Online D Knox Michael August 16 2013 9 01 AM Ses Personal My Requests Rep
65. r mode the employee mode only has 3 tabs Personal My Requests Reports V Exclude Terminated 58 SoftTime Online Lee Douglas s Calendar Employee Mode a Xx TonAY 14 lt August 2013 b gt a Sun Mon Tue VYed Thu Fri Sat 1 2 3 6 7 8 3 10 11 12 Da 14 i 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Your Calendar When requesting time off you will have an icon for the type of time requested When it is grayed out that means it is in pending status waiting to be approved by your supervisor When it is not grayed out it means that the requested time has been approved and now is on the calendar As you can see at the top right of the majority of the screens you will have tools to choose from a OX Refresh Update the screen that is being viewed for any changes that have not been reflected 2 Help information for the selected screen Push pin Pin the screen on the main viewing area Minimize Hide the screen at bottom left Maximize Make the screen larger X Close the screen 59 SoftTime Online 60 SoftTime Online li Your Information Sax First Name SSN Employee Photo Douglas Last Name Department Badge Lee Production A Middle Name StartUp Settings Payroll Hourly Part Time Birth Date Hire Date Termination Date Gender Compensation 04 21 1961 10 12 1999 Male 16 50 Hourly Login Information Supervisors Shift Information User Name Knox
66. rsonal My Requests Reports gt F Calendar amp Employee Information Employee Timeline MI amp User Preferences Integrate with Google Calendar v View STO Hints at Login Apply Close Z Exclude Terminated User Preference This box has two options Integrate with Google Calendar View STO hints at login By checking the boxes you are turning these features on They can also be turned off at any time 64 SoftTime Online Software Techniques Inc Sofi h Lee Douglas nline 9 0 e August 309 2013 10 13 AM Personal My Requests Reports B l Iiness My Leave Requests New Leave Request Aug 30 2013 10 11AM Vacation Personal Lee Douglas s Calendar Employee Mode elal olx AR am Or va TOA a q August2013 Bereavement Sun Mon Tue Wed Thu Fri Sat wy l 2 3 lt i New Request Submit Delete 5 6 7 8 9 10 Holiday Request Name New Leave Request Aug 30 2013 10 11AM dm Business Trip Satus Draft 11 2o 2b WS 16 Employee Notes Paid Tne Of Requested Days i Gg Date Category Amant Conf cts 18 19 20 21 2 3 24 Other 08 30 20 Paid Time Off 8 0 X OTH 25 26 2 28 29 30 3 v Exdude Terminated n 6 Lee Dougl x f ce n n My Request This screen is used for the specific employee that is currently logged in to the system This allows the end user to submit time that he she desires An user that is logged in with Employee mode only has a very limited access to the functi
67. s through server emulators You agree not to use any hardware or software including but not limited to third party tools or any other method of support which may in any way influence your use of the Service which is not authorized by Software Techniques Inc including but not limited to the use of bots and or any other method by which the Service may be accessed automatically without human input You acknowledge that you do not have the right to create publish distribute create derivative works from or use any software programs utilities applications emulators or tools derived from or created for the Software except that you may use the Software to the extent expressly permitted by this Agreement You may not take any action which imposes an unreasonable or disproportionately large load on our infrastructure You may not sell or auction any Software accounts data items currency or copyrighted material for real world money or items or services of any value nor may you assist others in doing so Software Techniques Inc may from time to time in its sole discretion implement various forms of filtering blocking or monitoring of IP addresses or proxies used to use or access the Software or the Service including without limitation blocking or filtering measures that restrict your ability to use or access the Software or Service outside of the territories in which Software Techniques Inc makes the Software or Service available 8 PRIVACY
