Timesheet and assignment settings allow you to set up the projects that employees will be using to record their timesheets in the system.
📌Note: Only full admins will have access to this system setting. There are no edit access rights available for timesheet settings.
Create projects and define access
To configure projects, follow the steps below:
Click Access Button
then click HR Admin.
Click Settings then click Timesheets.
Click Project then click the plus + icon.
Select the In Use check box then enter a name.
Select which employees can access the project then click Save.
Define access rules for each project. For example, you may set it as the following:
Project: Overtime.
Task: Saturday Overtime.
Detail: Time and a half.
Optionally, to create a task for a project, follow the steps below:
Once you've saved your project, click Task.
Click the plus icon and select In Use.
Name the task and filter the project you want to link this task with, then click Save.
Also optionally, to create a detail to link to a task:
Once you've saved the task, click Detail.
Click the plus icon and select In Use.
Name the task detail and filter the task you want to link this detail with, then click Save.
📌Note: Using the example above, only the employees using the overtime project can use the Saturday overtime task. This is the same for selecting a detail, specifying which task this relates to.
Add timesheets or assignments on the mobile app
Timesheets can be added on the mobile via Tap-in/Tap-out.
As an admin, you can turn off or on an employee's access to add assignments to their mobile apps.
To do this:
In Settings, select Mobile.
Next to TimeSheet ON/OFF, click Turn On or Turn Off.