When you access Time-Sheet™ for the first time, the account setup checklist will appear to guide you through setting up the module. It will stay in the menu until you click the Roll out to your staff button at the bottom.
Auto-Approve: All timesheets will be approved automatically when submitted.
Any Manager: Any manager who directly manages the employee can approve their timesheet. Only one approval is required (even if the employee has multiple managers).
X out of Y Managers: Choose how many of an employee’s direct managers must approve their timesheet. Managers can approve in any order.
Sequenced: Managers must approve in a specific order.
These will only appear when Advanced is selected from Settings -> Timesheet Format
Set up default modules: Create modules to categorize the types of work being done on a project
Set up task statuses: Create status labels to track your tasks’ progress
Set up task priorities: Create colour-coded priorities to organize tasks
Set up clients: Add clients to track billable and non-billable hours for projects
Set up projects: Create projects for clients
Set up tasks: Create tasks within a project, assign project team members, and track their progress
When you have completed all of the setup tasks and are ready to give your staff access to the module, click Roll out to your staff. Next time they sign in to PurelyHR, they will see the Time-Sheet™ module icon at the top of their screen and will be able to start tracking time.