Action catalog by menu | Working People User manual

This catalog is designed for admins and managers who need explicit click-by-click procedures for all core operations.

Add employee: Employees -> Add employee -> fill identity/work profile -> Save.
Import employees: Employees -> Import -> upload source -> map fields -> Confirm.
Edit employee: open detail -> update section -> Save -> validate in report view.
Assign role: Employees -> Roles/Permissions -> choose role -> Save -> validate access.
Connect to Working Timer: employee detail -> Connect with Working Timer -> send invite -> verify status.

Open request: Requests -> select row -> review type, date range, collisions.
Approve request: request detail -> Approve -> optional comment -> Confirm.
Reject request: request detail -> Reject -> reason -> Confirm.
Return for correction: keep pending and leave clear corrective instructions.

Run report: Reports -> select report type -> set period/filters -> Open.
Refine filters: set employees/projects/activities/state -> Apply.
Export output: choose CSV/Excel/PDF -> download and verify totals.
Compare periods: switch period and compare overtime/cost deltas.

Projects, Customers, Cost centers, Activities

Create item: open module -> Add -> fill name/metadata -> Save.
Edit item: open detail -> change fields -> Save -> validate new assignment flow.
Archive item: disable future assignment while preserving history.
Delete item: only if historical usage is not required; prefer archive otherwise.

Add terminal: Terminals -> Add -> assign location/context -> Save.
Set access: configure who can use/manage the terminal.
Run test clock-in/out with one employee.
Deactivate terminal when retired from operation.

Company settings

Update company profile fields and save.
Set time model (standard/industrial) and validate report readability.
Review holiday calendar behavior and overtime impact.
Communicate major setting changes before next payroll cycle.