• Assigned Users Page

    • August 1, 2019
    • timesheets_support

    Assign Users to Any Supervisor The Assigned Users page is accessed in user settings under the Management Tab for supervisors and administrators. Use this feature to assign your workers to specific managers. To use this feature: Note: When viewing this page, all users are displayed in groups under their current…

  • Account Codes Page

    • timesheets_support

    Assign Account Codes and their Cost Rates to Any User Supervisors can decide which account codes a user may use when they enter and edit time. Supervisors can also assign override cost rates and a default account for every user for all three main features: hourly time tracking, project time…

  • Projects Page

    • timesheets_support

    Assign Projects and Their Bill Rates to Any User Supervisors can decide what projects a user may use when they enter and edit time and expenses. Supervisors can also assign override bill rates and a default project for every user. Default bill rates for each project are shown in the…

  • Customers Page

    • timesheets_support

    Assign Customers to Any User Supervisors can decide what customers an employee may use when they enter and edit time and expenses. Users with a checkmark in the box under the Allow Access column will be able to allocate time and expenses to that customer. To adjust customer list settings for a…

  • Adding New Users

    • July 30, 2019
    • timesheets_support

    Add a Single User Import a User List Troubleshooting Imports Email Address Already in Use Email addresses must be unique in Timesheets.com, so if you attempt to upload a user where the email address is already used in the system, you’ll receive an error and the import will not continue….

  • Billing and License Administration

    • July 26, 2019
    • timesheets_support

    Billing Billing and related settings can be managed in the Primary Administrator’s (account holders) account. Clients can choose to pay for Timesheets.com on a monthly or annual basis. Monthly billing is by credit card, but clients that pay annually may elect to be invoiced and then pay by check or…

  • Archive Page – Archiving and Reactivating Users

    • July 25, 2019
    • timesheets_support

    Deactivating (or Archiving or Deleting) a User When a user account is no longer needed, it should be archived. Archived user time and expense data is still accessible via reports (see “Reporting” below) but some user data, such as user settings, are inaccessible without reactivating the user. Before a user…

  • Changing the Primary Administrator

    • July 24, 2019
    • timesheets_support

    Each Timesheets.com account has an owner referred to as the primary administrator. By default, this is the user who initially created and set up the account. All receipts and official communications are directed to the primary administrator, and they are the only user with direct access to payment and subscription…

  • Login Issues

    • timesheets_support

    Users may at times experience difficulties logging into—or staying logged into—their accounts. Please review the solutions below, and if problems persist, feel free to contact us for assistance.  Automatic Logout Try adjusting your automatic logout time limit. If your account remains idle beyond the selected logout time limit, you will…

  • Extended Security Permissions Page

    • July 22, 2019
    • timesheets_support

    1. Require supervisor authorization for all hourly time entries and edits by Employee? This setting controls whether hourly time entries (using the manual time entry form) and edits need to be approved by a user’s supervisor before they are paid or archived on the timesheet. (The default setting for new…

  • Schedules Page

    • timesheets_support

    These settings control how the user’s schedule is shared among teammates and dynamically references the user hierarchy on the Dashboard when granting sharing privileges based on the options described below. This image helps describe user levels in the hierarchy as referenced in these instructions. 1. Which higher level users can…

  • Time Off and Accruals Page

    • July 18, 2019
    • timesheets_support

    Individual accrual settings are found in employee settings, Options tab, and then the Time Off & Accruals subpage. Settings 1, 2, and 3 correspond to the three accruable time off categories that are set on the Hourly tab of the Company Settings page, setting 3. All three time-off categories have the…

  • Overtime Controls Page

    • July 16, 2019
    • timesheets_support

    1. Regular Start Time and Regular End Time Enter the employee’s regular or most common work shift here, and it will form the basis for other Timesheets.com calculations and reports, including: Disabling the clock in/out button Customers who wish to disable the clock in/out button altogether can do so with…

  • Overtime Settings Page

    • timesheets_support

    1. What type of overtime does the user accumulate? Use this setting to change the user’s individual overtime calculations. Available options include: Note: Overtime is only accrued and paid for using standard hourly time. Time marked as salaried time and all time off categories are ignored in overtime calculations. 2….

  • Security and Signatures Page

    • timesheets_support

    1. Enable user signatures on Hourly and Project timesheets? Enabling this feature allows employees to electronically “sign” their timesheets in order to verify their accuracy. Signed records are marked with a signature icon to the left of the date on the user’s timesheet. The date and time at which each…

  • User Details Page

    • timesheets_support

    This page of the user setting contains optional fields for additional employee information, including their location, phone number, and important dates. There are a few important notes regarding settings in this section: Setting 1. Employee ID or Number: The value that is entered here is very important if you are…

  • Setting Up Your Private Brand

    • July 5, 2019
    • timesheets_support

    The private brand allows you to upload your logo. Your logo would then be displayed instead of the Timesheets.com logo within your account and on PDF exports. To upload a logo: Note: Your logo should be 280×100 pixels in size (or of equivalent proportions) and should have a white background….

  • Merging, Archiving, and Deleting List Items

    • July 3, 2019
    • timesheets_support

    Merging List Items If duplicate list items are accidentally created, they can be merged together into a single item and the duplicate can then be archived. Customers, projects, account codes, and vendors can be merged. To merge a list item: Archiving and Deleting List Items It is generally a good…

  • Setting Up Events

    • July 2, 2019
    • timesheets_support

    The event list is an optional, secondary level of classification that can be helpful for organizing expense reports. Add A Single Event Note: The default event (Unclassified) cannot be edited or deleted. Import an Event List Note: The system may reject your import due to errors in the formatting and/or…

  • Setting Up Vendors

    • timesheets_support

    When your employees record their expenses, those entries must be linked to a vendor from the The Vendor List. The vendor list is the primary method of classification for expenses. It can also be used to track non-vendor expenses such as mileage (the default selection), commissions, per diem, and bonuses. Add…

  • Setting Up Account Codes

    • July 1, 2019
    • timesheets_support

    When your employees record their time and expenses, those entries can be linked to account codes from the The Account Codes List. Access to account codes can be limited to reduce data entry errors and protect sensitive data. Accordingly, account codes can be limited for use by specific employees. Account Codes…

  • Setting Up Customers

    • June 28, 2019
    • timesheets_support

    When your employees record their time and expenses, those entries can be linked to customers from the Customer List. Access to customers can be limited to reduce data entry errors and protect sensitive data. Accordingly, customers can be associated with specific projects and limited for use by specific employees. The Customer…

  • Setting Up Projects

    • timesheets_support

    When your employees record their time and expenses, those entries can be linked to projects from the Projects List. Access to Projects can be limited to reduce data entry errors and protect sensitive data. Accordingly, projects can be assigned to specific customers and limited for use by specific employees. Timesheet…

  • Cancelling or Suspending Your Account

    • June 24, 2019
    • timesheets_support

    If you no longer need your Timesheets.com account, you may cancel your subscription at any time. Please note the following regarding cancellation: Steps to Cancel Service Data Access Policy Customers who wish to keep their data after cancellation can either: Please refer to our Privacy Policy for details on what…

  • Import/Export Accrual Balances

    • June 20, 2019
    • timesheets_support

    Accrual rates and balances can be updated for multiple users at once using an export/import process via a CSV formated text file. To download the import file for editing: Note: If any of your users have existing accrual rates and balances stored in the system, the values will be up…

  • Auditing Individual Hourly Records

    • June 19, 2019
    • timesheets_support

    Every hourly time 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):

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