![]() The Timesheet Settings & Approvals section is located beneath the Basic Information and, if applicable, the Custom Fields sections. For more information on Custom Fields, please see here. You must complete any required fields (marked with an asterisk (*)) prior to adding the new Person. ![]() If your company uses Custom Fields at the People level, this section will appear beneath the Basic Information section. Notes: Use this field to enter any notes about this Person. Please note that only active employees can log in to their account and enter time and expenses. Status: Use this field to set the Person as active or inactive. Enter your accounting software’s corresponding ID value for this Person. Each Person can also set his or her own default tasks by navigating to Personal -> My Preferences.Įmployee Number: Use this field to enter a Person’s employee number for internal data purposes.Īccounting Package Person ID: Useful when exporting data for accounting integration. When the Person enters time, the Default Task will show first in the list of available tasks. The option to use Divisions is only available to Corporate and Enterprise accounts - for information on adding and managing Divisions, please see here.ĭefault Task: Use this field to set the Person’s Default Task. Depending on your company’s settings, assigning a Person to a Division can determine who can approve that Person’s timesheets and expenses, and which Projects appear on the Person’s timesheets. For information on adding and managing Employment Types, please see here.ĭivision: Use this field to assign the Person to a Division. If your company uses Leave Type Restrictions, their employment type will determine which time off types are available on the Person’s timesheet. This is particularly useful for Resource ManagementĮmployment: Use this field to specify the Person’s employment type (for example, Full-time employee, Contractor, etc.). Role: Use this field to specify the Person’s role. If you are using the Time Off Accruals feature ( more details here), Time Off cannot be accrued outside of these dates. Employees will also not be able to log hours outside of their Start and End Date. Only one "Start" and only one "End" Date may be entered. If your company uses Timesheet Approvals, the Person will only be able to submit timesheets that fall within those dates. Start Date and End Date: Use these fields to specify a Person’s start and end dates. Other optional fields in the Basic Information section include: These fields are limited to 50 characters. These are the only required fields to add a new Person. On the next page, enter the Person’s Full Name and Email Address. To add a new Person to your company, go to the Company -> People page and click "Add Person”. Project Availability (when Project List Controls are set to Maximum) You can use the links below to skip to the appropriate section.Īccounting & Payroll (when QuickBooks is set as your Accounting/Payroll application)īilling Rates (when using Person-based Billing Model) ![]() This guide provides a walk-through of how to set up a new employee. ClickTime Administrators can add new employees to their ClickTime account at any time. ![]()
0 Comments
Leave a Reply. |