This article explains how to add employees, track time and manage timekeeping.
Add employees
Open Employees form: Toolbar > Employees icon (or Menu bar > Data > Employees)
View Employees listed in lower left panel. Optional filters and sorts.
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...”
Track time
Open Timeclock form: Toolbar > Timeclock icon (or Menu bar > Data > Timeclock)
Timeclock tab:
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
Manage time
Open Timeclock form: Toolbar > Timeclock icon (or Menu bar > Data > Timeclock)
Timeclock tab: View and approve time entries
Timesheets tab: View and approve timesheets
Overview tab: View filtered list of employees, budget vs actual hours
Reports tab: Select and run labor reports