2-A. Allow Employee to electronically ‘sign’ their Hourly or Project timesheets?
Enabling this feature allows employees to electronically “sign” their timesheets in order to verify their accuracy. Signed records are marked with a icon to the left of the date on the user’s timesheet. The date and time at which each record was signed can be viewed by clicking the plus (+) sign to the left of the entry and clicking the Audit Trail for Record link.
Once the feature is enabled, users may sign their timesheets by doing the following:
- Click on My Timesheet in the left menu.
- Check the boxes to the left of the records you wish to sign.
- Click the Sign Selected Records button at the bottom of the page.
Note: If a previously signed record is modified by a supervisor, the pen icon will be removed and the user will need to re-sign the time record.
2-B. Allow Employee to create their own projects?
Enabling this setting will allow the user to create projects in the Project List subject to security restrictions. They will not have the ability to give any other users access to the projects that they create, and they will be able to link their new projects only to customers which have already been assigned to them.
2-C. Allow Employee to create their own vendors when adding expenses?
This setting will give the user the option to create new vendors directly from the expense entry form. Once enabled, the user will see a New Vendor check box option displayed next to the vendor dropdown item on their expense entry form. Clicking the checkbox when entering an expense allows the employee to type in the name of a new vendor.
2-D. Limit the total number of hours Employee can enter for a given day?
You may use this feature to set a limit on the total number of hours a user enters onto their hourly or project timesheet for a given day. It is important to note that this limit only applies to time entered manually using the time entry form. There is no limit to how much time can be logged using the Clock In/Out buttons and project timers.
Disabling Time Entry on a Per User Basis
Setting 2-D can also be used to restrict the user to clocking in and out in real time, or to using project timers rather than entering time using the time entry form. To restrict access to manual time entry, set the For Hourly Time or For Project Time fields to “Yes” and limit time entry to 0 hours. This allows other users to use manual time entry while effectively restricting this user to real-time entry options since anything over 0 hours would be rejected. Note also that this setting does not apply to time off requests.
2-E. Allow Employee to modify the billable property for records?
This setting controls whether the user has access the Billable toggle option on the project time entry form. If this option is set to “no,” then the billable status of all records created by the user will be automatically be set to the company default (which can be adjusted in Setting 1 on the Project tab of the Company Settings page).