Draft:Video Presentation (Dolibarr features) - Users and Groups: Difference between revisions

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Draft:Video Presentation (Dolibarr features) - Users and Groups (view source)

Revision as of 09:29, 27 March 2020

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|Show the login screen.
|Show the login screen.
|-
|-
| colspan="2" |Title Slide: Employer or Administrator
| colspan="2" |'''Title Slide: Employer or Administrator'''
|-
|-
|Let us first look at the administrator or employer user flow. Login with an account that has administrator access.
|Let us first look at the administrator or employer user flow. Login with an account that has administrator access.
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|Show the hierarchy view. Click on the “+” buttons to expand and show the nested hierarchy.
|Show the hierarchy view. Click on the “+” buttons to expand and show the nested hierarchy.
|-
|-
| colspan="2" |Title Slide: Creating an Employee or User
| colspan="2" |'''Title Slide: Creating an Employee or User'''
|-
|-
|Click on 'New User' to add a new employee – an internal user in your organization - to the system. Fill out the required fields. You can choose whether the user is an employee and also pick a supervisor to set the hierarchy for managing the user's leave requests and expense reports. Fill in additional job details such as remuneration and weekly work hours.
|Click on 'New User' to add a new employee – an internal user in your organization - to the system. Fill out the required fields. You can choose whether the user is an employee and also pick a supervisor to set the hierarchy for managing the user's leave requests and expense reports. Fill in additional job details such as remuneration and weekly work hours.
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Show also how to fill optionally bank information of the employee.
Show also how to fill optionally bank information of the employee.
|-
|-
| colspan="2" |Title slide: Access Control & Permissions
| colspan="2" |'''Title slide: Access Control & Permissions'''
|-
|-
|Note that administrators are able to configure access control permissions for modules and module actions. For example, here are the list of actions available for access configuration with respect to the Expense Reports and Leave Request Management modules. This also applies to all other modules in the Dolibarr system.
|Note that administrators are able to configure access control permissions for modules and module actions. For example, here are the list of actions available for access configuration with respect to the Expense Reports and Leave Request Management modules. This also applies to all other modules in the Dolibarr system.
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|Create a group. Add a set of permissions to the group. Assign users to the group.
|Create a group. Add a set of permissions to the group. Assign users to the group.
|-
|-
| colspan="2" |Title Slide: Employee applying for Leave
| colspan="2" |'''Title Slide: Employee applying for Leave'''
|-
|-
|Once the user is created and permissions are defined, the employee can login to the system, and depending on the permissions granted, can edit or not edit information.
|Once the user is created and permissions are defined, the employee can login to the system, and depending on the permissions granted, can edit or not edit information.
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|Click the menu and highlight the leave balance.
|Click the menu and highlight the leave balance.
|-
|-
|Click on “New” to apply for leave. Fill in the appropriate fields and click on “Create Leave Request”.
|The process of creation, approval and consultation of leaves will be presented into the Video about the Leave module.
|Show applying for leave.
|Show URL of our Youtube channel with a text "Watch our videos on ..."
|-
|-
|The appropriate supervisor as per the hierarchy will now be able to login and approve or reject the leave request.
| colspan="2" |'''Title slide: Expense Reports'''
|Show the supervisor being able to approve or reject the leave application.
|-
|The “Monthly statement” gives a statistical view of the leave taken by employees in any given month.
|Show the monthly report.
|-
|Change logs capture and provide details of any changes made to the leave balance of any employee.
|Show change logs.
|-
| colspan="2" |Title slide: Expense Reports
|-
|-
|If the module "Expense reports" has been enabled, Expense reports can be created from the respective menu. Expense reports thus created can be approved or rejected by the appropriate supervisor.
|If the module "Expense reports" has been enabled, Expense reports can be created from the respective menu. Expense reports thus created can be approved or rejected by the appropriate supervisor.
|Show an expense report being created by the employee.
|Show the tab of Expense Reports of an employee.
|-
|The list of expense reports can be reviewed based on the status of each report such as Draft, Validated, Approved, Paid, Canceled and Refused.
|Show the list view based on each status.
|-
|Statistics gives a graphical birds eye view of the expense reports pertaining to an employee.
|Show the statistics.
|-
|-
| colspan="2" |Title slide: Timesheets
|The process of creation, approval and consultation of expense reports will be presented into the Video about the Expense Report module.
|Show URL of our Youtube channel with a text "Watch our videos on ..."
|-
|-
| colspan="2" |'''Title slide: Timesheets
|-'''
|If the module "Project and timesheets" has been enabled, Timesheets can be entered from the “Time Spent” menu.
|If the module "Project and timesheets" has been enabled, Timesheets can be entered from the “Time Spent” menu.
|Click the menu.
|Click the menu.
|-
|-
|If you are an employee, assign a particular task to yourself if your supervisor hasn't already assigned it to you.
|The process of creation and approval of timesheets is presented into the Video about the "Project module".  
|Show assigning a task to self.
|Show URL of our Youtube channel with a text "Watch our videos on ..."
|-
|Once a task is assigned, you will be able to enter hours for the task on a monthly, weekly or daily basis.
|Click on the appropriate tab menus such as “Input per month” etc.
|-
|Here's how you can fill out the hours spent for this task on a daily basis.
|Fill in the hours on a daily basis.
|-
|And here's how you would fill in the hours on a weekly basis.
|Fill in the hours on a weekly basis.
|-
|-
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.
|The Dolibarr logo appears at the center of the screen along with the url www.dolibarr.org. Show the YouTube channel and Social media accounts with icons at the bottom.
|The Dolibarr logo appears at the center of the screen along with the url www.dolibarr.org. Show the YouTube channel and Social media accounts with icons at the bottom.
|}
|}
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