Telephone Timesheets User Guide
Table of Contents
Telephone Timesheets User Guide
Video Introduction
Overview
Administrative Portal
Password Reset
Employees
Adding Employees
Editing Employees
Active/Inactive Employee Status
GPS Location Tracking
Deleting Employees
Merging Two Employee Records
Transferring Phone Numbers
Linking Files To Employee Records
Jobs
Adding Jobs
Editing Jobs
Active/Inactive Job Status
Using Time Budgets
Adjusting Hours Based On Budgets
Deleting Jobs
Breaks
Automatic Unpaid Breaks
Employee-Initiated Unpaid Breaks
Enable Breaks By Calls & Texts
Employee Reminder: Start Break
Employee Reminder: End Break
Break Violations Reporting
Employee Break Confirmations
Employee Warning: Short Break
Schedules
Adding Schedules
Editing Schedules
Multi-Day Jobs
Deleting Schedules
Time Off Tracking
Allow Employees To Retrieve Their Schedule
Editing An Individual Shift
Offering Shifts
Notifications
Adding Notification Profiles
Editing Notification Profiles
Linking Jobs To Notification Profiles
Deleting Notification Profiles
Pausing & Disabling Notifications
Time Entries
Adding Time Entries
Editing Time Entries
Deleting Time Entries
Click -to-Call From Time Entry
Troubleshooting Time Entries
Integrations
QuickBooks
QuickBooks Online
Setup Integration
Importing Employees
Viewing Import Logs
Importing Customers & Service Items
Associating Customers & Service Items To Jobs
Exporting Time Entries
Delete QuickBooks Online Integration
QuickBooks Desktop
Setup Integration
Importing Employee Data
Uploading QuickBooks Data Into Telephone Timesheets
Entering QuickBooks Payroll Items In Telephone Timesheets
Associating Customers & Service Items To Jobs
Importing Time Entries Into QuickBooks Desktop
Delete QuickBooks Desktop Integration
ADP
Setup Integration
When To Work
One-Time Setup Instructions
Reports
Adding Reports
Editing Reports
Deleting Reports
Running Reports
Report Types
Suspect Time Entries
Employee Summary
Job Summary
Employee & Job Summary
Payroll Report
Payroll (Overtime)
Payroll with US Holiday & Overtime Hours
QuickBooks Desktop Export
Time Entries Dump
Missing Transactions
New Employee Summary
Admin
Settings
General
Company Profile
Employee Scoring
Employee Application
Inbound Call Blocking
Checklist Reports
Portal Preferences
Archived Files
Call Center
Billing
Supervisors
Adding A Supervisor
Announcements
Adding Announcements
Editing Announcements
Deleting Announcements
Contacts
Adding Contacts
Editing Contacts
Deleting Contacts
Stations
Adding Stations
Editing Stations
Deleting Stations
On-Site Station Setup
Bill / Pay Rates
Bill/Pay Rates Hierarchy
Audit Log
Comm Log
Change Password
Close Account
Employee Phone Clock-in System
Phone Clock-in: Customize How Employees Choose Jobs
Phone Clock-in: Choosing By Job Name
Phone Clock-in: Choosing By Job Code
Employee Web Clock-in System
Web Clock-in: Customize How Employees Choose Jobs
Web Clock-in: Choosing By Job Name
Web Clock-in: Choosing By Job Code
Two-way Voice Communication System
Two-way Text Communication System
Frequently Asked Questions
Free Trial & Sign Up
Pricing & Billing
Setup & Daily Operations
Land Line Support
Employee Instructions
Employee Call-In Instructions
Adding The Employee Web App To Home Screen
Employee Web App Clocking In Instructions
Submitting Checkpoints
Submitting In-Shift Reports
Viewing Hours Worked
Enable Location Sharing
Details On Apple iOS Location Services
Details On Android Location Services
Getting Support
Privacy Policy
Download as PDF
Video Introduction
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