Manager's Getting Started Guide


This guide describes tasks that only managers and administrators are authorized to perform.

Time Management
Paid Time Off (PTO)
Time Approvals
Reports


Time Management

How to Add an Employee Timesheet Using:

Manage Timesheets
  1. Go to MANAGE › Timesheets › Add new timesheet.



  2. The Timesheet Editor displays.

  3. Enter the employee's name.
  4. If the employee is still working, check the Currently working box.
  5. Enter the dates and times, and select Save. The new timesheet displays at the top of Timesheet List.
Time Slider
  1. Go to MANAGETimesheetsTime Slider tab.
  2. Below Timezone, enter the employee's name, and click Add User.



  3. Click the clock in time, drag the bar to the clock out time, and release the cursor.





  4. The Timesheet Editor displays.

  5. If necessary, adjust the displayed clock in and clock out times, and fill in the required fields.
  6. If the employee is still working, check the Currently working box.
  7. Click Save. The new timesheet displays at the top of Timesheet List.
Who’s Working
  1. From the Who's Working window, select an employee.




  2. The timesheet editor displays.

  3. If necessary, adjust the displayed clock in and clock out times, and fill in the required fields.
  4. If the employee is still working, check the Currently working box.
  5. Click Save. The new timesheet displays at the top of Timesheet List.


How to Edit or Delete an Employee Timesheet From:

Timesheet List
  1. Go to MANAGETimesheetsTimesheet List tab
  2. At the end of each row are 3 to 4 icons.
  3. Click this icon to open Timesheet Editor, make the edits, and click Save.
  4. Click this icon to delete the timesheet.     
Who’s Working
  1. From the Who's Working window, select an employee who is currently working (has a green dot next to their name.)



  2. The timesheet editor displays.

  3. Edit the information, and click Save
An Approvals or a Payroll Report
  1. Go to REPORT › Payroll Report.
  2. Enter the report filters (report dates, employee, etc.), and click Run Report. The report window displays an overview of employee hours worked.
  3. Open the detailed view:
    • From the approvals report, click View Details.

                     
    • From the payroll report, click either Show Details for All Employees, or click on an individual name.

           

  4. Hover the cursor over an individual time entry.
  5. Click the appropriate icon next to the timesheet.
    • To edit the entry, click , make the changes, and click Save.
    • To delete the entry, click .

Paid Time Off (PTO)

Note: PTO hours include sick days, vacation time, annual leave, and personal leave. Holidays are tracked separately.

How to Enter PTO for One Employee

  1. Go to TRACK › Paid Time Off (PTO).
  2. Enter the employee's name, and click Switch User.
  3. From the drop-down, select the  PTO code(s).
  4. Enter the hours, and click Save.

How to Enter PTO for Multiple Employees

  1. Go to TRACK › Paid Time Off (PTO).
  2. Click Switch to multi-user entry mode › all employees.
  3. From the Select Employees/Groups pop-up, choose groups and/or individual employees, and click Ok
  4. From the drop-down, select the PTO code(s), and enter the hours.
  5. Select Append (to add hours to previously entered PTO) or Replace, and click Go


Time Approvals

How to Approve Employee Time

  1. Go to REPORT › Approvals Report.
  2. Select the report dates, employees, and click Run Report.
  3. Select either Check all unapproved, orselect individuals employees.
  4. Click Approve Selected Users.

How to Unapprove or Reject Employee Time

  1. Go to REPORT › Approvals Report.
  2. Select the report dates, employees, and click Run Report.
  3. To unlock the employee's timesheet, click Unapprove.
  4. To reject it, click Reject.
  5. Enter the reason for the rejection, and click Send.

Reports

How to Run a Report

  1. Click REPORT.
  2. Select the report type (Approvals, Payroll, etc.)
  3. Select the report dates, employee(s), etc.
  4. Click Run Report or Download CSV, depending on the report type.


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