EN - Create user account in Work-IT

EN - Create user account in Work-IT




How do I create user account ?



1. Open your Work-IT software en log in with an account that has UserManager role. (we will talk about the roles later in this article)  


2. click on Employee tab and then click on Users icon.






3. Click on New icon and then type de user name in the user name cell, then type the password in the password cell, leave the Type basic.
                                                                                                                                                                                                                                             ( Passwords are  case-sensitive )








    4. when you move to the right-up side, you will see the screen below.






Explanation of the screen shown above:
 
Current user
Under Current user, the user that is selected in the user list is shown.
 
Employee
Under Employee, the employee that corresponds to this user is selected. Selecting an employee is particularly important when working with mobile registrations (Apps) such as: Scan-IT, Enter-IT, Protect-IT or Scout-IT.
 
User profile
User profile determines the roles, which screens and functionalities the user may see.
 
Report profile
Report profile determines which reports the user may request.
 
Windows login name
Users can log into Work-IT on the basis of the Windows login name and password for that particular user. The advantage is that no separate login name and password will have to be entered in order to use Work-IT. In order to use this functionality, the relevant DOMAIN/USERNAME is entered as Windows login name.
 
Employee groups
Employee groups that are linked to one user are specifically intended for working with the employment agency application. The employment agency application enables agency staff to add employees to Work-IT and can for example be fitted with a fingerprint system, if required.
 

5. Move now to the  right-down side to de tabs Roles,  Approve locations,  Managing registrations and work orders.

Roles

By linking the user to one or more roles, you can assign the user rights to elements of Work-IT that they can use. A full overview can be found at the end of this article. ( Screens per Role)






Note        
    If you unchecked  UserManager role for a user, than this user has no acces to the Users window, and  the icon Users disappears from his Employee bar.


     Approve locations
 
            On this tab, you determine which locations can be approved by this user.     ( You must choose at least one location







Managing registrations and work orders

On this tab, you indicate which locations the user may view and/or edit.





6. At the end, don't forget to save it by clicking on Save button.



Roles per Tab

 
  Employees
Menu path
Description
Role
Employee/Absence/Availability table
Open a list of exceptions to availability (sick, day off, absent, etc.) to view and edit.
EmployeeManager
Employee/Absence/Availability visual
Open a screen that shows availability visually.
AvailabilityVisual
Employees/Absence/Calendar availability
Open a list of exceptions to availability (sick, day off, absent, etc.) to view and edit.
EmployeeRole
Employees/Absence/TFT mutations
Open a time for time mutation list to view and edit.
EmployeeManager
Employees/External/External employees
Open a screen to view external (imported) employees.
EmployeeManager
Employees/External/External employee settings
Open a screen to maintain the settings for external employees.
Admin
Employees/Employees/Data
Open a list of employees to view or edit.
EmployeeManager
Employees/Employees/Details today
Open a list of employees who have a birthday today. Employees with a contract that finishes today are also shown.
ShowAutoFormRole
Employees/Employees/Groups
Open a list of employee groups to view or edit the groups.
EmployeeManager
Employees/Employees/Main groups
Open a screen to maintain employee main groups.
EmployeeManager
Employees/Employees/Employee of the month
Show a list with employee categories over a specified period.
EmployeeManager
Employees/Employees/New
Open a screen to enter new employees.
EmployeeManager
Employees/Employees/Reports
See employee reports in the report overview.
EmployeeManager
Employees/Employees/Tags
Open a list of tags and employees.
EmployeeManager
Employees/Employees/Teams
Open a screen to maintain employee main teams.
EmployeeManager
Employees/Employees/Birthdays
Open a list of employee birthdays; the birthday and age will be shown per employee.
EmployeeManager
Employees/Employees/Fingerprints
Open a screen to maintain employee fingerprints.
EmployeeManager
Employees/System/Users
Open a list of users to view or edit user names and passwords. System users can log into Work-IT with these details.
UserManager
Employees/System/User profile
Open a screen to maintain user profiles.
UserManager
Employees/System/report profiles
Open a screen to maintain report profiles.
UserManager
Employees/Working times/Bank holidays
Open a list of bank holidays to view or edit.
EmployeeManager
Employees/Working times/Attendance
Open a list of attendance to view who is (and is not) registered.
EmployeeRole
Employees/Working times/Work schedules
Open a list of working times for this branch, to view and edit.
EmployeeManager
 
