Time & Attendance Plugin Version Suganya T Adhi Software Pvt Ltd

Content ● Timesheet ● Expense Sheet ● Custom Fields ● Attendance ● Redmine Settings ● Plugin Settings ● Export ● Reports ● REST API ● Code Hooks

Introduction ● Weekly Time & Expense (T&E) in redmine. ● Members with 'log time' permission can make T&E entries and with 'Edit time logs' can manage other users T&E. ● An Approval System is in place ● The T&E can be exported to PDF / CSV format ● Attendance module is in place

Timesheet List ● Date range filters and User filters. ● Send Reminders ● Project member with 'Edit time logs' permission can use user filters and send reminder.

Timesheet ● Each Row is a unique project, issue & activity.

Expense Sheet ● An additional field - currency. ● Log expenses incurred on project/Issue/Activity

Expense – Detail & Report ● Expense detail and report is similar to spent time detail and report ● Projects → Edit project → Expense Report ● Project members with 'view spent time' permissions can access it ● Detail - individual expense entries. ● Report - summarizes entries at various levels

Custom Fields ● Spent time CF – for Individual time entries ● Weekly time CF – for the whole timesheet

Approval System

Approval System - Workflow ● Team members submits T&E for approval. ● Once submitted, the project member with “Approve time logs” approve / reject it. ● Team members can unsubmit a submitted T&E ● Rejected T&E needs to be re-submitted. ● Approved T&E can be unapproved taking it back to submitted state ● notification is sent for non submission of T&E before deadline

Attendance ● Allows user to clock in and clock out ● TE Admins can edit other user's attendance

Attendance – Leave summary ● Shows accruals and leave taken ● Scheduler will be run at start of each month to calculate accruals

Attendance - Report ● Attendance report shows the monthly view of attendance along with leave summary.

Timesheet - Report ● Time report shows the weekly view of spent time.

Expensesheet - Report ● Expense report shows the weekly expense entries made for the project.

Redmine Settings Roles & Permission

Redmine Settings Issue Visibility ● Issue dropdown is filled based on the Issue Visibility

Redmine Settings Start of Week ● Administrator can set Week start day for Time & Expense ● Administration → Settings → Display → Start calendars on ● The Week start day: – Monday – Sunday – Saturday – Based on User's Language

Plugin Settings Display ● The dropdown width can be configured

Plugin Settings Export ● Width, height, margins of pdf export can be set ● Line space and logo for the pdf can be set

Plugin Settings Approval System

Plugin Settings Approval System (Contd..) ● Approval System can be enabled / disabled ● Time & Expense can be set for automatic approval ● Non submission notification is applicable only to Time ● Project member with 'Edit time logs' permission can be setup to approve their own Time & Expense ● Submission Acknowledgment text and Target group can be set

Plugin Settings Time & Expense ● Previous weeks' closed issues can be used ● Use Previous week's T&E sheet as template

Plugin Settings Time & Expense (Contd..) ● Enter Issue as ID or Subject

Plugin Settings Time & Expense (Contd..) ● Enter T&E directly to Project without selecting an issue (Blank Issue)

Plugin Settings Time & Expense (Contd..) ● Allows user to filter issues assigned to or created by them

Plugin Settings Time ● Setup Min & Max hour per week/day

Plugin Settings Time (Contd..) ● Allow Issue Filtering by Tracker

Plugin Settings Expense ● Enable/Disable Expense module ● Restrict Expense entries to certain Projects ● Allow Issue filtering by tracker

Plugin Settings Attendance ● Enable clock in/clock out and Attendance module ● Break time, Leave can be configured ● Join date, Termination date, DOB, Designation, Employee Id can be mapped to user custom fields

Plugin Settings Approve Time Logs Permission ● Seperate permission for approval ● Project member should have “Approve Time Logs” along with “Log spent time” and “Edit time logs” permission

Export ● Time & Expense can be exported to PDF & CSV

REST API ● Time & Expense API supports the following – List Time & Expense sheets – Create Time & Expense sheet – Get Time & Expense sheet – Update Time & Expense sheet – Delete Time & Expense sheet – Delete Time & Expense entries

Code Hooks ● T&E supports code hooks so it can be extended seamlessly. The following are the hooks – view_te_filter – view_member_dropdown – view_wktime_menu – controller_project_member – controller_group_member – controller_get_member – controller_check_locked – controller_get_permissible_projs – controller_check_permission – controller_check_approvable – controller_check_editable – controller_set_view_projects – controller_set_manage_projects – controller_edit_timelog_permission – controller_get_manager

Customization ● For any Customization / Support, please contact us, our consulting team will be happy to help you ● Here are the Customizations we have done for our clients: – Monthly Calendar – Puny Human – Supervisor Approvals – Fotonation

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