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Report Types
Administrative Portal » Reports » Report Types
Telephone Timesheets currently provides 30 different report types. Each report type has a unique purpose and can be customized to your needs using filters. Telephone Timesheets support can create custom reports based on your business needs. *Contact…
Payroll Report
Administrative Portal » Reports » Report Types » Payroll Report
The Payroll Report is meant to tally employee hours over a given pay period, so that you can easily run payroll. It clearly shows the total hours worked by employee. This report can be run over any custom date range, or according to a recurring frequency. The…
Employee Summary
Administrative Portal » Reports » Report Types » Employee Summary
The Employee Summary report type is meant to show a summary of the hours worked by each employee. It also includes the detailed Time Entry list broken down by employee. This report can be run over any custom date range, or according to a recurring frequency. The…
Job Summary
Administrative Portal » Reports » Report Types » Job Summary
The Job Summary report type is meant to show a summary of the hours worked on each for each job. It also includes the detailed Time Entry list broken down by job. This report can be run over any custom date range, or according to a recurring frequency. The recurring…
Payroll with US Holiday & Overtime Hours
Administrative Portal » Reports » Report Types » Payroll with US Holiday & Overtime Hours
The Payroll (US Holiday & OT) report type is meant to tally employee hours over a given pay period, so that you can easily run payroll. This report clearly shows the hours worked by employee, and includes a breakdown of hours worked by regular time, overtime, US…
Employee & Job Summary
Administrative Portal » Reports » Report Types » Employee & Job Summary
The Employee & Job Summary report type is a combination of the data shown in the Employee Summary report plus the data shown in the Job Summary report. It also includes the detailed Time Entry list broken down by employee and by job. *Note By default, the Employee &…
Payroll (Overtime)
Administrative Portal » Reports » Report Types » Payroll (Overtime)
The Payroll (Overtime) report type is meant to tally employee hours over a given pay period, so that you can easily run payroll. This report clearly shows the hours worked by employee, and includes a breakdown of hours worked by regular time, and overtime. *Regular…
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…
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…
Submitting In-Shift Reports
Employee Instructions » Adding The Employee Web App To Home Screen » Submitting In-Shift Reports
Employees can submit reports during their shift by clicking Menu in the employee web app. This will bring up a list of actions, you will want to click on Reports. This will bring up the report selector where employees can choose from several built-in report…
Reports
Administrative Portal » Reports
Telephone Timesheets supports a variety of report types. Details on each report type can be found in the Report Types section of the user manual. Each time a report is run, it creates a record in the Report History section. You can view past reports and re-run past…
Deleting Reports
Administrative Portal » Reports » Deleting Reports
To manually delete a report from the Define or View tab, click on the red Delete button in the Action column. *Deleting a report from the Define tab will not delete the report history. If you wish to delete the historical copies of a report, you must delete each…
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). …
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…
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…
QuickBooks Desktop Export
Administrative Portal » Reports » Report Types » QuickBooks Desktop Export
The QuickBooks Desktop Export report is a special file that can be downloaded to your computer and then imported into QuickBooks Desktop software. Be sure to validate all of your Time Entries for accuracy before generating this export file. As a best practice, you…
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…
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…
Missing Transactions
Administrative Portal » Reports » Report Types » Missing Transactions
This report show all time entries with a clock in, but no clock out.
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…
New Employee Summary
Administrative Portal » Reports » Report Types » New Employee Summary
New Employee Summary reports only include employees whose first Time Entries took place during the period defined by the report.
Time Entries Dump
Administrative Portal » Reports » Report Types » Time Entries Dump
This report is a raw data dump of all time entry data. You may want to consider taking advantage of our open API to pull this data.
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…