Planning
Menu path
Description
Role
Planning/Budgeting/Annual budgeting
Open a screen to maintain annual budgets.
EmployeeManager
Planning/Planning/Budgeting and Realised overview
Open a screen in which budgets, planned and realised hours can be compiled.
EmployeeManager
Planning/Planning/Day planning
Open a day plan to view or edit.
EmployeeManager
Planning/Planning/Annual planning
Open a screen where the annual plan can be maintained.
EmployeeManager
Planning/Planning/Employee week availability
Open a list of employee availability for the day plan, to view and edit.
EmployeeManager
Planning/Planning/Planning Groups
Open a list of planning groups to view or edit. A planning group specifies one or more tasks for planning.
EmployeeManager
Planning/Planning/Planning Task Schemes
Open a list of task schemes to view or edit. A task scheme specifies repeated work that can be included in the planning.
EmployeeManager
Planning/Planning/Planning Employee Attributes
Open a list of planning employees to view or edit. Planning details can be specified for each employee.
EmployeeManager
Planning/Planning/Planning employee groups
Open a screen to maintain planning employee groups.
EmployeeManager
Planning/Planning/Planning reports
See planning reports in the report summary.
EmployeeManager
Planning/Planning/Week planning
Open a week plan to view or edit.
EmployeeManager
 
Tracking
Menu path
Description
Role
Tracking/Quality/Inspection plan
Open a screen to maintain inspection plans.
LocationManager
Tracking/Quality/Inspections
Open a screen to maintain inspections.
LocationManager
Tracking/Quality/Inspection templates
Open a screen to maintain inspection templates.
LocationManager
Tracking/Quality/Link inspections
Open a screen to link inspections to employees.
LocationManager
Tracking/Quality/Quality figures
Open a list of employee quality assessments for a selected task.
BonusManager
Tracking/Quality/Management figure summary
Open a screen with a pivot table where management figures are used as data.
LocationManager
Tracking/Quality/Management figures
Open a screen to maintain management figures.
LocationManager
Tracking/Monitor/Present
Open a screen showing the last employee checked in or checked out. The planning information and a photo will also be shown.
EmployeeManager
Tracking/Monitor/Start and end of work
Open a screen to see start and end of work periods for selected employees.
EmployeeManager
Tracking/Monitor/Configure slide show
Open a screen to configure slide shows.
EmployeeManager
Tracking/Monitor/Planned vs realised
Open a list of planned and realised hours for verification.
EmployeeManager
Tracking/Monitor/Worked hours
View reports of hour registrations.
EmployeeManager
Tracking/Monitor/Tasks
See task reports in the report summary.
EmployeeManager
Tracking/Monitor/Compare employee groups
Compare worked hours from various employee groups over weekly periods.
EmployeeManager
Tracking/Monitor/By tasks
Open a list of employee planned and realised performance for a selected day and task.
EmployeeRole
Tracking/Monitor/By Location
Open a screen to view workplaces with current employee, tasks and various weight totals.
TaskManager
Tracking/Monitor/News
 
EmployeeManager
Tracking/Monitor/Attendance
Open a list of attendance to view or edit.
EmployeeManager
Tracking/Registrations/Numbers
Open a screen to maintain numbers per employee, task and day.
TaskManager
Tracking/Registrations/Closed periods
Open a form with closed periods for an employee or employees in a given period.
PeriodManager
Tracking/Registrations/Buffer monitor
Open a screen to maintain buffers.
CartManager
Tracking/Registrations/Check Task
Check performance and registrations in relation to greenhouse summary.  Details can be selected via the greenhouse summary to view and edit.
TaskManager
Tracking/Registrations/Check Cart
Open a list with cart weights and linked/non-linked registrations per period to view or edit.
CartManager
Tracking/Registrations/Check locations
Check performance, registrations and observations in relation to greenhouse summary. Details can be selected via the greenhouse summary to view and edit.
EmployeeManager
Tracking/Registrations/Check Employees
Check employee performance and registrations.  Details can be selected via a list to view and edit.
EmployeeManager
Tracking/Registrations/Corrections
Open a screen where kg-values for a selected task over a specified period can be corrected.
TaskManager
Tracking/Registrations/Data
Open a list of registrations. Details of a registration can be selected via the list to view and edit.
TaskManager
Tracking/Registrations/Task location results
Report shows the task location day results.
TaskManager
Tracking/Registrations/tasks per day
Open a screen to view the tasks per day. Employees are sorted on the basis of performance.
TaskManager
Tracking/Registrations/Employee day registrations
Open a list of employee registration for the selected day.
EmployeeRole
Tracking/Registrations/Employee week registrations
Open a list of employee registrations for 1 week.
EmployeeRole
Tracking/Registrations/Monitor sticker
Open a screen to monitor stickers.
CartManager
Tracking/Registrations/Terminal
Open a terminal screen where registrations can be entered or absence reported.
EmployeeRole
Tracking/Observations/Observations
Open a list of observations to view or edit.
TaskManager
Tracking/Observations/Register observations
Open a list of registered observations to view or edit.
TaskManager
 
