Do you
What is the purpose of reporting?
to gain insight into where the team’s time is being spent.
Can admins run all reports on the account?
Yes
How do you print the payroll report?
reports>payroll report, click on printer icon, then right click and print (or ctrl & P)
Where will you find the approvals report?
main menu
Once time is submitted, is it editable by the team member?
no, it is locked down
What are the 3 main reports used in time?
payroll report, itemized total time report, approvals reporting
What reports can managers see?
payroll report, itemized total time report, approvals report, some .csv reports
What is the purpose of the itemized total time report?
gives an interactive overview of where the cx’s teams are spending their time.
Who has access to the approvals report?
admins and managers
where can team members submit their time?
web dashboard, mobile app, time clock kiosk
What is a legend for and where is it?
located at top of reports, provides an ‘at a glance’ overview of key information within the report.
What reports can employees see?
payroll report, itemized total time report
What can you sort an itemized total time report by?
sort by (customer name or amount), customers or projects, custom fields
What are the 4 main tasks associated with the approvals report?
submitting time, approving time, rejecting time, exporting time
Who has to approve, un-approve or reject the team members time?
admins or mgrs.
What are the steps to use filters in reports?
select reports, select a report from the menu, filter your results, run the report
what does a payroll report show?
hours worked including regular time, OT, time off, breaks
What other things can you do in the itemized total time report?
view and edit timesheets, print, view job costing, download timesheets
Before a team member can submit time, the admin needs to enable the options. How is that done?
Feature add-ons>approvals preferences>check the box for ‘team members can review and submit their time’
What are the two things approving time does?
confirms time is accurate and ready to be paid and it locks the entries so that it cant be edited by anyone
What do permissions do?
allows customers to control how their team members interact with reports.
How do you view the payroll report?
reports>payroll report, choose a date range and time format
What is the approvals report used for?
manage time
Who can submit time?
all team members
What is the difference between rejecting time and unapproving time?
When time is unapproved, only the admins or mgrs can make updates to the timesheet. When it is rejected it sends the time back to the team member which allows them to make changes to the time and submit again. The time is unlocked to the team member after it is rejected.