Using the hierarchy... 4 Using Filter Groups... 7 Defining Filter Groups... 7 Example... 8 Linking Filter Groups Limiting functionality...

Transcription

1 CONTENTS Software Required Setting up the Web Server Bells and Whistles Settings for CS Time Web Setting up Web Access for Employees and Supervisors Using the hierarchy Using Filter Groups Defining Filter Groups Example Linking Filter Groups Limiting functionality Pre 6.02f f and later

2 Software Required a. CS Time Level Enterprise. b. Human Resources module Setting up the Web Server 1. To set up the Web Server so that Web access can be obtained, proceed as follows: 2. At the Configuration Module select the Server Options from the Setup dropdown menu or click on the Server Options button. 3. Select the Web Server settings option and enter the Servers IP Address or Name that will be used to recognize it on the network. The server address can be entered as an address i.e. CS Time Web if the client has the ability to resolve the name through a DNS server. Otherwise the IP address of the PC on which the server is installed on. 4. Select the Activate Web Server tick box and enter the Port number to be used. 5. Select Ok to save the settings. Important: When changing the IP address or the name of the CS Time Web Server, remember that the server must be restarted. The CS Time s server address can be verified by restoring the server and looking at the Web Server Settings as shown below: Software Required 2

3 CS Time s Web Interface can now be accessed by typing in the IP address and Port as entered for the web server, on you browser as or as using the above example. Bells and Whistles Settings for CS Time Web 1. To set up the CS Time Web Server options, proceed as follows: 2. At the Configuration Module, select the Features option from the Setup dropdown menu or click on the following toolbar button: 3. Select the Leave settings option. The Web Server options available are: Leave s: notification will be sent to a supervisor when an employee requests leave and when the leave was approved or not approved, a response will be ed to the employee. Bells and Whistles Settings for CS Time Web 3

4 Include Supervisor Comment: Comments made by the supervisor on the ed leave applications can be included in the response to the employee if selected. Include Amount Left: The leave balance left for the applicant can be included in the response to the employee if selected. For Leave s to work, the supervisor and employee must have their work address entered in the employee masterfile and the server settings must be correct in the Send- settings in CS Time. Setting up Web Access for Employees and Supervisors 1. Access to the web interface is controlled via the employee master file. Setting it up 2. Entering a Web Login and Web Password via the employee masterfile under the web settings option, will enable access to the Web Server Interface. You have to set one user as the web administrator. The web administrator will manage the security settings for other web users. Using the hierarchy In versions prior to TNA 6.03 the employee hierarchy was the default way to configure which employees a supervisor can see in the web interface. In 6.03 and later you have a choice to use the hierarchy system or filter groups. 1. If you are using a version older than 6.03, skip to point 2. To enable the hierarchy system, open the Configuration module, click on Setup, System Features. Select the Web option and tick Use Hierarchy System (uncheck to use Filter Groups). Setting up Web Access for Employees and Supervisors 4

5 2. The Hierarchy settings option allows you to define employees who this employee will supervise or who supervises this employee. This option can be found in the User module, when you change the employee masterfile. 3. A supervisor will be able to access the CS Time Web features for employees in his group, and of those employees who belong to supervisors of which this employee is a supervisor as per the diagram below: Setting up Web Access for Employees and Supervisors 5

6 In the above diagram each circle represents an employee. a. Employee 1: Set as Supervisor for Employees 2, 3 and 4, therefore he will have access to all employees. b. Employee 2: Set as Supervisor for Employees 5 and 6, therefore he will have access to employees 5,6,10, 11 and 12. c. Employee 3: Set as Supervisor for Employees 6 and 4, therefore he will have access to all employees except employees 1, 2 and 5. d. Employee 8: Set as Supervisor for Employees 14 and 15, therefore he will only have access to employees 14 and To enable the reset of passwords and leave s the employee must have an address entered in the Work field under the Personal option. Setting up Web Access for Employees and Supervisors 6

7 Using Filter Groups Filter Groups were introduced in version A group of employees can be created in the user module and then linked to a web interface user by a web administrator. Defining Filter Groups The first step is to define the required Groups as follows: 1. Open the Configuration Module. 2. Select the Group Selections option from the Employee dropdown menu. The Browse Employee Groups window will be displayed. Setting up Web Access for Employees and Supervisors 7

