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Configuring initial settings and permissionsRequired permission: JIRA Administrators
Configuring the working week and public holidaysRequired permission: Tempo Administrators or JIRA Administrators |
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title | Optional extra setup tasks |
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Setting up teams
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A team might consist of, for example, the people in one department of your company, or it might be a scrum team if you work in an agile software development environment. You can set up teams in Tempo Timesheets so that team leads and other specified users can, for example, view and approve the timesheets of team members or plan time for team members to work on issues. |
Configuring initial settings for teams
Required permission: JIRA Administrators
Creating and configuring individual teams
Required permission: Tempo Team Administrators
If JIRA users who are not on the team must be able to view team information, grant those users Browse Team permission.
If JIRA users other than the team lead must be able to approve the timesheets of team members, grant those users Approve Timesheet permission. See also the task below about enabling the timesheet approval process.
Enabling the timesheet approval process
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You can enable the timesheet approval process, whereby team members can submit their timesheets for review once a month or once a week, and team leads or other specified users can approve or reject the timesheets. |
Required permission: JIRA Administrators
Configuring the timesheet approval process.
Adding custom fields to worklog forms
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You can add custom fields to the form that users fill out when they log work. These custom fields are called worklog attributes. Examples of fields are Overtime, Account, and Transport Costs. You can also view the field content in timesheet reports. |
Required permission: JIRA Administrators
Adding custom fields (worklog attributes) to worklogs.
Setting up accounts and accounting options
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You can set up Tempo accounts for the following purposes:
You can also configure whether certain users can set billed hours as well as worked hours and whether they can export lists of account worklogs as PDF files. |
Configuring initial settings for accounts
Required permission: JIRA Administrators
- Completing the initial setup tasks for Tempo accounts
- Configuring billed hours and PDF options
- Adding an Account field to worklog forms. (See 'Adding additional fields to worklog forms' above.)
Creating and configuring individual accounts
Required permission: Tempo Account Administrators
Configuring time-planning options
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By default, team leads and users can do the following tasks:
You can turn these options on or off. |
Required permission: JIRA Administrators
Scheduling timesheet closing dates and reminders
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Within a timesheet monthly period, you can schedule intermediate (for example, weekly) closing dates after which previous days can no longer be edited. You can also schedule reminders to be sent to users to finish editing their timesheets or to submit their timesheets. |
Required permission: JIRA Administrators
Configuring timesheet closing dates and reminders.
Setting up issues for general occurrences, such as vacation, sickness, and staff meetings
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You can use internal issues for general occurrences that are not related to specific work projects. |
Required permission: Tempo Administrators or JIRA Administrators
Setting up Tempo Timesheets gadgets on JIRA dashboards
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You can set up several Tempo Timesheets gadgets on JIRA dashboards and Confluence pages and add Tempo Timesheets activities to the JIRA Activity Stream. |
Required permission: Some gadgets can be set up by any Tempo Timesheets user. Other gadgets require Approve Timesheets permission.
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