If you wish to track click-through referrals from your web site or email to Timesheets.com, you can do so by using a link with your personalized tracking code. To get your tracking code, log into your ProPartner account and click Tracking Code in the left menu. You will see your…
Once you have your ProPartner account set up, the next step is getting your clients started with Timesheets. To make this easy we’ve set up a referral form that will send an email to your client on how they can set up their account. When your client uses this referral…
The Dashboard is your home page in your ProPartner account. It contains detailed information about the statuses of the businesses that you have referred to Timesheets.com. To view the dashboard, log into your ProPartner account. Once on the dashboard, click on the appropriate tab to view information about each of…
Hourly time reports can be run for a custom selection of users, with a variety of customizable parameters, over any date range up to 366 days. Note: This report uses unprocessed hourly time data (i.e., before any overtime or deduction calculations have been made). See below for instructions on running…
This section includes information found on both the preview/preliminary payroll report as well as the closed report. Payroll reports calculate data from users’ hourly timesheets. The reports can be viewed, emailed, or downloaded from this report. Please refer to our Closing a Payroll Period article in the Hourly Time Tracking…
Reports on project time can be run for a custom selection of users, with a variety of customizable parameters, over any date range up to 366 days. To use this form:
The Files tab of an employee’s HR Docs page provides a place where administrators and select supervisors may upload relevant employee documents for easy access. Employees do not have access to these files. Examples of such documents might include an employee handbook, hire paperwork, employment contract, etc. To use this…
The Notes tab of the HR Docs page provides administrators and select supervisors with a place where notes can be made and stored for each employee. This section is not visible to the employee and might be used for occasional performance-related notes or to record when a piece of equipment…
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…
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