Showing posts with label Batch Add User. Show all posts

Manage User in TimeTec Patrol



Introduction
Managing users is often overlooked. Dealing as an easy part of a system setup, however, it becomes crucial for users who are going to employ the system. It grants users the amount of time to access the system. TimeTec Patrol provides an easy solution for managing your users without any major hassle.

Managing Users
1) Firstly, select a user from the main system panel at the top. A drop down box will then appear. Next, select the Manage User tab for further editing.

2) The following manage user page will be launched as figure shown below.

Adding user
1) Go to manage>add user tab to proceed of adding user.

2) Proceed in adding new user information into the respective fields.



Note : Fields with an asterisk are compulsory fields.

Import user
1) Another way of adding users is by importing user data from an excel file into the TimeTec Patrol software. Importing users from an excel file is generally used for companies that have a large amount of users that need to be synced into TimeTec Patrol quicker.
2) Firstly, go to Manage> Import User.

3) Click on Download the example excel sheet.

4) Follow the template and fill in the respective field for new users information. Note that the important fields in the adding user page also applies to the import of user template.


Delete User
1) To delete a user, select relevant users and go to Manage>Delete User.

Note : After deleting a user/ users, the process is irreversible and the User ID cannot be used anymore.

Editing User information
1) To edit users information, select the user > select the Pencil logo located at the right side of the user data to enter the editing user page.

2) Admin will be directed to the editing user page. Start editing user information by selecting the pencil button on the right.
3) Admin can also reset the user password from this page if the access is granted.


Note : Besides deleting a user/ users, the admin can also deactivate the user if the admin wishes to reuse the User ID rather than creating a new one in the future.

Note: If some of the screenshots or steps viewed here are different from the ones in the current system, this is due to our continuous effort to improve our system from time to time. Please notify us at info@timeteccloud.com, we will update it as soon as possible.

Batch Add User into TimeTec TA Made Easy by Importing User from File



Introduction
TimeTec TA is a highly flexible cloud-based time & attendance management system, that allows you to import user information from file. This feature provides a convenient way to integrate user information from the existing 3rd party system, if any, into TimeTec TA. In this article, we will provide a step-by-step guide on how to import users from files with .xlsx or .txt formats.

Benefit
This feature allows you to add user in batch into TimeTec TA easily and offers a way for you to transfer users from existing third party HR or payroll system.

Process
1. To import user from file, first go to User Tab > Manage > Import Users > Browse File to import User (two format supported: xlsx and txt). The formats supported are Excel Files (.xlsx) and Text File (.txt). You can download the sample Excel and Text files to help you configure the layout and of the files.


2. Users can directly perform the field matching after importing file if the Excel file contains only 1 sheet.


If the attached Excel file contains multiple sheets, there will be a drop list to select the desired Excel sheet to match the user information. It is strongly recommended to follow the configuration in the sample file as this will smoothen the process of the field matching.

3. The system will then provide a preview of the users from the file. If there is any invalid user in the Excel file, the system will display it together with the reason of the user’s invalidity.
The valid users will be displayed and the information can be viewed before importing into the system.

4. You will be prompted for generate attendance after successfully importing user from file. The issuance date of the user can be changed here as well.

5. A message will be displayed indicating the users have been imported successfully. The total number of users added into the system will be shown.  

6. The users can be seen under User Module after the process is completed successfully.