FAQ for Employee Planner Standalone Edition
1. Installation & Upgrade Questions
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1.1: What's the system requirements of Employee Planner Standalone Edition
- Software Requirements: Windows 98/Windows Me/Windows 2000/Windows XP/Windows 2003/Windows Vista/Windows Server 2008
- Hardware Requirements: SVGA, 800x600 resolution or above; Pentium 800 CPU or higher; 64 MB RAM; 15 MB free disk space
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1.2: Will I get free upgrade if I purchase Employee Planner Standalone Edition
Yes, you will get free version upgrades until next major version released, i.e., if you purchase Version 1.0.0, you will get free version upgrades until 1.9.9 reached. What's more, if a major version released within one year after your purchase, you can also get this version free of charge.
2. Purchase Question
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2.1: Can I pay by Paypal?
Yes. On the secure order page, you will find "Paypal" as an option of payment.
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2.2: How long will I receive the product?
If you order Employee Planner Standalone Edition, the license key will be sent to you immediately after your order is processed; if you order Employee Planner Client/Server Edition, the license key will be sent to you within 24 hours after your order is processed.
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2.3: Do I need to download the full version after I purchase it?
No. Once your purchase it, you will get a set of license key. What you do is input the user/key to unlock the free trial version. Your existing data will be untouched.
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2.4: Can I keep all existing data I have input once I purchase it?
Yes. Your existing data will be untouched.
3. How to Use Question
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3.1: Can I add a password protection on a file?
Yes. First open the epf file you want to add password, and click 'File'->'Security' item in the Employee Planner. A window with the caption of 'Security' will pop up. Here you can set up an open password and a modify password for this file. After you set the passwords, when this file is opened again, it will first ask for the open password then the modify password.
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3.2: Can I publish my report on Internet?
Yes. In the report preview window, there is a "Save" button on the toolbar. Click it and choose the saved file type as "pdf". Then you will be able to save the current report as a pdf document and later publish it on your website.
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3.3: Can I send the report to other users and they won't need Employee Planner to view it?
Yes. In the report preview window, there is a "Save" button on the toolbar. Click it and choose the saved file type as "pdf". Then you will be able to save the current report as a pdf document and send it to others by email.
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3.4: Why I drag and drop one of my plans to a blank area but Employee Planner keeps warning that "This time slot has been occupied by another plan"?
If this happens, it shows that you have filtered some plans to let them invisible. And Employee Planner calculates that there is some plan in the file has occupied the target time slot, so it will not let you schedule another plan at that time. You can click the "Cancel Filter" button on the toolbar to display all plans and you can find the plan which has occupied this time slot.
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3.5: How to add/edit/delete department from the department drop down list?
Please go to File -> Preferences, and then go to the "Staff" tab. After that, you will see three buttons (Add, Edit, and Delete). Now you can add/edit/delete any department. Click the "OK" button to save your settings.
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3.6: Can I export the Employee Planner file's content to other formats, such as Word, Excel, etc?
Yes. First open the epf file you want to export, and click 'File'->'Export' item in the Employee Planner. A window with the caption of 'Employee Planner Export Setting' will pop up. Here you can set up the file format, data origin, text settings, date formats, columns, header and footer, layout, file name. Employee Planner supports to export the plans to Text file (*.txt), SQL script file (*.sql), HTML file (*.php), XML file (*.xml), Excel spreadsheet (*.xls), MS Windows clipboard, Excel file (*.xls), Rich Text format (*.rtf), Word file (*.doc), Adobe Acrobat Document (*.pdf).
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3.7: Is it required for a plan to have a task related?
Yes. A task must be attached to a plan. This is by designed and can help you to filter the task's plans if you need.
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3.8: What does task mean in Employee Planner?
We know that all plans are made for a certain task. For example, if John Doe went to Toronto for training, he may arrange the travel plan for this task. First the plan may be book a ticket, and then fly to Toronto. And he may also need to do some preparation before the training. We can see that the plans are all for the task of 'Training in Toronto'. This shows how the task works. Another plus, you can set up the filter to view certain task(s) related plans later using the 'Filter' function.
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3.9: Will Employee Planner allow double booking for the same staff?
No, Employee Planner does not support double-booking.
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3.10: Can Employee Planner display certain tasks related plans only?
Yes. Open Employee Planner and click 'View'->'Filter', a new window will filter settings will appear. You can set which task(s) and which staff(s) related plans should be displayed.
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3.11: Can Employee Planner display certain staffs' plans only?
Yes. Open Employee Planner and click 'View'->'Filter', a new window will filter settings will appear. You can set which staff(s) should be displayed.