TimeCardView 7.0 GUI Guide
First released: January 2009
Last updated: January 20, 2009
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Text Part Number: OL-17597-01
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TimeCardView 7.0 GUI Guide
© 2009 Cisco Systems, Inc. All rights reserved.
CONTENTS
Introduction 1
Purpose 1
Employees’ Role 2
Supervisors’ Role 2
Payroll Specialists’ Role
Summary of Tasks 2
2
Configuring TimeCardView 5
Example Scenario 7
Integrating with Intuit’s QuickBooks
9
Configuring Autologin for TimeCardView in QuickBooks
Installing the TCVQBConnector on the QuickBooks Server
10
10
Configuring QuickBooks to Allow TimeCardView Access 11
Verifying QuickBooks’ Permissions for TimeCardView
Configuring QuickBooks Payroll Items
11
12
Payroll Server Configuration 12
QuickBooks Server Setup 13
Synchronization 13
Synchronization Schedule 13
Unscheduled Synchronization (“Manual”) Synchronization Using Synchronize Now
Importing and Exporting Users
Import Users
15
Export Users
16
User Accounts
14
15
17
Adding Users 17
Adding A User With a Known Cisco Unity Express User ID 18
Adding a User With an Unknown Cisco Unity Express User ID 18
Deleting Users
18
Enabling and Disabling Users
19
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Contents
Reviewing, Editing, and Approving Timesheets
Step 1: Select the Date Range 22
Step 2: Select the Employee 22
Review 22
Edit and Approve 23
Employee Status
21
25
Verifying Employee Status in Real Time and Sending E-pages
25
TimeCardView and the Cisco Unified Communications Express Historical Reporting Client
Generate and View Historical Reports 27
Generating a Report on All Employees’ Timesheets
Generating an Employee Activity Report 28
Generating an Employee Timesheet Report 28
27
27
Schedule Future Reports, Including Repeat Reports 29
Scheduling Reports on All Employees Timesheets 29
Scheduling Employee Activity Reports 30
Scheduling Employee Timesheet Reports 31
Index
33
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Introduction
First Published: January 2009
Revised: January 20, 2009
This chapter describes the capabilities of TimeCardView and contains the following sections:
•
Purpose, page 1
•
Employees’ Role, page 2
•
Supervisors’ Role, page 2
•
Payroll Specialists’ Role, page 2
•
Summary of Tasks, page 2
Purpose
TimeCardView is a time and attendance system for Cisco Unity Express users on
Cisco Unified IP phones connected to Cisco Unified Communications Manager Express (Cisco Unified
CME) or Cisco Unified Communications Manager. TimeCardView automatically tracks employees’
working hours and enables supervisors to view employees’ real time status. It provides for online review
and approval of timesheets, and it can generate the reports supervisors and payroll specialists need via
the Historical Reporting Client and export them to the .csv and .xls file formats.
TimeCardView interfaces with backend accounting software such as Intuit’s QuickBooks so that
timesheet data can be seamlessly transferred into the accounting system, thus eliminating human error.
Integration with QuickBooks is optional.
With QuickBooks, TimeCardView also saves Cisco Unity Express administrators from having to enter
employees’ names into the system one by one. Instead, employee data can be imported from QuickBooks
into the Cisco Unity Express system and vice versa, employee data can be exported from
Cisco Unity Express to QuickBooks via TimeCardView.
TimeCardView has the following user interfaces:
•
an IP phone interface for employees and supervisors,
•
a telephone user interface (TUI) (voice prompts),
•
a web-based graphical user interface (GUI) for supervisors, payroll specialists, and the
Cisco Unity Express administrator
•
a command line interface (CLI) for the Cisco Unity Express administrator.
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Introduction
Employees’ Role
To record the hours they work, employees access TimeCardView by using the Services button on the
Cisco IP phones. After they log in, TimeCardView presents a menu of options on the IP phone interface
for starting or ending their shifts, breaks, and lunches. Employees can also review their hours. If an
employee has a mailbox configured on the system, then the TimeCardView phone user interface
provides direct access to the employee’s voice-mailbox.
TimeCardView locks out employees who forget to clock out at the end of their activity (shift, break,
lunch, etc.) or who exceed the maximum working hours set by the payroll specialist (see “Payroll
Specialists’ Role” on page 2) until their supervisor re-enables access.
Supervisors’ Role
Using the TimeCardView GUI or the phone interface, supervisors can monitor the status of the
employees who report to them (see “Verifying Employee Status in Real Time and Sending E-pages” on
page 25) and send voice messages to them (if voice-mailboxes are configured for them) and e-page
messages to them (if the Cisco Unity Express administrator has configured e-page addresses for them).
Supervisors can use the GUI to edit the timesheets of their direct reports (see “Reviewing, Editing, and
Approving Timesheets” on page 21), and they use the IP phone interface to edit or override the status of
their direct reports. When the system locks out an employee for forgetting to clock out at the end of his
or her activity (shift, break, lunch, etc.), that employee’s supervisor uses the TimeCardView phone
interface to unlock the employee’s account.
Payroll Specialists’ Role
Like supervisors, payroll specialists use the TimeCardView web GUI to review, modify, and approve
employees’ timesheets (see “Reviewing, Editing, and Approving Timesheets” on page 21).
Using the TimeCardView web GUI, payroll specialists can transfer timesheet data to a QuickBooks
server and export or import TimeCardView users’ names to or from QuickBooks (see “Importing and
Exporting Users” on page 15. Payroll specialists and supervisors can add and delete TimeCardView
users (see “User Accounts” on page 17). They can set the maximum regular working hours and overtime
hours per day, as well as shift, break, and lunch duration, etc. (see “Rules” on page 6).
Summary of Tasks
The TimeCardView 7.0 GUI Guide is for supervisors and payroll specialists. Operating TimeCardView
entails the tasks in the following list.
Note
Cisco Unity Express takes care of backup and restore functions for TimeCardView.
If you are not using Intuit’s QuickBooks, you do not need to complete the optional tasks.
•
Configuring TimeCardView, page 5
•
(Optional) “Integrating with Intuit’s QuickBooks” on page 9
– (Optional) Configuring Autologin for TimeCardView in QuickBooks, page 10
– (Optional) Installing the TCVQBConnector on the QuickBooks Server, page 10
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Introduction
– (Optional) Configuring QuickBooks to Allow TimeCardView Access, page 11
– (Optional) Configuring QuickBooks Payroll Items, page 12
– (Optional) Payroll Server Configuration, page 12
– (Optional) Synchronization, page 13
– (Optional) Import Users, page 15
– (Optional) Export Users, page 16
•
Purge Settings, page 6
•
Adding Users, page 17
•
Deleting Users, page 18
•
Enabling and Disabling Users, page 19
•
Reviewing, Editing, and Approving Timesheets, page 21
•
Verifying Employee Status in Real Time and Sending E-pages, page 25
•
TimeCardView and the Cisco Unified Communications Express Historical Reporting Client,
page 27. Using the Historical Reporting Client is not a required task.
