| Once
you have Outlook TimeCard installed, you need to connect
to your employee zone. This will synchronize all your
customer and projects/jobs information. When you
complete this step, you can use Outlook
TimeCard to track time. |
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Before
you proceed. You must have a link to your employee
zone server, and a valid user id and password. If you
don't have this information, contact your administrator. |
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click here
if you are the administrator |
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| 1 |
Click
on the calendar you setup to track time, then click on
the Personal Setting link on the Outlook TimeCard
toolbar |
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| 2 |
The
first time you do this, you will get a message 'Could
not read from the OTC TR database'. Click OK |
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| 3 |
This will open the
Personal Settings form. Click on More |
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| 5 |
Enter
the following information |
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EZ location |
This
is the link to your employee zone. Your
administrator should send you this link. If you
already use the Employee Zone, then enter the same
link here. |
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UserId |
Enter
your user name |
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Password |
Enter
your password here |
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| 6 |
Clink
on Download from EZ button. This will download
all your customer, project/jobs, and task information
from the employee zone. The status window will show you
progress of download. |
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| 7 |
Once
the download process is complete it will display the
results. Click OK to continue |
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| 8 |
The customer tab
lists all customers you are authorized to track time
against. You can select the customers you want to work
with by checking the checkbox next to customer
name. |
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You can always
come back change the selection at anytime. |
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| 9 |
The task tab lists
all tasks you are authorized to track time against. You
can select the tasks you want to work with by checking
the checkbox next to task name. |
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You can always
come back change the selection at anytime. |
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| 10 |
Click OK,
Outlook TimeCard has been successfully linked to your
employee zone. |
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You are now ready to user Outlook TimeCard to
track your time. Click here to learn how to enter
and submit time. |
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