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Active/Inactive Job Status
Administrative Portal » Jobs » Editing Jobs » Active/Inactive Job Status
If you wish to remove a job from the Admin Portal without permanently deleting the job, you can mark the job as inactive, so it no longer gets displayed in the Admin Portal. This prevents clutter in pull-down menus and other places where jobs are listed. Only active…
Active/Inactive Employee Status
Administrative Portal » Employees » Editing Employees » Active/Inactive Employee Status
If you wish to remove an employee from the Admin Portal, they can be marked as an inactive employee. This makes it so that they are no longer visible in the Admin Portal. Additionally, it reduces clutter in pull-down menus and other places where employees are listed.…
Deleting Jobs
Administrative Portal » Jobs » Deleting Jobs
To manually delete a Job, click on the red delete button in the Action column for that Job’s entry in the table. Some companies have “never delete” policies for jobs. That way they are available for audits in the future, even though the job may no longer be…
Employees
Administrative Portal » Employees
Telephone Timesheets can be used without ever entering any employee information. Employees can self-enroll the first time they call in. The system will determine their name, mobile number, and spoken language. English, Spanish, French, Chinese, and Russian are…
Adding Employees
Administrative Portal » Employees » Adding Employees
There are 3 ways to add employees to Telephone Timesheets: 1. Allow your employees or subcontractors to self-enroll when they first call in. *Self-enrollment is enabled by default, but can be disabled by going to Admin—> Settings—> General Settings and…
Announcements
Administrative Portal » Admin » Announcements
There are two types of announcements: 1. Check In Announcements: These messages play when an employee calls to clock in. They are also displayed for employees who clock in using the employee web portal. 2. Scheduled announcements: These messages are delivered to…
Jobs
Administrative Portal » Jobs
Highlights of The Jobs Page 1. Jobs are organized into 3 different categories; Active, Inactive, All. You can filter jobs using these 3 tabs 2. Here you can add a job , adjust settings , and find additional information about the jobs page . 3. Here you can edit ,…
Deleting Employees
Administrative Portal » Employees » Deleting Employees
As a best practice, employees should not be deleted. Employees will automatically be marked as Inactive if they have not used the system in 30-days. Optionally, employees can be marked Inactive at any time using the Edit Employee form. Inactive employees will be…
Checklist Reports
Administrative Portal » Admin » Settings » Checklist Reports
Checklist report are a special kind of report for the employee to fill out at the end of their shift. This “in-shift” report can be used to keep track of the performance of your employees. These reports are unique, because they can be customized according…
Importing Employee Data
Administrative Portal » Integrations » QuickBooks » QuickBooks Desktop » Importing Employee Data
The first step in setting up Telephone Timesheets is to enter each of your employees. This can be done manually through the administrative portal, or it can be done by uploading an Employee Contact List file from QuickBooks. To create the Employee Contact List…
Adding Jobs
Administrative Portal » Jobs » Adding Jobs
You can create a new job by either using the icon in the upper right corner or use the in the lower left corner of the Jobs section of the portal. . This will bring you to the Add Job form where you can enter the Job Name, Job Site Supervisor, Timezone, and other…
Pricing & Billing
Frequently Asked Questions » Pricing & Billing
How much does the service cost? In the US, the service is $5 per active user, per month. In the UK, it is £5 per active user, per month. That’s it. There are no fees, no taxes, and no add-on charges of any kind. Period. What if I use advanced capabilities like…
Adding Schedules
Administrative Portal » Schedules » Adding Schedules
When creating a series, there are two primary decisions to make: 1. Who will get scheduled: Individual Employee: In this case, every day in the schedule entry will have just one known employee. e.g. John Smith, Monday-Friday. Multiple Employees: In this…
Editing An Individual Shift
Administrative Portal » Schedules » Editing An Individual Shift
To edit an individual shift, click on the Shift tab at the top of the Schedule page. Here you can select a single shift to edit. The start/end time, employee scheduled, and the status of the schedule can all be edited for an individual shift. Click Here to view an…
Time Off Tracking
Administrative Portal » Schedules » Time Off Tracking
Time off entries are used to stop the system from calling/texting/emailing employees and supervisors on days employees have taken time off from their normal schedule due to vacations, sick days, holidays, etc. For both paid and unpaid time off, employees notifications…
Adding Stations
Administrative Portal » Admin » Stations » Adding Stations
You can create a new Station by either using the icon in the upper right corner or use the in the lower left corner of the Stations section of the portal. This will bring you to the Add Station form where you can enter the Station Name, Linked Jobs and Employees,…
Billing
Administrative Portal » Admin » Billing
Click the green Edit button to enter or delete your credit card information. This clicking on the green Edit button will open up a form where you can enter or delete your credit card information. We don’t allow editing of credit card information once it…
Schedules
Administrative Portal » Schedules
Telephone Timesheets supports one-time and recurring schedules. Recurring schedules can be recurring weekly schedules, or they can be any recurring pattern such as, monthly, yearly, etc. Telephone Timesheets uses standards-based calendar rules, so integration with…
GPS Location Tracking
Administrative Portal » Employees » Editing Employees » GPS Location Tracking
GPS location tracking is enabled on a per-employee basis. By default GPS tracking will be enabled for all employees, but can be disabled through the Admin Portal. To disable or enable GPS tracking for an employee, access the Employee section of the Admin Portal. …