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Page 30 of 39

Check Those Leave Balances


For those of you taking advantage of the Leave Accrual feature in OpenAir, it’s that time of year to check those balances according to your leave policy. Many companies expire some or all of their balances on December 31 (which fell on a Saturday in 2011). If your rule is setup to expire on December…

January 4, 2012


What Does Adjust Time Entries to Fit Under the Cap Mean?


The use of time billing rules on project is fairly common among OpenAir users to convert time spent on a project into billable money amounts for invoicing. The use of rule caps to limit money or hours allowed to be processed by the rule is also a popular feature, but rule caps comes with configuration…

December 21, 2011


Customizing Your OpenAir Email Content


There are plenty of notification and alert options in OpenAir with most having either standard wording (timesheet awaiting approval, for example) or the ability to setup specific email body content (late timesheet alert, for example). For many the standard wording or text entry capabilities are sufficient to communicate basic information but you may be finding…

December 15, 2011


Viewing Leave Balances at the Same Time as Reviewing Vacation Requests


‘Tis the season for people to schedule vacation, if they haven’t already, and focus on their leave balances as they try to use up vacation or make sure they have enough vacation to cover this last month of the calendar year. If you are using the Leave Accrual feature within OpenAir, users have access to…

December 8, 2011


Maintenance Considerations for Year End and Prep for 2012


It’s the end of the calendar year, and for many of you the fiscal year comes with some maintenance items that need to be handled within your OpenAir system. In this recorded webinar, TOP Step reviews important areas in the system that may need once-a-year attention to keep your operations running smooth. Topics include: Updating…

December 7, 2011


Work Schedule Reporting with Holidays


As you work with reports, you may have noticed some fields that seems to mean the same thing but have slightly different names.  One of these fields is called Work Schedule.  In Summary reports, you see values called Work Schedule and Base Work schedule.  So what is the difference?    Base Work Schedule means the hours…

November 23, 2011


Travel Time Policies Around the World


I’ve been traveling quite a bit lately for both customer and company promotion activities. You may not think this is odd, but TOP Step is a virtual company and we pride ourselves on being able to effectively communicate with our customers remotely whenever possible. Saves on travel costs and makes people more productive, in my…

November 21, 2011


OpenAir Expert Webinar Series: PM and Sales Methodology Alignment


In this recorded webinar you will learn more about: Sales funnel versus project lifecycle Overlap of Sales and PS information Interpretation of data – process workflow challenges versus data workflow Best practices for managing integrated solutions

November 17, 2011


Alerting PMs to Team Members Taking Vacation


As a Project Manager, it is helpful to know when resources working on your project are asking to take time-off or vacation. OpenAir provides this notification functionality at the project level. When a resource submits a schedule request, Project Managers named as the owner of the project will receive an email notification that the request…

November 16, 2011


Correcting Approved Timesheets


Ever find yourself needing to make a correction to an approved timesheet but part of the timesheet has already been approved? There is a way by leveraging a feature called Adjust timesheets. People with the proper permissions, controlled by the role level, may create an adjustment timesheet to correct timesheet entries direct from the approved…

November 9, 2011


Page 30 of 39
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