People Resources

Settings

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.

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.

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

  • Self: Every individual user can assign their own timer to themselves. Reporting Managers can assign timer to themselves and to their sub-ordinates.
  • Reporting Manager: Reporting Managers can assign timer only to their sub-ordinates but not to themselves.
  • Administrator: Administrators can assign timer to themselves as well as to all users in the organization.

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.

Note:

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

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.

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. Click Time Tracker > Settings > Approval > Configuration > Add Approval.
  3. Provide Alert Name. For example, Timesheet Approval.
  4. Select Approvers. You can also configure multi-level approvers. To learn more on Multi-level Approval process, click here.
  5. Configure the template message according to the requirement.
  6. 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. Click Time Tracker > Settings > Approval > Schedule > Add Schedule.
  3. Provide schedule name.
  4. Set the frequency: Daily, Weekly or Monthly.
  5. Set the time for the schedule to run.
  6. Select Billing Status as Billable or Non Billable.
  7. Select Applicable Role, Department and Designation.
  8. 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. Click Time Tracker > Settings > Payroll > Add User Rate.
  3. Select user from the drop down list.
  4. Provide rate per hour.
  5. 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 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 Administrator.
  2. Click Time Tracker > Settings > Billing > Edit Settings.
  3. Provide Tax Name and Tax Percentage under Taxes.
  4. Click + icon to add more taxes.
  5. Click Save.

Currency

You can add various currencies based on the location. More currency types can be added by clicking on the + icon.

How to configure currency?

  1. Log in as Administrator.
  2. Click Time Tracker > Settings > Billing > Edit Settings.
  3. Select the currency type and location from the respective drop-down list. If the currency type is not chosen, the default currency USD is taken automatically.
  4. Click Save.

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