Users (Timesheets Administration)

Anyone who enters or authorises timesheet details must first be set up as a Timesheets Manager, Project Manager, or Worker. You can also create contractor Workers, who are not linked to an employee in the Pegasus Opera 3 payroll application.

Steps

Sign in as a Timesheets Administrator.
On the Timesheets Administration page, select the Users button to open the Users page.
To create an individual Worker, Project Manager or Timesheets Manager, select the link to open the Add from user page.
- Add Timesheet roles to an existing Pegasus Web Xchange user (linking to an employee in Opera 3 Payroll
  1. Select the link.
  2. Under Assign roles to an existing Pegasus Web Xchange user, use the link for the Pegasus Web Xchange user.
  3. On the Add from employee page, under Pick from an employee, use the link for the required employee.
  4. Under User details:
  i. Clear the Update Payroll box if the user's timesheet details must not be imported into Opera 3 Payroll.
  
  ii. Select the boxes for the required roles (Project Manager, Timesheets Manager, and Worker).
  1. Select Save.
- Add Timesheet roles to an existing Pegasus Web Xchange user (without linking to an employee in Opera 3 Payroll)
  1. Select the link.
  2. Under Assign roles to an existing Pegasus Web Xchange user, use the link for the Pegasus Web Xchange user.
  3. Under Pick from an employee, select the Create a user who is not linked to an employee here link at the bottom of the page.
  4. Under User details, select the boxes for the required roles (Project Manager, Timesheets Manager, and Worker).
  5. Select Save.
- Add a new user for Timesheets (linking to an employee in Opera 3 Payroll)
  1. Select the link.
  2. Under Pick from an employee, use the link for the Pegasus Web Xchange user.
  3. Under User details:
  i.        Clear the Update Payroll box if the user's timesheet details must not be imported into Opera 3 Payroll.
  
  ii.      Select the boxes for the required roles (Project Manager, Timesheets Manager, and Worker).
  
  iii.     Select Save.
- Add a new user for Timesheets (without linking to an employee in Opera 3 Payroll)
  1. Select the link.
  2. Under Pick from an employee, select the Create a user who is not linked to an employee here link at the bottom of the page.
  3. Under User details, add the user's details and select the boxes for the required roles (Project Manager, Timesheets Manager, and Worker).
  4. Select Save.
- Restore an archived user
  1. Select the link.
  2. Under Add from archived user, use the link for the Pegasus Web Xchange user.
  3. Under Pick from an employee, use the link for the required employee.
  4. Under User details:
  i.        Clear the Update Payroll box if the user's timesheet details must not be imported into Opera 3 Payroll.
  
  ii.      Select the boxes for the required roles (Project Manager, Timesheets Manager, and Worker)
  
  iii.     Select Save.

To create more than one Worker, select the link and follow the steps.
Complete the user's details.

Note - deleted users: When a user is deleted in Pegasus Web Xchange it is retained in the database and marked as 'archived', and hidden.

You cannot create a brand new user using a deleted user name. But you can restore that user, which will allow the user name to be used again to sign in to Pegasus Web Xchange.

The advantage of not deleting the user's details from the database is, if an employee leaves but then returns, you can quickly restore the user name with the user's original details.

Tips:
- For help with setting up email profiles, see the Email Profiles Help topic.
- For help with sending emails, see the Sending Emails Help topic.