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Introduction
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Configuring TimeCardView
First Published: January 2009
Revised: January 20, 2009
This chapter contains the following sections:
•
Basic Configuration, page 5
•
Rules, page 6
•
Purge Settings, page 6
– Database Design Guidelines, page 6
•
Example Scenario, page 7
You must do the following configuration steps whether or not you are using Intuit’s QuickBooks.
See the Example Scenario at the end of this section for more information.
At any time during the configuration, you can click the Apply icon to save your changes. Always do this
before leaving the page, unless you do not want to save your changes.
Basic Configuration
Step 1
Choose Cisco Unity Express - Administration > TimeCardView > Configuration.
Step 2
To enable the TimeCardView service, select the Service Enabled checkbox.
Step 3
To make available the TimeCardView user interface on employees’ IP phones (TUI - the voice prompts),
select the Phone-call Interface Enabled checkbox.
Step 4
Enter the Maximum IP Phone Service Sessions. Range: 2 to the maximum number of sessions for your
platform. Both this and the default number depend on your platform, as shown below in Table 1 on
page 5. Your Cisco Unity Express Administrator can tell you what value to enter here.
.
Table 1
Number of Sessions per Platform
Platform
Maximum / Default
Number of Sessions
Cisco 1861 Integrated Services Router
2
NME-CUE
8
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Configuring TimeCardView
Step 5
In the Employee IP Phone Session Timeout field, enter the amount of time in seconds before the system
automatically logs out employees. The range is 60 to 600 seconds, and the default is 1 minute (60
seconds).
Step 6
In the Supervisor IP Phone Session Timeout field, enter the amount of time in seconds before the system
automatically logs out supervisors.The range is 60 to 600 seconds, and the default is 1 minute (60
seconds).
Step 7
(Optional) Choose the day the Week Starts On.
Step 1
Choose Cisco Unity Express - Administration > TimeCardView > Configuration.
Step 2
In the Maximum Daily Work Duration field, enter the amount of time in minutes that TimeCardView users
are allowed to work per day. The range is 1 to 1440 minutes and the default setting is 1440 minutes (24
hours).
Step 3
In the Maximum Daily Overtime Duration field, enter the amount of time in minutes that TimeCardView users
are allowed to work overtime per day. The range is 0 to 1440 minutes and the default is 1440 minutes
(24 hours).
Step 4
In the Maximum In-shift Work Duration field, enter the amount of time in minutes that TimeCardView users
are allowed to work during a shift without taking a break. The range is 1 to 1440 minutes and the default
is 1440 minutes (24 hours). Example: many workers are only allowed to work 4 hours before they must
take a break.
Step 5
In the Maximum In-shift Break Duration field, enter the amount of time in minutes that TimeCardView users
can spend on a break during a shift. The range is 1 to 1440 minutes and the default is 1440 minutes (24
hours). Example: many workers are required to take two breaks of 15 minutes duration each, which
would require you to enter ‘15’ in this field.
Step 6
In the Maximum In-shift Lunch Duration field, enter the amount of time in minutes that TimeCardView users
are allowed to spend at lunch when at work. The range is 1 to 1440 minutes and the default is 1440
minutes (24 hours).
Rules
Purge Settings
If you do not schedule database purges, TimeCardView automatically purges itself when it overruns its
maximum capacity. Such a purge is not a simple dump; the system is set up to retain as much and as
recent data as possible. The design guidelines described below govern its behavior.
You can schedule database purges to occur at specified intervals. However, if the database fills to
capacity before your scheduled purge, the system purges itself in accordance with the design guidelines
below.
Database Design Guidelines
The system checks its database every day at 11:30 p.m. If you or the Cisco Unity Express administrator
configured the system to send notification e-mails (see Step 2 below in “Purge Settings” on page 6), the
system sends them when its database reaches 70% of its capacity, again when it reaches 80%, and again
when it reaches 85% capacity. If nobody takes any action before the database reaches 90% capacity, the
system deletes the oldest 70% of the records, keeping the most recent 20%. This ensures that at least one
month’s worth of the latest data remains after a purge of this type.
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Configuring TimeCardView
The Cisco Unity Express administrator can view logs showing dabatase usage with the dates and times
of purges, and synchronization status with the dates and times synchronization took place.
Step 1
Choose Cisco Unity Express - Administration > TimeCardView > Configuration.
Step 2
In the Notification E-mails field, enter the email addresses of the people the system notifies when it purges
data. You can specify multiple addresses separated by commas. This field has a 64 character limit
(including commas).
Step 3
Enter the Number of days between purges. The range is 1 to 365 days, default 90 days.
Step 4
To save your changes, click the Apply icon.
Example Scenario
Joe Sample’s company has just begun to implement TimeCardView. Joe knows that the
Cisco Unity Express administrator has already installed it as a Cisco Unity Express add-on, and that he
has provided the TimeCardView service to a number of Cisco Unity Express subscribers. As the person
in charge of the TimeCardView GUI configuration, Joe begins by enabling the service globally (Service
Enabled), and follows up by enabling the IP phone user interface so that employees can follow the voice
prompts to do the various tasks (Phone-call Interface Enabled).
Because Joe does not know what platform his company is using for its Cisco Unity Express installation
(TimeCardView is one of its services), he plays it safe and puts 2 in the Maximum IP Phone Service Sessions
field.
Joe’s company has many more employees than it does phones, so he wants to ensure that no employees
waste time while clocking in. He therefore sets the Employee IP Phone Session Timeout to 120 seconds
(2 minutes). Because the company has only one supervisor for every 15 employees, Joe sets the
Supervisor IP Phone Session Timeout to the maximum allowed, 600 seconds (10 minutes). Supervisors might
need extra time to send voice messages and e-pages to their reports.
The work week starts on Monday, so this is what he chooses from the Week Starts On listbox. Having
learnt the hard way that his changes do not stick unless he clicks the Apply icon, he clicks it before he
moves on to the next section, Rules.
Employees here must start their shift at 8 am and clock out at 6 pm after a regular work day. Although
the company mandates employees must take time off for breaks and lunch hours, it does not pay for that
time. Employees must work 8 regular hours before they can accumulate up to 4 hours per day overtime,
but they must take a break every two hours.
Joe’s company allows employees to work no more than 12 hours per day, so the value he puts in the
Maximum Daily Work Duration field is 720.
After working 8 regular hours, employees can work up to 4 hours overtime. The value Joe therefore puts
in the Maximum Daily Overtime Duration field is 240.
Employees must take a break every 2 hours, so Joe enters ‘120’ in the Maximum In-shift Work Duration field.
Employees’ breaks can be up to half an hour, so he enters ‘30’ in the Maximum In-shift Break Duration field.
Lunch is up to an hour, so he puts 60 in the Maximum In-shift Lunch Duration field.
Again, Joe clicks Apply before moving on to Purge Settings.
Because the Cisco Unity Express administrator can review the logs associated with purges, Joe Sample
puts that person’s email address in the Notification E-mails field, adding his own email address to make
sure he is up to date too.
