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This article explains how to add employees, track time and manage timekeeping. |
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Add employees
Open Employees form: Toolbar > Employees icon (or Menu bar > Data > Employees)
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Employee list > right-click to “Add”
Main record (left panel) - fill in...
Name, title, type
Login permission and password
Screen Name (what appears in lists)
Network login, IDs
Labor tab:
Check “Show on Timeclock”
Timesheet: set range
Default Department / Operation
Permissions tab > select sub-tabs and set options...
General: “Can Edit Employee Labor...”
Access Forms: “Timeclock” and “QuickBooks - Timeclock”
Mobile: “Can use Timecard / Timeclock...”
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Track time
Open Timeclock form: Toolbar > Timeclock icon (or Menu bar > Data > Timeclock)
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Who Employee defaults to current user (select with drop-down menu)
When Date defaults to today (edit date as needed)
How Top row of buttons: Clock in, Clock out, Time off
Assign Select from lists: Project, Ticket, Task, Department, Operation
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Manage time
Open Timeclock form: Toolbar > Timeclock icon (or Menu bar > Data > Timeclock)
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