If your timesheet period falls outside of the available options (weekly, bi-weekly, semi-monthly [1st to 15th and 16th to last day of the month], or monthly), create a custom period to reflect your unique timesheet period.
Custom periods cannot overlap within an account or department. Deleting a custom period will not affect timesheets created for that period.
To set up a custom period
- Go to Custom Periods in the Settings menu
- Custom periods can be applied to the entire account, a select department, or specific users. Click the green Create button based on the type of custom period you want to set up.
Department periods override account periods. User periods override department and account periods.
- Choose the start and end date then click Save. We recommend matching the custom period to your pay period, however, this is not required.
Repeat until you have all custom periods set up. We recommend setting them up for a year at a time.
If you have active timesheets when creating a custom period, delete the existing timesheets and create new ones to activate your custom period.