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For account administrators: reference guides to help you configure staff profiles, activity names, company defaults and much more

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18 articles in this collection
Written by Daniel Gubler

User rights and roles

Overview of features and edit rights between user and admin
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Written by Daniel Gubler
Updated over a week ago

Time tracking with minutes interval and rounding

Learn how to apply settings to the time picker to round your time logs
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Written by Daniel Gubler
Updated over a week ago

Getting started

Your new company account
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Written by Daniel Gubler
Updated over a week ago

Time tracking: condensed or detailed?

Learn about different timekeeping formats
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Written by Daniel Gubler
Updated over a week ago

The month-end closing

Recommended activities for your month-end reporting
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Written by Daniel Gubler
Updated over a week ago

Fixing timesheets & balance adjustments

Adjusting and correcting employee time sheets and daily balances
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Written by Daniel Gubler
Updated over a week ago

Product features for various industries and job types

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Written by Daniel Gubler
Updated over a week ago

Working week models

A guide to configuring your weekly schedule and time tracking methods of different industries with fixed and variable working days
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Written by Daniel Gubler
Updated over a week ago

Setting up your staff members

configure the working week, vacation leave and carry-over balances
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Written by Daniel Gubler
Updated over a week ago

Manage users: Change in Status of employment

User lifecycle scenarios and events explained
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Written by Daniel Gubler
Updated over a week ago

Setting up your staff vacation quota

Also known as vacation bank, holiday allotment and annual leave
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Written by Daniel Gubler
Updated over a week ago

Setting up Activity names

A guide to configuring timesheet formats
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Written by Daniel Gubler
Updated over a week ago

Set up groups for customers & projects

Bind activity names to group names to report on customer services
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Written by Daniel Gubler
Updated over a week ago

Master report

A comprehensive extract of time reported
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Written by Daniel Gubler
Updated over a week ago

Subscribing your users and renewing subscriptions

A walkthrough of how create a subscription for your individual users
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Written by Daniel Gubler
Updated over a week ago

Configuring part-time employees

Explaining two methods for part-time employment
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Written by Daniel Gubler
Updated over a week ago

At year-end it's time for the Carry-over job

Instruction on the required annual carryover transaction for each user
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Written by Daniel Gubler
Updated over a week ago

Refreshing the public holidays calendar at year-end

Manage your company's paid holidays
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Written by Daniel Gubler
Updated over a week ago