This manual demonstrates with examples, how to start using Tuntinetti and how it's basic functions work.
...
If you need help, call our free customer service 09-6898 8222
...
| Table of Contents | ||||
|---|---|---|---|---|
|
...
Wizards
Basic information wizard
...
If you need help, call our free customer service 09-6898 8222
Creating a new unit
Lets create a new unit. The Create new unit -button starts the process.
First write the unit's name and choose whether you want to enter the hours directly into that unit or not.
...
If you need help, call our free customer service 09-6898 8222
Move forward by clicking the Next -button.
Now you can place the new unit to your company's structure.
Tuntinetti has automatically created one basic unit to the structure's base level. The unit's name is the company's name. Other units can be created under this unit or next to it on the base level.
You can create the unit hierarchy by clicking the radio button next to the existing unit under which the new unit should be placed.
...
If you need help, call our free customer service 09-6898 8222
Lets move forward by clicking the Next -button.
The new unit is now created and will be visible in the unit list.
Modifying and removing units
...
If you need help, call our free customer service 09-6898 8222
Employee wizard
The employees you add with the employee wizard are also automatically created as Tuntinetti users.
...
If you need help, call our free customer service 09-6898 8222
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.
...
If you need help, call our free customer service 09-6898 8222
On this page you can define the employee's contracts: the start date, labour agreement, work time mode and salary.
...
- 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.
...
If you need help, call our free customer service 09-6898 8222
Move forward by clicking the Next -button.
This page has a summary of created employees.
...
If you need help, call our free customer service 09-6898 8222
Creating a new project
Lets create one example project by clicking Add another project -button.
First you need to enter the basic information of the project:
...
If you need help, call our free customer service 09-6898 8222
Lets move forward by clicking the Next -button.
At this page you will choose the unit for the project.
...
If you need help, call our free customer service 09-6898 8222
Lets move on by clicking the Next: Customer wizard > -button.
Customer wizard
At this page you are able to place customers to the project. This should be done if the work related to the project will be billed from the customers, and the time reports on the work has to be itemized based on the customer the work was done for. You only need to create a specific customer once, after which you can associate the customer to other projects as needed.
Choose if you want to place all the customers of the unit's project to the project, the unit's sub unit's customers as well or the customers of the whole company's projects. With the first choice it is possible to place customers one by one. Lets create an example customer.
...
If you need help, call our free customer service 09-6898 8222
Enter the name and business ID of the customer.
...
If you need help, call our free customer service 09-6898 8222
Click the Next -button to continue.
...
If you need help, call our free customer service 09-6898 8222
Move forward by clicking the Next -button.
...
If you need help, call our free customer service 09-6898 8222
Lets move forward by clicking the Next: Summary > -button.
Task wizard
At this point the wizard will offer you a possibility to place tasks to projects. This should be done if you need to itemize the tasks in billing or if you want to track the amount of work done on different tasks.
...
If you need help, call our free customer service 09-6898 8222
In this window you will need to write the basic information of the task:
...
If you need help, call our free customer service 09-6898 8222
Move forward by clicking the Next -button.
In this window you are able to place the new task to a project.
...
If you need help, call our free customer service 09-6898 8222
Lets move forward by clicking the Next: Summary > -button.
...
Here the wizard will offer a possibility to place organization costs to projects. Organization costs are running costs like equipment costs or mileage coverage. The organization costs that are placed to projects may be entered in time reporting and they will be taken into account in various calculations like payroll.
Choose yes and move on.
Place organization costs to projects
...
If you need help, call our free customer service 09-6898 8222
...
...
Employees to project -wizard
...
If you need help, call our free customer service 09-6898 8222
Lets get back to the summary of the employees by clicking the Next: Summary > -button.
Many things are connected to a project, but it can be viewed as a whole at the summary -page.
...
If you need help, call our free customer service 09-6898 8222
The structure of Tuntinetti user interface
...
At the employees tab you are able to handle user's settings. There you may create new users and modify or remove existing ones.
The grey area has a search fields, where you can select the employee whose information is shown below in the white area.
...
If you need help, call our free customer service 09-6898 8222
If you need help, call our free customer service 09-6898 8222
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.
...
If you need help, call our free customer service 09-6898 8222
Lets create a new skill group.
...
If you need help, call our free customer service 09-6898 8222
Create a new skill under the new skill group.
...
If you need help, call our free customer service 09-6898 8222
The skill can be applied to an employee by checking the check box next to the skill.
