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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…
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…
Time Entries
Administrative Portal » Time Entries
The Time Entries section of the portal is the place you are likely to visit most often. It contains an up-to-the-minute view of every timesheet entry your employees have ever created. You can easily see who is currently checked in throughout the day, using any…
Troubleshooting Time Entries
Administrative Portal » Time Entries » Troubleshooting Time Entries
Sometimes, you may want to dig into the details of a time entry to determine why an employee clocked in the way they did. You may want answers to questions like: Did they call from the wrong number? Did they enter the wrong job code? Did they block their GPS? Did…
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…
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…
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.
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…
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…
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…
Deleting Time Entries
Administrative Portal » Time Entries » Deleting Time Entries
To manually delete a Time Entry, click on the red Delete button in the Action column for that Time Entry entry in the table.
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…
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…
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…
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…
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 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…
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…
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…
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…
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,…
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…
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…
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…
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…
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…
Audit Log
Administrative Portal » Admin » Audit Log
Anytime an Administrator makes changes within the Admin Portal a permanent log entry is created. You can view all log entries in the Audit Log section of the Admin Portal. You can view more details for each log entries using the icon in the actions column. In the…
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…
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…
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…
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 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…
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…
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…
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 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…
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…
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…
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…
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…
Pausing & Disabling Notifications
Administrative Portal » Notifications » Pausing & Disabling Notifications
You can disable notifications or temporarily pause notifications for a particular job from the Time Entries section of the Admin Portal. First, you will have to click the notification icon in the Notified column. Then, you will able to enable/disable…
Employee Reminder: End Break
Administrative Portal » Jobs » Breaks » Employee-Initiated Unpaid Breaks » Employee Reminder: End 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 on break for a certain amount of time. This feature is used to…
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…
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…
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…
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…
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). …
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…
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…
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…
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…
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 &…
Missing Transactions
Administrative Portal » Reports » Report Types » Missing Transactions
This report show all time entries with a clock in, but no clock out.
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…
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.
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…
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…
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,…
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. …
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 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…
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…
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…
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…
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…
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…
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…
Automatic Unpaid Breaks
Administrative Portal » Jobs » Breaks » Automatic Unpaid Breaks
Unpaid breaks can be automatically subtracted from the hours worked for a job. There are two settings to configure in the job edit form. 1. Break Length 2. Auto-Apply Break Interval In the example above, the system will automatically deduct a 30-minute unpaid…
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…
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…
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,…
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. …
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…
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…
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…
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…
Details On Apple iOS Location Services
Employee Instructions » Enable Location Sharing » Details On Apple iOS Location Services
Enabling iOS Location Services 1. Go to Settings 2. Scroll down and select Privacy & Security 3. Click on Location Services 4. Make sure that Location Services is turned on 5. Scroll down and select Safari Websites 6. Select “While Using the…
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…
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%…
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…
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…
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…
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…
Contacts
Administrative Portal » Admin » Contacts
Telephone Timesheets supports two types of contact records: People Organizations: Highlights of the Contacts Page 1. Contacts are organized into 3 different categories; People and Organizations. You can filter Contacts using these tabs 2. Here you can add a…
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…
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…
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 ,…
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.…
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…
Supervisors
Administrative Portal » Admin » Supervisors
The primary supervisor (the person who created the Telephone Timesheets account) can create additional secondary supervisors. When secondary supervisors are created, they are by default allowed full access to the administrative portal with one exception; only the…
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,…