Take the first step

The first step to start using and setting up internal processes in TimeLog Process is to enable the functionality for employees on the user roles in the system administration. You find it by navigating to the System administration -> Employees -> User roles and rights management -> Role -> Areas -> General settings -> User role privileges. Here you must mark the Process tab and remember to mark that the employees can create and edit processes.

Thereafter, you and the employees, where the function is enables, create processes by clicking the pink folder icon to the left, when you are logged into TimeLog. Here, you can explain a process step by step, e.g. how you track time or your invoicing process. When you create a process, you need to enter a name and a description. Hereafter, you can select if it is for you personally, or if you want to share it with the rest of the organization (See Figure 2)

You can enter as many steps as you like, and it is possible to add links to pages both within and outside TimeLog (see Figure 3). It is a good idea to enter a description of the actions in each step. If you e.g. have a special filter to use in a report, or specific view options to use to get the right data.

When you have created a process, you will see it in the list to the left, and you start the process by clicking the name. It leads you through the steps, and you end the process by klicking Stop process (see Figure 4).