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 dftly Time Tracker mobile app (for phone users)

Get the dftly Time Tracker mobile app from the Google Play Store or the iTunes Store from Applications. Install the app onto your mobile device.

On the Google Play Store, you can get the app at https://play.google.com/store/apps/details?id=com.dftly.timeTracker&hl=en.

On the Apple iTunes Store, you can get the app at https://itunes.apple.com/us/app/dftly-time-tracker/id1122912839?mt=8.

Register yourself on your mobile (for phone users)

The first time that you use dftly Time Tracker on your mobile phone, you will be asked to register yourself as a dftly 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. Pleae use those details to register yourself as a dftly Time Tracker user. After the first time, you will only need the PIN to start using the dftly Time Tracker app on your mobile.

Using dftly Time Tracker 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 dftly Time Tracker, 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 right hand side of the slider to start recording your work time. You can now continue to use your phone for other tasks, while dftly Time Tracker 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 left hand side of the slider 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 right hand side of the slider 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 dftly Time Tracker reports.

Pull up dftly Time Tracker 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.

time tracker listing screen shot.png

Sign
In

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.

Login server.png

Choose
Install Location

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.

Install-Location server.png

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 dftly Time Tracker.
You can start with just admins, give all users access, or choose access for specific profiles. We suggest you give all users access. dftly Time Tracker is handled through licenses; nothing is visible until a license is assigned and can be changed later. Click Install
when finished.

install for admins only.png

 

Approve
Third Party Access

The dftly Time Tracker install process now
asks you for permission to allow the pk4385708235.wpcomstaging.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 dftly Time Tracker. No other information is stored in dftly. To
install dftly Time Tracker, you will need to approve Third Party Access.

third party access.png

Click on the check box and click on
Continue.

The dftly Time Tracker app will now be
installed in your org, for the access level that you have chosen in the previous
step.

Install
Complete

The dftly Time Tracker app installs
quickly. Once the install is complete, you will see the following screen.

install complete.png

 

Within minutes of completing your install,
you will receive an email in your Admin user mailbox.

time tracker install email.png

Configuring dftly Time Tracker

Congratulations on installing dftly Time
Tracker. Just a few steps to configure Time Tracker for your specific
Salesforce org and your users will be up and running with the dftly Time
Tracker on their mobile handsets.

Here are the steps that you need to do to
setup dftly Time Tracker:

1.     
Authorize dftly Time Tracker to access your
Salesforce org

2.     
Set up the dftly Time Tracker 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 dftly Time Tracker app.

6.      Send an email with the API Key and Employee ID to each of your
users. Tell them where to find the dftly Time Tracker mobile app on the Google Play Store or the
Android Store. Alternatively, you can email them the dftly 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 dftly Time Tracker. To support that, you need to let Salesforce know
that dftly Time Tracker can be allowed to access your org. You only need to do
this once, when you install dftly Time Tracker. Salesforce (and dftly Time
Tracker) remember your authorization for a year (you can always revoke the
authorization from within Salesforce).

set permissions.pngImportant Notes.

·       
Please note that dftly 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.

 

time tracker permissions.png

 

·              
When dftly 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 dftly Time Tracker again, at the end of the year.

 

 

 

 

Setup the dftly Time Tracker tabs

You
now need to set up the dftly Time Tracker tabs for your org.

 

·       
From the All Tabs page, click on the Customize My Tabs button on
the right hand side

 

all tabs.png

 

·       
Add the dftly Time Tracker tabs beginning with the words “dftly”
from the Available Tabs to the Selected Tabs on the right hand side

time tracker add tabs.png

 

·       
You will now see the required tabs for dftly in your menu.

 

dftly tabs.png

 

Check your App Key

When you installed dftly Time Tracker,
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 dftly Time Tracker app.

 

·       
Click on the dftly Time Tracker Apps tab in All Tabs.

·       
You will now see your App Key listed.

dftly time tracker generated app.png

 

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 dftly Timesheet Projects tab to set up the Projects
that your users need

·       
Click on the dftly Timesheet Tasks tab to set up the Tasks that
your users will be working on

·       
Click on the dftly Timesheet Work Types tab to set up the Work
Types that your users will be working on.

 

Here
are some samples for your information.

projects.png tasks.png work types.png

 

 

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 dftly Timesheet 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.

 

setup user.png

 

Import multiple users into
Salesforce.

·       
Prepare your Employee data in a CSV file as shown below

 

import csv file.png

·       
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 dftly Timesheet Users as the object that you want to Import
data into. Select the name of your CSV file and click on Next.

 

import data 1.png

 

·       
Map all the fields that you want from your CSV file to the
appropriate fields in the dftly Timesheet Users table as shown below

 

import data 2.png

 

·       
Review the data and click on the Start Import
button. Please note that only mapped fields will be imported

import data 3.png

·       
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.

imported data.png

·       
Send out an email to your dftly Timesheet users
with the following format:

email to emps.png

With this, you have completed the
Installation and Configuration needed for dftly Time Tracker.


 

Dashboard and Reports

dftly Time Tracker default dashboard is in
the folder dftly Time Tracker Dashboard folder and the reports are in the dftly
Time Tracker Reports folder.

time tracker dashboard.png

 

 

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