Rewarding
Menu path
Description
Role
Rewarding/Payment/Payment
See payment reports in the report summary.
EmployeeWageManager
Rewarding/Payment/Payment groups
Open a list of payment regimes. A payment regime specifies the employment conditions, quality and quantity of remuneration rules, overtime and extra costs schemes per employee.
EmployeeWageManager
Rewarding/Bonus/Bonus
Open a list of bonuses per employee for a selected week. Inspect detailed bonus data by double-clicking on a bonus row.
BonusManager
Rewarding/ Bonus/Bonus per period
Open a list of bonuses for a period or a week.
EmployeeRole
Rewarding/Bonus/Bonus reports
See bonus reports in the report summary.
BonusManager
Rewarding/Bonus/Bonus balances
Open a screen where bonus balances can be maintained.
BonusManager
Rewarding/Bonus/Compensation
Open a list of bonus compensation groups to view and edit. A bonus compensation group specifies the collective bonus scheme for one or more tasks.
BonusManager
Rewarding/Bonus/Quality
Open a list of quality bonus rows to view or edit. Bonus rows can be made for tasks for one or more locations.
BonusManager
Rewarding/Bonus/Quality bonus table
Open a list of quality tables to view or edit. The quality table specifies figures with a linked positive or negative bonus in time.
BonusManager
Rewarding/Bonus/Employee tasks list
Open a screen to export employee tasks.
EmployeeManager
Rewarding/Bonus/Employee hours list
Open a screen to export employee hours over a selected period.
EmployeeManager
Rewarding/Bonus/Performance
Open a list of quality bonus rows to view or edit. Bonus rows can be made for tasks for one or more locations.
BonusManager
Rewarding/Bonus/Calculate rate
Calculate rate helps you find the right bonus rate.
BonusManager
Rewarding/Bonus/Employment agency list
Open an employment agency list to view and export.
EmployeeManager
Rewarding/Leave/Service years table
Open a screen to maintain service years tables for leave schemes.
EmployeeManager
Rewarding/Leave/Age table
Open a screen to maintain age tables for leave schemes.
EmployeeManager
Rewarding/Leave/Leave schemes
Open a screen to maintain leave schemes.
EmployeeManager
Rewarding/Payroll/Period Category
Open a screen to maintain categories for payroll periods.
EmployeeWageManager
Rewarding/Payroll/Payroll
Open a screen where the payroll for employees can be set.
EmployeeWageManager
Rewarding/Conditions/Rounding off work hours table
Open a screen to maintain tables for rounding off work hours.
EmployeeManager
Rewarding/Conditions/Rounding off rules
Open a screen to maintain rounding off rules.
EmployeeManager
Rewarding- Conditions - Employment conditions
Open a list of employment conditions to view or edit.
EmployeeManager
Rewarding/Conditions/Age wage table
Open a screen to maintain age wage tables.
EmployeeManager
Rewarding/Conditions/Age table
Open a list of age tables to view or edit. An age table specifies a payment percentage for ages.
EmployeeManager
Rewarding/Conditions/Overtime
Open a list of overtime schemes to view or edit. Overtime schemes specify extras for working during bank holidays, at the weekend, on top of contracted hours and/or after the end of the working day.
EmployeeManager
Rewarding/Conditions/Work break corrections
Open a screen to maintain work break corrections.
EmployeeManager
Rewarding/Conditions/Work break arrangements
Open a screen to maintain work break schemes.
EmployeeManager
Rewarding/Conditions/Allowance percentage
Open a screen to maintain allowance percentages.
EmployeeManager
Rewarding/Conditions/Allowance schemes
Open a screen to maintain allowance schemes.
EmployeeManager
Rewarding/Conditions/Allowance table
Open a screen to maintain allowance tables.
EmployeeManager
Rewarding/Conditions/Sickness
Open a list of sickness arrangements to view or edit.
EmployeeManager
 