...
If you need help, call our free customer service 09-6898 8222
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).
Lets place the employee to a project.
...
If you need help, call our free customer service 09-6898 8222
Below the selection boxes new rows appears for each of the employee's new projects. Fill in the needed information.
...
If you need help, call our free customer service 09-6898 8222
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.
...
If you need help, call our free customer service 09-6898 8222
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.
...
If you need help, call our free customer service 09-6898 8222
Recruiting
Lets check how to accept a job application and how to add a job seeker as an employee.
...
The database already has one application and the person has been interviewed. Lets search that application, so we are able to accept that person as an employee. (There is no need to change the search options in this case).
Lets change the application status to "Recruited".
...
If you need help, call our free customer service 09-6898 8222
Work shifts in the Work shift planning view
...
If you need help, call our free customer service 09-6898 8222
In the cycle setting window you are able to edit the details of the recurring cycles.
...
If you need help, call our free customer service 09-6898 8222
The work shift is visible on the days that it is set to be on.
...
If you need help, call our free customer service 09-6898 8222
More information about recurring shifts and another way of creating them can be found in the Recurring work shifts-guide.
...
In the following section we'll create a new project and look at the available project settings. We'll also show how you can add customers, employees and tasks to a project.
You can create new projects in the Projects tab.
...
- Quick search (Search for already existing projects by entering their name)
- Filter (This affects the visibility of projects. The link next to the menu allows you to filter projects by date)
- Filter by unit (Select the unit of the project you're searching for. When creating a new project, select the unit you want the project to be part of)
- Select project for working hours control (After selecting a project, it's information appear on the page for you to examine)
...
To create a new project, select a unit that it is joined to. Every project must be joined to a unit. This is not necessary if the company is not divided into units.
...
If you need help, call our free customer service 09-6898 8222
Basic information of a new project
...
Next we'll go through the employee settings and how to add employees to a project.
This can be done under the "Project employees" title where you'll also find all the employees that are already attached to the project. If there are no employees added to the project, the field is empty.
...
If you need help, call our free customer service 09-6898 8222
Employee information
You can get more information about some of these by moving the mouse over the titles.
...
If you need help, call our free customer service 09-6898 8222
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.
To add more customers to a project, you can select them from the customer-drop-downlist below the project's old customers. Customers can be filtered with keywords or using the filtering settings.
...
If you need help, call our free customer service 09-6898 8222
...
Let's add a task to a project. Defining tasks is helpful when reporting work time.
Tasks can be viewed by clicking the "Tasks"-button. If the project doesn't have any tasks yet, the button says "Add tasks for project".
...
...
You can add compensation items in the "Add compensation items for project"-section. However it is recommended that you use the Project wizard to edit the compensation items. Project wizard can be found in the right side of the page, under the button "<<".
In order to modify compensations, open the Project wizard.
...
If you need help, call our free customer service 09-6898 8222
- 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".
...
Creating new organization costs
- Press "Create a new organization costs".
- Enter the information to the opening page. Name is a mandatory field. After doing this, press "Next".
- In the next page, fill in the pricing information. Short name is a mandatory field. It allows the program to identify the compensation based on it's short name, thus making it easier to enter the compensations.
- Press "Next" again. This saves the organization cost and you can now add it to the project like any other cost.
...
More information about organization costs can be found in the Compensation items-guide.
...
If you need help, call our free customer service 09-6898 8222
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.
...
If you need help, call our free customer service 09-6898 8222
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.
...
Adding a contact person to a customer in the Customers > Contact persons-tab.
You can add a contact person by clicking "Add a contact person". This opens up blank user contact information and customer information. The mandatory fields in user contact information are first name, last name and personal e-mail address.
...
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.
...
Adding a detail to a customer in the Customers > Details-tab.
To add a new detail you must click "Add" on the bottom of the page. This opens up a section where you are able to write down the information of the new detail. Details are customer-specific and it is possible to add alarms and topic related notes.
...
More information about Details-tab can be found in the Details-guide.
...
You can browse salary sheets in the Salary/Wages calculations-tab. Next we'll go through how you can select the parameters for a salary sheet.
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.
You can filter employees by their salary mode, labour agreement, or payment date. "Create salary advice Payslip/Paystub for monthly salary employees with" -menu allows you to choose how the calculation is done for employees with monthly salary.
...
If you need help, call our free customer service 09-6898 8222
Creating a new salary calculation
...