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Configuring TimeCardView
Knowing that he will receive email notification when the database reaches 70% capacity, Joe leaves the
default settings in the fields for Number of days between purges and Days to keep. If he receives no such
notification before the next purge, he can increase the values in these fields, and continue increasing
them after each purge until TimeCardView finally does notify him that it is nearing capacity. At that
point, he can readjust the values, reducing the numbers of days. That way, he finds out what settings to
use for running the TimeCardView database capacity most efficiently.
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Integrating with Intuit’s QuickBooks
First Published: January 2009
Revised: January 20, 2009
This chapter contains the following sections:
•
Configuring Autologin for TimeCardView in QuickBooks, page 10
•
Installing the TCVQBConnector on the QuickBooks Server, page 10
•
Configuring QuickBooks to Allow TimeCardView Access, page 11
– Verifying QuickBooks’ Permissions for TimeCardView, page 11
•
Configuring QuickBooks Payroll Items, page 12
•
Payroll Server Configuration, page 12
– QuickBooks Server Setup, page 13
– Synchronization, page 13
If you are using QuickBooks, do all the tasks in the checklist below in sequence.
Integration with QuickBooks enables TimeCardView to transfer data directly to your QuickBooks
payroll server, thereby eliminating the errors associated with manual data input.
Note
If you use a different payroll application, TimeCardView can export timesheet data as a CSV
file (comma-separated values) that you can then import into the other application. This is an
operation that your Cisco Unity Express administrator does.
TimeCardView can use the employee data already in QuickBooks to create TimeCardView users, and,
in addition, Cisco Unity Express subscribers. This means that if you are deploying either of these Cisco
products for the first time, it is not necessary to enter each employee’s name individually, you simply
import them from QuickBooks.
If you are using QuickBooks for the first time, you can use TimeCardView to export subscriber
information from Cisco Unity Express to QuickBooks.
Integrating with QuickBooks requires completion of the following tasks:
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Integrating with Intuit’s QuickBooks
Configuring Autologin for TimeCardView in QuickBooks
Checklist
Checkoff
Configuring Autologin for TimeCardView in QuickBooks, page 10
Installing the TCVQBConnector on the QuickBooks Server, page 10
Configuring QuickBooks to Allow TimeCardView Access, page 11
Configuring QuickBooks Payroll Items, page 12
Payroll Server Configuration, page 12
(Optional) To check whether the integration is successful, see “Verifying QuickBooks’
Permissions for TimeCardView” on page 11.
(Optional) Import Users, page 15
(Optional) Export Users, page 16
Configuring Autologin for TimeCardView in QuickBooks
The following instructions apply to QuickBooks Enterprise Solutions Version 8.0. Consult QuickBooks
online help if you do not have this version of QuickBooks.
In QuickBooks, set up an autologin for TimeCardView so that it can log in as a user with Time Tracking
and Payroll Manager privileges.
Step 1
In QuickBooks, go to the menu item Company, and select Users > Set Up Users and Roles.
Step 2
In the Users and Roles window, on the User List tab, click the New button.
Step 3
In the New User window, enter a name for TimeCardView in the User Name field. Do not enter a password.
Step 4
From the Available Roles listbox, select Payroll Manager and click the Add button to move it to the list of
Assigned Roles on the right.
Step 5
From the Available Roles listbox, select Time Tracking and click the Add button to move it to the list of
Assigned Roles on the right.
Step 6
Click the OK button. The Users and Roles window reappears. Click the Close button.
For more detailed information on setting up the permissions and privileges in QuickBooks for
TimeCardView, see the QuickBooks documentation.
Installing the TCVQBConnector on the QuickBooks Server
Your Cisco Unity Express administrator downloads the Connector executable file from the Cisco.com
website. It enables TimeCardView to communicate with QuickBooks.
Step 1
Ensure that the QuickBooks server is up and running.
Step 2
Copy the TCVQB-Connector-Installer-version.exe to the desktop or a temporary directory on the
QuickBooks server.
Step 3
Launch the executable by double-clicking it.
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Integrating with Intuit’s QuickBooks
Configuring QuickBooks to Allow TimeCardView Access
Step 4
Follow the wizard’s instructions. While you are doing this, QuickBooks informs you that TimeCardView
is requesting access to a company file. To respond, follow the instructions in “Configuring QuickBooks
to Allow TimeCardView Access” on page 11.
Configuring QuickBooks to Allow TimeCardView Access
While you are installing the TCVQB-Connector, QuickBooks informs you that TimeCardView is
requesting access to a company file.
The following instructions apply to QuickBooks Enterprise Solutions Version 8.0. See QuickBooks
online help if you do not have this version of QuickBooks.
Step 1
In the QuickBooks - Application with No Certificate dialog, select the Yes, always; allow access even if
QuickBooks is not running radio button.
Step 2
From the Login as listbox, select the name you configured in Step 3 of “Configuring Autologin for
TimeCardView in QuickBooks” on page 10.
Note
It is not necessary to select the Allow this application to access personal data... checkbox.
Step 3
Click Continue.
Step 4
When the Confirm to Proceed dialog informs you that the application is not signed with a digital certificate,
click Yes to allow this access.
Step 5
When the Access Confirmation dialog lists the TimeCardView application and the file to be accessed,
confirm by clicking Done. The Connector appears (with any custom name you have assigned) in the list
of integrated applications in QuickBooks.
Step 6
Enable the option to allow the timesheet data to be used to generate paychecks.
Verifying QuickBooks’ Permissions for TimeCardView
Although this procedure is not usually necessary, it is useful for troubleshooting, for example, when
synchronization is unsuccessful.
The following instructions apply to QuickBooks Enterprise Solutions Version 8.0. Consult QuickBooks
online help if you do not have this version of QuickBooks.
Step 1
In QuickBooks, on the menu bar, go to Edit > Preferences... From the list to the left of the tabs, selected
Integrated Applications.
Step 2
On the Company Preferences tab, ensure the Don’t allow any applications to access this company file checkbox
is not ticked, because TimeCardView does need to access it.
Step 3
On the Company Preferences tab, from the list of Applications that have previously requested access to this
company file, select TimeCardView or the name you gave the application when you configured an
autologin for it (see “Configuring Autologin for TimeCardView in QuickBooks” on page 10). Click the
Properties button.
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Integrating with Intuit’s QuickBooks
Configuring QuickBooks Payroll Items
Step 4
In the Properties - TimeCardView dialog, on the Access Rights tab, check the Allow this application to read and
modify this company file checkbox.
Step 5
On the same tab, check the Allow this application to log in automatically checkbox. From the listbox below,
chose its autologin name.
Step 6
Note
It is not necessary to check the Allow this application to access Social Security Numbers, customer
credit card information, and other personal data checkbox. TimeCardView does not need this
information.
Note
If you check the Details tab, you will note that TimeCardView does not have a certificate. This
is expected behavior.
Click the OK button in the Properties - TimeCardView dialog.
Configuring QuickBooks Payroll Items
TimeCardView must drop its data into specific Payroll Items for the employees in QuickBooks’
company file, and you must manually create those items in QuickBooks.
