Added new permissions - Edit timesheets/generate missing times. TK-98 Gives controlled access to authorized staff to make edits to timesheets.
- Import external plugins. TK-96 Gives controlled access to authorized staff to import external plugins.
- Create/delete timesheets. TK-98 Gives controlled access to authorized staff to create or delete timesheets.
- Approve timesheets.TK-97 Gives controlled access to authorized staff to approve timesheets at the various levels (lower level/detail record, higher level/header record).
Step 1: From the Administration and Maintenance tab, select Permissions.
Step 2: At the bottom of the window, place a checkmark for each permission allowed for a user's role.
External Plugins Download and Import Custom Plugin Step 1: Login to the Customer Portal with your username and password.
Step 2: Locate and click on the Newton folder. Next, click on the Plugins folder. Then, click on the correct plugin to download the file to your local or network drive.
Step 3: From the Administration and Maintenance tab, click on Advanced Setup. Then, select External Plugins.
Step 4: Click the Add button.
Step 5: Locate the plugin file from your local or network drive. Then, click Open. 
Step 6: Click OK to install the plugin.
Step 7: You should now see the custom plugin in the list. Click Close.
Step 8: In order to load the plugin, you must restart TimeKeeper. Click OK.
Step 9: Click the red X to close the program or click the TimeKeeper icon in the top, left corner of the window and select Close TimeKeeper. 
Step 10: Login to TimeKeeper.
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You may click on Administration and Maintenance → Advanced Setup → External Plugins to ensure the plugin has been loaded. 
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Install Custom Tables
Step 1: From the Administration and Maintenance tab, click Advanced Setup. Then, select Custom Tables. 
Step 2: Click the Add button.
Step 3: Select the correct custom table to install. Then, click Ok.
Step 4: MCS must approve the installation. Click Submit Request. Then, contact Support by creating a case in the Customer Portal, emailing Support, or contacting your MCS representative.
Step 5: Once MCS has released your installation request, you must restart the program as indicated in Download and Import Custom Plugin - Step 9.  Image Added
Step 6: Login to TimeKeeper.
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You may click on Administration and Maintenance → Advanced Setup → Custom Tables to ensure the custom table has been loaded.  Image Added
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Establish System Settings for Time Sheet Approval Step 1: From the Administration and Maintenance tab, select System Settings.
Step 2: Click on the Time Sheets tab. Then, use the drop-down menu of the Time Sheet Approval option and select the correct custom table.
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Step 3: Click the gear  icon to establish plugin settings.Image RemovedCost Center user settings.
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Step 4: Click in the User column next to the asterisk * and slect a user from the list of available users. Next, click in the Cost Center column and select the correct Center for the user. Repeat the process for all users who are authorized to approve time sheets. Then, click Ok.
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Step 5: Click Ok in the System Setup window to apply changes.
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Establish Pay Periods (if applicable)
Step 1: From the Administration and Maintenance tab, click Advanced Setup. Then, select Pay Periods.  Image Added
Step 2: Click the Add button and use the calendar tool to establish the Start Date and End Date for a pay period. Then, click Ok.
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If pay periods are consecutive, you can simply click the Add button again to automatically add additional pay periods. Use the calendar tool to adjust pay periods if they differ. |
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Time Sheet Approval - Lower level and higher level |