The Performance Documents tab of an employee’s HR Docs page offers a simple, uniform way to keep track of an employee’s performance with a number of useful, preformatted documents. Note: Only administrators and select supervisors have access to these documents which can be printed in PDF format. To create a…
To access permissions settings for supervisors and administrators: Secondary Admin Settings and Permissions The one setting for secondary admins on this page (i.e. not applicable to the primary admin) allows an admin level user to edit data and settings for other admins. Supervisor Settings & Permissions Supervisors have more than…
The Hourly Timesheet Report can also be used to view time off entries for a user or group of users over a given date range. To run this report: Time Off Balances Report Accrued balances can be seen from the Dashboard by clicking the Time Off tab at the top…
There are several places from which data can be exported to your computer or other services. The Closed Payroll Period Report offers a variety of file types and export formats for various payroll services. Click the export icon and then select one of the download formats from the drop-down menu….
When attempting to close payroll, you may occasionally see an error message indicating that there are overlapping records for one or more employees The payroll period report could not be generated because of overlapping timestamps for: [employee name] This problem happens when there are 2 time records for the same…
When entering project time from a mobile device there are two options: Project Entry and Project Timers. Below are instructions on how to enter time using either method. Using the Project Entry Form Using Project Timers Once you start a timer you can lock your phone/tablet. Timers run in the…
The Location and Tardy report can be used to view geolocation data, IP addresses for clock punches, and attendance status for multiple users within a date range of up to 45 days. To run this report: When geo-location information is requested in the report, the map at the top of…
Including Archived Time Archived time can be viewed by accessing the Archives tab on a user’s Hourly Time or Project Time page or by running reports. When running reports, make sure the Archived Records checkbox filter is selected as seen here. Including Inactive Users The data for inactive (terminated/deactivated) users…
Timesheets.com customers can import timesheet data into Sage 50. Sage 50 allows a user to map a CSV to their required fields for data import but does require a small number of manual adjustments. Downloading an Hourly Time Report for Sage 50 In Timesheets.com, the full name of the user…
Mileage and expenses can be entered using a form located on the Expense Entry tab on a user’s Expenses page. This form is available on both the desktop and mobile version of the website. Please refer to this article to find detailed instructions for using the expense entry form. Tracking…
Expenses can be tracked using the three lists available for project time tracking (Customer, Project, and Account Code), but there are two additional lists available only for expense tracking: Vendors and Events. Vendors are generally entered as the recipients of payments (e.g., hotels, distributors, restaurants, gas stations, etc.). The Events…
The process of reconciling expenses moves expense entries from the Open Expenses tab to the Reconciled tab and is analogous to the hourly and project time archiving process. As with project or hourly time entries, archived expenses can still be viewed in reports, but they will not contribute to the…
In addition to mileage and reimbursable expenses, non-expensed employee costs can also be tracked using the expense tracking tool. To track non-expense costs like bonuses, create a new item on the vendor list for the corresponding category (i.e., name the vendor “Bonus” or “Commission”). Refer to our “Setting Up Vendors”…
Bill Rates In order to track billable revenue from time worked, you may choose to associate bill rates with your projects. These rates are used when time is entered into the project timesheet to calculate billing totals on a per timestamp basis. The billing information can then be totaled in…
If your account is configured to require approval by a manager for any manually entered or edited time on the project timesheet, then each time entry will generate an alert that must be allowed or denied. The default setting in new accounts is to allow users to record project time…
Project Timesheets may be approved using the Approve Project Time process accessible in the left menu. Managers with appropriate permissions can use the process to mark specific records, or all records, approved. Approved timestamp records are displayed on timesheets and in reports with a check mark icon. It is not necessary for…
Archiving old, or billed, project time helps keep data in your account current by keeping values visible on the dashboard reflecting current period totals. Archived time records are also moved off the Timesheets tab to the Archived tab on user timesheets. Archived time records are locked from editing, but they…
There are three methods of entering project time: the Time Entry form, project Timers, and the Week View form. See this section for detailed instructions for entering time using each of these three methods. The Time Entry Form Time can be manually entered onto a user’s timesheet using the Time…
Users can enter time onto their hourly timesheets by clicking the Clock In/Out button or by using the Time Entry form. Managers with appropriate permissions can also bulk-enter time records using the Global Time Entry form. Global Time Entry is useful for recording time for many employees on the same…
Entering A Single Time Off Record For an Employee On the dashboard, navigate to a user’s hourly timesheet by clicking their hours in the Hourly Timesheets column. Note: You will notice that after a new time off record is saved, the form settings remain the same except for the date…
From the dashboard, click on a user’s total hours displayed in the Hourly column to access their Hourly Timesheet. If the user has time recorded on their timesheet, you will see the time records displayed below the user’s basic and summary information tables. Use the icons at right to edit or…
By default, hourly timesheet edits and time off requests will require supervisor approval. When employees edit a timestamp or for certain other reasons, an alert notification is generated for the appropriate manager. The presence of alerts that need attention is indicated by a red menu option at the top of…
Hourly Timesheets may be approved using the Approve Hourly Time process accessible in the left menu. Managers with appropriate permissions can use the process to mark specific records, or all records, approved. Approved timestamp records are displayed on timesheets and in reports with a checkmark icon. Also, if all records…
For companies that don’t need to close formal payroll reports, archiving time is a quick and easy way to keep accounts tidy from the accumulation of old data. We recommend archiving old timesheet data monthly if you don’t close payroll reports. Archiving hourly time makes dashboard totals reflect their current…
Overtime Settings Company overtime defaults are set on the Hourly tab of the Company Settings page. This setting will be the default setting for new users (i.e., changing the company default setting has no effect on existing users). If you need to adjust an existing user’s settings, you can do…
Upon closing payroll, a timestamp may become split if a person works through the payroll date line or forgets to clock out at the end of a payroll period. If this timestamp happens to be split between two pay periods, it will be marked as “split paid” (indicated by the…
The hourly timesheet is accessed from the dashboard by clicking on a user’s total hours under the Hourly 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 setting to enable paid breaks is located on the Hourly tab in Company Settings. There, the break duration can be set—the most common paid break length in the United States is 10 minutes. When paid breaks are enabled, a Break button will display below the clock out button when…
The process of closing a payroll period should be completed for several reasons. Closing the payroll period: To Close a Payroll Period To begin, click Process Records in the left menu, then click Close Payroll Period. Notes and Troubleshooting It is not necessary for records to be marked as “signed”…
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