The following instructions apply to QuickBooks Enterprise Solutions Version 8.0. Consult QuickBooks
online help if you do not have this version of QuickBooks.
Step 1
In QuickBooks, go to Employees > Manage Payroll Items > New Payroll Item.
Step 2
In the Add new payroll item dialog, select the EZ Setup radio button and click Next.
Step 3
Select the Compensation radio button and click Next.
Step 4
In the Add New dialog, select the Hourly wage and overtime checkbox and click the Next button.
1.
In the Tell us about hourly compensation dialog, in the hourly wage field, enter the word “Regular”
(without quotation marks, but with the capital “R” at the beginning).
Step 5
In the overtime at a “time-and-a-half” field, enter the word “Overtime” (without quotation marks, but with
the capital “O” at the beginning).
Step 6
Click Next and Finish.
Payroll Server Configuration
This section contains the following subsections:
•
QuickBooks Server Setup, page 13
•
Synchronization, page 13
– Synchronization Schedule, page 13
– Unscheduled Synchronization (“Manual”) Synchronization Using Synchronize Now, page 14
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Payroll Server Configuration
QuickBooks Server Setup
To set up TimeCardView to communicate with the QuickBooks payroll server, you must:
•
Ensure that the QuickBooks server and the Cisco Unity Express server have IP connectivity. The
network administrator can do this.
•
Note the QuickBooks server’s hostname or IP address. Your network administrator can do this.
•
Verify that the TCVQB-Connector uses its default port, 57343. You can do this by right-clicking
the TCVQB-Connector icon in the system tray on the bottom right of the screen of the machine
running QuickBooks. From the right-click the menu, choose View Log, and the line with the item
PortID displays the port number.
If the TCVQB-Connector does not use its default port, the Cisco Unity Express administrator must
change the port that Cisco Unity Express/TimeCardView is using to match whatever port the
Connector is listening on.
Step 1
Choose Cisco Unity Express - Administration > TimeCardView > Payroll Server > Configuration.
Step 2
In the Hostname field, enter the IP address or hostname of the QuickBooks server.
Step 3
In the Port field, enter the port number that the TCVQB-Connector is using to listen for requests from
TimeCardView. Its default is 57343.
Synchronization
Synchronizing entails TimeCardView and QuickBooks comparing their timesheet information: date,
regular hours, and overtime hours for each user ID. Both applications take the newest version of each
timesheet.
The time and date of the last synchronization appear in the purge notification emails (see “Purge
Settings” on page 6) and in the trace logs, to which the Cisco Unity Express administrator has access.
This section contains the following:
•
Synchronization Schedule, page 13
•
Unscheduled Synchronization (“Manual”) Synchronization Using Synchronize Now, page 14
Synchronization Schedule
Step 1
Choose Cisco Unity Express - Administration > TimeCardView > Payroll Server > Configuration.
Step 2
Use the Day of week listbox to select the day of the week on which synchronization between
TimeCardView and QuickBooks is to take place. This probably depends on when you review and
approve timesheets (see “Reviewing, Editing, and Approving Timesheets” on page 21).
Step 3
In the Time of day field, use the 24-hour clock to set the time at which the synchronization takes places.
Choose a time when there is little or no activity in the TimeCardView system, because synchronization
is a resource-intensive process.
Step 4
From the Included Time Sheets listbox, select either All or Approved Only. For more information on this, see
“Reviewing, Editing, and Approving Timesheets” on page 21.
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Integrating with Intuit’s QuickBooks
Payroll Server Configuration
Unscheduled Synchronization (“Manual”) Synchronization Using Synchronize Now
Step 1
Note
From the Cisco Unity Express - Administration > TimeCardView > Payroll Server > Configuration window, click
Synchronize Now.
TimeCardView synchronizes its data with QuickBooks. If there is no timesheet data, an error message
tells you that there are no timesheets to update to the payroll server. See “Reviewing, Editing, and
Approving Timesheets” on page 21 to set up the time period for the timesheets.
TimeCardView users must exist in QuickBooks before their timesheets can be synchronized.
Step 2
(Optional) After synchronizing, you can check to see if QuickBooks has new employees who have not
yet been made TimeCardView users. See Step 2 in “Import Users” on page 15.
Step 3
(Optional) After synchronizing, you can check to see if TimeCardView has new users who have not yet
been entered into QuickBooks. See Step 2 in “Export Users” on page 16.
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Importing and Exporting Users
First Published: January 2009
Revised: January 20, 2009
This feature does not apply if you are not using Intuit’s QuickBooks.
If you are using QuickBooks, you can import employee names from QuickBooks into TimeCardView
and Cisco Unity Express and vice versa, you can export them from TimeCardView to QuickBooks.
To add or delete individual users, or to disable the TimeCardView service for individuals, see “User
Accounts” on page 17.
If multiple employees share the same name, TimeCardView uses the Cisco Unity Express user ID as an
identifier to distinguish between the employees. When you synchronize data, TimeCardView inserts the
identifier into the QuickBooks Last Name field, where it appears between curly brackets, for example,
Surname{user5002}.
This chapter describes the following screens:
•
Import Users, page 15
•
Export Users, page 16
Import Users
Step 1
Choose Cisco Unity Express - Administration > TimeCardView > Payroll Server > Import Users.
Step 2
Click the Refresh icon to display the list of employee names from QuickBooks.
Step 3
From the list of employees, select the checkboxes next to the user IDs of those you want to import.
If you edit the suggested user ID, remember that Cisco Unity Express subscribers must have unique user
IDs. User IDs created in this way will be updated on QuickBooks when you synchronize data. (The
Cisco Unity Express user ID is displayed in the CUEUserId custom field on the employee’s Additional
Info tab in QuickBooks.)
If you want to import all or most of the employees, select the topmost checkbox, next to the column
headers, then, if necessary, deselect those you do not want.
To sort the list differently, click any of the column headers.
Step 4
Click the Import icon. All selected employees are imported into Cisco Unity Express. The system
displays a message telling you how many TimeCardView users it created.
Step 5
(Optional) To view the list of employees who were not imported from QuickBooks, click Refresh.
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Importing and Exporting Users
Export Users
Export Users
If you are using Intuit’s QuickBooks, you can export employee names from Cisco Unity Express to
QuickBooks. Then, in QuickBooks, you fill in the remaining information necessary for the payroll and
so on.
Note
TimeCardView users must exist in QuickBooks before their timesheets can be synchronized.
Step 1
Choose Cisco Unity Express - Administration > TimeCardView > Payroll Server > Export Users.
Step 2
Click Refresh to view the list of Cisco Unity Express users who have not been exported to QuickBooks.
Step 3
From the list of users displayed, select the checkboxes next to the names of those you want to export.
If you want to export all or most of them, select the topmost checkbox, next to the column headers, then,
if necessary, deselect those you do not want.
To sort the list differently, click any of the column headers.
Step 4
Click Export. All selected users are exported to QuickBooks. The system displays a message telling you
how many users it created.
You can go into QuickBooks to view the new entries. (The Cisco Unity Express user ID is displayed in
the CUEUserId custom field on the employee’s Additional Info tab in QuickBooks.)
