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Linking Files To Employee Records
Administrative Portal » Employees » Linking Files To Employee Records
You can upload files (W4, state license, CPR certification, etc.) to an employee’s record using the Files button in the employee table. If you do not see the Files button, it is because the screen is too small and you will need to expand the entry by clicking on the…
Linking Jobs To Notification Profiles
Administrative Portal » Notifications » Editing Notification Profiles » Linking Jobs To Notification Profiles
After you’ve configured your Notification Profiles, you can link them to Jobs. All the Notification Profiles that you create are reusable for future jobs. There are 2 ways to link a job to a Notification Profile: 1. Through the Add/Edit Job form. This can…
Archived Files
Administrative Portal » Admin » Settings » Archived Files
Archived Files is where you can find all your previously deleted files. Any file you chose to delete will be stored here. You are able to delete archived files. Deleting an archived file will permanently remove it from the system.
When To Work
Administrative Portal » Integrations » When To Work
Integration with When To Work scheduling is designed for employers who already use When To Work, or have a need for more advanced scheduling capabilities beyond those built in to Telephone Timesheets. Here are some of the key features of When To Work. …
Click -to-Call From Time Entry
Administrative Portal » Time Entries » Click -to-Call From Time Entry
This feature is hidden. When hidden, this feature will not be usable. Contact support@telephonetimesheets to enable this feature. If enabled, you can easily call or text any employee, supervisor, client, or vendor that is associated with a time entry. If you see a…
Allow Employees To Retrieve Their Schedule
Administrative Portal » Schedules » Allow Employees To Retrieve Their Schedule
Employees can view their schedule in 2 different ways: Employees can text the letter ‘s’ to Telephone Timesheets at any time to receive a listing of their current schedule. In the United States and Canada, employees send a text message to the same…
Associating Customers & Service Items To Jobs
Administrative Portal » Integrations » QuickBooks » QuickBooks Desktop » Associating Customers & Service Items To Jobs
To associate QuickBooks Customer and Service Item data with a Job, use the Edit Job form as shown below. This form can be found in the Jobs section of the Telephone Timesheets admin portal.
Associating Customers & Service Items To Jobs
Administrative Portal » Integrations » QuickBooks » QuickBooks Online » Associating Customers & Service Items To Jobs
To associate QuickBooks Customer and Service Item data with a Job, use the Edit Job form as shown below. This form can be found in the Jobs section of the Telephone Timesheets admin portal.
Adding The Employee Web App To Home Screen
Employee Instructions » Adding The Employee Web App To Home Screen
For employees that plan to consistently clock in using the Employee web app should add it to their mobile phone Home Screen for easy access. Here are the steps employees should follow: 1. Go to https://timeclock.telephonetimesheets.com using the browser on your smart…
Bill/Pay Rates Hierarchy
Administrative Portal » Admin » Bill / Pay Rates » Bill/Pay Rates Hierarchy
Bill/pay rates can be established in many different places within the Admin Portal. Because of this, Telephone Timesheets has a hierarchy system to determine what to bill/pay employees, clients, and vendors. (lowest priority value) In the Employee section of the…
Adding Notification Profiles
Administrative Portal » Notifications » Adding Notification Profiles
Notification Profiles are collections of business rules that can be applied on a per-job basis. Notification Profiles contain rules that the Telephone Timesheets “Virtual Dispatcher” should follow. Each Notification Profile contains one or more rules such…
Bill / Pay Rates
Administrative Portal » Admin » Bill / Pay Rates
You can create more detailed employee pay rates on the Bill/Pay Rates page. You can create job-specific bill/pay rates for employees, clients, and vendors. This information will be visible in certain types of reports. In order to create a employee, client, or vendor…
Adding Announcements
Administrative Portal » Admin » Announcements » Adding Announcements
You can create a new announcement by either using the icon in the upper right corner or use the in the lower left corner of the Announcements section of the portal. You can also create an announcement from anywhere in the Admin Portal using the announcement icon in…
Adding Time Entries
Administrative Portal » Time Entries » Adding Time Entries
You can create a new time entry by either using the icon in the upper right corner or use the in the lower left corner of the Time Entries section of the portal. This will bring you to the Add Time Entry form where you can enter all of the elements of a…
Setup Integration
