Setting up time reporting policies and projects

Modified on Wed, 29 Oct at 8:34 AM

Setting up time reporting policies and projects

The time reporting feature is always disabled per default and needs to be enabled by Customer Support.

To create a new timesheet policy, navigate to Settings → Time reporting settings

You will see a tab with timesheet policies and one for projects. To create a new policy, press the button “New timesheet policy”

Step 1/4: Fill in the information

Name: name your policy, e.g. General, Hourly employees, Consultants etc.

Description: give your policy a description e.g. This policy should be used for Hourly employees

Allow reporting on projects: this allows the employees to report time on projects

Allow clock in/out: this allows the employee to clock in when they start working and clock out when they end their day

Start + end time/Total hours: select if the employees should report on

Start/end time - ex 08:00 - 17:00

Total hours - ex 8 hours

Step 2/4: Timesheet interval

Weekly/monthly submission: select if employees should report hours on the interval week or month

Auto submit: If you enable auto-submit, employees' timesheets will be automatically submitted after the cut-off time you set.

Timesheet cut of time: how long after the timesheet’s last day should the timesheet be automatically submitted

Step 3/4: Timesheet scope

Approver: choose who should be the one approving the timesheet’s, here you have three options

Manager of the employee: report to hierarchy

Specific employee: choose a specific employee that should approve the timesheets

No approver: the timesheets will be automatically approved

Approve timesheet: after how many days a reminder should be sent out to the approver

Scope: who should be included in the timesheet policy

Everyone at the company

Select people: select the employees (individuals/departments/offices etc), that should be included in the timesheet policy and should be the ones reporting the hours

Step 4/4: Time bank

Enable time bank: Select if a time bank should be enabled. Time Bank allows employees to track and store extra hours worked as flexible time off. Employees can accumulate hours when working beyond their regular schedule and use them later for time off. The system supports both positive and negative balances.

If enabled:

Select how many hours the employee can save

Do you want to create a leave policy for flexible leaves?

No: no leave policy will be created, and employees will not be able to apply for flexible leave

Create the leave policy and add

Name

Description

Minimum time to request

If the leave should be company visible

If it requires approval

If employees should be able to revoke flexible leave

If employees should be able to edit a flexible leave

Allowance: how many hours the employee can take out per leave

Some of the fields in the policy can be edited, to edit a policy press the three dots in the table and choose to edit. The fields that can be edited are:

Name

Description

Enable auto-submit

Approver

Approve timesheet time

Scope

Details for leave type flexible leave

You can archive a timesheet policy from the three dots in the table. You will be able to delete a timesheet policy when the policy is in edit mode.

Projects in time reporting

A project is used for organisations who wants their employees to report hours on different projects.

To create a project, navigate to Settings → Time reporting settings → Click the button “Create project”

Fill in the information:

Name

Project lead

Description

Link

Code

Add scope: which employees should be able to report on the project. The project is only visible to the people in the scope.

To edit or archive a project press the three dots in the table. When a project has been archived you will be able to delete it.