Step 5
(Optional) To view the list of employees who were not exported to QuickBooks, click Refresh.
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User Accounts
First Published: January 2009
Revised: January 20, 2009
The Accounts page of the TimeCardView GUI lists all the TimeCardView users, each with a User ID, a
Display Name and an Enabled checkbox indicating whether the TimeCardView service is enabled for him
or her. You can sort the users differently by clicking on either the User ID or the Display Name column
headers.
If you want to create timesheets for a new user whom you have just added from Cisco Unity Express, do
not forget to export that user to QuickBooks before you try to synchronize your timesheet data.
QuickBooks cannot accept timesheet data for users it does not know about.
This chapter contains the following sections:
•
Adding Users, page 17
– Adding A User With a Known Cisco Unity Express User ID, page 18
– Adding a User With an Unknown Cisco Unity Express User ID, page 18
•
Deleting Users, page 18
•
Enabling and Disabling Users, page 19
Adding Users
There are two ways of adding TimeCardView users:
•
If they are Cisco Unity Express users, you can use the Add function on the TimeCardView Accounts
page.
•
If they are employees in QuickBooks, you can import them from there (see “Import Users” on
page 15).
You cannot add employees who are neither in QuickBooks nor in Cisco Unity Express through the
TimeCardView GUI.
This section contains:
•
Adding A User With a Known Cisco Unity Express User ID, page 18
•
Adding a User With an Unknown Cisco Unity Express User ID, page 18
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User Accounts
Deleting Users
Adding A User With a Known Cisco Unity Express User ID
Step 1
From the Cisco Unity Express - Administration > TimeCardView > Users > Accounts window, click the Add icon.
The TimeCardView > Users > Accounts > Add window appears.
Step 2
In the User ID field, enter the new TimeCardView user’s Cisco Unity Express user ID. User IDs are
case-sensitive.
Step 3
To enable the TimeCardView service immediately, select the Enabled checkbox.
Step 4
Click the Add icon. The Accounts window reappears, displaying your new user in the list of
TimeCardView users.
If the person is already a TimeCardView user, the system tells you.
If the Cisco Unity Express user ID does not exist, the system tells you.
Adding a User With an Unknown Cisco Unity Express User ID
Step 1
From the Cisco Unity Express - Administration > TimeCardView > Users > Accounts window, click the Add icon.
The TimeCardView > Users > Accounts > Add window appears.
Step 2
To find a Cisco Unity Express user’s existing user ID, click the magnifying glass icon to the right of the
User ID field. The Find window appears.
Step 3
Fill in any or all of the three fields: User ID, Name, or Extension and click the Find icon at the top of the
window. The Find window appears with the results of your search.
Step 4
Either:
•
Select the right user by clicking on their user ID, or,
•
If the person’s name does not appear in the search results, click Back To Find to repeat Step 3 above.
When you select a user ID, the system returns you to the Add window, where it automatically populates
the User ID field with the user you selected.
Step 5
Click the Add icon. The Accounts window reappears, displaying your new user in the list of
TimeCardView users.
Note
You might need to refresh the screen by clicking F5 or your browser’s Refresh button.
Deleting Users
When you delete a TimeCardView user, that person remains a Cisco Unity Express user. You can
therefore add the person back into the TimeCardView system if you later decide to do so.
Step 1
On the Cisco Unity Express - Administration > TimeCardView > Users > Accounts screen displaying the list of
users, select the one you want to delete by clicking the checkbox next to the user ID. To select multiple
users, click the checkbox in the column heading line.
Step 2
Click the Delete icon. The system displays a warning.
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User Accounts
Enabling and Disabling Users
Step 3
Click OK to confirm that you want to delete both the TimeCardView user(s) and their mailbox(es).
Note
If you do not want to delete the person’s mailbox, you can disable his or her TimeCardView
service (see “Enabling and Disabling Users” on page 19).
The Accounts page refreshes, displaying the updated list of TimeCardView users.
Enabling and Disabling Users
You can enable or disable the TimeCardViewservice for users.
Step 1
from the Cisco Unity Express - Administration > TimeCardView > Users > Accounts screen displaying the list of
users, select or deselect the Enabled checkbox next to their names. To select multiple users, click the
checkbox in the Enabled column heading line.
Step 2
To save your configuration, click the Apply icon.
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User Accounts
Enabling and Disabling Users
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Reviewing, Editing, and Approving Timesheets
First Published: January 2009
Revised: January 20, 2009
This chapter contains the following sections:
•
Step 1: Select the Date Range, page 22
•
Step 2: Select the Employee, page 22
•
Review, page 22
•
Edit and Approve, page 23
In order for TimeCardView to synchronize timesheet data with QuickBooks, TimeCardView users must
exist on QuickBooks. QuickBooks cannot accept timesheet data for users it does not know about. If
necessary, export them before you create timesheets for them (see “Export Users” on page 16).
By default, TimeCardView synchronizes all timesheets daily at 9 pm. (To change this, go to the
Synchronization Settings on the Cisco Unity Express - Administration > TimeCardView > Payroll Server >
Configuration page.)
Supervisors can review timesheets for the employees reporting to them. They can approve timesheets at
any time, and they can synchronize them at any time. They can synchronize all timesheets or only
approved timesheets (see Step 4 in “Synchronization Schedule” on page 13).
Note
Supervisors cannot edit or approve their own timesheets.
Supervisors can edit their employees’ timesheets as often as they want (see Step 2 of “Review” on
page 22), and approve and even unapprove the timesheets - until synchronization. After synchronization,
timesheets can be viewed, but supervisors can no longer edit them or approve them.
To review, edit, and approve timesheets, you must set up each TimeCardView user’s timesheet
individually. It is easiest to sort the users into groups for this, so that you can select the date range once
for the first member of each group (see “Step 1: Select the Date Range” on page 22) and have it persist
for subsequent members. You will be able to display timesheets for up to 10 employees at once.
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Reviewing, Editing, and Approving Timesheets
Step 1: Select the Date Range
From the Cisco Unity Express - Administration > TimeCardView > Users > Timesheets window, select the date
range by clicking the appropriate radio button:
•
Today covers from 00:01 to the time when you click the Review icon on the current date.
•
This Week is the calendar week.
•
Last Week is the calendar week.
•
Last Two Weeks are calendar weeks.
•
For the Custom Date Range, you must click the calendar icons to display the calendars and choose the
beginning and end dates; you cannot enter them manually.
Note
Later you can add extra days to any one of the above options (see Step 3 in “Review” on
page 22).
Step 2: Select the Employee
The Cisco Unity Express - Administration > TimeCardView > Users > Timesheets window displays the user IDs
and names of all TimeCardView users. You can sort them differently by clicking on any of the column
headers. You can select up to 10 employees.
If an employee you expect to see is not displayed in the list, the reason is one of the following:
•
The employee is in QuickBooks, but not in TimeCardView. Verify that the person’s data is entered
in QuickBooks and then import it from there (see “Import Users” on page 15),
•
The employee is a TimeCardView user, but is not in QuickBooks. Verify that the employee is a
TimeCardView user, and then export his or her data to QuickBooks (see “Export Users” on page 16).
