Systems Administrator
Expand the following sections to find links to the best Timegate Web videos (
) and notes (
) for your job role:
Note: When viewing the various links below, to return to this page from the page you are looking at, you will need to select the Return to previous page/Back button on your browser
Getting Started (P1)
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Timegate Web Getting Started (P1)
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What’s Timegate Web?
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How do I log on to the FM Cloud version of Timegate Web?
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How do I configure the way Timegate Web looks and works?
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How do I navigate around Timegate Web?
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How is Timegate Web structured?
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What does Use Site Group Mode look like?
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What does Hidden Site Group Mode look like?
Branch Set Up (P2)
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Branch Set Up (P2)
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How do I create a new Branch?
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How do I determine what is Paid and what is Billed?
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How’s Absence Managed at a Branch level?
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Can I alter the Rate Gen Settings at a Branch level within the Web Client?
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How do I set up a Holiday Schedule?
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How can I set up Holidays at a Branch level?
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How are Missed Calls Managed at a Branch level?
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How can I enable Messaging for a Branch?
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How do I set up Unique (User Defined) Fields for my company at a Branch level?
Site Group Set Up (P5)
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Site Group Set Up (P5)
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Do I need to use Site Groups?
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How do I make Site Groups visible?
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How do I set up a Site Group?
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How are Hour Types set up?
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How are Column Headings set up?
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How do I set up Pay Levels?
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How can I set up Holidays in Site Groups and where should I do it?
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How do I set up Call Monitor Views?
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How do I set up a Geofence for my Site Group?
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How do I set up User Fields for my Site Group?
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How do I update User Fields for my Site Group?
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How can I edit or view an existing Site Group?
Site Set Up (P6)
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Site Set Up (P6)
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How are Hour Types set up?
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How are Column Headings set up?
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How do I set up Pay Levels?
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How do I set up Auto Duty Create on a Site?
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How do I create an Auto Duty Profile?
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How do I set up User Fields for my Sites?
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How do I update User Field values for my Site?
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How do I set up Premiums?
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What is a Site Budget?
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How do I manually configure a Site Budget?
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How do I automatically configure a Site Budget?
Messaging (P16)
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Messaging (P16)
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What is messaging in Timegate Web?
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How do I set up an audience for my messages?
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How do I create a message Template?
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How do I edit an Employee Portal email message Template?
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How do I edit an Employee Portal E-Card?
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How do I delete an Employee Portal E-Card?
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How do I edit an Employee Portal E-Card Template?
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How do I delete an Employee Portal E-Card Template?
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How do I view messages?
Employee Portal Set Up (P17)
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Employee Portal Set Up (P17)
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What is the Employee Portal?
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Where can I access the Employee Portal settings?
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How do I alter the Employee Portal general settings?
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How do I brand the portal?
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How can I select what buttons are on the Employee Portal?
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How do I change the languages that are available for my users to select in the Employee Portal?
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How do I set up videos?
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Is it possible to restrict who sees what news?
Employee App (P20)
- See all Employee App guides in Essentials Documents
Importing DTOs (P23)
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Importing DTO (P23)
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What is Importing in Timegate Web?
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What is meant by DTO?
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What can I do in the Import Data Take On screen?
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How do I download a Template for DTO?
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What is the format for the CSV DTO Template?
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How do I undertake a DTO?
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What can I do in the Payslips Import screen?
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What should I name the PDF file that is used for creating payslips?
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How do I change the delimiter to something other than a hash tag?
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How do I upload a payslip/group of payslips?
Service Delivery (P28)
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Service (P28)
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What is Service?
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How can I set up the Incident functionality?
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How do I set up Statuses?
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How do I group statuses together?
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How do I set up an Email Template?
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How do I create an Incident Type?
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How do I build a Service Profile?
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How do I allocate a Service Profile to a site?
- What is a tour?
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How can I set up the Tours functionality?
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How do I set up Tour Failure Reasons?
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How do I define Location Types?
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How do I create and assign Locations to a site?
- How can I disable form questions at tour locations?
- How do I copy locations and tours for a new site?
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What's a QR Code and how do I create them for my Service Locations?
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Is there another way to set up locations?
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How do I set up a tour for a site using my locations?
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Can I provide employees with information when they arrive at a location?
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How do I set up passed/failed tour alerting?
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What is an audit?
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How can I set up an audit?
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How do I set up Audit Skipped Reasons?
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How do I set up an audit for a site using my locations?
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How do I copy locations and audits for a new site?
- How do I set up passed/failed audit alerting?
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What are Themes?
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What are Themes applied to?
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How do I create a Theme?
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Can I select any color?
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How do I allocate a Theme to Timegate Web?
Forms (P30)
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Forms (P30)
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What are Forms?
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Where are Forms used today in Timegate Web?
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What’s the process for creating a form?
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What is a Data Retention Policy and how do I set one up for use with forms?
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How do I set up Lists?
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How do I set up Template Images?
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How do I set up Questions?
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How do I design a form?
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How do I score forms?
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How are scores calculated?
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How do I set up the ability for form questions to be not applicable?
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What is an exception?
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What are the various exceptions and the logic they support?
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How do I create an exception for a question in a form?
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How do I preview and publish a form?
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How do I update a form?
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How do I attached a form to an Incident?
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How do I attach a form to a Service Profile?
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How do I attach a form to a Tour?
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How do I create a new form for an employee on duty (in the next 24 hours)?
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How do I control the amount of historic data used when generating form related reports?
Outbound Calls (P31)
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Outbound Calls (P31)
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What are Outbound Calls?
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Do Reverse Check Calls, Chase Calls and Escalation Calls all have to be configured together?
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What needs to be configured in Timegate Web to use Outbound Calls?
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Where do I define Site telephone numbers (CLID Number)?
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Where do I define an employee’s mobile telephone number?
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How do I define an adhoc Escalation Group?
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What is a Reverse Check Call?
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How do I set up a Reverse Check Call in an Outbound Call Settings Profile?
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What is a Chase Call?
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What is the process for setting up a Chase Call?
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How do I set up Chase Calls in an Outbound Call Setting Profile?
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What is an Escalation Call?
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How do I set up my Escalation Calls in an Outbound Call Setting Profile?
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How do I assign an Outbound Call Setting Profile to a site?
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Do I need to set the SMS Alert Window in the Outbound Call Profiles?