This manual demonstrates with examples, how to begin using Tuntinetti and how it's basic functions work.
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Creating a new unit
Lets create a new unit. The Create new unit -button starts the process.
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Move forward by clicking the Next -button.
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Lets move forward by clicking the Next -button.
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Employee wizard
The employees you add with the employee wizard are also automatically created as Tuntinetti users.
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At this page the employees will be placed to units. Note that the this is done mostly for structure and that employees don't always have to work at their own unit's projects. Here you may also set the User privileges for the employees.
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The employee may have the privileges of a normal user, unit manager or administrator. Normal user is able to control his own time reports, vacation plans and personal settings. Unit manager can usually control those same things on the whole unit level possibly including it's sub units. Administrator is able to control all the information in Tuntinetti. You can select normal user or administration privileges for the user from the User privileges -pull down menu. Unit manager privileges can be set by first choosing normal user privileges and then clicking Add privileges to another unit -button. Unit manager privileges can be set to multiple units for the same person and they may later be modified in detail. Choose the user privileges and move forward by clicking Next -button.
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On this page you can define the employee's contracts: the start date, labour agreement, work time mode and salary.
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- You may either enter the start date manually or use the calendar menu.
- Choose the labour agreement. There are lots of choices but if the suitable one is missing, you can choose (Jos muu niin kerro mikä, voimme lisätä toivomuksesta), this means "If something else, tell us what", and enter the name of the labour agreement that you need. Our customer support will add it to Tuntinetti and send you email when it's available.
- The work time mode fields will be pre-filled based on the selected labour agreement. They can be modified as needed.
- Next you can enter the salary information. If you don't find it necessary to use the Tuntinetti's payroll functions, it's sufficient to fill the Salary mode -field (bill / hourly salary / monthly salary).
- From the gear -icon you can set additional information as needed, such as employee benefits.
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Move forward by clicking the Next -button.
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Creating a new project
Lets create one example project by clicking Add another project -button.
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Lets move forward by clicking the Next -button.
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Lets move on by clicking the Next: Customer wizard > -button.
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Enter the name and business ID of the customer.
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Click the Next -button to continue.
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Move forward by clicking the Next -button.
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Lets move forward by clicking the Next: Summary > -button.
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In this window you will need to write the basic information of the task:
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Move forward by clicking the Next -button.
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Lets move forward by clicking the Next: Summary > -button.
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Employees to project -wizard
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Lets get back to the summary of the employees by clicking the Next: Summary > -button.
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The structure of Tuntinetti user interface
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When the user has a name saved you are able to add skills to him. The skills may represent the user's ability in different jobs or more general skills, such as language proficiency. By adding skills you can make it easier to place the employees to suitable tasks.
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Lets create a new skill group.
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Create a new skill under the new skill group.
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The skill can be applied to an employee by checking the check box next to the skill.
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The notes contain notes about the user. They can be for example notices or repeating reminders about the user. The notices are visible and the reminders will be sent to the persons that are marked in the email field (typically the supervisors).
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Below the selection boxes new rows appears for each of the employee's new projects. Fill in the needed information.
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By clicking the Create a new tax card -button a form will open to add information about the employees tax card. Remember click save after entering required info.
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Finally lets send an invitation to the user. You are can send the invitation by clicking the mail icon next to the Email address field.
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Recruiting
Lets check how to accept a job application and how to add a job seeker as an employee.
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Work shifts in the Work shift planning view
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In the cycle setting window you are able to edit the details of the recurring cycles.
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The work shift is visible on the days that it is set to be on.
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More information about recurring shifts and another way of creating them can be found in the Recurring work shifts-guide.
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Basic information of a new project
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Employee information
You can get more information about some of these by moving the mouse over the titles.
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You can also choose how employees are added to the project.
If the project has only one customer, you can select the customer in the "Project's customer"-field.
You can view all of the project's customers by clicking "Customers" in the "Projects organization and billable clients"-section.
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- After opening the wizard, select the unit of the project and press the plus -icon next to it.
- Press "Select" -link next to the project you wish to add the compensations to.
- Project information is now visible below the unit list. Select "Organisation costs".
- Press "Manage organization cost".
- Now you can see all the compensations that are already created. You can add these to the project by crossing the square under "Organization costs" -title. Another option is to create new ones by pressing "Create a new organization costs".
