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Customer-Hosted Outlook Add-In Getting Started Guide

What is EIOBoard?

Quickly see who is in and out at a glance! EIOBoard (short for “Electronic In-Out Board”) is a
simple and easy-to-use desktop, online, and mobile software tool used for employee attendance
tracking, time and attendance, interoffice communications, and more. Our in-out board gives
users the ability to send private instant messages, leave phone messages electronically, keep
electronic timecards, create shared calendars, and more. This document will show you how to use
the basics of our EIOBoard Outlook Add-In, which can be seen below.

If you would like to view more detailed information on what our EIOBoard is, please view the
following site: What is an In-Out Board?

Getting Started with the EIOBoard Add-In

If somebody has already installed EIOBoard on your computer, please click here: Logging into
EIOBoard. If you have to install EIOBoard, please read the section below.

2.1 I am installing EIOBoard myself


If you have not already installed your EIOBoard application, you can install the latest client here:

https://downloads.savanceworkplace.com/Releases/10.6.3/


When you open Outlook after installing EIOBoard, you will see the EIOBoard Getting Started
window. Please make the following selections:

 

Be sure to finish off by entering your username and password. Check Automatically Login if you
would like to be automatically logged into EIOBoard next time you open the application. When you
are finished, click ‘Next’. Your EIOBoard Application will then pop up.


2.2 Logging into EIOBoard


You can open EIOBoard at any time by clicking on the desktop shortcut. If EIOBoard is already
running but is not open, you can open your EIOBoard by going to the bottom-right of your screen
and clicking on the Savance logo.
If you are not automatically logged into EIOBoard, you will have to provide your username and
password when you first log in:

Be sure to enter your credentials and then click ‘Ok’. If you would like to be automatically
logged in, check the box next to Remember my username and password on this computer

 

2.3 Using EIOBoard within Outlook


If EIOBoard does not open automatically when you open Outlook, you can open it by going to the
EIOBoard tab and clicking the EIOBoard button. The status board can also be hidden this way.
Once EIOBoard is open, you can move the status board around the Outlook window or change the
size at any time. To do so, click the down arrow in the status board, and then click Move or Size.

Updating Your Status

3.1 Quick Status Update


If you would like to change your status without any details (like return time, comments, etc.), then
you will want to use a quick and easy way to update your status. You have a couple of options,
depending on your preferences:


3.1.1 Update Your Status With the System Tray


Even if the EIOBoard Add-In isn’t open with Outlook, you can still change your status at any time by
following these instructions:

  1. Right-click the EIOBoard icon in the system tray.
  2. Go to Status at the very top.
  3. A list of all available statuses will display. Simply click on any status to quickly change your status.

3.1.2 Update Your Status In Outlook

  1. In the Outlook toolbar, within the EIOBoard ribbon, click on the down arrow on the following
    button:
  2. A list of all available statuses will display. Simply click on any status to quickly change your status.

3.2 Detailed Status Update

  1. Click on the Status Button in the Outlook toolbar, within the EIOBoard ribbon.
  2. The Update Status window will come up.
  3. Select the Status you want to change to.
  4. Leave a Comment, if necessary.
  5. If you would like, you can specify a Returning Time.
  6. When you are finished, click ‘Ok’

Using your Status Board

4.1 Standard and Mini Views


When viewing your status board, you have two options for how you want to view all your users. This
can be changed by clicking the “Standard” or “Mini” tabs on the left side of the status board. You
can also drag the status board around in Outlook to place it in the top, bottom, left, or right side of
the Outlook window.


4.1.1 Standard View


Shows users in a list.
Shows details for each user’s status, such as returning time, comment, location, and more.
The columns that are shown can be customized by right-clicking on any column header.

4.1.2 Mini View


Shows users in a compact, side-by-side view.
Allows many users to be seen at once.
Only displays status color (such as green for In, red for Out, yellow for Unavailable, etc).

 

4.2 Groups


You can see all users in a specific group by clicking on one of the group tabs above the status
board. This is a handy way to view all users in a specific department, floor, etc. (depending on how
it was set up by your administrator). You can also create a custom group for your personal use
called My Friends by right-clicking on the different users’ usernames and clicking Add My Friend.


4.3 Filtering and Searching Users


By clicking on , you can search for users based on criteria such as their name or extension.
You can also filter users, such as by only showing users in a specific location. Simply choose how
to search or filter users in the Search Pane that displays.

4.4 Other EIOBoard features


If you would like more information on other EIOBoard features, please visit the following sites:
Sending a Text Message from EIOBoard
EIOBoard Calendar
Sending Notes to other users
Chatting other users
Customizing Chat
Viewing your Timesheets

 

Contacting Support


If you require assistance with your EIOBoard (issues, questions, etc.), feel free to contact support
through one of the following methods:
1. E-mail your question to support@eioboard.com.
2. Call (248) 478-2555 and request the support line.
3. In the EIOBoard main menu, go to Help > Support/Feedback. Then fill out the window that
comes up.
4. Go to http://www.eioboard.com and click on to enter a live chat with a member
of our support team.
5. Fill out the form here: http://www.eioboard.com/ContactUs


Please note that our main office hours are from 8am – 5pm (Eastern Time) on Mondays – Fridays

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