68. te 06 01 Company Logo in Report Header Company Name in Report Title Signature Lines in Report Footer Super Administrator Options Company I nfo SoftTime Online L EX Carry Over Options Auto Delete Carry Over Effective Year Carry Over Type Unused Time Only Adjustments 203 Unused and Negative Time DO Notes Employee Options v Calculate Years of Service from Hire Date Employees may cancel approved leave that has not been taken Employees may not request leave exceeding their allowed time Leave Request Options Global Leave Request Conflict Limit 1 S Conflict Scope Approval Mode Employee s Department All Departments IN SURANO Any Super Admin All Supervisors Approval Options Vote Instant Require Login Apply Close This information allows you to customize reports and printouts with your company name and logo The name entered here will appear wherever a report or screen displays the company name Pressing the Browse button will present you with a file picker dialog to choose an image file for your company logo The company logo will be shown at the top of the screen for everybody in your organization Reports allow you to select a checkbox to display this logo on printouts Carry Over Options These options allow you to choose aspects of carry over policy for your company Note that carry over maximum amounts are stored locally for each employee and category These are covered in the Edit Ca
69. tegories section Carry Over Effective Year This sets the first recording year you want to carry over to Carry Over Type This allows you to specify whether to carry over only unused time or to keep track of time people took over their allotment 26 SoftTime Online Fiscal Date This sets the beginning of your company s fiscal year Auto Adjustment Deletion When you delete values from an employee day there may be adjustments attached to the day in addition to an assigned category If this option is set the delete tool will automatically delete any adjustments associated with the day If it is not set you will be prompted before the adjustment is deleted Auto Note Deletion When you delete values from an employee day there may be notes attached to the day in addition to an assigned category If this option is set the delete tool will automatically delete any notes associated with the day If it is not set you will be prompted before the note is deleted Auto Point Deletion When you delete values from an employee day there may be points attached to the day in addition to an assigned category If this option is set the delete tool will automatically delete any points associated with the day If it is not set you will be prompted before the point record is deleted Global Recording Mode Change This option allows you to change the time increment between hours and days for all employees It will apply to all time
70. ts Another portion of this is the Recording Mode there are only two options Days or Hours The user type for this employee is also displayed in this case the employee is Super Administrator There is also one more area and that is Email the user may add his her email address but not required When changes on this screen have been done you may select Apply if this screen was open for viewable only purposes you may simply select Close 20 SoftTime Online Your Information gt il ew First om SSN Employee Photc J Michael Last Name Department Badge Knox Your Login Credentials Middle Name User Name Birth Date Hire E ompensation 12 21 1942 3 03 04 Password 80 000 00 Annually Y Supervisors Wft Information 2 gi Hamman Deinse Confirm Password 9 00AM 6 00PM User Name Knox Cancel User Type Super Administrator Recording Mode Email Supervisors Employee Departments 9 Days Hours ADD Close Your Login Credentials When clicking on the icon beside User Name on the Your information tab a popup box will appear with Your Login Credentials this will allow the user to change their user name and the password Notice that when changing a password the user must retype the password to confirm it Once done the user may click the box on the bottom Done This box will not highlight unless all fields are completed and the password confirm password match Super
71. up as your welcome screen As you can see in the bottom right it will display the person s that are absent for that current day Please see page 70 for a detailed breakdown of the reports 52 Chapter 5 Supervisor Role SoftTime Online Search A Bansal Jason n am Beckman James 2 Bowman Curtis A Bowman Leslie d Griffin Marcus AA Jamison Erica 2 Lee Douglas da Maylor Eric amp Oomyer Blakey 2 Perry Lindsay 2 Taylor Joel V Exclude Terminated Employees Personal My Requests Reports Message of the Day Happy Friday SoftTime Online Please click here to view the SoftTime Employee Video Softtime Online Hints A l f Did You Know d 45 The supervisor dashboard provides real time access to Time and Attendance KPI s as well as indicators for currently absent employees you supervise and leave requests that require your attention V Show hints at login lt Hinti00f 10 gt Software Techniques Inc Madden Alexa im ai R i e_N v Bereavement Training Si Time Off FMLA meds This will be the view when logging in with Supervisor permission You will notice that unlike the Administrative permission there is only four main tabs for this type of user The supervisor will still have access to employee information calendars and any request As a supervisor the user has permission to submit or edit another employee s calendar as needed Th
