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> Getting started / Adding Basic Information
In this section

Adding Positions and Charge-Out Rates

Adding Employees

Adding a Client

Adding a Project

Adding an Activity

Adding an Employee Analysis Code

Adding an Expense

Adding Basic Information

Before you start recording time in Coretime, you need to set up basic information on the system.

Some information doesn't need to be provided straight away. This includes:

It is often most useful to enter minimal setup information initially - enough to enable staff to begin recording time.

Later, when you have more comprehensive information on your clients and projects, you can refine and enhance your setup configuration.

 

Follow the steps in the table below.

Item Description
Positions

When you are populating the system, you should begin with positions and relevant charge-out rates.

This is because a new user can't be added unless you associate a position with them.

  1. In the left-hand pane, click Edit.
  2. Click Positions.
  3. In the screen that opens, enter each position's details.

For more information, see Adding Positions and Charge-Out Rates.
Employees
  1. In the left-hand pane, click Edit.
  2. Click Employees.
  3. In the screen that opens, enter each employee's details, including user name and password.

Note: Employees are initially created without allocating them a Supervisor. The supervisor can be selected later from the employee list when all employees are set up.

For more information, see Adding Employees.

Activities

  1. In the left-hand pane, click Edit.
  2. Click Activities.
  3. In the screen that opens, enter each activity's details.

Each activity has to be classified as Chargeable, Non-chargeable or Unavailable.

For more information, see Adding an Activity.
Clients
  1. In the left-hand pane, click Edit.
  2. Click Clients.
  3. In the screen that opens, enter each client's details.

For more information, see Adding a Client.

Supervisors and Departments

  1. In the left-hand pane, click Utilities.
  2. Click Analysis.
  3. Finally, click Employee Analysis.

Analysis information is best set up after the system has been populated with enough data to provide a good idea of your needs.

For more information, see Employee Analysis.

Projects

  1. In the left-hand pane, click Edit.
  2. Click Projects.
  3. In the screen that opens, enter each project's details.

Project categorisation is best carried out after the system has been populated with enough data to provide a good idea of your needs.

For more information, see Adding a Project.

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