•
The employee is not a TimeCardView user, nor is he or she in QuickBooks. Verify that the employee
is a Cisco Unity Express subscriber, then add the person from the TimeCardView > Accounts window
(see “Adding Users” on page 17).
Then export his or her data to QuickBooks (see “Export Users” on page 16).
•
TimeCardView does not recognize you as the employee’s supervisor. Have the Cisco Unity Express
administrator configure you as the person’s supervisor by using the Cisco Unity Express CLI
command username user-id supervisor username user-id.
Review
Step 1
From the Cisco Unity Express - Administration > TimeCardView > Users > Timesheets window, click the Review
icon. For each of the selected employees, TimeCardView displays a data field below his or her name and
user ID. In each data field, TimeCardView displays:
•
A line item for each of the date(s) in the period you specified when an employee clocked in or out
•
The number of hours in each of the states, Work, Break, Lunch, Overtime
•
Any text entered in the Remarks field
•
A checkbox indicating approval of the timesheet,
•
The name of the person who edited the item (if it was edited)
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Reviewing, Editing, and Approving Timesheets
•
Whether or not the data has been transferred to QuickBooks (synched).
If an employee has not used the system during the period you specify, TimeCardView displays his or
her name and user ID, and a message stating that it found no data for the specified date range.
Step 2
(Optional) To conserve the timesheet(s) the way you displayed them, click the Save icon. If you do not
do so, but instead simply click the Back To List icon, the timesheet(s) will not be created. This means that
QuickBooks will not receive any data for this person when the scheduled synchronization occurs, even
if this synchronization has been configured to include unapproved timesheets.
Step 3
(Optional) You can click the Add Workday button and use the calendar that appears to add new timesheets.
If the day you choose is already part of a saved timesheet, an error message tells you so.
Step 4
(Optional) You can click the Back To List icon at any time, leaving this timesheet for later approval and/or
editing.
Edit and Approve
Step 1
From the Cisco Unity Express - Administration > TimeCardView > Users > Timesheets window, click the Review
icon.
Step 2
To edit a timesheet, click any of the information in a line item to display the date window.
Step 3
In the date window, edit the hours the employee spent at work, break, lunch, or overtime. You can also
enter text in the Remarks field (limit: 80 alphanumeric characters).
Step 4
Either:
•
To save your changes, click the OK button .
•
To discard your changes, click the Cancel button.
The systems returns you to the list of timesheets. It displays your user ID in the Approver column of the
row for any timesheet you edited.
Step 5
Step 6
Either:
•
To approve a single day’s timesheet, click the Approved checkbox in the relevant row, or
•
To approve all displayed timesheets for this employee, click the Approved checkbox in the heading
row for the employee.
Click the Save icon.
Note
You cannot approve a timesheet that has already been approved unless you edit it again.
Note
If the timesheet was already synchronized, the Approved checkbox is grayed out, and none of the
data in the line item can be edited.
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Reviewing, Editing, and Approving Timesheets
Note
Editing an employee’s hours can result in more hours being recorded for that person than the
system is configured to allow (see “Rules” on page 6). The employee’s supervisor can, however,
override the rules. Overriding a limitation on Overtime hours results in that field being
highlighted in pink.
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Employee Status
First Published: January 2009
Revised: January 20, 2009
This feature does not apply if you do not have any employees reporting directly to you. This section
describes how supervisors can check on employee status, and it contains the following subsection:
•
Verifying Employee Status in Real Time and Sending E-pages, page 25
If your Cisco Unity Express administrator has made you a supervisor, you can view the real time status
of the employees who report to you.
If your Cisco Unity Express administrator has configured e-page addresses for the employees who report
to you, you can send them e-page messages.
Verifying Employee Status in Real Time and Sending E-pages
Step 1
Choose Cisco Unity Express - Administration > TimeCardView > Employee Status.
Note
Step 2
If you are a supervisor, but do not have the Employee Status menu item, it is because
TimeCardView does not recognize you as a supervisor. In this case, ask your
Cisco Unity Express administrator to configure you as the supervisor of specified employees.
The note at the bottom of the Employee Status window tells you when the system last updated the data it
displays. If you want data less than a minute old, click the Refresh icon.
The window displays your reports’ TimeCardView user ID, name, status, and when they last changed
their status, unless they are out, which means that they have not started their shift.
The sort of thing you will see is “Lunch since 12:15 pm November 26, 2008”.
Note
If you do not see the employees you expect to see, first verify that the employees are
TimeCardView users (see “User Accounts” on page 17) and if necessary, add them or import
them (see “Import Users” on page 15). Then return to the Employee Status window and click the
Refresh icon again. If the employees still do not appear, ask your Cisco Unity Express
administrator to configure you as their supervisor in Cisco Unity Express.
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Employee Status
Verifying Employee Status in Real Time and Sending E-pages
Step 3
To see more detailed information for an employee, click the radio button next to that person’s user ID,
then click the Shift Activities icon. The Shift activities window for that person opens, displaying
information on any activity the system finds, such as when he or she started their last shift before going
on the current break. Click the Close button to dismiss the window.
Step 4
To send an employee a message, click the radio button next to his or her TimeCardView user ID, then
click the Text Page icon. In the window that appears, write your message. There is a limit of
2000 characters, including spaces and punctuation. Then click the Send button.
Note
If the Cisco Unity Express administrator has not configured an e-page address for the employee,
you get an error message when you click the Send button. To configure an e-page address, ask
the Cisco Unity Express administrator to use the username user epage email command in
Cisco Unity Express EXEC or configuration mode.
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TimeCardView and the
Cisco Unified Communications Express
Historical Reporting Client
First published: January 2009
Revised: January 20, 2009
With TimeCardView and Cisco Unified Communications Express Historical Reporting Client, you can
do two types of reporting task:
•
Generate and View Historical Reports, page 27
•
Schedule Future Reports, Including Repeat Reports, page 29
The third task type, Load an Existing Report Setting, is not relevant to TimeCardView functions.
Note
Do not generate reports during peak hours. Report generation is a very resource-intensive activity.
For a full overview of the Cisco Unfied Communications Express Historical Reporting Client, and for
instructions for its non-TimeCardView-related functions, see the Cisco Unified Communications
Express Historical Reporting Client Configuration Guide.
Generate and View Historical Reports
You can select one of the following three report types:
•
All Employees’ Timesheets — See Generating a Report on All Employees’ Timesheets, page 27
•
Employee Activity — See Generating an Employee Activity Report, page 28
•
Employee Timesheet — Generating an Employee Timesheet Report, page 28
Generating a Report on All Employees’ Timesheets
To generate a report on all employees’ timesheets,
1.
In the Reporting Task field, select Generate and view historical reports.
2.
On the General tab, select All Employees Timesheets.
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TimeCardView and the Cisco Unified Communications Express Historical Reporting Client
Generate and View Historical Reports
Note
There are no charts associated with TimeCardView reports.
3.