Administrative Portal » Integrations » QuickBooks » QuickBooks Desktop » Setup Integration
QuickBooks Desktop software integration consists entirely of the transfer of files between Telephone Timesheets and the computer you use to run QuickBooks Desktop. The file transfer happens in two directions, using two different files. The QuickBooks Desktop List…
Settings
Administrative Portal » Admin » Settings
The Settings menu brings you to this screen where you will see 7 buttons that can be used to customize various settings. Each of these buttons covers different aspects of the system that can be customized. Click on one of the buttons to configure the…
QuickBooks Desktop
Administrative Portal » Integrations » QuickBooks » QuickBooks Desktop
QuickBooks Desktop integration makes payroll easy. Telephone Timesheets imports your employee information, as well as customer data and service items from QuickBooks Desktop through a special files that you create within the QuickBooks Desktop client. In addition,…
Integrations
Administrative Portal » Integrations
Telephone Timesheets supports direct integration to the following platforms. ADP Run ADP Workforce Now QuickBooks Online QuickBooks Desktop When To Work When I Work In addition to these built-in integrations, we provide an open API. NOTE: We also can…
Adding Contacts
Administrative Portal » Admin » Contacts » Adding Contacts
You can create a new contact by either using the icon in the upper right corner or use the in the lower left corner of the Contacts section of the portal. This will bring you to the Add Contact/Organization form where you can enter the Contact/Organization Name,…
Adding Reports
Administrative Portal » Reports » Adding Reports
You can create a new report by either using the icon in the upper right corner or use the in the lower left corner of the Reports section of the portal. . This will bring you to the Add Report form where you can enter the Report Name, Report Type, Report…
Importing Time Entries Into QuickBooks Desktop
Administrative Portal » Integrations » QuickBooks » QuickBooks Desktop » Importing Time Entries Into QuickBooks Desktop
Exporting Time Entries from Telephone Timesheets is done through the Reports section of the administrative portal. In order to perform an export, simple create and run a report with the report type set to QuickBooks Desktop Export, as shown below. As a best…
Uploading QuickBooks Data Into Telephone Timesheets
Administrative Portal » Integrations » QuickBooks » QuickBooks Desktop » Uploading QuickBooks Data Into Telephone Timesheets
QuickBooks Desktop software allows you to create a special file that contains employee names, customer data, and service item data. To create this file in QuickBooks, go to File —> Utilities —> Export —> Timer Lists, as shown in the screen shot…
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…
Privacy Policy
Privacy Policy
TELEPHONE TIMESHEETS PRIVACY POLICY Last Modified: June 19, 2023 1. Introduction Telephone Timesheets is dedicated to protecting your personal information and informing you about how we use your personal information. Telephone Timesheets is the owner and operator of…
Offering Shifts
Administrative Portal » Schedules » Offering Shifts
Admin are able to offer open shifts to employees in the Shift view of the Schedules page. To offer a shift, first select the open shift you wish to fill. Then, you will be prompted to “Offer Shift”. From there, you will be brought to the Offer Shift form. …
Two-way Text Communication System
Two-way Text Communication System
The two-way text communication system enables communication between employees in the field, and supervisors, dispatchers, and other back-office admins. This includes messages like “Hey boss, I am stuck in traffic and will be 30 minutes late today!”. The…
Phone Clock-in: Choosing By Job Name
Employee Phone Clock-in System » Phone Clock-in: Customize How Employees Choose Jobs » Phone Clock-in: Choosing By Job Name
By default, Telephone Timesheets goes through a series of evaluations to determine and automatically assign the correct job to the employee using the following data: 1. Schedule Data. If an employee is scheduled to do exactly one job at the time of their call, the…
Employee Instructions
Employee Instructions
Employees are able to clock in via phone call or from the employee web app. When clocking in via phone call, employees will need to call your company’s 10-digit toll free number. Admin will need to send this number to their employees. To learn how to clock in via…
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…
Setup Integration
Administrative Portal » Integrations » QuickBooks » QuickBooks Online » Setup Integration
QuickBooks Online integration allows you to export your timesheet Time Entries directly to QuickBooks Online. From there, you can view reports and run payroll using the timesheet data that has been recorded by Telephone Timesheets. There are 5 steps to establishing…
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,…
General
Administrative Portal » Admin » Settings » General