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Creating new organization costs
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You can filter desired employees according to unit and then choose them in the right side selection box. You can select more than one employees with the CTRL-button and consecutive rows with the SHIFT-button. The selected employees can be named as managers by clicking the "Name users selected from list as unit managers"-button.
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Adding a new customer starts with clicking the "Create new"-button next to the keyword search. "Add new customer and detail" creates a new customer with a detail at the same time. If you know that you're going to add a detail to the new customer you're creating, that is a simple way to create both at the same time. Even if you click "Create new"-button, you may still add details to customers at any time.
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When you have added the contact person's information you can add the customer info. Write the official name of the customer and choose it from the list that appears under the field. By choosing the customer its information is automatically updated to the page.
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More information about Details-tab can be found in the Details-guide.
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First you must select a time period and desired employees. When these have been selected the "Select salary sheet" drop-down list will be updated to have the desired salary sheets. There you can choose a specific salary sheet.
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Creating a new salary calculation
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Examining period reports
When salary information has been transferred to payroll in the Salary/Wages calculation-tab, they can be formed into period reports in the Period reports-tab. The period reports can be printed or transformed into files that are useful in account programs and in taxation.
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With the icons on the top-right part of the page the period report can be exported or printed.
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Start by choosing the month which vacations you want to view.
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Viewing and modifying sick leaves
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By clicking the Enabled-box for a sick leave you can accept it to be payed.
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You can change the type of a sick leave and it is possible to delete a sick leave by clicking Remove.
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Remember to save all the changes.
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More information about sick leave management can be found in the Sick leave management-guide
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Time reports
Searching a time report for payroll
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Selecting units and employees
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From "Overtime additives and other additives compensated as free time" and "Overtime base hours compensated as free time" menus you can select which overtimes and extras will be compensated as free time.
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Adding an overtime assignment on the project level takes place in the Projects-tab.
Make sure that you have selected the desired project in the "Select project for working hours control"-drop-downlist.
Overtime settings can be found in the "Work time settings"-section and clicking the "Additional options"-button.
You can select from "Work time compensations (overtime, extra) according to CBA" menu which overtimes and extras are going to be itemized in the time reports for payroll (Projects > Work time settings > Additional options).
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From "Overtime additives and other additives compensated as free time" and "Overtime base hours compensated as free time" menus you can select which overtimes and extras will be compensated as free time.
A tooltip of each field can be viewed by hovering your mouse over the headings.
You can select "The employee can select overtime", which allows employees to set overtime assignments for themselves.
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From "Other settings" menu, you can select the project work time decomposition setting to override possible employee work time decomposition settings.
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Adding an overtime assignment on the employee level
Adding an overtime assignment on the employee level takes place in the Users > Employees-tab.
Make sure that you have selected the desired employee in the "Select user to edit"-drop-downlist.
Default overtime settings can be found in the "Default overtime settings"-section.
You can select from "Work time compensations (overtime, extra) according to CBA" menu which overtimes and extras are going to be itemized in the time reports for payroll (Users > Employees > Default overtime settings).
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From "Overtime additives and other additives compensated as free time" and "Overtime base hours compensated as free time" menus you can select which overtimes and extras will be compensated as free time.
A tooltip of each field can be viewed by hovering your mouse over the headings.
More information about overtime assignments can be found in the Overtime assignments-guide.
Pricing
Setting up a pricing for a project
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You will see the price lists set for the project in the pop-up window. If the project doesn't have a price list yet, "Price list is not set yet" text will be shown in the field. Listed price lists can be filtered with the "Show" options at the top. Tooltips for the filtering options can be displayed by hovering the mouse pointer over them.
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| Info |
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Price lists can be exported to a spreadsheet program, by pressing the ( ) icon at the upper right corner of the list. Please note that the listing will only show the price lists of the project's unit. |
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2. Customer charges the price list
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2. a) Price of the task
2. b) Price list of the customer
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Price list of the customer's headquarters
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2. d) Price list of the customer's unit
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3. Price of the task
4. Price of the project
5. Price of the project's unit
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More information about pricing can be found in the Billing and pricing-guide.
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And the desired employee from the according unit.
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Editing the balances
By clicking the "Edit"-button you are able to edit the balances.
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More information about altering time reports can be found in the Time reports for payroll-guide.
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If your coins are about to run out, there will be a "Buy more coins"-button under the calculations.
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