How can I enter new timecard?
New timecard can be entered by clicking on 'New Timecard' link on home page or by clicking on 'Timecards' tab and clicking on 'New Timecard' link. This will open page for adding new timecard details.
When should I use Punch In functionality?
Using punch-in functionality allows a user to capture exact time duration spent on a task. You can "punch-in" when you are starting a task. When you finish the task and come back to BizMerlin, you will see a convenient "Punch Out" link. At that point, you can punch-out, which will complete the timecard that you started earlier.
Can I view my existing timecards?
Yes, existing timecards can be viewed by clicking on TimeCard tab. This shows existing timecards for current week. Clicking on 'Previous Week' and 'Next Week' links shows timecards for previous and next weeks respectively. Clicking on 'Show full month' link shows timecards for full month. Clicking on 'Show full month' link shows 'Previous month', 'Next month', 'Show week' links.
Can I add more than one timecards in single day?
Yes, you can add multiple timecards in a day. Only condition is that time entered should not overlap between multiple timecards.
How can I create an appraisal?
In order to create an appraisal, the user must be an admin. If the user clicks on the appraisals tab, a separate admin area for creating and managing appraisals will be displayed. The user can create new appraisals, appraisal template or user existing templates for creating a new appraisal for user and assign reviewers to that appraisal.
How can I view my appraisal?
The appraisals related to a user are listed under appraisal's tab.
There are two sections under this tab, the "My Appraisals" sections shows the list of appraisals to which the user is appraisee. The "My Assignments" tabs shows the list of all appraisals to which user is a reviewer.
Who can delete expense reports?
Users can delete their own expense reports only if the expense reports are in "Draft" state. Once the expense reports have been submitted, they cannot be deleted by the user.
Site Administrators can delete any expense report.
Should an appraisal template have dates?
Dates in appraisal templates are optional. You can specify them, or you can leave them empty. In either case, when you instantiate an appraisal, you can always change dates irrespective of they were in a template.
The goal of a template is to have a place where you can have as much pre-populated data that is in common. For example - if a company of 50 people is going to conduct an annual 2011 appraisal, the admin may very well want the date Jan 1, 2011 - Dec 31, 2011 prefilled, rather than filling out for 50 appraisals.
How can I review an appraisal?
If an appraisal is not reviewed, a green tick will appear against that appraisal in action column. The user can review that appraisal by clicking on the icon or on the appraisal itself.
In the review page the user can enter his comments and values for every metrics assigned to that particular appraise.
How to create a new Expense Type?
Administrators can create a new Expense Type by clicking on the 'New Expense Type' link on the 'Expense Types' page. 'Expense Types' page can be accessed by clicking the 'Expense Types' link on the Setup tab dropdown list or clicking the 'Expense Types' link on the Setup Page.
How to create a new Currency?
Administrator can create a new currency by clicking on "New Currency" link on the 'Currencies' Page.
How to create a new Work Category?
Administrators can create a new work category by clicking on the 'New Category' link on the 'Work Categories' page. 'Work Categories' page can be accessed by clicking the 'Work Categories' link on the Setup tab drop-down list or clicking the 'Work Categories' link on the Setup Page.
How to create a new user role?
Administrators can create a new user role by clicking on the 'New Role' link on the 'Roles' page. 'Roles' page can be accessed by clicking the 'User Roles' link on the Setup tab drop-down list or clicking the 'User Roles' link on the 'Setup' Page.
How to create a new company location?
Administrators can create a new company location by clicking on the "New Location" link on the 'Company Locations' page. 'Company locations' page can be accessed by clicking the 'company locations' link on the setup tab drop-down list or clicking the 'company locations' link on 'Setup' Page.
How to assign user to a project?
User can be assigned to project by clicking on the “new user” link in the Project Users section on the Project details page which can be accessed by clicking on the "edit this project link" next to the project name on the Project Dashboard Page of that project.
How to create a new project?
Administrators can create a new project by clicking on the "New Project" link on the Projects page. Projects Page can be accessed by clicking on the Projects link on the setup tab drop-down list.
How to disable a user?
Administrators can disable a user by changing the users "Profile Status" on the "User Details Page" from Active" to "Inactive". Users Details Page of a Specific User can be accessed by clicking on the User link on the setup tab drop-down list and then clicking on that Users name.
How to create a new user?
Administrators can create a new user by clicking on the new user link on the User page. User Page can be accessed by clicking on the User link on the setup tab drop-down list.
How can I track vacations of other users ?
Leaves and vacations entered by other users can be viewed by clicking on 'Upcoming Leaves & Holidays' link in BizMerlin 'Home' tab. Leaves and vacations for next 6 months can be viewed.
When should I use Punch In functionality?
Using punch-in functionality allows a user to capture exact time duration spent on a task. You can "punch-in" when you are starting a task. When you finish the task and come back to BizMerlin, you will see a convenient "Punch Out" link. At that point, you can punch-out, which will complete the timecard that you started earlier.
Who can delete expense reports?
Users can delete their own expense reports only if the expense reports are in "Draft" state. Once the expense reports have been submitted, they cannot be deleted by the user.
Site Administrators can delete any expense report.
How to view tasks for a specific project?
User can view a list of tasks for a particular project by clicking either the link in the table under the tasks column of that project on the “Projects” page or by selecting the project from the project drop-down box on the “Project Tasks” page.