General Settings can be used to customize the system according to your business needs. This includes things like whether to use job codes, which languages to use for employees, and whether to allow employees to self-enroll the first time they call in. There is a…
Portal Preferences
Administrative Portal » Admin » Settings » Portal Preferences
You are able to customize the Admin Portal using the portal preferences settings. Any changes you make to the Admin Portal will be visible to all supervisors. To disable this feature for individual supervisors, go to the icon in the Actions column of the Supervisors…
Overview
Overview
Telephone Timesheets turns any mobile or land line telephone into a time clock. Telephone Timesheets goes beyond just providing a time clock. We link that time clock to an Artificial Intelligence (AI) system that provides many valuable benefits,…
Administrative Portal
Administrative Portal
Telephone Timesheets is a time clock and daily operations service that has 6 primary components: 1. The employee phone clock-in system that your employees call to clock in and clock out, as well as other daily functions like submitting in-shift checkpoints. 2. The…
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…
Transferring Phone Numbers
Administrative Portal » Employees » Transferring Phone Numbers
Transferring is used when transferring a company owned mobile phone from one employee to another. Each employee must have a unique phone number, meaning 2 employees can’t share the same company mobile phone number. When transferring a phone number from one employee…
Merging Two Employee Records
Administrative Portal » Employees » Merging Two Employee Records
Merging is used when you want to combine the information of 2 different employee profiles into 1. Accounts should only be merged if both profiles are actually the same person. Merging would be used if a preexisting employee gets a new phone number and clocks in from…
Employee Web Clock-in System
Employee Web Clock-in System
Employees who would prefer to clock in and out using a web portal can do so on their mobile phone. Employees can also save the web portal browser to their home screen. How to use the web portal from a mobile phone: 1. Go to https://timeclock.telephonetimesheets.com…
Employee Break Confirmations
Administrative Portal » Jobs » Breaks » Employee-Initiated Unpaid Breaks » Employee Break Confirmations
Break confirmations allow employees to confirm that they were given the opportunity to take all of the breaks that they are entitled to. Some states like California have strict laws to ensure that employees are allowed to take breaks. If employees are not allowed to…
Web 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 Code
For companies that are accustomed to identifying jobs by a job code, administrators can enable the use of Job Codes for clocking in. Make sure your employees know the job codes before you enable job codes. Enabling Job Codes will change the behavior of the web portal…
Phone Clock-in: Choosing By Job Code
Employee Phone Clock-in System » Phone Clock-in: Customize How Employees Choose Jobs » Phone Clock-in: Choosing By Job Code
For companies that are accustomed to identifying jobs by a job code, administrators can enable the use of Job Codes for clocking in. Make sure your employees know the job codes before you enable job codes. Enabling Job Codes will change the behavior of the phone…
Employee Call-In Instructions
Employee Instructions » Employee Call-In Instructions
Here are the steps an employee typically goes through when calling in for the first time. 1. Call the designated toll-free number provided by your supervisor. If you are a new employee, you may be asked to confirm your mobile number and preferred language. After…
Exporting Time Entries
Administrative Portal » Integrations » QuickBooks » QuickBooks Online » Exporting Time Entries
To export timesheet data from Telephone Timesheets to QuickBooks Online, click on the Export Time Entry Data button. Note: Once Time Entries have been exported, they can no longer be edited within the Telephone Timesheets admin portal. So, be sure to look through…
Setup & Daily Operations
Frequently Asked Questions » Setup & Daily Operations
How long does it take to setup the system? For many customers, there is no setup at all. The system is self-learning and will discover your employees automatically if you choose not to enter them in advance. However, if you choose to enter your employees & job sites in…
Employee Application
Administrative Portal » Admin » Settings » Employee Application
Employee application settings can be used to customize the behavior of the employee web app. Highlights of This Form Enable web based check in When enabled, employees will be allowed to clock in using the mobile web app. When disabled, employees will only be able to…
Suspect Time Entries
Administrative Portal » Reports » Report Types » Suspect Time Entries
