Login Page

• The entry point to the application.
• Users authenticate using their email and password.
• Role-based access ensures each user sees only the functionality intended for them (Admin, Payroll, Manager, Supervisor, Employee).

Calendar Page (Home)

• Displays Leave of Absence (LOA) requests in a calendar view.
• Admins: See all LOA requests across the organization.
• Managers: See LOA requests only for their direct employees.
• Requests are color-coded based on employee and status.

Employee Management

• This page allows for comprehensive management of employee records. Access is controlled by role:
• Admins: Have full control (Add, edit, or delete employee records).
• Managers: View only the employees they manage.
• Option to log in as the employee for troubleshooting or submitting on their behalf (with permission).

Import Accrual Balance

• Import sick, vacation, and other hours from Paylocity via Excel files.
• Admin or Payroll can upload a structured template to update accrual balances for all employees.
• The system supports automatic mapping of leave types (See appsettings.json).

Leave of Absence

• Employees can submit new LOA requests specifying:
  • Type of leave (e.g., Vacation, Sick)
  • Dates (From and To)
  • Reason/Explanation
• System shows current available balances.
• Each LOA request sends an approval link by email to the Manager.
• Approvers can approve/reject requests directly from the email, no login required.
• Email links are secure (Token based) and expire after a certain time.

Timesheet

• The Timesheet page is where employees enter their working hours, submit for approval, and track time against programs. The system is highly flexible and supports a variety of scheduling configurations and features.
• System supports:
  • 9/80, 10/80, 9/75 or any custom work schedules defined in the Work Schedule Settings
  • Employees log hours per day, per program
  • Multiple programs can be selected per day
  • To save time, users can load hours from the previous submitted timesheet
  • Holiday recognition
  • LOA integration (LOA days are auto-filled)
• Submission & Approval:
  • Once complete, employees submit their timesheet for approval
  • A secure approval email is sent to the assigned manager
  • Submitted timesheets can be downloaded in PDF format.

Timesheet Management

• The Timesheet Management screen is a centralized interface for Admins and Managers to view, review, and take actions on employee timesheets within a selected pay period.
• Admins see all employees, Managers see only direct report.
• Includes a general search and individual column filters that support multi-filtering to quickly narrow down timesheet data
• Actions:
  • Approve / reject Timesheet
  • Enable / disable overtime
  • Download single timesheet (PDF)
  • Bulk download all timesheets (ZIP)

Leave of Absence Report

• View and export Leave of Absence (LOA) records.
• Filter the report by:
  • Calendar Year
  • Pay Period

Payroll Reports

• Generate reports for uploading payroll data to Paylocity.
• Reports are generated per pay period.
• Available report types:
  • Payroll Transmittal Report (General) (.xlsx) – Overview of all payroll data.
  • Payroll Transmittal Report (Salary) (.xlsx) – CSV file for salaried employees.
  • Payroll Transmittal Report (Hourly) (.xlsx) – CSV file for hourly employees.
  • Time Allocation Report (.xlsx) – Excel report showing hours allocated per program.

Settings

Manage core configuration data that controls how timesheets and leave requests function across the system.

• Work Schedules
  • Define and maintain custom schedules (e.g., 9/80, 10/80, 8/40).
  • Assign schedules to employees to determine expected daily hours and holiday calculations.
  
  
• Holidays
  • Add and manage holiday dates observed by the organization.
  • Holidays are auto-populated in timesheets for full-time employees based on their schedule.
  
  
• Payroll Schedules
  • Create and maintain pay periods.
  • Holidays are auto-populated in timesheets for full-time employees based on their schedule.
  
  
• Programs
  • Define active programs can charge their hours to.
  • Used in timesheets and time allocation reports for tracking and reporting purposes.