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WebEdge Mail Setting

The document outlines the email notification system for Electrosoft Private Limited, detailing how administrators can receive Office Activity and Timesheet Reports via email without logging into the Web-Edge system. It also describes the process for job allocation notifications to employees and task creation, including how to manage tasks and update target dates. Additionally, it highlights new developments in reporting features, including various timesheet reports and billing processes.
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© © All Rights Reserved
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0% found this document useful (0 votes)
11 views32 pages

WebEdge Mail Setting

The document outlines the email notification system for Electrosoft Private Limited, detailing how administrators can receive Office Activity and Timesheet Reports via email without logging into the Web-Edge system. It also describes the process for job allocation notifications to employees and task creation, including how to manage tasks and update target dates. Additionally, it highlights new developments in reporting features, including various timesheet reports and billing processes.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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WebEdge – E mail

Electrosoft Private Limited


ectrosoft Private Limited-COMPANY
2020 PROFILE-2019 Electrosoft Private Limited
Timesheet Report on Admin can check the Office Activity & Timesheet Report of Employee on the Mail Id. It is not
Admin Mail necessary for Admin to Login on Web-Edge for these Report.

First – Enter the Mail ID in “Mail Settings” option from where the Admin will receive the Mail
Setting -> Mail Settings

Mail Setting :-
 Host Name - Enter
the Host Name
 Port Name - Enter
the Port Name
 SSL – Click on “Yes”
or “No”
 E-Mail ID – Mention
the Mail ID
 Password – Mention
the Password
 Confirm Password
 Save - Click on
“Save”

ectrosoft Private Limited-COMPANY


2020 PROFILE-2019 Electrosoft Private Limited
Second – Enter the Mail ID of Admin to receive the Office Activity & Timesheet Report of Employee.
Mater -> Admin

Admin Master:-
 All field are
mandatory which
marked in “*”
 E-Mail ID – Enter the
Admin Mail ID for
receiving the
Timesheet Report

ectrosoft Private Limited-COMPANY


2020 PROFILE-2019 Electrosoft Private Limited
Admin will receive the 2 Report

Summary of Office Activity

Employee Timesheet Report

ectrosoft Private Limited-COMPANY


2020 PROFILE-2019 Electrosoft Private Limited
Now in this format the Admin will receive the Mail in which the Employee Timesheet Report of Previous Day
can be viewed.

ectrosoft Private Limited-COMPANY


2020 PROFILE-2019 Electrosoft Private Limited
Job Allocation mail to During Single Job Allocation creation the “Owner” & “Responsible” Person will receive the
Recourses Notification of Job Allocation .

Enter the Mail ID of Employee to receive the Job Allocation Detail.


Mater -> Employee Master -> Add Employee

Add Employee:-
 Email ID - Enter the
Employee Mail ID
 Until the Email ID is
not entered it would
not allow to save the
Employee Data.

ectrosoft Private Limited-COMPANY


2020 PROFILE-2019 Electrosoft Private Limited
In this format the Employee will receive the Mail of allocated Job without login to Web –Edge Portal

ectrosoft Private Limited-COMPANY


2020 PROFILE-2019 Electrosoft Private Limited
Task Creation

Task Creation on Dashboard

Employee Login-Summary Timesheet Report

Extended Target Date

Due for Billing

Timesheet Attendance Report

ectrosoft Private Limited-COMPANY


2020 PROFILE-2019 Electrosoft Private Limited
Task Creation To add those activity which cannot be included in the Assignment is known as “Task Creation”.
Task creation can ne Due Bill Payment etc.

In the “Task Creation”


fill the detail:-
 Subject-means Task
name
 Creation Date -
When the task is
created
 Self-task is assigned
to self
 Assigned-task
assigned to
Recourses.
 Description –
Describe about Task
 Save-Click on “Save”

ectrosoft Private Limited-COMPANY


2020 PROFILE-2019 Electrosoft Private Limited
In the “Task Creation”
fill the detail:-
 Task List- After
saving detail we can
see it on Task Link
 Edit-Edit the created
Task
 Status-To define the
status of task i.e.-
 Pending
 Completed
 Delete-The task can
be deleted if the
status is Pending.
 Report –The Report
of all Task which are
Pending or Complete
or All.

ectrosoft Private Limited-COMPANY


2020 PROFILE-2019 Electrosoft Private Limited
Task Creation on The created Task can be seen on “Dashboard” .We can change the Date of Task if required
Dashboard

