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General system and Time settings
In this example we go over the general settings for both system and time. Please keep in mind not all users system settings and workflows will be the same, If you are in training please reach out to your trainer if you have questions and for those ...
General Time Settings
General Time Settings setting up General Time settings Go to Settings > Modules. In the Modules menu, select the Time dropdown to open the General Time Settings. Select the Edit icon located in the upper-right corner of the window. The following ...
Module Settings
Modules are where certain types of accounting and company settings are completed. These Module Settings, once set up, can then be applied during the employee setup. To start, on the right side of the window, click the Settings drop-down and ...
User Roles: Time
TIME USER ROLES When setting up a Time User Role, carefully determine the appropriate privileges and access levels for each user type, such as field workers, foremen, supervisors, and project managers. You can create multiple user role profiles with ...
Troubleshooting Time Record Batching Issues
TROUBLESHOOTING TIME RECORD BATCHING ISSUES Perform the steps for your batching issue: · If after selecting records the [Batch] button is grayed out and cannot be selected, see “Troubleshooting Grayed Out [Batch] Button.” · If you do not see the ...