In the Time Range fields, set period the report should cover by selecting the Report Start Date and
the Report End Date and times. The Report End Date or time must be earlier than the current date
or time.
4.
Either:
To view the all the timesheets, click the View button. The Report Viewer displays the Timesheet
Report for all Employees/Users.
or
To remove all the values you set in the previous steps, click the Reset button.
Generating an Employee Activity Report
This is the activity report on an individual employee or user.
To generate a report on the activities of an individual employee,
1.
In the Reporting Task field, select Generate and view historical reports.
2.
On the General tab, select Employee Activity as the report type.
Note
There are no charts associated with TimeCardView reports.
3.
On the Detailed tab, select Employee ID as a filter parameter.
4.
Select a single employee ID from the Available field.
5.
Use an arrow button to move the ID to the Selected field.
Note
You do not need to select any criteria by which to sort the report. You do not need to select
anything from the Selected Values Operation listbox.
6.
On the General tab, from the Time Range fields, select the start and end dates and times for the
period to be reported.
7.
Either:
To generate and view the report, click the View button. The Report Viewer displays the report;
or:
To remove all the values you set in the previous steps, click the Reset button.
Generating an Employee Timesheet Report
To generate a report on the timesheet of an individual employee,
1.
In the Reporting Task field, select Generate and view historical reports.
2.
On the General tab, select the Employee timesheet report type.
Note
There are no charts associated with TimeCardView reports.
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TimeCardView and the Cisco Unified Communications Express Historical Reporting Client
Schedule Future Reports, Including Repeat Reports
3.
On the Detailed tab, select Employee ID as a filter parameter.
4.
Select a single employee ID from the Available field.
5.
Use an arrow button to move the ID to the Selected field.
Note
You do not need to select any criteria by which to sort the report. You do not need to select
anything from the Selected Values Operation listbox.
6.
On the General tab, from the Time Range fields, select the start and end dates and times for the
activity report to cover.
7.
Either:
To generate and view the timesheet report, click the View button. The Report Viewer displays the
timesheet;
or:
To remove all the values you set in the previous steps, click the Reset button.
Schedule Future Reports, Including Repeat Reports
For scheduled reports, including single reports to be run at a future date and time, there are three report
types:
•
All Employees’ Timesheets — See Scheduling Reports on All Employees Timesheets, page 29
•
Employee Activity — See Scheduling Employee Activity Reports, page 30
•
Employee Timesheet — Scheduling Employee Timesheet Reports, page 31
Scheduling Reports on All Employees Timesheets
To schedule reports on all employees’ timesheets,
1.
In the Reporting Task field, select Schedule future reports, including repeat reports.
If nothing is displayed in the Schedule field, no reports of the type selected are pending. Individual
reports that have already been generated do not appear here after generation. Only reports that have
yet to be generated appear in the Schedule field.
To see a scheduled report that has already been generated, select the report type, and then navigate
to the file whose name and path are displayed in the Export Location field.
To see whether a scheduled report has been generated, select the report type, and then on the Settings
menu, select Scheduler. The Scheduled Reports window appears, displaying any previously
generated scheduled reports.
2.
On the General tab, select All Employees Timesheets.
Note
No charts are available for this type of report.
3.
Click the Change button. The Schedule - Cisco Unified Communications Express Historical Reports
window appears.
4.
In the Occurs fields, set the frequency of occurrence. Note that you can schedule a single report to
be generated.
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TimeCardView and the Cisco Unified Communications Express Historical Reporting Client
Schedule Future Reports, Including Repeat Reports
5.
In the Range of recurrence field, set the period during which reports are to be generated. Note that
you can set the date and time at which a single report will be generated.
Note
You cannot schedule a report to be run any sooner than the next hour. For example, if it is
12:10 now, I cannot schedule a report before 1:01.
6.
Click the OK button. You return to the Cisco Unified Communications Express Historical Reports
window.
7.
On the General tab, select the Export Type, to file or to printer.
– If you select Export To File, the default file name and path is displayed in the Export Location
field. To change this, click the ellipsis button.
– If you select Export To Printer, ensure that the machine on which the
Cisco Unified Communications Express Historical Reporting Client is installed has a default
printer set up.
8.
Either:
To schedule the report, click the Schedule button;
or:
To remove all the values you set in the previous steps, click the Reset button.
Scheduling Employee Activity Reports
This is the activity report for an individual employee or user.
To schedule reports on the activities of an individual employee,
1.
In the Reporting Task field, select Schedule future reports, including repeat reports.
If nothing is displayed in the Schedule field, no reports of the type selected are pending. Individual
reports that have already been generated do not appear here after generation. Only reports that have
yet to be generated appear in the Schedule field.
To see a scheduled report that has already been generated, select the report type, and then navigate
to the file whose name and path are displayed in the Export Location field.
To see whether a scheduled report has been generated, select the report type, and then on the Settings
menu, select Scheduler. The Scheduled Reports window appears, displaying any previously
generated scheduled reports.
2.
On the General tab, select Employee Activity as the report type.
Note
There are no charts associated with TimeCardView reports.
3.
On the Detailed tab, select Employee ID as a filter parameter.
4.
Select a single employee ID from the Available field.
5.
Use an arrow button to move the ID to the Selected field.
Note
You do not need to select any criteria by which to sort the report. You do not need to select
anything from the Selected Values Operation listbox.
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Schedule Future Reports, Including Repeat Reports
6.
On the General tab, click the Change button. The Schedule - Cisco Unified Communications
Express Historical Reports window appears.
7.
In the Occurs fields, set the frequency of occurrence. Note that you can schedule a single report to
be generated.
8.
In the Range of recurrence field, set the period during which reports are to be generated. Note that
you can set the date and time at which a single report will be generated.
You cannot schedule a report to be run any sooner than the next hour. For example, if it is
12:10 now, I cannot schedule a report before 1:01.
Note
9.
Click the OK button. You return to the Cisco Unified Communications Express Historical Reports
window.
10. On the General tab, select the Export Type, to file or to printer.
– If you select Export To File, the default file name and path is displayed in the Export Location
field. To change this, click the ellipsis button.
– If you select Export To Printer, ensure that the machine on which the
Cisco Unified Communications Express Historical Reporting Client is installed has a default
printer set up.
11. Either:
To schedule the report, click the Schedule button;
or:
To remove all the values you set in the previous steps, click the Reset button.
Scheduling Employee Timesheet Reports
To schedule timesheet reports for an individual employee,
1.
In the Reporting Task field, select Generate and view historical reports.
2.
On the General tab, select the Employee timesheet report type.
Note
There are no charts associated with TimeCardView reports.
3.
On the Detailed tab, select Employee ID as a filter parameter.
4.
Select a single employee ID from the Available field.
5.
Use an arrow button to move the ID to the Selected field.
Note
You do not need to select any criteria by which to sort the report. You do not need to select
anything from the Selected Values Operation listbox.
6.
On the General tab, click the Change button. The Schedule - Cisco Unified Communications
Express Historical Reports window appears.
7.
In the Occurs fields, set the frequency of occurrence. Note that you can schedule a single report to
be generated.
