How projects & jobs works

How projects & jobs works




Step​



Details



Set up project





Administrators must configure how timesheet and time attendance data will be collected.
Skip part A if you are not using the Online TimeSheet solution
A.Setup & Configure Timesheet template to be used
If your employees will be entering their timesheets using the online timesheet, administrator will need to configure the time template that will be used for collecting the employee’s timesheet data.
This can be done by going to Setting/Timesheet templates

B.Setup & Configure Mobile APP Time Attendance ClickTime
by going to Setting/Time Attendance Setting

C.Allocating resources to projects & jobs
Go to Jobs/Project and assign all employees or specific  employees to the job or project

D.Create and define tasks that are associated with the project
E.Assign the right billing rates to project
Go to Jobs & Project/ Billing Structure


A.Setup & Configure Timesheet template to be used


Submit time against projects



Project resources enter time against projects and tasks in their timesheets or mobile ClickTime attendance APP.
Approve project time


Once submitted, timesheets & time attendance records are sent to the supervisors for approvals These approvers could include the project manager and a client representative.

Approvers view items to confirm that hours are recorded accurately, and approve or reject.
If timesheet is rejected, the employee can correct the item and resubmit it for approval

Ensure project data is ready for use

Accounting, billing and cost managers can view the approval status of timesheets and time attendance in the application or in reports, to confirm all hours.
Use project data

Once project hours approved, managers can use them for many purposes, such as exporting to payroll, invoicing clients, calculating costs, monitoring project resources, budgeting and determining profit

If you use third party software, you can transfer data to those applications using the Export functionality. You can Export these approved hours to MYO, KeyPay & ADP.



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