How do I configure the settings for timesheets?

Step 1: Accessing Timesheet Settings

To begin, log in to your timesheet management platform and navigate to the "Settings" section. Look for a specific category or sub-section named "Timesheets." Click on it to access the dedicated timesheets page.

Step 2: Managing Time Types 

On the timesheets page, you will find options to manage different time types, such as regular hours, overtime, annual leave, sick leave, etc. If you wish to add a new time type, click on the "Add" button and follow the prompts. If you want to edit an existing time type, locate the respective entry and click on the "Edit" option.

Step 3: Editing Time Types 

When editing a time type, you have the ability to modify the text, change the colour associated with it, and even choose a relevant icon if required. Make the necessary changes and save the updated time type.

Step 4: Configuring Secondary Approvers

To enable secondary approvers for timesheets, scroll down on the timesheet settings page until you find the "Secondary Approver" section. By enabling this feature, you allow certain users to act as secondary approvers for specific timesheets. This can be useful, for example, when an accounting team needs to approve timesheets after project managers have done so.

Step 5: Selecting Secondary Approvers

Once you've enabled the secondary approver feature, you can proceed to select the users who will have this role. Click on the "Add Secondary Approver" button and choose the relevant individuals from the list of users. These selected users will receive an email notification when the timesheets are approved for the first time, prompting them to approve it for the second time.

Step 6: Whitelisting Subcontractors

If your organisation works with subcontractors and you want to enable timesheet features only for specific subcontractors, head to the "Subcontractor Whitelist" section on the timesheet settings page. Here, you can choose to enable timesheets for selected subcontractors or leave it disabled to apply to all subcontractors.

Step 7: Configuring Exports for Accounting Software

Lastly, if you need to export timesheet data to other accounting software, such as Jobpack, Zero, or Generous, you can configure these specific exports on the timesheet settings page. This option is only available to certain authorised users.

By following these step-by-step instructions, you can effectively configure the overall settings for timesheets and enable features like secondary approvers and subcontractor whitelisting. This will help streamline the timesheet approval process and ensure accurate data management within your organisation.