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Timesheet/Assignment Project Settings
Timesheet/Assignment Project Settings

Setting up approvals and set parameters for the Assignment Project, Task and Detail types.

Sarah Mills avatar
Written by Sarah Mills
Updated over a week ago

As an admin, you can set up Authorisation rules for Timesheets and assignments. You can do this in our Authorisation Workflow feature. Click here to learn more.

--Create Projects and Define Access--

To access Timesheet assignment settings:

  1. Click the 'Settings' tab

  2. Click 'Timesheets'

You can define access rules for each Project, meaning an employee cannot log their overtime with a project that does not relate to them. For example, you may set it as the following:

Project: Overtime

Task: Saturday Overtime

Detail: Time and half

When setting up the Project, you can limit the access to this option by using the Company/Location/Department/Employment Type/Job role filters. Alternatively, you can specify certain employees to use this project, or to exclude from this. 

Once this has been added, you can create a Task to link to this Project and a Detail to link to the Task. Using the example above, only the employee’s using the ‘Overtime’ Project will be able to use the 'Saturday Overtime' task. Following on, this is the same for selecting a Detail, specifying which Task this relates to. 

--Can Timesheets/Assignments be added via the mobile--

Timesheets can be added on the mobile via tap in tap out - instead of an employee logging a manual timesheet they can clock in and out through an extra feature on the mobile app. To learn more, please see:

Assignment Projects on the mobile app are called Timesheets. Admins have the option to turn on/off the ability for users to add these on the mobile app. You can find this setting by:

  1. Clicking the 'Settings' tab

  2. Clicking the 'Mobile' tab

  3. Locate the button next to TimeSheet ON/OFF

Please note: If it says TURN ON, it is giving you the option to turn on, meaning it is currently turned off.


Customer Services Team.

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