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After launching the eTime application, the logon screen will appear. Enter the The default username and password , 'admin' and 'admin' respectively (without quotations)would have been sent to you in a Welcome email, or are available from Celayix support.

Logon Screen
After logging in you will be presented with the Main Menu similar to the screen below. The Main Menu lets you access all of the features and modules in eTime Xpress - the features displayed will depend on the modules licensed. All features discussed in this Quick Start Guide are available by default.

Main Menu

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2. Change the Default Administrator Password

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Change Password
Note: The default Admin account cannot be edited other than to change the password.

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3. Map Your Organization's Structure

eTime Xpress is highly flexibility and can match the scheduling needs of most organizations. However, in order to configure eTime Xpress for your scheduling needs, you will need to understand how it organizes data.
Below is a data hierarchy diagram of eTime Xpress with relevant definitions of how various objects are used in the application.

eTime Xpress Organizational Hierarchy
Note: The terms Company, Branch, Customer, Site, Employee and Service are customizable to match the terminology used by your organization. You will learn how to change these labels later in this guide.

Company. The Company object is the top level organizational unit in eTime Xpress - all organizational units below Company are unique to the Company (i.e. Branch, Customer, Site, Employee and Service). eTime Xpress must have a Company defined to operate - one is created on installation called Default Company.
Branch. The Branch object is a sub-unit within a Company. Generally, branches are broken out in terms of common business rules for Customer, Site and Employee groupings. You should avoid creating unnecessary Branch groupings as Employees can only be scheduled within their home Branch (i.e. cross-Branch scheduling is not currently supported). eTime Xpress must have a Branch defined in order to operate - one is created on installation called Default Branch.
Customer. The Customer object is a sub-unit within a branch. It answers the question 'why' a person or resource is scheduled.
Site. The Site object is a sub-unit within a Customer. It answers the question 'where' a person or resource is scheduled.
Employee. The Employee object is a sub-unit within a Branch. It answers the question 'who' is scheduled.
Service. The Service object is a sub-unit within a Branch. It answers the question 'what' action or job is scheduled.
Shift. A Shift is comprised of the following objects: date, time, Break, Customer, Site, Employee and Service.
Now that you understand the purpose of each data object, you should map how you are going to apply them in your organization. For more complex configurations, your product specialist will guide you through the setup process during your training and configuration sessions.
Note: The rest of this Quick Start Guide will reference the default labels. If you are planning on customizing your labels please make a note of how the new names translate to the original default names so you can still work along with the examples provided in this guide.

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4. Customize Labels

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Changing Custom Labels
Note: The Custom Labels dialog lists the Labels by their original names in the Object Name list on the left. This means that "Employee" will always appear as "Employee" in this list regardless of the Custom Label. To revert back to the default labels, click the Default button and click Save.

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5. Rename the Default Company and Branch

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Changing the Default Branch Name
Note: There are more settings to configure when creating a Branch that are not addressed in the Quick Start Guide. Please refer to the Company/Branch Setup Guide for more information.

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6. Create Additional User Accounts

If multiple individuals are going to be using eTime Xpress, you may want to create a user account for each person or role accessing the software. You may restrict/grant user access depending on their responsibilities and position.
From the Main Menu, click Administration > Security > User Security - the User Security screen should appear as shown in the figure below.

User Security

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Note: Security Groups allow you to define a profile of access rights and menu restrictions. When Users are added to Security Groups, they automatically inherit the profile of the Security Group.

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7. Create Employees

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1. From the Main Menu, double-click on the Employees button. The Employee main screen should appear as shown in the figure below.
2. Click the Add button ( ) from the Tool Bar to create a new Employee.
3. All fields under the General tab (i.e. First Name, Last Name, and Short Name) are required fields. The other fields in the Contact, Profile, History, Pay Settings, and Registration tabs are optional. However, certain fields may need to be configured later depending on the features you use in the application (please see the Time & Attendance User Guide).
4. Click the Save button ( ) to save your new Employee.

Creating a New Employee

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8. Create Customers and Sites

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1. From the Customer main screen, select the Customer to which you want to add a Site and then click the Sites tab. The Site listing should appear as shown in the figure below.
2. Click the Add button ( ) on the Tool Bar to create a new Site.
3. All fields under the General tab (i.e. Name and Short Name) are required fields. The other fields in the Contact, History, Pay Settings and Bill Settings tabs are optional. However, certain fields may need to be configured later depending on the features you use in the application (please see the Time & Attendance User Guide).
4. Click the Save button ( ) to save your new Site.

Creating a New Site

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9. Create Services

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Creating a new Service Type

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10. Build a Schedule

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