72. urtis BE Personal 129 60 34 67 94 93 n A Bowman Leste Boxy n se A Bruner Im BB Bereavement A Carpenter wi O Training 12 00 oiday A Frith Colin E soy 60 00 50 67 9 33 a sa Griffin Marcus E ot 0 00 0 00 Late am Hammond Kenn BE Weather Cosng 24 00 A Henderson Tanya N Busnesstro 0 00 0 00 Holins Anna A E Paid Time Off 0 00 0 00 P AA Jaison Erica n i ro st Weather Closing A vox Michael A y Ros 0 00 0 00 ae lee Dougas m Business Trip dA adilan Phi A Madden Alexa 2 se Paid Time Off A Meadows Wanda A Nazmi Michele FRA A houren Jock amp Ogryer Blakley di Perche Lisa a OTH an PETTY Lindsay a Powers Travis A Sampson Jeremy a Soprani Peter a Sten Vince a Taylor Joel A Wise Haley CIO V Show Scheduled recorded time mi 4 V Exdude Terminated j a Employee FYI Tab When clicking on FYI you will have a menu that shows type of time that is available allowed time recorded time and remaining Allowed Time that has been accrued or carried over Recorded Time that has been taken by the employee during the calendar Anniversary or fiscal year Remaining Time that has not been scheduled or taken as of date viewing this report 15 SoftTime Online sen Software Techniques Inc SofiTime Knox Michael Uniine 9 August 16 2013 8 48 AM Employees Personal My Requests Admin Reports Iiness Emps Depts Groups i Vacation Search
73. utines that are intended to damage detrimentally interfere with surreptitiously intercept or expropriate any system data or personal information take any action or upload post email or otherwise transmit any content that would violate any right or duty under any law or under contractual or fiduciary relationships such as inside information proprietary and confidential information learned or disclosed as part of employment relationships or under nondisclosure agreements upload post email or otherwise transmit any unsolicited or unauthorized advertising promotional materials junk mail spam chain letters pyramid schemes or any other form of solicitation interfere with or disrupt the Service or servers or networks connected to the Service or disobey any requirements procedures policies or regulations of networks connected to the Service attempt to gain access to any other user s Account or password or stalk or otherwise harass another member You agree that Software Techniques Inc may take whatever steps it deems necessary to abridge or prevent behavior of any sort on the Service in its sole discretion without notice to you 7 OFFICIAL SERVICE Software Techniques Inc has designed the Software for use as offered through the Service by Software Techniques Inc at the Web Site and not through any other means You further agree not to access create or provide any other means through which the Software may be used by others a
74. with making the selections in this screen you can the select Apply Changes Once you have applied the changes it will bring you back to the Startup Settings screen and you will need to select Save Startup Settings if they are not saved and you leave the screen any changes that had been done will be lost 41 SoftTime Online Software faites Techniques Inc Knox Michael Employees Personal My Requests Admin E lines A 22 Super Admin Options a Vacation on Slice Holiday Editor StartUp Settings a Holiday Edito i E MOTD Message of the Day Tr Supervisor Roles n aAudt A ERETTA Bereavement F Floating Holiday Training x l Date 07 04 3 Holiday o A Percentage 100 8 Late Weather Closing Business Trip Paid Time Off Apply Holiday Schedule Save Chose V Exdude Terminated Demmo saperon Bi Holiday Editor This allows your company to add or remove holidays as needed This portion is an extremely important to a company that takes scheduled holiday time in a calendar year 42 SoftTime Online E Holiday Editor Sj Pj me HK Holiday Editor Holidays for Year p013 BY Save For Future Use Holidays day Details Date Holiday Name 07 04 2013 Independence Day 05 27 2013 Memorial Day 01 01 2013 New Years 11 28 2013 Thanksgiving 08 25 2013 Christmas 08 01 2013 New Holiday oliday Name Independence Day Floating Holiday Date
