In this article:
What is it?
The Time module allows employees to track time spent working through clock-in and out as well as mark time spent on Projects, Customers & Tasks. Companies can use the Projects element of the Time module to understand and monitor Project work, Customer time and individual tasks.
Our Time module also includes Location management, so that you can understand where your employees are working from to give you full attendance information.
It's possible to set up the Time module for your employees with just Clock-in/Out or just Project Management or both.
Go to Roles & Access > Login & Access.
Use the Clock-in and Projects columns to grant/deny access to employees.
If you are using Clock-in & out, you will need to configure Working Rotas for your employees. These will calculate the expected weekly and daily working hours of your employees as well as mark when any breaks should be.
The Working Rota is configured within a Work Profile, which you then assign to employees when you add them to the system. You can create as many Work Profiles as you need for your organisation.
If you are implementing Leave + Time, your Work Profiles will also determine how much Leave Allowance your employees are entitled to. For more information about Work Profiles, take a look at the following article: Work Profiles, Allowances & Working Hours.
Project Admins & Managers
Users with the Project Admin role will have full edit access to everything related to Projects. This will be granted to the user who set up the account.
The Project Admin role will be assigned to the user who set up the account. Additional Project Admins and Project Managers can be added on the Roles & Access page. For a detailed overview of the Roles and what they mean, take a look at the following article: Time: Roles & Access.
Once an individual has been granted the Project Manager role, you will be able to add them to the Project Managers tab of a Project. They will then have edit access to that particular Project.
Projects, Customers & Tasks
In order to accurately track Projects, Activities & Customers a user with the Project Admin role will be able to set these up.
Once you have the relevant access, go to Manage from the Today page.
You'll then be able to add your Customers, Projects & Tasks on the three separate tabs.
Use the 'New Project', 'New Customer' or 'New Task' buttons to manually add your activities. Customers can be imported via CSV or through the Xero integration.
For a detailed explanation of how to do this, take a look at the following article: Customers, Projects, Tasks.
If you'd like to track the Costings/Billings & Actuals of a Project, you may wish to set up Project Roles. This will determine how much your employees are billed for, how much they cost, and gives you an understanding of the total Project Actuals.
For more information and how to set up Project Roles, take a look at the following article: Project Roles
In order to accurately plan and track employee work locations, you'll need to ensure your Office Locations and Zones are configured. You can do this either from Organisation > Office Locations.
Capacity can also be tracked, which allows you to monitor how full an office location or zone is, to avoid overbooked areas.
Each Office Location and Zone can have its own name, colour & capacity and alert threshold. The alert threshold is the capacity you'd like to be made aware that the location is reaching the maximum.