8.
In the Range of recurrence field, set the period during which reports are to be generated. Note that
you can set the date and time at which a single report will be generated.
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TimeCardView and the Cisco Unified Communications Express Historical Reporting Client
Schedule Future Reports, Including Repeat Reports
You cannot schedule a report to be run any sooner than the next hour. For example, if it is
12:10 now, I cannot schedule a report before 1:01.
Note
9.
Click the OK button. You return to the Cisco Unified Communications Express Historical Reports
window.
10. On the General tab, select the Export Type, to file or to printer.
– If you select Export To File, the default file name and path is displayed in the Export Location
field. To change this, click the ellipsis button. The file is in PDF format.
– If you select Export To Printer, ensure that the machine on which the
Cisco Unified Communications Express Historical Reporting Client is installed has a default
printer set up.
11. Either:
To schedule the report, click the Schedule button;
or:
To remove all the values you set in the previous steps, click the Reset button.
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INDEX
A
C
access
calendar icon
2
Access Rights tab (QuickBooks)
adding TimeCardView users
Add Workday button
capacity, maximum
12
Approved
23
Allow this application to log in automatically checkbox
(QuickBooks) 12
Allow this application to read and modify this company file
checkbox (QuickBooks) 12
Approved
22, 23
Cisco IP phone interface
Cisco Unified IP phone
2
1
Cisco Unity Express
subscriber
user ID
22
15
clocking out
2
command
5, 7
approval checkbox
22
timesheet approval
13
Applications that have previously requested access to this
company file (QuickBooks), list of 11
Apply icon
6
checkbox
2
Allow this application to access personal data... checkbox
(QuickBooks) 11
All timesheets
22
username user epage email
23
26
Company Preferences tab (QuickBooks)
23
11
Compensation radio button (QuickBooks)
Approved checkbox
22
CUEUserId custom field (QuickBooks)
Approved Only timesheets
13
Custom Date Range
Assigned Roles listbox (QuickBooks)
autologin (QuickBooks)
10
11
12
15, 16
22
customer credit card information (QuickBooks)
12
custom field
Available Roles listbox (QuickBooks)
B
10
CUEUserId (QuickBooks)
15, 16
D
Back To List icon
Break state
23
database
2, 22
design guidelines
button
Add Workday
Send
23
26
Services (Cisco IP phone)
usage
7
data dump
6
6
date range
2
Custom
22
Last Two Weeks
Last Week
22
22
TimeCardView 7.0 GUI Guide
OL-17597-01
33
Index
This Week
timesheet
Today
22
I
21
icon
22
Day of week listbox
Apply
13
deleting TimeCardView users
design guidelines, database
Details tab (QuickBooks)
5, 7
Back To List
2
calendar
6
22
Import
12
23
15
Don’t allow any applications to access this company file
checkbox (QuickBooks) 11
Refresh
15, 16, 25
Review
22
dump, data
Save
6
duration
23
Shift Activities
maximum daily overtime
maximum daily work
6, 7
26
Synchronize Now
6, 7
Text Page
14
26
maximum in-shift break
6, 7
identifier
maximum in-shift lunch
6, 7
Import icon
maximum in-shift work
6, 7
Included Time Sheets listbox
15
15
13
Integrated Applications (QuickBooks)
interface
E
Cisco IP phone
edit
11
23
IP
e-mail notification
6, 7
address
employee
phone
IP Phone Session Timeout
status
6, 7
13
6
phone, Cisco Unified
2
phone interface
employees with the same name
e-page
2
15
IP phone
2, 7, 25
2
7
item, payroll (QuickBooks)
exceeding maximum working hours
1
12
2
EZ Setup radio button (QuickBooks)
12
L
Last Name field (QuickBooks)
H
Last Two Weeks date range
hostname
13
Last Week date range
hourly
list sorting
compensation (QuickBooks)
wage (QuickBooks)
12
lock out
12
wage and overtime checkbox (QuickBooks)
22
22
15, 16, 17, 22
2
Login As listbox (QuickBooks)
12
15
logs, trace
Lunch state
11
13
2, 22
TimeCardView 7.0 GUI Guide
34
OL-17597-01
Index
Regular
M
12
payroll item (QuickBooks)
manual synchronization
14
personal data (QuickBooks)
maximum
phone, Cisco Unified IP
capacity
6
port number
Daily Overtime Duration
Daily Work Duration
6, 7
In-shift Lunch Duration
6, 7
Sessions
7
sessions
5
13
11
TimeCardView dialog (QuickBooks)
12
6, 7
Q
QuickBooks Server Setup
working hours, exceeding
message, voice
1
button (QuickBooks)
6, 7
12
Properties
6, 7
In-shift Break Duration
In-shift Work Duration
12
13
2
2
R
Refresh icon
N
15, 16, 25
Regular payroll item (QuickBooks)
name, employees with the same
name of timesheet approver
15
22
Remarks field
Review icon
12
23
22
New
payroll item (QuickBooks)
User window (QuickBooks)
notification e-mail
12
10
6, 7
S
Save icon
23
Send button
O
Out status
25
server setup (QuickBooks)
13
Service Enabled checkbox
5
Services button (Cisco IP phone)
Overtime
sessions, maximum
(QuickBooks)
12
payroll item (QuickBooks)
state
26
2
5, 7
Shift
12
22
Activities icon
state
26
2
Social Security Numbers (QuickBooks)
sorting, list
P
12
15, 16, 17, 22
state
payroll
item
new
12
Overtime (QuickBooks)
Break
2, 22
Lunch
2, 22
Overtime
12
Shift
22
2
TimeCardView 7.0 GUI Guide
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35
Index
Work
troubleshooting
2, 22
11
status
employee
2
synchronization
status,Out
U
7
25
unscheduled synchronization
subscriber, Cisco Unity Express
22
unsuccessful
Supervisor IP Phone Session Timeout
6, 7
synchronization
synchronization
manual
usage, database
14
status
14
11
7
User
7
List tab (QuickBooks)
unscheduled
14
unsuccessful
11
10
Name field (QuickBooks)
10
user ID
Synchronize Now icon
14
Cisco Unity Express
TimeCardView
15
22
username user epage email command
T
26
Users and Roles window (QuickBooks)
TCVQB-Connector-Installer-version.exe
Text Page icon
26
This Week date range
10
V
22
TimeCardView user ID
10
22
voice message
2
TimeCardView users
adding
2
deleting
W
2
Time of day field
13
week
timeout
start day
6, 7
employee IP phone session
6, 7
supervisor IP Phone Session
7
working hours, exceeding maximum
supervisor IP phone session
6
Work state
Starts On listbox
6, 7
2
2, 22
timesheet
approval checkbox
Approved checkbox
approver name
date range
23
Y
22
22
Yes, always allow access even if QuickBooks is not
running radio button (QuickBooks) 11
21
timesheets
All
13
Approved Only
13
Time Tracking role (QuickBooks)
Today date range
trace logs
10
22
13
TimeCardView 7.0 GUI Guide
36
OL-17597-01