Timesheets.com has a flexible accrual system and is capable of tracking both time off and time off accruals as workers accumulate “bank” or “leave” balances. This article will direct the reader to the various support pages that address the following functions: Setting Up Time Off Categories Time off setup begins…
Adhering to California meal time rules can be challenging for any company. Timesheets.com has a workaround that could help your company avoid costly penalties by alerting employees that they are approaching a 5-hour limit before a meal time violation occurs. In order to set this up, there are two settings…
The project timesheet is accessed from the dashboard by clicking on a user’s total hours under the Project Timesheets column. The timesheet view is mostly the same for all users but will display certain information only to managers, depending on assigned permissions. Administrators see all features, while supervisors might not…
The expense sheet is accessed from the dashboard by clicking on a user’s total expenses under the Mileage & Expenses column. The default view is mostly the same for all users but will display certain information only to managers, depending on assigned permissions. Administrators see all features, while supervisors might…
Lists are used to categorize time and expenses for reporting and exporting. List items can be created and edited on their individual pages accessed via the left menu. Timesheets.com has 5 lists: List items can be entered individually or by using our import tool. (See this section for details on…
Your payroll data can be exported to a pre-formatted text file for use with SurePayroll: Your data is now ready to be imported into SurePayroll.
Your payroll data can be exported to a pre-formatted CSV file for use with Wells Fargo: Your data is now ready to be imported into Wells Fargo.
Your payroll data can be exported to a pre-formatted text file for use with Paychex. Settings for the Paychex export format (including client number and earnings codes) can be found on the Data Export tab of the Company Settings page. Downloading the Paychex File Your data is now ready to…
Your payroll data can be exported to a pre-formatted CSV file for use with ADP. Settings for the ADP export format can be found on the Data Export tab of the Company Settings page. Your data is now ready to be imported into ADP.
To edit expense entries:
To edit project time entries: If supervisor approval is required for your edit, then the changes will remain pending until they are either approved or denied by your supervisor. Note: If you do not see the Edit column to the right, then the feature may be disabled in your account.
In order to import data into Sage 100, users must copy and paste data into the Daily Payroll Entry. Timesheets.com provides a preformatted Microsoft Excel (CSV) file that translates our post payroll report data into the proper format for this function. Please contact Timesheets.com for assistance and training if you…
The user info report can be used to back up or inspect user account information such as accrual information, employment info, and pay rates. Click the link on the reports page, select the users to include and then view the data. The file can be downloaded to any spreadsheet software…
The Hourly Record History Report can be used to inspect the audit trail for specific users within a date range of up to 366 days. The report can be set to display every record for the desired user’s timesheet that had one or more alerts during the desired date range….
Customized reports can be run on data from closed payroll reports. This report will use only the data that has been closed using the Close Payroll Period function, which will include time rounding, overtime calculations, deductions, day start, and time zone considerations. To use this report: Pro Tip: When downloading…
Use the Preview Current Period (with overtime) Report to see a preview of the payroll report without starting the close pay period process. This report is useful for supervisors who need to see overtime totals during the week but don’t have access to close payroll reports. Supervisors with the ‘approve…
The ProPartner account can be accessed by clicking here: https://partners.timesheets.com To log in, use the username (email) and password you used when you registered for your ProPartner account. You may contact Timesheets.com for assistance if you don’t remember your login credentials. Account Setup Click the My Profile link in the…
Creating and editing calendars is only available using the desktop version. Viewing Calendars on the Schedule Creating and Editing Custom Calendars Click Scheduling in the left menu, then Custom Calendars to view a list of your calendars. There are several types of calendars to help you stay organized. Create a…
Editing schedules is only available using the desktop version. To create a schedule: To copy an individual schedule entry, selected days, or a full week:
Every expense entry has an audit history that can be viewed on the user’s expense sheet. To examine a record: You will find the following details (depending on the features you have enabled):
Every time and expense entry has an audit history that can be viewed on the user’s timesheet. To examine a record: On the menu that appears, you will find the following details (depending on the features you have enabled):
To edit a user’s basic information: Basic Information Basic information for the user (First Name, Last Name, Job Title, and Email) can be edited in the first section of this page. In particular, Job Title can be used when closing payroll to filter out specific users based on their position (along with Location,…
If your organization uses the IP Address Lockdown feature and a user’s IP address changes to a new value, they may see the invalid location warning (shown below) instead of a clock in/out button or their time entry tabs on their timesheet. If you’re not an admin, please report this…
Sometimes employees return to work after having been laid off or moved from one office to another. There are many reasons why an email address might already be in the Timesheets.com database. If you attempt to add an employee and receive a message about the email address already being in…
If you found a mistake in a closed payroll report, you can re-open the report to make corrections. Visit the Closed Payroll Reports page from the Reports section and look for the open icon in the far right column. Note that payroll reports can only be opened sequentially backward to avoid overtime calculation errors,…
New users are created with the time zone of their supervisor unless specifically set to different values. When time zones are incorrect, they can be changed only when the hourly timesheet is empty. If there is any unarchived or unpaid time on the hourly timesheet, managers will not able able…
Occasionally, users will encounter an issue with timestamps at the beginning of a payroll period that are not included in a payroll report even though the dates are set correctly. There are two possible causes for this issue: Work Day Start Time The administrator has modified the employee’s workday start…
Schedules can be published or unpublished to control whether users are allowed to see them. Each individual schedule entry is initially only visible to managers until it is published. Unpublished schedule entries appear on screen with a red background while published entries appear with a green background. You can publish…
By default, a user’s supervisor—as well as any administrators on the account—can view their schedule. Additional permissions for sharing schedules among users must be manually adjusted in the user’s settings. To access these settings: A user’s schedule can be shared with three overall groups: higher level users (superiors), peer level…
If your client has not yet created an account with Timesheets.com we recommend you use the referral form first. This will email your client instructions on creating their account and will automatically affiliate their account with your ProPartner account. See this article for instructions. Before you can access the Timesheets.com…
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