Financial
Menu path
Description
Role
Financial/Budgeting/Budgeting
Open a screen to maintain hours and cost budgets.
CostAnalyser
Financial/Cost/Analysis
Open the analysis screen to view costs per location, employee, task and cost type.
TaskManager
Financial/Costs/Cost adjustments
Open a list of cost adjustments to view or edit.
CostAnalyser
Financial/Cost/Reports
See cost reports in the report overview.
CostAnalyser
Financial/Overview/Overviews
On the analysis screen to analyse results. Analyse costs, worked hours, income and more per location, task and employee details.
EmployeeManager
Financial/Overview/Path overviews
On the analysis screen to analyse results. Analyse costs, worked hours, income and more per path, task and employee details.
EmployeeManager
Financial/Periods/Periods
Open a screen to maintain periods.
PeriodManager
Financial/Periods/Closing periods
Open a screen to close periods.
PeriodManager
Financial/Employment agency/Invoice check
Open a screen to check an invoice from an employment agency by comparing calculated hours with invoiced hours.
EmployeeManager
Financial/Employment agency/Cost calculation
Open a screen to optimise costs for agency employees.
CostAnalyser
 
Crop protection
Menu path
Description
Role
Crop protection/ImportExport/Export
Open a list of crop protection applications to export.
CropRole
Crop protection/ImportExport/External ID
 
CropRole
Crop protection/ImportExport/Import
Open a list of selectable master data from an external party in order to import.
CropRole
Crop protection/Settings/Settings
Settings for crop protection information exchange with external party.
CropRole
Crop protection/Reports/Bumblebees
Report shows bumblebee check ins and check outs for a selected period and location.
CropRole
Crop protection/Reports/Resources
Open a report showing the use of crop protection resources for a selected period.
CropRole
Crop protection/Reports/Plagues
Report shows m2 per plague for the selected week.
CropRole
Crop protection/Master data/Resource types
Open a list of resource types to view or edit.
CropRole
Crop protection/Master data/Resources
Open a list of resources to view or edit.
CropRole
Crop protection/Master data/Plagues
Open a list of plagues to view or edit.
CropRole
Crop protection/Master data/Procedures
Open a list of procedures to view or edit.
CropRole
Crop protection/Master data/Active ingredients
Open a list of active ingredients to view or edit.
CropRole
Crop protection/Application/Application
Open a list of applications to view or edit.
CropRole
Crop protection/Traps/Scouting week report
Report that shows scouting counts for a selected location and period.
CropRole
Crop protection/Traps/Trap location report
Report that shows trap counts for a selected location and week.
CropRole
Crop protection/Traps/Trap locations
Open a list of traps and locations to view or edit.
CropRole
Crop protection/Traps/Trap countings
Open a screen to enter and maintain trap countings.
CropRole
Crop protection/Traps/Trap types
Open a list of trap types to view or edit.
CropRole
Crop protection/Traps/Trap week report
Report that shows trap counts for a selected location and period.
CropRole
Crop protection/Stock/Stock
Open a list of stock to view or edit.
CropRole
 
Work orders
Menu path
Description
Role
Work orders/Reports/Group leader
Show a list of work orders for the selected group leaders over a specific period.
WorkOrderManager
Work orders/Reports/Task
Show a list of work orders for the selected task over a specific period.
WorkOrderManager
Work orders/Reports/Inspection
Show a list of inspected work orders in a selected period.
WorkOrderManager
Work orders/Reports/Batch
Show a list of batch work orders.
WorkOrderManager
Work orders/Reports/Variety
Show a list of work orders for the selected variety over a specific period.
WorkOrderManager
Work orders/Relationship/Relationships
Open a screen to maintain relationships.
WorkOrderManager
Work orders/Work orders/Active work orders
Open a screen with the status of the active work orders.
WorkOrderManager
Work orders/Work orders/Group leader locations
Open a screen to maintain group leader locations.
WorkOrderAdmin
Work orders/Work orders/Settings
Open a screen to maintain various work orders.
Admin
Work orders/Work orders/Load carriers
Open a screen to maintain load carriers.
WorkOrderManager
Work orders/Work orders/Send work orders
Send selected work orders and tasks not related to a work order for the selected week.
WorkOrderAdmin
Work orders/Work orders/Work order list
Open a list of work orders to view or edit.
WorkOrderManager
 
 
Support
Menu path
Description
Role
Support/Update
Open a screen to update the client.
Admin
 
