Create a Timecard Entry

Objective

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.

Prerequisites

1. See Configure Your Company For The Timecard for steps to take before you can first add a Timecard entry.

Steps 

1. Navigate to the Company level Timecard tab.
2. Choose the person you would like to make a timecard entry for.
3. Choose the pay period you would like to enter in.
   
   
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   • 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.
4. 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.)