Multi-Level Job/Project codes


Jobcode Management Tool ThumbnailToday we have the pleasure of announcing another highly anticipated feature – Multi-level Job/Project codes!  TSheets users with the new business or freelancer accounts finally have the option of breaking away from a flat list of job codes, and can now track time against clients, projects, and tasks.

How does it work? Essentially multi-level job-codes work just the way they did before, except now there’s a parent / child relationship that can be created.  Use this structure to your advantage by breaking jobs/projects into levels.  Client -> Project -> Task is probably the most common way to break tasks out, but we’ve left it open ended so it will work for your unique needs.  Get started by clicking “Manage Employees” (yes, we know this is counter-intuitive) and then “Manage Jobs/Projects” at the bottom of the window.

Global JobcodesWe’ve added two new ways to make assigning job codes to employees easier.  Truly global job codes. For a long time we’ve had the ability to assign newly created job codes to “all current employees”.  We’ve now replaced that with an “Assign to everyone” check-box that makes that job-code globally assigned to everyone.  When job-codes are assigned to everyone they show up with a light-blue background color.  It’s important to realize that a job-code assigned to everyone with this option cannot be unassigned from anyone- it’s global.  Which leads us to the second improvement.

Job-code Assignment Tool Thumbnail A new job-code assignment tool has been added.  To access it, create a job-code, then edit it again by clicking on the job-code’s name, and then click the new “Assign” button.  A new interface appears with a list of employees, allowing you to assign (or unassign) the job-code in bulk.  The screen-shot on the right shows it in action.

Moving forward. At some point we’re planning on adding a layer specifically for those of you tracking time for customer billing purposes.  We’re not sure what that will look like just yet, but it’s on our minds and might be ready in the 2-3 month range.  If you have suggestions be sure to post them, we take customer feedback very seriously.

More time tracker screen-shots:

Adding a new job-code:
Adding a new job-code

Editing a job-code:
Editing a Job-codes

Moving a job-code:
Moving a job-code

Assigning job-codes to an employee:
Assigning job-codes to an employee thumbnail

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