Tutorial: Employee Access in Jüulio™
1. Accessing the Platform with Employee Credentials
- Step 1: Log into Jüulio™ using employee-specific credentials.
- Step 2: Observe that the dashboard and available functions may be limited compared to admin access, focusing on employee-specific data and tasks.
2. Understanding Employee Visibility and Restrictions
- Step 3: Note the differences in visibility:
- Admin View: Displays comprehensive data across all employees, including HR, income, and expenditures.
- Employee View: Restricted to viewing only their personal data and tasks.
3. Configuring Employee Settings and Permissions
- Step 4: Access the settings from the employee dashboard to understand visible options.
- Step 5: Recognize that employees typically can’t modify roles and permissions but can adjust other general settings.
4. Engaging with Organizational Tools
- Step 6: Explore accessible organizational tools:
- Teams and Projects: Depending on permissions, employees may view teams they belong to and project details.
- Task Management: Employees interact with assigned tasks and can add new tasks if permitted.
5. Using the Time Tracker
- Step 7: Start the time tracker for a specific task:
- Select the project and task from the list.
- Click the ‘Start Timer’ button to begin recording work time.
- Manage time tracking through manual entries or by pausing and resuming the timer as needed.
6. Accessing Support and Resources
- Step 8: Utilize the support bot and help center:
- Support Bot: Ask questions and receive guidance on platform usage.
- Help Center: Access resources and guides specifically curated for employee use within the organization.
7. Creating and Managing Tasks
- Step 9: If allowed, add personal tasks:
- Click on ‘Add Task’, enter details, and save to the system.
- Manage and update tasks as projects progress.
8. Tracking and Reporting Work
- Step 10: Report on tasks and projects:
- Use the time tracker to provide accurate work time data.
- Submit timesheets and project updates through the platform.
Conclusion
This tutorial provides employees with the necessary steps to effectively navigate their unique access within Jüulio™, ensuring they can manage their tasks, track time efficiently, and access essential organizational resources. By understanding the scope of their access and functionalities, employees can enhance their productivity and align their work closely with organizational objectives.