To access Signature Statement settings: Click the gear wheel icon in the upper right to view Company Settings. Navigate to the Security tab. Click on the link to the Signature Statement page. This page is where you’ll configure legal signature text used with the employee signatures feature. When employees electronically sign their timesheets or…
The Audits tab is accessible by clicking the gear icon to the left of user names on the Dashboard. Once in user settings, look for the Audits tab along the top of the page. There are several sub-pages including the User profile history page, the Event Log, and one page…
The Dashboard is your home page. It contains detailed information about the statuses of each employee including direct links to everyone’s time and expense information. Once on the dashboard, click on the appropriate tab to view information about each of your referrals. The available tabs are detailed below: The data…
Timesheets.com provides a public API for customer-side integrations, reporting, and account administration. Base URL: https://secure.timesheets.com/api/public/v1/ Open the interactive API dashboard Public API v1 Developer Guide API Getting Started, Authentication & Responses Start here to authenticate, make your first request, interpret responses, and retrieve server metadata. API Complete Endpoint Catalog A…
Before you can import calendars from other applications you will need to create a calendar in Timesheets. See this article for instructions. Importing an ICS File Importing calendars is done using what’s called an iCalendar or .ics file, a file format most popular calendar programs can export. To import your…
These are the most common reasons an export to QuickBooks Online might fail and their solutions. Customer Service can help if your problem isn’t solved using one of the solutions below. Contact us at 800 770-4959. QuickBooks Online Simple Start Version Not Supported QuickBooks Online Simple Start is a version…
Your payroll data can be exported to a pre-formatted CSV file for use with ADP Run. You must ask ADP to enable this feature within your ADP account, and you must complete the short setup procedure below. Adjusting Company Settings in Timesheets.com Settings for the ADP export format can be…
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…
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