75. y Over Carry Max Carry Over Expiration Hire co laal x To add additional rules the needs to be select on the left hand side so that you may change from and threw The default is Hire to 00 Infinity By adding an extra line will allow you to change the first line Hire to one year as an example Then you may choose to put two years to five years and so on Always make sure that Save Startup Setting is selected prior to leaving the screen or all changes will be lost Vacation Accrual Rules lit From Through Accrual Information 23 NEw Hire 1 Year No Accrual x 2Years 2Years 5 Days Monthly on the ist x 3 S15 Days v Monthly vio v it v X Update Cancel Vacation Carry Over Rules From Through Carry Over Carry Max Carry Over Expiration Hire co _ x 38 SoftTime Online LC Apply Test JAAM Settings G List of Categories Vacation Information Apply to Employees A Name Default Schedule lines Recording Year Type Start accruing after Hourly Full Time Anniversary Calendar Fiscal 3 gt Mon Hourly Part Time Vacation Salary Supervisor n oe si V Vacation Accrual Rules W a From Through Accrual Information Test 7 3 NEW Apply Categories a Hire 1Year 1 Day Monthly on the ist F Category 2Years 1 Day Monthly on the ist Illness a Setting Name Test Bereavement Ey Vacation wy Personal Recording Mode _ Puy Days Hours 9
76. y other Accounts that share the same member name phone number email address postal address Internet Protocol address or credit card number with the terminated Account 5 SERVICE FEE AND ADDITIONAL FEATURE PURCHASES a Our fees and billing procedures are published in the registration section of the Web Site which are incorporated herein by this reference All fees are stated in U S Dollars and exclude all taxes and telecommunications charges unless expressly stated otherwise To the maximum extent permitted by law these taxes and charges is your responsibility YOUR MEMBERSHIP FEES AND FEES FOR ADDITIONAL FEATURES ARE PAYABLE IN ADVANCE AND ARE NOT REFUNDABLE IN WHOLE OR IN PART FOR ANY REASON WHATSOEVER INCLUDING WITHOUT LIMITATION INTERRUPTION OR UNAVAILABILITY OF SERVICE SEE ALSO SECTION 10 BELOW We will automatically charge your chosen method of payment including without limitation credit card SMS paysafecard ELV on a recurring basis for applicable Account fees or automatically for any Additional Feature purchases plus any applicable taxes we are required to collect where you authorize us to do so All recurring Account fees and Additional Feature purchases are payable in advance YOU ARE FULLY LIABLE FOR ALL CHARGES TO YOUR ACCOUNT After opening your Account there is a free trial period you will not be charged any Account fees if you cancel your Account within the free trial period Any person who has been a Member is not eli
77. y use this screen 45 SoftTime Online 9 Supervisor Roles Roles I Sn Department Head Sa Full Supervisor Sy Limited Supervisor Sx New Supervisor Role RAM Only Supervisor Role Name New Supervisor Role Supervisor Rights Add Employee Delete Employee Edit Employee View SSN View Compensation Employee Category Adjust Adjustments Leave Approval Modify Recorded Time Manage Points Add Notes Employee Reports Department Reports a Apply Close After clicking the the screen will populate with a new category titled New Supervisor Role on the left hand column On the right hand column at the top you can rename the Role to anything that you would like Then below you can select the different features that you want the supervisor with this role to have access to Add Employee Delete Employee View SSN View Compensation Employee Category Adjustment Adjustments Leave Approval Modify Recorded Time Manage Points Add Notes Employee Reports Department Reports By putting a checkmark next to each one will allow the supervisor that this role will be assigned to to have access to this information 46 SoftTime Online V Exdude Terminated Audit 4 Audit Search Events 8 15 2013 1 10 01 pu 6 15 2013 1 04 22 Da 6 15 2013 12 31 29 oy 8 15 2013 12 26 35 ou 8 15 2013 12 25 28 Da 8 15 2013 11 59 47 AM 8 15 2013 11 58 49 AM 8 1
78. yees that are listed under the Supervisor logged in Please note that the Administrator that set up the supervisor role has also chosen the rights for the particular user that is logging in as a supervisor 56 SoftTime Online Chapter 6 Employee Role Sd lt Time Software Techniques Inc dine a Ue August 30 2013 10 10 AM Personal My Requests Reports Message of the Day 2 8xX Iiness EA Calendar Happy Friday E i 2 Employee Information Vacation amp Employee Tmeline yr Em i A ere Please click here to view the SoftTime Personal eferences ge Employee Video amp ti y v Bereavement Training Softtime Online Hints x A Holiday Did You Know E _ Business Trip The FYI window wil alow you to see what avaiable time you wil have in the H f Paid Time Off future This can help you plan your leave requests O Other OTH v Show hints at login lt Hnt20f6 gt 7 Excude Terminated be Message o x ew When logging in as Employee access this is the view This screen can be customized by the specific user by going to the Personal tab and selecting User Preference The user can check or uncheck the check boxes to limit would appear at login 57 SoftTime Online GAI me niine Personal My Requests Reports Cc Employee Information Employee Timeline gt MI amp User Preferences Employee mode Unlike Administrator and Superviso

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