The Suspect Time Entries report type is meant to highlight only those time entries that are likely to need a closer look. Specifically, this report will show any time entries that are very short in duration, very long in duration, or missing a check-out. As a best…
Free Trial & Sign Up
Frequently Asked Questions » Free Trial & Sign Up
Do you offer a free trial? Yes. All new customers get to use the system for 30 days for free. We never charge for the first month. You do not have to enter any credit card information to use the free trial. Sign up takes about 60 seconds. The free trial is 100%…
Employee Scoring
Administrative Portal » Admin » Settings » Employee Scoring
The employee score is meant to be a simple way to draw attention to employees who have consistent good behavior, as well as those who have consistently bad behavior. Scores are updated daily based on the employee’s behavior over the last 30 days. The following…
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…
Employee Web App Clocking In Instructions
Employee Instructions » Adding The Employee Web App To Home Screen » Employee Web App Clocking In Instructions
The employee web app provides a simple and fast clock in and out process. When clocking in, start by navigating to the Employee web app. Here you will be prompted to go check in. Next, you will need to select the job that you are working. Depending on how admin…
On-Site Station Setup
Administrative Portal » Admin » Stations » On-Site Station Setup
One of the main advantages of having employees clock in at a station is that you know exactly where the station is. This way you don’t needs to rely on the employee’s phone for GPS. There are 2 ways to verify the location of your station: 1. By IP Address. …
One-Time Setup Instructions
Administrative Portal » Integrations » When To Work » One-Time Setup Instructions
Step 1. Obtain your integration key from When To Work To obtain the key, login to the WhenToWork administrative portal and click on the Reports —> 3rd Party Auto Exports menu as shown here. Clock on the Copy To Clipboard button so you can then paste the…
Using Time Budgets
Administrative Portal » Jobs » Editing Jobs » Using Time Budgets
Using Time Budgets allows you to track the hours worked vs the hours budgeted for a job. When utilizing the Time Budget, you are able to set an amount of time (e.g. 5 hours) to a job, and report on overages if they occur. In order to use time budgets, you must setup…
Employee Warning: Short Break
Administrative Portal » Jobs » Breaks » Employee-Initiated Unpaid Breaks » Employee Warning: Short Break
This break feature is hidden. When hidden, this feature will not be usable. Contact support@telephonetimesheets to enable this feature. If enabled, employees will receive a text message warning them they are ending their break too soon. Short break employee warnings…
Stations
Administrative Portal » Admin » Stations
Stations are used when employees are required to clock in from a stationary device at the location, rather than using their mobile phone. Any device that supports a modern web browser can be setup as a Station. e.g. Windows PC, Chromebook, iPad, Mac, etc. There are…
Enable Breaks By Calls & Texts
Administrative Portal » Jobs » Breaks » Employee-Initiated Unpaid Breaks » Enable Breaks By Calls & Texts
By default, the only way for an employee to initiate a break is through the employee web portal. If you would like to enable employees to start and end breaks through phone calls and text messages you can enable this feature by navigating to Admin —> Settings —>…
Employee Phone Clock-in System
Employee Phone Clock-in System
As soon as you create a Telephone Timesheets account, you will be given a toll-free phone number for your employees to call. This number is unique to your company and is for your exclusive use. Before employees are able to clock in, they must be enrolled into the…
Call Center
Administrative Portal » Admin » Settings » Call Center
The Call Center allows you to route all outbound “operations center” calls through Telephone Timesheets. When this feature is enabled, you will be able to allow your field supervisors, back office admins, and operations/dispatch teams to use Telephone…
Editing Schedules
Administrative Portal » Schedules » Editing Schedules
To edit a schedule entry, you must first navigate to the Schedule tab at the top of the page. From there, you can edit ant schedule information by clicking on the green edit button . This will bring you to the Edit Schedule form. Here you can make any modifications…
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. …
Editing Time Entries
Administrative Portal » Time Entries » Editing Time Entries
You can edit a time entry by clicking on the green edit button in the Actions column for that time entry. This will bring you to the Edit Time Entry form. Here you can modify an entries details. This will have the same fields as the Add Time Entry form. Go to the…
Fixed Pay Jobs
You can use the time budget to make a job a “fixed pay” job. Notice that when you set a Time Budget for a job, you can choose to have the system automatically adjust the hours worked to match the budgeted time. This is a way for employees to get paid for a…
