People Resources

Settings

As a first step, we recommend you to configure the 'Settings' before actually start using the module. With flexible configuration options available, you can change the way Time Tracker works to suit your organization needs. Configuration settings are grouped into 4 categories as follows.

General Settings

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.

Job Assigner: Configure Assigner(Person who assign jobs to another user in the organization) to assign jobs for your organization members.

  • ALL: Every individual user can assign their own jobs to themselves. Reporting Managers can assign jobs to themselves and to their sub-ordinates.
  • REPORTING MANAGER: Reporting Managers can assign jobs only to their sub-ordinates but not to themselves.
  • ADMINISTRATOR: Administrators can assign jobs to themselves as well as to all users in the organization.

Timer Edit Permission: Enable permission for your organization members to edit the 'Timer' entries: Self, Reporting Manager and Adminstrator.

  • SELF: Every individual user can edit their own 'Timer' entries by themselves. Reporting Managers can edit their own 'Timer' entries and also their sub-ordinates' Timer entries.
  • REPORTING MANAGER: Reporting Managers can edit their sub-ordinates' 'Timer' entries but not their own entries.
  • ADMINISTRATOR: Administrators can edit 'Timer' entries for themselves as well as for other users in the organization.

Note:

  • By default, users who have 'Administrator' permission can assign jobs and edit 'Timer' entries to any user in the organization.

Approval

Configuration

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

  1. Log in as Administrator.
  2. Go to 'Time Tracker' tab.
  3. Click 'Settings' and then 'Approval'.
  4. Click 'Configuration' tab.
  5. Click 'Add Approval'.
  6. Name the alert. For example, Timesheet Approval.
  7. Choose Approvers. You can also configure multi-level approvers. To learn more on Multi-level Approval process, click here.
  8. Configure the template message as per your requirement. See image below.
  9. Click 'Save'.

Schedule

'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

  1. Log in as Administrator.
  2. Go to 'Time Tracker' tab.
  3. Click 'Settings' and then 'Approval'.
  4. Click 'Schedule' tab.
  5. Click 'Add Schedule'.
  6. Name the schedule.
  7. Set the frequency: Daily, Weekly or Monthly.
  8. Set the time for the schedule to run.
  9. Select the billing status: Billable or Non Billable.
  10. Select the applicable role, department and designation.
  11. Click 'Save'.

Payroll

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

  1. Log in as Administrator.
  2. Go to 'Time Tracker' tab.
  3. Click 'Settings' and then 'Payroll'.
  4. Click 'Add User Rate'.
  5. Select the user from the drop down list.
  6. Enter the rate per hour.
  7. Click 'Submit'.

Billing

Billing Details

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' details to customize the bill..

Taxes

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

  1. Log in as Admin.
  2. Go to 'Time Tracker' tab.
  3. Click 'Settings' and then 'Billing'.
  4. Click 'Edit Settings'.
  5. Under the 'Taxes' section add tax name and the tax percentage.
  6. To add more taxes, click the + icon.
  7. Click 'Save'.

Currency

You can add various currencies based on the location. The default currency will be USD. However, you can add more currency types by clicking on the + icon.

How to configure Curriencies

  1. Log in as Administrator.
  2. Go to 'Time Tracker' tab.
  3. Click 'Settings' and then 'Billing'.
  4. Click 'Edit Settings'.
  5. Under the 'Currency' section, click + icon.
  6. Select the Currency type and location.
  7. Click 'Save'.

Top