We’re making some simple text changes to some items in our main menu that you should be aware of.
We’ve decided to change ‘My Account’ to ‘Company Settings’. We think this makes more sense since we’ve recently added the ‘My Profile’ menu item.
Another important menu item change to note is the changing of ‘Weekly Timecard’ to ‘Manual Timecard’. We’ve had quite a few customers ask about manual time entry and realized that it made more sense to label this tool to better reflect it’s use.
We’ve just made a change to our Timesheet Report. All of the line-by-line details of each employee’s time are now hidden when you first run a report, leaving you with nothing but their total breakdown of time. This will make it much easier for you to quickly review the totals for your employees. However, the details are still there and easily accessible – you can view the details on one employee at a time, or you can show all details for all employees with a single click near the top of the report.
Give it a try – let us know what you think!
2009-12-10
FYI – We’ve made it so that your last-chosen state will be remembered when you re-visit or re-run a report. So if you like the details to be shown, just show them once and they’ll stay that way until you decide to hide them again, and vice versa.
Thanks for all of the great feedback so far!!
Jared
This feature has been requested many times and I’m pleased to announce that employees now have the ability to maintain their own profiles (with an admin’s permission of course).
Want to watch a video instead? Skip ahead to video.
From an employee’s perspective using the employee profile editor is dead simple. If this feature is enabled for your account, you’ll see a menu item labeled ‘My Profile’. Once clicked, this launches the profile editor (see below).
Simply make your changes and click Save. Your profile has now been updated.
As an aside, with this feature enabled, you’ll also have the ability to reset your password from the login page (previously this was reserved for admins only).
As an admin, you’ll need to elect to allow your employees to manage their profile or not. This can be done through the ‘My Account => Advanced => User Options’ area (see below).
From this panel you’ll be able to allow employees to maintain and edit their profiles (or not) and even restrict them to only editing certain areas of their profile (username, email, password, time zone). Simply check the boxes next to the items you wish to allow and click ‘Save’.
Note that employees currently logged in will not see these changes until they logout and then back in.
If you get stuck please reference our wiki article about allowing employees to edit their profiles.
Watch the video below to see the Employee Profile feature in action.
Our Manual Time Card (aka the Weekly Time Card) is the tool used by many for manually entering their time. We’ve made a few enhancements to it recently that you may have already noticed!
For those of you that are impatient and would rather just watch a video, click here.
Apparently a lot! We found that a lot of new customers were confused when we started talking about the ‘Weekly Time Card’ – they didn’t understand what it was for. However, as soon as we would refer to it as the ‘Manual Time Card’, it was usually ’nuff said and they got it right away. So we decided to make it easy – we’ve officially renamed the ‘Weekly Time Card’ to the ‘Manual Time Card’. You’ll see a new menu entry for the Manual Time Card now. We’re still leaving the menu entry for the Weekly Time Card there for a little while, to let you get used to the name change, but don’t expect to see it there for more than a few weeks!
Let’s say you want to go a few months back to review the time you put in over the summer months – it used to be that you had to click back one week at a time until you hit the right spot. Well, no more! Now you can choose a week via a pop-up calendar instead of having to scan from week to week. To open the calendar, simply click on the weekly date range at the top of the window. You’ll see a popup calendar, where you can select any day in the week you’re targeting, and you’ll be taken there instantly.
One of the handiest features of the Manual Time Card is the ease with which you can enter notes that get tied to a particular cell’s hours. This allows you to easily keep track of your daily activities and associate them with which client / project / task you were working on. However, sometimes it was a little annoying when you went back to look at your notes, because there was no quick way to identify which cells had notes and which did not. Enter the handy-dandy notes indicator! This is not a new idea, we borrowed from the popular spreadsheet applications out there to display a triangle in the upper right-hand corner of those cells which contain notes.
This was one of our most requested features for the Manual Time Card. More often than not, users are using the same job codes over and over from week to week. You may now click on the ‘Copy Last Week’s Jobs’ button in the top left corner to quickly populate your job codes from the previous week to the current week (I can hear you cheering through the Inter-tubes!). Let us know what you think!
Lest I forget, you may also notice the blue colored total next to the ‘Vacation’ job code in the shot above. If you have PTO Accruals enabled, and the user has the permission to enter PTO time, they’ll be able to see their remaining PTO balance next to the relevant job code. Pretty cool, eh?
Watch the video below to see the Manual Time Card in action.
If you have any more questions about the Manual Time Card, please see our User Guide Page about it.
