To add an entry to the Company level Timecard tab.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the Company level Timecard tab to add timecard entries for all users in your company.
- 'Standard' level users can add timecard entries for only themselves.
- See Configure Your Company For The Timecard for steps to take before you can first add a Timecard entry.
- Navigate to the Company level Timecard tab.
- Choose the person you would like to make a timecard entry for.
- Choose the pay period you would like to enter in.
- Day: Enter the timecard is being added (today).
- Project: Select the project that this person was working on.
- Cost Code: Select the cost code that describes the scope of work that was done for this day/week/pay period.
- Hours: Enter the amount of hours this person worked during the day/week/pay period.
- Type: Enter in the type of pay they will receive.
(Note: See Configure Advanced Settings: Timecard to find out how add custom pay types.)
- Billable?: Check this box if the hours are billable. Do not check the box if the hours are not billable.
- Description: Add in an optional description of the work completed.
- Click Save.
(Note: All of the timecard entries for this person in this pay period will appear under the appropriate sections below the creation fields. Multiple timecard entries can be entered within a pay period. They will be added together in the Timecard for [Name] for the Pay Period of [date] section.)