Password Reset
Administrative Portal » Password Reset
You can reset your password at any time by clicking on the Forgot Password? link at the bottom of the Login screen. Next, you will need to enter your mobile number to receive a verification code. The system will send a verification code to your mobile phone. You…
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…
Adjusting Hours Based On Budgets
Administrative Portal » Jobs » Editing Jobs » Using Time Budgets » Adjusting Hours Based On Budgets
When budgets are assigned to a job, you will be given the option to use rules to adjust the hours worked based on the hours budgeted. If no rules are selected, then no adjustments will be made. However, the budgeted time is still useful for reporting as the reports…
Comm Log
Administrative Portal » Admin » Comm Log
A complete record of all inbound and outbound communications (both text and calls) can be viewed in the Comm Log. The Comm Log can be used for situations where an employee calls into the system, but is unable to create a time entry. For example, an employee repeatedly…
Adding A Supervisor
Administrative Portal » Admin » Supervisors » Adding A Supervisor
You can create a new supervisor by either using the icon in the upper right corner or use the in the lower left corner of the Supervisors section of the portal. This will bring you to the Add User form where you can enter the Supervisor Name, Mobile Number,…
Land Line Support
Frequently Asked Questions » Setup & Daily Operations » Land Line Support
Employees can call from any phone, including land line phones. Whenever an employee calls from a land line phone, the system will ask them to enter their 10-digit mobile number. This is how the system knows which employee is calling. Optionally, the system can…
Employee Reminder: Start Break
Administrative Portal » Jobs » Breaks » Employee-Initiated Unpaid Breaks » Employee Reminder: Start Break
This break feature is hidden. When hidden, this feature will not be usable. Contact support@telephonetimesheets to enable this feature. If enabled, employees will get a reminder text once they have been clocked in to a job for a certain amount of time. This feature…
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…
Editing Reports
Administrative Portal » Reports » Editing Reports
You can edit a reports details by clicking on the green edit button in the Actions column for that report. This will bring you to the Edit Report form. Here you can modify any report information. This will have the same fields as the Add Report form. Go to the…
QuickBooks
Administrative Portal » Integrations » QuickBooks
Telephone Timesheets can integrate with QuickBooks Desktop software or QuickBooks Online subscription service. Integration between Telephone Timesheets and QuickBooks is limited to a single QuickBooks company. If you have more than one QuickBooks company, you will…
Editing Jobs
Administrative Portal » Jobs » Editing Jobs
You can edit a job by clicking on the green edit button in the Actions column for that job. This will bring you to the Edit Job form. Here you can modify a jobs details. This will have the same fields as the Add Job form. Go to the Adding Jobs section of the…
Getting Support
Getting Support
If you need anything beyond what we’ve covered in this user manual, please don’t hesitate to reach out to us via email, or phone. Click here to contact us.
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…
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…
Editing Contacts
Administrative Portal » Admin » Contacts » Editing Contacts
You can edit an organization/contacts information by clicking on the green edit button in the Actions column for that contact. This will bring you to the Edit Contact/Organization form. Here you can modify any contact information. This will have the same fields as…
Delete QuickBooks Online Integration
Administrative Portal » Integrations » QuickBooks » QuickBooks Online » Delete QuickBooks Online Integration
If you decide to stop using QuickBooks Online, or just wish to stop using the integration between Telephone Timesheets and QuickBooks Online, you can remove the integration by clicking on the Edit button. This exposes a Delete QuickBooks Link button. Click this…
Details On Android Location Services
Employee Instructions » Enable Location Sharing » Details On Android Location Services
Enabling Android Location Services Android 10 & 11 Swipe down from the top of the screen. Touch and hold Location. If you don’t see Location tap Edit (Pencil icon) or Settings (Cogwheel). Drag Location into your Quick Settings. To turn your phone’s location…
Running Reports
Administrative Portal » Reports » Running Reports
Reports that have a frequency of daily, weekly, bi-weekly, twice per month, or monthly, can be run automatically. These reports will run the day after the end date of the report. For daily reports, automatic run occurs the following day at 7:00AM Central Time (USA). …
