Frequently Asked Questions (FAQs)

How would I know whether I should have Services set up for my company?

If your company provides standard types of services to customer, you may want to create services in your account. With services, you are able to use these in invoicing by charging a specific rate or a fixed fee. They can also be used for providing a standard description of the work being performed. See Service.

Why would I use Services on timesheets?

This permits the employee to select the specific services they are performing for a customer. These can be used on the invoice. As a caution, enabling services as a selection on the timesheet puts the control of the value in the employee's hands as they would choose the value from a drop-down list. Many companies have the Accounting or Billing Departments control use of the services.

What benefits are there for using the Leave Accrual functionality?

The Leave Accrual functionality provides a way of tracking employees' time-off for vacations and sick days, etc. A employee's balance can be augmented automatically through Leave accrual rules or manually. The balance is also drawn-down through timesheet entries based upon the rule settings by using Time type, Service, Project, or Task, and manually as well. Employees and management are able to monitor the leave accrual balance providing a real-time view into the status of the account. The balance is visible on the timesheet worksheet, leave accrual edit form and on the employee's Dashboard. The balance can also be reviewed on Employee Detail and Advanced reports. You may also review projected leave accrual balances, which are based on the current balance from previous accruals and draw-downs, future accruals and approved time off requests.

What are ways to restrict entry of time types?

Work schedule, filter sets, and disable entry on forms.

When should a time type be used?

When differentiating time for the same project (and possibly task), a time type is required. Examples include: using time types for anything that can impact payroll (overtime, shift work, etc.), impacts financial information (billable vs. non-billable time), or impacts HR leave tracking (for example, vacation, holiday, leave time). Your company may choose one or more ways to use time types. A best practice is to define a specific use for the time type then determine whether control of its use should be given to the employee entering timesheet data.