Login to Intertec TimePro

Log in using the initial Admin Logon provided in the Welcome email.

• During login select the 'Remember Me’ checkbox for quick access in future. This can be especially useful for staff using smartphones.

Configure the Settings [ System ]

Review the configuration options. The default settings are suitable for most organisations.

Add Suppliers [ Admin > Supplier ]

If you have any Contractor Staff then add Suppliers next. If you are using Intertec TimePro with accounting integration then refer to separate accounting setup instructions in the Optional Steps section below before continuing.

Add Staff [ Admin > Staff ]

• Make use of Global Projects and/or copy features to save time when setting up your Staff and Projects.

Add Customers [ Admin > Customers ]

If you are using Intertec TimePro with accounting integration then refer to separate accounting setup instructions in the Optional Steps section below before continuing.

Add Projects [ Admin > Projects ]

• If you have 20 or more projects or staff, Intertec can upload them for you using our Data Import Template.
• If you micro-manage Projects then see note ‘Add Tasks’ in the Optional Steps section below. Allocate Staff

Allocate Staff to Projects [ Admin > Staff Projects ]

• If you setup to use Global Projects/Staff then the system will have automatically allocated Staff to Projects using default rates defined on the Staff record.

Basic Setup is Now Complete!

If you have entered email addresses for your Staff, then you can use the email notification facility on the Staff Screen to inform Staff that they can start using the system.

Optional Steps

• Add Tasks [ Settings > Global Tasks, Admin > Project Tasks ]

  Tasks can either be Global or Project Specific. Global Tasks are setup under Settings >Global Tasks and Project Specific Tasks are setup under Admin Project Tasks.

• Accounting Integration [ MYOB, Xero, QuickBooks ]

  Note: Additional setup steps may be required depending on what features you activated.