Management Documentation

Import/Export Data

Employees can be imported and exported using the Import Employees and Export employees options. Importing employees like this is faster and less error prone than adding them one at a time with the Add Employee button.

The format for importing employees is comma seperated values, or CSV. All fields must be present, if a field should not have a value leave it blank.

An easy way to get the fields lined up correctly for import is to export from your existing system to CSV, and then option the file with a spreadsheet application. Most spreadsheet applications are able to work with comma seperated values. Move the columns around until they match what TixTime requires, then export the file as CSV and copy/paste that data into TixTime.

Payroll

Payroll can be exported on a day-by-day basis. Icons are used to show the status of each day in the Payroll Calendar:

No activity
Incomplete/In Progress
Calculated/Unapproved
Approved

Timesheets with No Activity have no need to be exported to payroll.

A timesheet changes to the No Activity status as soon as an employee has started work that day.

Once a day is finished the 'Calculate' button should be clicked to sum all payroll hours, subtract breaks if unpaid, and complete the day. If any employees have not been timed out of the system Calculate will throw an error.

Once a timesheet has been calculated it will show as Calculated and Unapproved. The Approve button should be clicked, then the payroll can be downloaded/exported and sent to the payroll software for processing.

Reports

Reports can be run to show different data that is otherwise unavailable. Custom reports can be delivered through consulting services from TixTime.

Select a report, select any date ranges or other inforamtion the report requires, and select your output format. The report will be provided in the selected format.

Configuration

System configuration ranges from Payroll to Permissions.

Payroll
Configuration of time slices for payroll calculations. Each time slice is a portion of the day where a different rate may be applied to exported payroll data. Up to five time slices may be defined.

Events
Modify the events available to track on employees. Certain events may not be deleted such as LATESTART, EARLYSTART, and NCNS. The first two are tracked automatically. These pre-configured events can have their names modified even if they can not be deleted.

Data
Import and Export of data including Employee information for integrating TixTime with other applications.

Breaks
Modify the length and paid/unpaid status of breaks according to your orgranizations policies.

License
Your TixTime license information, including expiration and number of users.

Skills
Configure skills to allow for tracking employee status and training. Skills can be used, for example, to track which queues employees should be in, or what languages they speak. The Manager skill can not be deleted and is used by the Employee Contact information tab.

Time Zones
Using the local timezone to your workforce will make management of TixTime more user-friendly.

Permissions
Users can be created and modified in the Permissions configuration. Each user can have access granted or revoked for any action in TixTime. Certain actions are implied for all users, such as Help, Change Password, Sign In/Out. The Admin user can not have rights revoked.

Overview

The Management tab inclues Payroll, Configuration, and Reports.

Payroll is used to validate, approve, and export payroll.

Configuration changes may be made to the system to change any of the available options.

Reports can be run to show different data that is otherwise unavailable. Custom reports can be delivered through consulting services from TixTime.