8 3. This window displays a list of all the different Employee Groups that have been defined. Selecting the Change button enables you to change an existing group and also to assign it a particular Filter Group number, but for the purpose of this procedure, we are going to create a new group that include two existing groups: employees in the Admin and Support departments. Example Define a Filter Group of Employees in the Admin and Support Departments. 1. Select the Add button and the Update Criteria window will be displayed. Setting up Web Access for Employees and Supervisors 8

9 2. Select the General option and type in the Name to be used to identify the particular Employee Group (can be an alphanumeric name of up to 10 characters) and a description of the group in the Description text box. In the Comment box you can type in any additional information with respect to the identification of the particular Employee Group. 3. Select the Criteria option. Setting up Web Access for Employees and Supervisors 9

10 4. Using the first drop-down select boxes, define the main category that is to be used to define the Group, i.e. Department. 5. Use the second text box to define the sub-category (that falls within the main category) that is to be used to define the group, i.e. Admin. 6. Click on the Relationship button (=) between the two categories to define the relationship required, i.e. = (is equals to) the first parameter of the particular Filter Group definitions that all the employees are in the Admin Department. 7. Click on the More button and a new set of group definition select boxes will be displayed. Continuing to click on the More button will change the relationship between the definitions (once = And, twice = Or, third time = back to More and the additional group definition fields below will be removed). For the purpose of this example set the button to Or. 8. Define the second parameter for the particular Filter Group as described in steps 5 to 7 above (for this example, all employees in Department Support). Your screen should now look as follows: 9. Select the Advanced option. Setting up Web Access for Employees and Supervisors 10

11 10. The Advanced option provides a window that shows the expression for the selection made at the Criteria option (or can be used to define your own expression). If the Expression is manually entered, the greyed out Edited check box will be ticked and also the dropdown select boxes normally available from the Criteria option will not be available. 11. Once the expression has been defined for the required Employee Filter Group, enter a number in the Filter Group (Work Group in versions older than 6.03) text box (circled in red in the above screenshot) that will be used to identify the particular Filter Group (use a numerical number from 1 to 32000, preferably starting at 1 and working up for each new Filter Group) (using 1 in this example). 12. Click on the Ok button to define the group and to add it to the list. 13. Once an Employee Group has been created you can view the employees assigned to this group by selecting and highlighting the particular Filter Group in the list and selecting the View Selection button. Setting up Web Access for Employees and Supervisors 11

12 This is the list of all the employees who are in the Admin or Support Departments. Linking Filter Groups To link a filter group to a web interface user, proceed as follows: 1. Log into the web interface as an administrator. 2. Select Browse Users from the Security menu. A list with all the web users will open. 3. Select the web user you want to link the group to and click on the Change button. 4. Enter the filter group number as shown below and click on Save. 5. When the web user logs into the web interface, he/ she will only see the employees in the selected filter group. Limiting functionality Limiting functionality 12

13 Pre 6.02f Setting it up In TNA versions older than 6.02 you can limit some of the functionality of the web interface for all of the users. The following options are available: Hide the Clock In and Clock Out buttons on the Today page Hides the Change button so your web users are unable to change any records. Hides the Insert button so your web users are unable to add new records. Hides the Delete button so your web users are unable to remove any records. The user cannot insert / change or delete leave records. HideClockButtons NoWebBrowseUpdate NoWebBrowseInsert NoWebBrowseDelete NoWebLeaveUpdate To use the above options, find the checks.tps file in your CS Time data folder and edit it using a text editor like Notepad. Find the [Server] section and add the options below it, for example: [Server] HideClockButtons = 1 NoWebBrowseDelete = 1 NoWebBrowseUpdate = 1 NoWebLeaveUpdate = 1 Save the checks.tps file and restart your CS Time Server module for the changes to take effect. 6.02f and later In CS Time 6.02f and user access can be set in a similar fashion to that in the User Module. See the document on configuring user access for the web module. Permalink: Limiting functionality 13