Clockbeat Timesheet
When you have a new timesheet group set up, you will have a few jobs to do before you can start using it.
When you first log on you will be taken to your current timesheet page. The dropdowns under the title Activity will be empty. You are not ready to start recording time yet.
Click on Options at the top of the page to bring up the main menu.
From here click Update Group Details.
Review the group name, and change it if you need to. You may want to present your logo on all of the pages, to make people feel more at home. To do that, you will need to locate an image file containing your logo on the web. The timesheet system does not host logo images. If it is available on a web site, find its URL (by right clicking on the image) and paste it in URL of logoYou may also want to set the normal number of hours worked by members of this group. This will help you monitor if people have completed their timesheets. If you have made changes, click
Next, on the Options menu click Maintain Activities.
Then choose Add new activity.
Type in at least the description of a task you want to record time against. If you have a code you use or want to use for that, enter that too. Leave current checked and click
The activity is redisplayed to confirm it is added and allows you to update or delete it if you wish. Otherwise click on Back. Before you start adding a lot more activities read on, you may want to deal with Categories first.
Now click on Options again and then My Timesheet
If you click on an Activity dropdown, you will see your activity is there. If you select it and put in a number of hours in one of the day columns, you can click on and make your first record of time on the system. You are started ... just!
To allow others to record time select Maintain Members from the Options menu.
Click on Add new member.
Enter that persons First and Last Name and their email address. The email address needs to be valid, because that is how they will get their password. Also set their normal weekly hours and the level of authority you wish them to have. If they need access to the system but do not enter timesheet details, uncheck Has a timesheet
Click That person will now get an email with their log in id (initially their email address) and a password which they will be asked to change.
If you have more than just a few activities to deal with you might want to set up Categories. From the Options page choose Maintain Categories. From there click Set Category Names. Here you enter the ways you want to categorise activities. Each activity can be in one category of each type. So a good examples here would be Project or Customer or Type of Work. Only enter as many as you need. Click
On the Maintain Categories page you will now see you can add details against each of the types you have chosen. So use Add New Customer, say, to add the customers you deal with, and so on.
If you have more activities to add, do it now, because as you do you will be invited to associate each one with the categories you have entered. If you are unsure about categories, don't worry. Categories can be added, removed and changed any time you like, even against time already entered.
You should now be ready to go in earnest and people can start entering time data.
Once you start to get some data entered you may want to start Using the Data.