Manager’s Getting Started Guide
This guide describes tasks that only employees with manager or administrator status are authorized to perform.
Time Management
- How to Enter Employee Hours
- How to Edit or Delete Employee Hours
Paid Time Off (PTO)
- How to Enter PTO for One Employee
- How to Enter PTO for Multiple Employees
Work Hour Approvals
- How to Approve Employee Hours
- How to Unapprove or Reject Employee Hours
Reports
Time Management
Note: Although all ways of entering and editing hours are shown below, you’ll probably develop your favorites.
How to Enter Employee Hours Using:
- Timesheets List
- Manual Time Card
- Time Slider
- Who's Working
Timesheets List
- Go to TRACK › Time Entries › Timesheets List tab › Add Time. The Timesheet Editor displays.
- Enter the employee's name.
- If the employee is still working, check the Currently working box.
- Enter the dates and times, and select Save. The new timesheet displays at the top of Timesheet List.
Manual Time Card
- Go to TRACK › Time Entries › Manual Time Card.
- Select the date range.
- If you are entering hours worked for someone else, at the top right, click Switch User, and enter a name.
- If you track time against a job or customer, click (no job) or (no customer), and select from the list.
- Click inside the cell to enter the number of hours worked. (For example, to enter 8 1/2 hours, type 8.5 or 8:30.)
- If you'd like to, in the Notes box below, enter your notes for that day.
- Continue adding hours and notes to each day.
- Before proceeding to a new week, click Save.
Time Slider
- Go to TRACK › Time Entries › Time Slider tab.
- Below Timezone, enter the employee's name, and click Add User.
- At the top right, select the date the employee worked.
- Click the clock-in time, hold and drag the bar to the clock-out time, and release.
The Timesheet Editor displays.
- If necessary, adjust the displayed clock-in and clock-out times, and fill in the required fields.
- If the employee is still working, select Currently working.
- Click Save. The new timesheet displays at the top of Timesheet List.
Who’s Working
- From the Who's Working window, select an employee.
The timesheet editor displays.
- If necessary, adjust the displayed clock-in and clock-out times, and fill in the required fields.
- If the employee is still working, select Currently working.
- Click Save. The new timesheet displays at the top of Timesheet List.
How to Edit or Delete Employee Hours From:
- Timesheets List
- Who's Working
- An Approvals or a Payroll Report
Timesheets List
- Depending on which is displayed, do one of the following:
- Go to MANAGE › Timesheets › Timesheets List.
- Go to TRACK › Time Entries › Timesheets List.
To edit the timesheet:
- At the right of the timesheet, click the pencil icon ( ). The Timesheet Editor displays.
- Make the edits, and click Save.
- To delete the timesheet: Click the red X. Who’s Working
- From the Who's Working window, select an employee who is currently working (has a green dot next to their name.)
The timesheet editor displays.
- Edit the information, and click Save.
An Approvals or a Payroll Report
- Go to REPORT › Approvals Report or Payroll Report.
- Enter the report filters (report dates, employee, etc.), and click Run Report. The report window displays an overview of employee hours worked.
Open the detailed view:
- From the approvals report, click view details.
- From the payroll report, click either Show Details for All Employees, or click an individual name.
- Hover the cursor over an individual time entry.
At the left, 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
- Go to TRACK › Paid Time Off (PTO).
- Enter the employee's name, and click Switch User.
- From the drop-down, select the PTO code(s).
- Enter the hours, and click Save.
How to Enter PTO for Multiple Employees
- Go to TRACK › Paid Time Off (PTO).
Click Switch to multi-user entry mode › all employees.
- From the Select Employees/Groups pop-up, choose groups and/or individual employees, and click Ok
- From the drop-down, select the PTO code(s), and enter the hours.
Do one of the following:
- Click Go.
Work Hour Approvals
How to Approve Employee Hours
- Go to REPORT › Approvals Report.
- Select the report dates, employees, and click Run Report.
- Select either Check all unapproved, or select individuals employees.
- Click Approve Selected Users.
How to Unapprove or Reject Employee Hours
- Go to REPORT › Approvals Report.
- Select the report dates, employees, and click Run Report.
- To unlock the employee's timesheet, click Unapprove.
- To reject it, click Reject.
- Enter the reason for the rejection, and click Send.
Reports
How to Run a Report
- Click REPORT.
- Select the report type (Approvals, Payroll, etc.)
- Select the report dates, employee(s), etc.
- Click Run Report or Download CSV, depending on the report type.