Installing dftly Time Tracker is simple and works like any other application that can be installed from the Salesforce AppExchange. This tutorial walks you through the steps necessary for installation.
Get the PK4 TimeTracker Mobile App(For Phone Users)
Get the PK4 TimeTracker mobile app from the Google Play Store or the iTunes Store from Applications. Install the app onto your mobile device.
Register yourself on your Mobile(for phone user)
The first time that you use the PK4 TimeTracker on your mobile phone, you will be asked to register yourself as a Time Tracker user. You will need an App Key, an Employee ID and a PIN to register. You will have received an email with these details. Please use those details to register yourself as a PK4 TimeTracker user. After the first time, you will only need the PIN to start using the PK4 TimeTracker app on your mobile.
Using PK4 TimeTracker on your mobile (for phone users)
The Check In screen lets you choose a Project, a Task and a Work Type by default. If your company has a customized version of the PK4 TimeTracker, you may see slightly different options on the Checkin screen. Please select the appropriate options from the drop downs that you see on the Checkin Screen. Click on the Start button to start recording your work time. You can now continue to use your phone for other tasks, while the PK4 TimeTracker continues to record your work time in the background. When you complete your work on that specific combination of Project/Task/Worktype, click on the Stop button to Checkout and stop recording your time. When you start working on another Project / Task, simply choose the appropriate items in the drop-downs and click on the Start button to start recording time again.
Checking work time reports on your mobile (for phone users)
From the hamburger on the top left hand corner of your mobile app, click on the link that says Hours this Month to see how many hours you have worked during the current month. Click on the link that says Hours this Week to see how many hours you have worked during the current week.
Start the Salesforce Install(for admins only)
The rest of this documentation is meant for administrators who will install, maintain and run the PK4 TimeTracker reports.
Pull up the PK4 TimeTracker AppExchange listing at https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000E1egpUAB.
This is where you begin the install process. To start, click the Get it Now button on the far right of the listing.
If prompted, sign in using your Salesforce credentials or log in as a guest. You may already be logged in. If so, proceed to the next step.
Tell Salesforce whether you are installing to a Production or Sandbox system. Unless you have a Sandbox system and plan to test on that system, we suggest you choose Production.
Package details and access levels.
Inside your Salesforce org, you can review the package details and choose the application access levels. Please note, you can decide which profiles will be given access to the PK4 TimeTracker. You can start with just admins, give all users access, or choose access for specific profiles. We suggest you give all users access. PK4 TimeTracker is handled through licenses; nothing is visible until a license is assigned and can be changed later. Click Install when finished.
Approve third party access
The PK4 TimeTracker install process now asks you for permission to allow the dftly.com website to send/ receive data from your app. We ONLY store the API Key, API Name and Org Name for your org. We may send you some notifications to your users handset applications when they use the PK4 TimeTracker. No other information is stored in dftly. To install the PK4 TimeTracker, you will need to approve Third Party Access.
Click on the check box and click on Continue.
The PK4 TimeTracker app will now be installed in your org, for the access level that you have chosen in the previous step.
The PK4 TimeTracker app installs quickly. Once the install is complete, you will see the following screen.
Within minutes of completing your install, you will receive an email in your Admin user mailbox.
Configuring the PK4 TimeTracker
Congratulations on installing the PK4 TimeTracker. Just a few steps to configure Time Tracker for your specific Salesforce org and your users will be up and running with the PK4 TimeTracker on their mobile handsets.
Here are the steps that you need to do to setup the PK4 TimeTracker:
1. Authorize PK4 Time Tracker to access your Salesforce org
2. Set up the PK4 TimeTracker tabs on your org
3. Check out the 8-digit App Key for your org
4. Set up Projects, Tasks and Work Types that are specific for your org
5. Add / Import the list of the users who will use the PK4 TimeTracker app.
6. Send an email with the API Key and Employee ID to each of your users. Tell them where to find the PK4 TimeTracker mobile app on the Google Play Store or the Android Store. Alternatively, you can email them the PK4 Time Tracker apk or IPA that you have received to your users.
Authorize Dftly to Access your org.
When your users need to sync their Time Sheet data to your Salesforce org, they need a secure mechanism to access your org, via the PK4 TimeTracker. To support that, you need to let Salesforce know that the PK4 TimeTracker can be allowed to access your org. You only need to do this once, when you install the PK4 TimeTracker. Salesforce (and PK4 TimeTracker) remember your authorization for a year (you can always revoke the authorization from within Salesforce).
� Please note that PK4 TimeTracker by default takes the oAuth details of the user that clicks on dftly in the drop down menu (on the right hand side of your menu as described here).
� All data that is created from the handset app will all carry this User-ID as the Created by user.
� So if you want let’s say your Human Resource Manager’s User-ID to be the Created by user for all handset related data, then you should get him/her to authorize dftly within your org.
� In general though, we suggest that you authorize dftly from your Salesforce Administrator ID. This is because there are chances that you may delete let’s say the Human Resource Manager’s ID, if that person is no longer in your org.
� When PK4 TimeTracker is installed for you, you will see it listed in the right-hand-top drop-down menu in Salesforce. Click on the drop down menu (on the right hand side of your screen).
� Choose dftly Time Tracker oAuth from the drop down. You will see a pop-up page that tells you about dftly Time Tracker wanting to access your Salesforce org. Click on the Allow button to let dftly access oAuth details from your org.
� You will get an email from Salesforce asking you to authorize PK4 Time Tracker again, at the end of the year.
Setup the PK4 TimeTracker tabs
You now need to set up the PK4 TimeTracker tabs for your org.
� From the All Tabs page, click on the Customize My Tabs button on the right hand side
� Add the PK4 TimeTracker tabs beginning with the words dftly from the Available Tabs to the Selected Tabs on the right hand side
� You will now see the required tabs for PK4 TimeTracker in your menu.
Check your app key
When you installed PK4 TimeTracker, you would have received an email with the App Key. The App Key is an 8-character ID that uniquely identifies your org to the PK4 TimeTracker app.
� Click on the PK4 TimeTracker Apps tab in All Tabs.
� You will now see your App Key listed.
Set up reference data
You now need to set up the basic reference data such as Projects, Tasks and Work Types that your users need for tracking their work times.
� Click on the PK4 TT Projects tab to set up the Projects that your users need
� Click on the PK4 TT Tasks tab to set up the Tasks that your users will be working on
� Click on the PK4 TT Work Types tab to set up the Work Types that your users will be working on.
Here are some samples for your information.
Set up/import users.
You need to set up the users that will be using the dftly Time Tracker app on their mobile handsets.
Add users individually.
Click on the TT Users tab on your Main Menu and select the New button. Add all the relevant data as shown below and click on Save / Save & New.
Import multiple users into salesforce.
� Prepare your Employee data in a CSV file as shown below
� Click on Setup / Administer/ Data Management link
� Click on the Data Import Wizard
� Click on the Launch Wizard button
� Click on the Custom Objects tab
� Choose TT Users as the object that you want to Import data into. Select the name of your CSV file and click on Next.
� Map all the fields that you want from your CSV file to the appropriate fields in the TT Users table as shown below
� Review the data and click on the Start Import button. Please note that only mapped fields will be imported
� The time taken for your data import is based on the number of records that you are importing. At the end of the import process, you should see the data that you�ve imported in the dftly Timesheet Users tab.
� Send out an email to your TT users with the following format:
With this, you have completed the Installation and Configuration needed for the PK4 TimeTracker.
Dashboard and reports
PK4 TimeTracker default dashboard is in the folder PK4 TimeTracker Dashboard folder and the reports are in the Time Tracker Reports folder.