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Best Practices For Configuring Timesheets

With the Timesheets tool, you can configure your timesheets to best meet your team’s needs. Below are different ways that you can create a labor force (the users that show in the Timesheets employee list) and the configuration options you can enable.

Set Up a Labor Force
  • For users to appear in the Timesheets Employee list:
    • Add Employees on an individual project basis.
      • Go to the Directory, add or edit each employees user profile and under 'Personal Information', scroll down to mark the checkbox that says 'Is Employee of [Company Name]?’. The employee will need to be added to each Project Directory that you want to track their time for. See Edit a Person in the Project Directory for more information.
      • Add a "worker" to the Crews tool. An email address is NOT required to create a "worker" nor do they need to be added to the Directory. See Add a Worker to learn more.
    • Select Employees from the Company Directory (only if the configuration is marked to show on all projects).
      • Employees will be listed in the Timesheets tool for all projects if the configuration "Employees Can Be Tracked On All Projects" is enabled and they are an "Employee of the Company". See Track Employees To All Projects For Timesheets.
    • Select a crew (a group of employees).
      • A crew must first be created in the Crews tool. For more information, see Create a Crew.
Configure a Timesheet
  • Cost Codes:
    • Company Admins can limit the number of options shown in the Cost Code drop-down list. To learn how to limit the number of cost codes, see Set Default Cost Types.
  • Time Entry Settings:
  • Time Type:
    • Company Timecard Admins can add custom pay types or exclude pay types that show in the Time Type drop-down. See Configure Advanced Settings: Timecard for information on how to add and hide time types.
  • Enable Additional Fields on all Timecards:
Set Up Reports
  • Labor Budget to Actual Report:
    • Track the percentage of budgeted labor hours versus actual labor hours used in real-time. See Set Up Budgeted Labor Hours for more information.
  • Production Quantities Report:
  • Custom Report:
    • Create a custom report or use one of our templates like "Weekly Timesheets by Employee" or "Payroll Report" to gain real-time insights on labor tracking. See Create a Custom Project Report.


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