2020
ectrosoft Private Limited-COMPANY PROFILE-2019 Electrosoft Private Limited
Right Click on Task which is After right click 2 option will On clicking Reschedule the
appearing on the appear i.e. Calendar will be open, select the
Dashboard.  Reschedule desired date to complete the Task
 Open Task

ectrosoft Private Limited-COMPANY


2020 PROFILE-2019 Electrosoft Private Limited
Summary Timesheet- When the Employee will Login in Timesheet He can View the “Summary Timesheet” in Reports
Employee Login menu.

ectrosoft Private Limited-COMPANY


2020 PROFILE-2019 Electrosoft Private Limited
The Employee can view the Report of Time Sheet filled by Him.

ectrosoft Private Limited-COMPANY


2020 PROFILE-2019 Electrosoft Private Limited
Extend Target Date Admin the change the Target Date of created Jobs, in “Jobs” Menu option.

ectrosoft Private Limited-COMPANY


2020 PROFILE-2019 Electrosoft Private Limited
In the “Extended Target
Date”:-
 Filter- Filter the Data
according to Date &
Client Wise /Group
Wise
 Target Date –
Calendar will appear
to change the Target
Date.
 Reason-Select the
reason to change
which are.-
 Client was Busy
 Responsible
Person was on
Leave.

ectrosoft Private Limited-COMPANY


2020 PROFILE-2019 Electrosoft Private Limited
We can view the Changed Target Date with the mentioned reason.

ectrosoft Private Limited-COMPANY


2020 PROFILE-2019 Electrosoft Private Limited
We can directly change “Target Date” from Job Details, an option is available of “Extent Target Date with Reason & mention
Remarks if required . And then click on “Update”.

ectrosoft Private Limited-COMPANY


2020 PROFILE-2019 Electrosoft Private Limited
To change the Target Date the below are list of
Reason that can be selected from Dropdown Box
these are:-
 Circumstances beyond Control
 Client Was Not Available
 Data Not Provided By Client
 Due TO Work Overload
 Not Support By Client

NOTE :- After changing the Target


Date that Assignment will be shown
on “My Job” not on “Overdue Job”

ectrosoft Private Limited-COMPANY


2020 PROFILE-2019 Electrosoft Private Limited
Due For Billing After generating bill when “Back” option will be clicked then the landing page will be
“Due for Billing”.

First the Invoice will be shown on “My Invoice”

ectrosoft Private Limited-COMPANY


2020 PROFILE-2019 Electrosoft Private Limited
Click on “Generate Bill” -> Click on “OK” for confirmation on generating the Bill -> When Bill is generated click on “Back”

ectrosoft Private Limited-COMPANY


2020 PROFILE-2019 Electrosoft Private Limited
Now Invoice will be shown in “Due For Billing”

ectrosoft Private Limited-COMPANY


2020 PROFILE-2019 Electrosoft Private Limited
Time sheet Attendance Now one more option is added in the Report Menu which is “Timesheet Attendance Report”
Report

ectrosoft Private Limited-COMPANY


2020 PROFILE-2019 Electrosoft Private Limited
ectrosoft Private Limited-COMPANY
2020 PROFILE-2019 Electrosoft Private Limited
Standard Variance Report

Resources Wise Timesheet Report

Job Wise Timesheet Report

Summary Timesheet Report

ectrosoft Private Limited-COMPANY


2020 PROFILE-2019 Electrosoft Private Limited
WEB EDGE NEW DEVELOPMENT
Standard Variance If Hours Utilized Greater than 100% Black Color in Red Color
Report REPORTS -> Job Reports -> Standard Hours Variance Report

ectrosoft Private Limited-COMPANY


2020 PROFILE-2019 Electrosoft Private Limited
ectrosoft Private Limited-COMPANY
2020 PROFILE-2019 Electrosoft Private Limited
WEB EDGE NEW DEVELOPMENT
Recourses Wise Now Resource Time Sheet Report changed to “Recourse Wise Time Sheet”
Time Sheet REPORTS -> Timesheet Reports -> Resource Wise Time Sheet

ectrosoft Private Limited-COMPANY


2020 PROFILE-2019 Electrosoft Private Limited
WEB EDGE NEW DEVELOPMENT
Job Wise Time Now Job Timesheet Report changed to “Job Wise Time Sheet”
Sheet REPORTS -> Timesheet Reports -> Job Wise Timesheet

ectrosoft Private Limited-COMPANY


2020 PROFILE-2019 Electrosoft Private Limited
WEB EDGE NEW DEVELOPMENT
Summary Now Summary of Timesheet Report changed to “Summary Time Sheet”
Timesheet REPORTS -> Timesheet Reports -> Job Wise Timesheet

ectrosoft Private Limited-COMPANY


2020 PROFILE-2019 Electrosoft Private Limited
ectrosoft Private Limited-COMPANY
2020 PROFILE-2019 Electrosoft Private Limited

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