With flexible configuration options available, you can change the way Time Tracker works to suit your organization needs. Configuration settings are grouped into four categories as follows.
Default Timelog View: Choose the default timelog view for your organization: Daily, Weekly and Monthly. Time logs will be listed based on the selected format under Time Tracker -- > Time Logs page.
Timelog type: Choose the timer method to log your work time. You can choose Manual, Start/Stop Timer or even both.
Default Time Log Billing status: Choose the default timelog billing status for you organization: Billable and Non-billable.
Timer Edit Permission: Enable permission for your organization members to edit the Timer entries: Self, Reporting Manager and Administrator.
Timesheet Creation Settings: Click Exclude jobs without Clients to eliminate the list of jobs without the clients, Billing status can be chosen for either billable or non-billable or both and Timesheet creator can be chosen as Self or Reporting Manager or Administrator.
Job Settings: Select Job Assigner(Self/Reporting Manager/Administrator) to assign jobs for your organization members, Enable Job Creation Notification and Job Completion Notification by clicking on the respective check boxes to get instant messages on the creation and completion of jobs.
IP Restrictions: Using Zoho People IP Restrictions, the administrators can enable the users from accessing Time Tracker module outside the specified IP range. This will avoid proxy entries and prevent employees accessing the Time Tracker module from external IP addresses. IP Restrictions is applied only for Start/Pause/Resume Timers. Please click this link to configure IP Restrictions.
In Time Tracker, you can configure multi-level approval process for timesheets that you generate. It is a one-time process and the approval hierarchical structure is common for all timesheets.
How to configure Approval for Timesheet?
Schedule will generate timesheets periodically and send them for approval as per the scheduled frequency and time. Say for example, you want to send all the billable timesheets for approval every monday morning or every weekend. In such case, generating timesheets manually is a tiresome job. To eliminate this process, you can simply configure the schedule and let the system generate timesheets automatically for your organization.
How to configure Scheduler for Timesheets?
Payroll helps you to fix a wage rate for a user based on hours. You can fix wage rate for individual users, but, a user can have only one fixed rate.
How to add user rate?
Bill No Generation:
Choose how the bill number should be generated: Manually or Automatically.
Manual: You have to enter the bill number every time when you generate a bill.
Automatic: Bill number will be automatically generated by the system. You just have to give the Prefix (For example, company name-ZOHO, INVOICE etc., ) and the Starting Number of the Bill to customize the bill.
Tax is used for billing purpose. You can include taxes like service tax, sales tax etc., while generating bill for your Client. You can define these taxes under Settings and use it while generating bills.
How to configure Tax?
You can add various currencies based on the location. More currency types can be added by clicking on the + icon.
How to configure currency?