Editing Employees
Administrative Portal » Employees » Editing Employees
You can edit an employee’s information by clicking on the green edit button in the Actions column for that employee. This will bring you to the Edit Employee form. Here you can modify an employee’s information. This will have the same fields as the Add…
Submitting Checkpoints
Employee Instructions » Adding The Employee Web App To Home Screen » Submitting Checkpoints
Some jobs may require an employee to submit their location one or more times during a shift. With Checkpoints, an employee can update their location without clocking in/out of a job. I order to submit a Checkpoint, you must first click Add Checkpoint from the employee…
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…
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.…
Setup Integration
Administrative Portal » Integrations » ADP » Setup Integration
Here are step-by-step instructions for setting up the integration. The entire process only takes a couple minutes, but if you would like us to walk you through it, don’t hesitate to reach out and setup a call. We’d be happy to take you through the steps…
Breaks
Administrative Portal » Jobs » Breaks
Telephone Timesheets supports two types of breaks: 1. Automatic unpaid breaks. These are breaks that are automatically created by the sytem according to job-specific settings. For example, you can configure system-initiated break rules for a job so that if an…
Employee-Initiated Unpaid Breaks
Administrative Portal » Jobs » Breaks » Employee-Initiated Unpaid Breaks
Employees-initiated unpaid breaks get started and ended by the employee. For these breaks, rules can be configured to ensure that employees comply with break rules such as California meal break rules. Employees can start and end unpaid breaks through the following…
Delete QuickBooks Desktop Integration
Administrative Portal » Integrations » QuickBooks » QuickBooks Desktop » Delete QuickBooks Desktop Integration
If you decide to stop using QuickBooks Desktop, or just wish to stop using the integration between Telephone Timesheets and QuickBooks Desktop, you can remove the integration by clicking on the Edit button. This exposes a Delete QuickBooks Link button. Click this…
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…
Entering QuickBooks Payroll Items In Telephone Timesheets
Administrative Portal » Integrations » QuickBooks » QuickBooks Desktop » Entering QuickBooks Payroll Items In Telephone Timesheets
Telephone Timesheets has the ability to break down the hours worked by each employee into 4 categories: 1. Regular Hours 2. Overtime Hours (anything over 40 hours per week) 3. Holiday Hours (any hours worked during a US Federal Holiday) 4. Holiday + Overtime Hours…
Multi-Day Jobs
Administrative Portal » Schedules » Editing Schedules » Multi-Day Jobs
This scheduling feature is hidden. When hidden, this feature will not be usable. Contact support@telephonetimesheets to enable this feature. If enabled, you will be able to schedule a Multi-Day job. Multi-Day jobs are jobs that can be completed at any time over the…
Web Clock-in: Choosing By Job Name
Employee Web Clock-in System » Web Clock-in: Customize How Employees Choose Jobs » Web Clock-in: Choosing By Job Name
By default, the system is setup to show employees a list of nearby jobs, whether they are scheduled for the jobs or not. The employee can see a list of all jobs they are linked to by clicking on the “All” tab. Optionally, you can enable filtering of the…
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…
ADP
Administrative Portal » Integrations » ADP
Telephone Timesheets integrates directly with ADP Workforce Now® and RUN Powered by ADP®. We are available through the ADP Marketplace. Here’s how it works: Once the integration is established, a bi-directional data transfer can occur between Telephone…
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…
Viewing Hours Worked
Employee Instructions » Adding The Employee Web App To Home Screen » Viewing Hours Worked
You can view your current shift details and your shift history by clicking view shift summary To view your current shift summary click Current Shift. When viewing your current shift details, you can view what job you are currently clocked into, how many breaks…
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…
Close Account
Administrative Portal » Admin » Close Account
In order to permanently delete your account, go Admin —> Close Account. *If you choose to close your Telephone Timesheets account, you will be logged off and your account will be deleted. Once your account is closed you will no longer have access to your…
Break Violations Reporting
Administrative Portal » Jobs » Breaks » Employee-Initiated Unpaid Breaks » Break Violations Reporting
This feature highlights issues with breaks so they can be addressed with employees. This is important in states like California where there are strict laws to ensure that employees are allowed to take breaks of the right duration and within a reasonable time. Here…