Work-IT button
Menu path
Description
Role
Work-IT button/Units/Units
Open a list of units to view or edit.
CropRole
Work-IT button/Units/Unit conversions
Open a list of unit conversions to view or edit.
CropRole
Work-IT Button/Extra/Application settings
Open a screen to maintain various application settings.
UserManager
Work-IT Button/Extra/User settings
Open a screen to maintain user settings.
Default
Work-IT Button/Extra/Recalculate data
Open a screen in which costs per employee, task or location can be recalculated.
CostAnalyser
Work-IT Button/Extra/Log watcher
Show current log messages.
Admin
Work-IT Button/Extra/Reports
Open a screen to view reports.
EmployeeManager
Work-IT Button/Extra/Monitor calculations
Open a screen to monitor recalculations.
EmployeeManager
Work-IT Button/Extra/Monitor Locks
Open a screen where locks can be viewed and removed.
EmployeeManager
Work-IT Button/Extra/New data
New data is available.
EmployeeManager
Work-IT Button/Extra/Remote log viewer
Remote log viewer.
Admin
Work-IT Button/Extra/Selection groups
Open a screen to maintain selection groups.
EmployeeManager
Work-IT Button/Extra/Translations
Open a screen to maintain translations.
Admin
Work-IT Button/Extra/Monitor scales
Open a screen to monitor scales.
Admin
Work-IT Button/Tasks/Data
Open a screen to maintain tasks.
TaskManager
Work-IT Button/Tasks/Dimension
Open a screen to maintain dimensions.
TaskManager
Work-IT Button/Tasks/Package
Open a screen to maintain packagings.
TaskManager
Work-IT Button/Tasks/Group task teams
Open a screen to maintain group tasks.
TaskManager
Work-IT Button/Tasks/Task location Tare
Open a screen to maintain task location and tare.
CartManager
Work-IT Button/Tasks/Task questions scheme
Open a screen in which the questions scheme for the registration terminals can be maintained.
TaskManager
Work-IT button/Tasks/Tasks and Plant schemes
Open a screen where tasks can be combined with plant schemes in order to maintain numbers of plants.
TaskManager
Work-IT Button/Tasks/Task groups
Open a screen to maintain task groups.
TaskManager
Work-IT Button/Tasks/Main task groups
Open a screen to maintain main task groups.
TaskManager
Work-IT Button/Tasks/Carts
Open a screen to maintain carts.
CartManager
Work-IT Button/Tasks/Label codes
Open a screen to maintain label codes per day or per week.
TaskManager
Work-IT Button/Tasks/Norm type fields
Open a screen to maintain Norm type fields.
TaskManager
Work-IT button/Tasks/Planting schemes
Open a screen to maintain planting schemes.
LocationManager
Work-IT Button/Tasks/Reports
View task reports.
TaskManager
Work-IT Button/Tasks/Sort-weight analysis
Open a screen where the sort/weighing analysis parameters can be maintained.
TaskManager
Work-IT Button/ImportExport/Export
Open a screen to import data.
Admin
Work-IT Button/ImportExport/Export registrations
Export registrations in order to import them into another Work-IT system.
ImportExportManager
Work-IT Button/ImportExport/Export master data
Export master data in order to import it into another Work-IT system.
ImportExportManager
Work-IT Button/ImportExport/Import
Open a screen to export data.
Admin
Work-IT Button/ImportExport/Import registrations
Import registrations from another Work-IT system.
ImportExportManager
Work-IT Button/ImportExport/Import master data
Import master data from another Work-IT system.
ImportExportManager
Work-IT Button/Locations/Data
Open a screen to maintain locations.
LocationManager
Work-IT Button/Locations/Groups
Open a screen to maintain location groups.
LocationManager
Work-IT Button/Locations/Batch
Open a screen to maintain batches.
LocationManager
Work-IT Button/Locations/Product
Open a screen to maintain products.
LocationManager
Work-IT Button/Locations/Product group
Open a screen to maintain product groups.
LocationManager
Work-IT Button/Locations/Cultivation performance limits
Open a screen to maintain cultivation performance limits.
TaskManager
Work-IT Button/Locations/Cultivations
Open a list of cultivations to view or edit.
LocationManager
Work-IT Button/Locations/Shape data
Open a screen to maintain the coordinates of locations.
LocationManager
Work-IT Button/Media/Media
Open a screen to maintain media.
EmployeeManager
Work-IT Button/Media/Media tags
Open a screen to maintain media tags.
EmployeeManager
Work-IT Button/Media/Work break bell system
Open a screen with the work break bell system.
EmployeeManager
Work-IT button/Weigh-bridges/Mobile weigh-bridges
Open a screen to maintain mobile weigh-bridges.
TaskManager
Work-IT button/Weigh-bridges/Mobile weigh-bridge profiles
Open a screen to maintain mobile weigh-bridge profiles.
TaskManager












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