Getting used to new software can be a daunting task. To make this process easier for Admins and those with Tempo’s Team Manager permission, we’ve put together a three-part series of blog posts to help with the transition, and to help you optimize your set-up and use of Tempo Timesheets. This post, the first in the series, walks you through the steps for a Basic Setup of Tempo Timesheets. These include things that you’ll need to consider to get started.
First things first — you’ll need to start by accessing your Tempo Administration setting. You do that by clicking the Administration icon, located in the top right corner of your JIRA instance, and selection Add-ons. (Note that the you’ll need to be a JIRA Administrator in order to be able to configure Tempo Timesheets).
Next, on the Add-ons page, locate Tempo Timesheets section from the left navigation. In the screenshot below, we’ve outlined the steps you’ll need follow, and further instructions are below it on executing each step.
Step 1: Configure Time Tracking Permissions and Validation
In the Tempo Global Configuration, there are a number of features that need to be either enabled or disabled according to your organization’s needs. The Global Configuration is divided into four sections, with Time Tracking Permissions and Validation listed as the first.
In the Time Tracking Permissions and Validation section, you’ll need to decide a number of things, such as:
- Whether Team Leaders should be able to log work for Team Members
- Whether a log work description should be optional for everyone
- Whether users should be able to log work on parent issues
- Whether users should be able to log work into the future
- Whether users should be able to log work on not editable issues
- Whether you want to configure a maximum number of worked hours per day
Step 2: Configure JIRA Permission Settings and Tempo Permissions
The next step is to set up your JIRA Permission Settings and Tempo Permissions. It is important that all JIRA Time Tracking and Tempo Permission settings are correctly configured to ensure individual access to different time tracking information.
To access Tempo, users need to be in the appropriate JIRA groups that are assigned to one (or more) Tempo Permission.
These are the current Tempo Permissions setting (Note: additional flexibility will be added soon):
Tempo Administrator: Permission to Administer Tempo (JIRA Administrators implied)
Tempo Team Manager: Permission to manage Tempo Teams (this depends on Browse Users Global Permission in JIRA)
Tempo Time Tracking: Permission to access Tempo time tracking (all Tempo users must have this permission)
Step 3: Configure Period
In Period Configuration the period’s start date is configured as well as the first day of the week. There is an option to configure a second period, if needed.
Step 4: Setup Workload Schemes
A user’s Workload Scheme determines on which days and how many hours per day for which they should log their work. Their Tempo Timesheet will reflect the Workload Scheme to which they are assigned.
Admins can create many Workload Schemes to manage different types of users’ workload. This feature is particularly useful for organizations that have distributed teams working with different weekends, or employees with part-time or otherwise varied work schedules.
New users are automatically added to a default Workload Scheme in Tempo that is using the hours per day configuration in JIRA’s time tracking. You can easily edit the default scheme, add a new scheme, and move members to these various schemes through the Operations column, as shown below.
Step 5: Setup Holiday Schemes
Tempo’s Holiday Scheme are similar to Workload Schemes, but allow Admins to configure fixed and floating holidays, on which employees are not required to to work. Tempo Timesheets will reflect the Holiday Schemes to which they are assigned.
Admins can create Holiday Schemes to manage different types of user holidays. This feature is particularly useful helpful for organizations with distributed teams working around the world, where different holidays are recognized.
New users are automatically added to the default Holiday Scheme in Tempo, which does not include any holidays. Admins can either edit the default scheme, or add new Holiday Schemes, and then move users to the appropriate scheme.
Adding different holidays is very easy, just click Configure for the holiday scheme you’d like to make changes to. Then, you’re able to add or delete holidays in that particular Holiday Scheme, if needed, as shown below.
Step 6: Managing Tempo Teams
Users with the Tempo Team Manager permission can manage Teams in Tempo. Tempo Team Managers can create, edit, and delete certain Teams that they’re managing. They must be assigned this permission by an Admin (see Step 2 above).
Each Tempo Team is comprised of Team Leaders and Team Members. Team Leaders are allowed to view and manage members’ timesheets for their teams. Managing Tempo Teams can’t be done through the Administration section, unlike the other steps we’ve gone through so far. To manage Teams, you’ll need to click on Tempo from the top navigation bar and choose more… as shown below.
Now you’ll get an overview of all Teams to which you’ve been assigned. Here, you can click on the Administrator icon in order to create a new team. To edit and manage a Team, you can also click on Administration link which is located under the Administrator icon, as shown in the screenshot below.
When you click on the Administration link, you’re able to add and delete teams, as well as configure roles and permissions.
And that’s it! We’ve gone through everything needed in order to get you started with Tempo Timesheets. In the next two related posts, we’ll cover how to enable extra Tempo features, and fine tune your settings — stay tuned!