1. Invite team members
2. Setup each member of the team (billing rate, pay rates, etc..)
3. Check roles and permissions, and define who can do what (admin, manager and user)
4. Assign teammates and clients to each manager or team leader
5. Add or import clients, projects and tasks
6. Create your first time entry on a project, client and task

Configure company settings (working hours capacity, company data)

7. Review reporting options (timesheets, reports, and dashboard)

Get in contact with our support team if you need more info.

The post Onboarding checklist appeared first on Time Analytics.

The timer contains the name of the project, client, work task, information on whether the activity is billable or non-billable (icon $), a short task description, time spent and the billing rate if the task is billable to the client.

You can create a timer using the following two methods:

Steps to create your first timer:

1. Click on the “+” button if you want to add time manually or click on the Play button if you want to start running the timer for the selected task.
2. Click the button “+ Client – Project – Task” to add what you are working on
3. If you want to add time for a specific client you’re working for, select a client from the list below. (If there are no clients, create one by typing client name and click on the “ADD” button)
4. If the task you are working on isn’t related to the client, click on the line “ No Client – Internal work”
5. If you want to enter timeoff (leave), click the “Time Off” button
6. Select a project/ task. (If there are no projects/tasks, create one by typing project/ task name and click on the “ADD” button.)
7. If you select manual time logging, note that a time format is 00:00 (hh:mm). For example, type 00:15 if you worked 15 minutes, or 02:30 if you worked two and half hours
8. Add a note about your working task when necessary (optional)
9. Mark a task as billable or non-billable
10. Enter/ adjust the billing rate (optional)
11. Click Log time/ Start tracking

If you click “START TRACKING”, time tracking will start, and the timer will turn blue so you can easily monitor the activity that is being tracked.

It is not possible to run two timers at the same time.

Once you’ve finished a task, click the “Stop” button in the upper right corner to stop the timer.

There is no need to create the timer again. You can just find and re-use the previous timer.

Select recent activity

The timer saves previous entries. It will first offer you the option to enter recent activities, so you don’t have to fill in all fields every time.

What you can do with the timer after you create it

Once you create a timer for a specific task for a certain day, you can always copy it (option Duplicate) for the current day. You can make changes to the data, add time, start the running timer, or delete a timer. You only need to hover over or click on any textual element in the timer, and it will show you all your options.

The timer data is automatically transferred to the Timesheets, Reports, and Dashboard so you can track performances.

Still need more support? Get in contact with our support team via chat or email.

The post Creating a Time Entry (Timer) appeared first on Time Analytics.

Invite members (users)

To start tracking your team’s time, invite your teammates to Time Analytics:

1. Click the “Team” button in the Navigation bar (Main Menu)
2. Click the “Invite Members” button
3. Enter employee emails and click “Invite”

Once you’ve added the team members, each of them will receive an invitation email for login. By clicking the link in the email, a team member gets a registration form. They will enter the username (their email) and a password into it.

If you exceed subscribed number of members (users) by inviting a new members, you will be required to pay/subscribe for new users. Before inviting new users, you can check number of subscribed users in billing page.

Add member manually (one-by-one)

1. Click “Add Member Manually”. (This option is convenient as you can fill in the data on the team members and their working hours, billing rate, etc.)
2. Fill in the data on the new team member and save it

The data to enter is:

• Name – enter first and last name
• Email – make sure that the email is correct as the invitation will be sent to this email
• Assign teammates to team member – this is important aseach team member will only be able to view the performance of their assigned team.
• Select Clients this team member manages – this is important as this team member will be able to view the performance of only the selected Clients.
• Cost rate (see more on how to calculate cost rate)
• Billing rate – the hourly rate that is typically billed to the client by the user
• Check the Enable box – if an employee is marked as Enabled they can use Time Analytics. If you uncheck this box they become Disabled and won’t be able to use the program. Time Analytics’ license doesn’t charge for disabled users, but their previously entered data will still be visible in the reports.
• Assign a role (Admin, Manager, or User) – learn more about the roles and permissions.
• Click Save and all data will be saved.

Still need more support? Get in contact with our support team via chat or email.

The post Invite Team Members appeared first on Time Analytics.