Timesheet Navigation Steps

1.  Registration Process

Step 1: Registration Page

• Click on the Registration button.

• This will redirect you to the Organization Registration page.

Step 2: Organization Details

• Enter the Organization Name.

• Provide your Email address.

• Select the Country Code and enter your Mobile Number.

• Click the Next button to proceed.

Step 3: Organization Address

• On the next page, enter your Organization Address.

• Provide the City Name and Pin Code of your company.

• Check the box to agree to the Terms and Conditions.

• Click Next to continue.

Step 4: Email Verification

• You will be redirected to an Email Verification page.

• Enter the OTP (One-Time Password) sent to your email address.

• After email verification, you will be directed to the PAN Mobile Number Verification page.

Log in to Super Admin

Enter email and password

Click on Sign In; it navigates to the OTP page.

Enter a valid OTP to navigate to the dashboard.

Step 2: Access Approval Manager Page

• Navigate to the Approval Manager page and click on the Add button.

Step 3: Add Manager Details

• Enter the First Name, Last Name, and Email for the manager.

• Provide a Password for the Approval Manager.

• Enter the Phone Number and WhatsApp Number.

  • If the WhatsApp number is the same as the mobile number, tick the box.

  
  
  

Step 4: Save Manager

• Click Save to add the manager to the system.

3. Create Employee

Step 1: Log in to Super Admin

• Log in to your Super Admin Module.

Step 2: Navigate to Employee Page

• Go to the Employee Page by clicking on the Employee button.

Step 3: Add New Employee

• Click on the Add button.

• Enter the employee details in the required fields.

Step 4: Save Employee Details

• Click Save to save the employee record in the system.

4. Create Client

Step 1: Log in to Super Admin

• Log in to your Super Admin Module and go to the Client Tab.

Step 2: Navigate to Client Page

• Click on the Client button.

Step 3: Add New Client

• Click the Add button and fill in the client details.

Step 4: Save Client Details

• Click Save to save the client information in the system.

5. Create Project for Employee

Step 1: Log in to Super Admin

• Log in to your Super Admin Module and navigate to the Sheets Tab.

Step 2: Go to Projects Section

• In the Projects section, click the Add button.

Step 3: Enter Project Details

• Fill in the required project details:

  • Project Type

  • Pay Terms

  • Employee Name (Employee’s Email, Phone, and WhatsApp are auto-filled)

  • Client Name (End Client)

  • Approval Manager

  • Employee Pay Rate

  • Start Date and End Date

Step 4: Save Project

• Click Save to create and save the project.

6. Access Employee Module

Step 1: Use Employee Credentials

• Use the credentials provided by the Super Admin to log in to the Employee Dashboard.

Step 2: Access Timesheets

• Navigate to the Timesheets Tab.

Step 3: View Assigned Project

• Click on the Project assigned to you to view the timesheet for that project.

Step 4: Open Employee Timesheet

• Click on the Project ID to access the Employee Timesheet.

Step 5: Enter Billable Hours

• Click on the Timesheet ID to open the billable hours page.

• Fill in the Billable Hours for the work performed.

Step 6: Upload Documents

• Upload the Screenshot and Time of Work Report (PDF).

Step 7: Submit Timesheet

• Click Submit to submit your timesheet for approval.

7. Approve or Reject Timesheets (Approval Manager / Super Admin)

Step 1: Log in as Super Admin or Approval Manager

• Log in to your Super Admin or Approval Manager account.

Step 2: Check Notifications

• Click on the Notification Bell at the top to view the submitted timesheets.

Step 3: Approve or Reject Timesheets

• Click on the Submitted Sheets section to view the timesheet details.

• Click on the Timesheet ID to open it.

• Use the Approve or Reject button to either approve or reject the timesheet.

Step 4: View Status

• Approved timesheets will be moved to the Approved Sheets section.

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• Rejected timesheets will be moved to the Rejected Sheets section.

• Pending timesheets will remain in the Pending Sheets section.

8. Recalling Timesheet Requests

Step 1: Log in to Employee Module

• Log in to the Employee Module.

Step 2: Navigate to Approval Sheets

• Go to the Approval Sheets section and open the required sheet.

Step 3: Submit Recall Request

• Click on the Recall Request button.