To set up your company profile, go to the Company Details section under Human Resources in the left menu. Here, you’ll find several subsections:
Additionally, you have the option to deactivate your account from this page if needed.
Before creating your first project, make sure to set up the following components in ERPM8:
Each project requires these elements for complete setup. A project includes a designated team, activities for tracking time, tasks for work allocation, and client details for invoicing purposes.
Once you’ve set up these prerequisites, follow these steps to create your first project:
Tracked activities allow companies to focus on the most important areas for time and productivity analytics. For example, if you’re a construction or design company, you might want to track activities like Design, Construction, or Administration. These activities link directly to timesheet entries, enabling employees to log their time against specific tasks. This, in turn, provides valuable insights in the reporting section, showing how much time is spent on activities like Design or Construction.
To add a tracked activity:
Your new tracked activity will now appear in the list, ready for timesheet activities to be linked.
All ERPM8 features follow a consistent user interface standard, making it simple to add various elements. For instance, adding a client works similarly to adding an employee, and setting up tracked activities follows the same pattern as adding timesheet activities or other entities.
To get started with adding clients:
Once saved, the page will refresh, and your new client will appear in the client list.
Permissions and access in ERPM8 are managed through job roles. Each user’s job role determines which sections they are allowed to view and access within the platform.
Here’s how permissions and access are structured:
There are two ways to fill out a timesheet on ERPM8: either by entering each entry separately or using the full week view. The choice depends on your preference:
You can use both methods interchangeably. Here’s how to fill out a timesheet:
Within the same page, you can view your hours logged weekly, daily, or by task. If needed, you can also delete or edit an entry to correct any mistakes.
To request a leave or day off in ERPM8, go to the Leave section under the Timesheet heading. Here, you’ll see all your past leave requests, including their status (approved or pending), type, and other relevant information.
To request a new leave, follow these steps:
Timesheet approval is a permission typically reserved for management team members or director roles. You can enable or customize this access in the Job Roles section under Human Resources. Team members with access to the timesheet approval section can approve timesheets for the projects they manage. When a project is created, assigning a Project Manager enables them to approve timesheets for employees working on that project.
To approve a timesheet entry: