Staff user guide for a common piece of office software
- The situation
A district office bought a timesheet and leave system for its staff. Every pay period, timesheets came in late or with leave coded as regular hours, and Payroll spent hours fixing them. The vendor's 212-page manual is organized by system setting, and no page explains how to enter a week.
- What was built
A staff guide with short sections on entering the week, requesting leave, fixing a returned timesheet, supervisor review and the pay codes. Each task has numbered steps next to real captures of the timesheet screens, and the callout numbers match the steps. A working copy of the timesheet system opens from the guide, so every screen it shows can be tried. The guide also has search and a deadline checklist.
- The result
5 short task sections with 13 annotated screens and a one-page quick card.
- What the client received
Seven guide pages including a printable quick reference card, a working copy of the timesheet and leave system, and the 13 screen captures the guide uses.
Try it Pick a section, then search for a pay code like VAC.
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