Multi Staff Time Tracking & Billing Software

An article by Adam    No Comments

For medium, big or complex projects many staff members are needed to handle the overwhelming tasks, and with many staff doing the tasks under the same activities it would be hard to track what have each staff’s contribute to the project using the old fashioned ways.

Our Online Time Billing & Accounting Software made  time tacking a hassle free process with its multi user feature where you can create many users and assign roles for them in  few steps.

With time tracking every user will use his own time-sheet and generate advanced weekly, monthly and yearly reports so you will be able to track your employees’ time with only a few clicks. Also you will be able to generate an invoice for each staff member’s time sheet or for all staff members.

In this tutorial we will highlight how to create staff members, adding time to their time sheet, generate a report highlighting their time entries and generate an invoice from there time sheet.

How to create New staff:

1. From the “Staff” menu choose “Add Staff.“
2. Add your staff details
   1. Name
   2. Email address and a password the staff will use to login to the system.
   3. select a role for your staff.
   4. Tick the “Active” check box.
3. Click the “Save” button to save your new staff.

How to give your staff the permission to track their time:

1. From the “Staff” menu choose “Manage Staff Role.“
2. From the top right corner click “New Role.“
3. The “New Role” page will list all the available permissions that can be associated with the staff member.
4. Choose a name for this role like “Time Tracking.”
5. From this page under the “Time Tracking” section  tick the “Enter his Timesheet”  permission like this image:
   This will give your staff only the permission to see the time tracking menu and add his time sheet under the projects and activities you have set before.
6. You can give your staff some managerial roles if you wish like “View other Staff’s Time-sheets” and “Edit other Staff’s Time-sheets”.
7. Click the “submit” button to save the new role.
8. When creating any new staff choose the “Timer Tracking” which we created from the roles drop down menu.

This is how the system looks for a staff who has only the time tracking permissions.

How Can a staff member enter his time sheet ?

1. From the “Time Tracking” menu choose “Time Tracking“.
2. Choose a day from the calendar to add your time in this day.
3. Click the “New Entry” button.
   
4. Select a project and an activity
5. Add your time manually in the “Time” field.
6. You can start the timer if you wish to precisely track the time you spent in any given task .
7. Add any notes related to the task.
8. Click the “Add” button.
9. Your time for this task will be saved to your time sheet in the day you chose from the calendar, you can choose to add more time entries or choose different days from the calendar and add more time entries to those days.

How can a manger view his staff members’ time sheet ?

Any super admin for the system or nay staff member who has managerial permissions to view and edit other staff’s time sheets can review the time sheet for the staff he manage.

To view the time sheet for other staff member:

1. From the “Time Tracking” menu choose “Time Tracking.“
2. Next to the calendar filed click on the “My Timesheet” Drop down menu.
3. All your staff members’ time sheets will be shown.
4. Click on any staff member’s name to show his time sheet.
5. You can edit any time entry added by any of your staff manually by clicking the edit button next to any entry:

How to generate a time report showing a certain staff’s time-sheet only.

To generate a time report for any staff follow these steps:

1. From the “Time Tracking” menu choose “Time Report.”
2. Choose a Staff member and click show report.
3. You can export the report to PDF, CSV, XML or Print it by clicking the “Export Options” button on the top right side

How to generate an  invoice with a certain staff’s time-sheet only.

To generate a time report for any staff follow these steps:

1. From the “Time Tracking” menu choose “Generate Invoice.”
2. To know how to generate invoice from time sheet in depth Generate an Invoice From Time-sheet.
3. Choose a staff member and leave all fields as it is to generate an invoice for all un billed hours added by this staff.
4. Click the “Submit” button.
5. An Invoice will be generated with all the time details, choose a client and send it.

Contact us if you have an issue or questions.