Before you can download payment data, you must enter a payment id in the company's basic information. This can be done in the Basic settings > Company's basic information-tab in the "Payment ID"-section.
If you need help, call our free customer service 09-6898 8222
...
If you need help, call our free customer service 09-6898 8222
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.
First, select period or date range, from which the salary information is fetch.
...
If you need help, call our free customer service 09-6898 8222
With the icons on the top-right part of the page the period report can be exported or printed.
...
If you need help, call our free customer service 09-6898 8222
Start by choosing the month which vacations you want to view.
...
If you need help, call our free customer service 09-6898 8222
Viewing and modifying sick leaves
...
If you need help, call our free customer service 09-6898 8222
...
By clicking the Enabled-box for a sick leave you can accept it to be payed.
...
If you need help, call our free customer service 09-6898 8222
You can change the type of a sick leave and it is possible to delete a sick leave by clicking Remove.
...
If you need help, call our free customer service 09-6898 8222
...
Remember to save all the changes.
You can filter sick leaves based on the type of the sick leave and whether they are enabled or not enabled.
...
More information about sick leave management can be found in the Sick leave management-guide
...
Next we'll go through work shift cycles. Cycles that concern the whole company can be modified in the Company's basic information-tab.
A work shift cycle must have a Valid from-date and a Start date. The length of the cycle should be entered if it is not defined in the labour agreement.
...
Let's go through how you can modify a cycle.
Enter the Valid from-date.
...
You can remove a cycle with the "Remove"-button.
If you need help, call our free customer service 09-6898 8222
Time reports
Searching a time report for payroll
...
Selecting units and employees
...
Employee reports open automatically below selection menus, one worksheet per employee, if "Auto-refresh" Preview mode is selected. If "Refresh on-demand from show-button" is selected, remember to press "Show" after selecting the employees.
The report:
- A number in brackets is the week number.
- If employee contracts are up to date, Tuntinetti is able to check whether the employees have done overtime or not.
- If there has been overtime, and employee doesn't have overtime assignment, Tuntinetti will suggest to fill in the missing overtime assignments.
...
Adding an overtime assignment on the unit level takes place in the Units-tab.
Make sure that you have selected the desired unit in the "Choose the unit you want to edit"-drop-downlist.
...
If you need help, call our free customer service 09-6898 8222
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.
...
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).
If you need help, call our free customer service 09-6898 8222
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.
If you need help, call our free customer service 09-6898 8222
From "Other settings" menu, you can select the project work time decomposition setting to override possible employee work time decomposition settings.
...
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).
If you need help, call our free customer service 09-6898 8222
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
...
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.
...
If you need help, call our free customer service 09-6898 8222
| Info |
|---|
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. |
...
More information about pricing can be found in the Billing and pricing-guide.
...
2. Customer charges the price list
...
2. a) Price of the task
2. b) Price list of the customer
...
Price list of the customer's headquarters
...
2. d) Price list of the customer's unit
...
3. Price of the task
4. Price of the project
5. Price of the project's unit
...
More information about pricing can be found in the Billing and pricing-guide.
...
And the desired employee from the according unit.
The time report will be updated below the selection windows. In the ending of the report are the balances.
If you need help, call our free customer service 09-6898 8222
Editing the balances
By clicking the "Edit"-button you are able to edit the balances.
...
If you need help, call our free customer service 09-6898 8222
More information about altering time reports can be found in the Time reports for payroll-guide.
...
You can activate a feature by checking the feature's check-box. If you want to deactivate one, just uncheck it.
If you need help, call our free customer service 09-6898 8222
...
If you need help, call our free customer service 09-6898 8222
If your coins are about to run out, there will be a "Buy more coins"-button under the calculations.
You can also monitor the usage of features in the bottom of the page in the "Browse account logs"-section.
...
By purchasing a training session, you ensure your own know-how. After training, time will not be wasted, work hours will be effective and you can set up your settings correctly.
Our instructor will come to your work place for one or more whole work days and makes sure that your administrators will learn to use all the features in Tuntinetti.
In addition to coming over, learning can be done also online. Tuntinetti offers remote training in the form of Webinars.
We arrange regularly Webinars concerning the topics that our clients wish for. Our Webinars are designed so that they can be attended by both basic users that rarely make changes and users that use Tuntinetti more regularly.
You can sign up for Tuntinetti Webinars here: Sign up for Tuntinetti Webinars.