The Branch Settings Page is managed by permission and is available to be turned on for selected users by Branch Owners.
If you dont see the Branch Settings menu in your profile drop down you do not have permission so will need to speak to your Branch Owner.
- To Navigate to the Branch Settings page. Select your profile drop down (Circle with Initials Inside)
- Select Branch Settings
- Select Timesheet
You will now see the Timesheet Options for Branch Settings and Timesheet Tags
The Options are listed below.
Max Edit Days:
This allows a user to edit their timesheet up to x amount of days provided its not been approved
Include Breaks when converting a timesheet to a bill
This check box allows you to charge clients for the break times entered when on charging labour. With this off the client will not pay for the break times your team enter
Timesheet Approval:
This enables timesheet entries to require approval before they can be finalised.
Who can perform this approval is controlled by a permission under manage users in the profile drop down menu
Our FAQ on how timesheets Approval works can he found Here
Default Entry Time:
This allows you to set the default clock in and out time whenever your team sign in.
They can move that time to whatever they choose but it will open with the default time set that you select
Project Statuses:
When adding a timesheet entry, you can now select which project statuses show for your team to chose when clocking in/out. For example If you unselect "Maintenance" all projects in that status will be removed from the list to select when signing in/out.
We have also added a per user override option.
This will give staff and/or Contractors the permission to view all projects on their clock in/out widget that they have already have access to.
Example: At a branch level I have Pending Projects turned off but my Site Manager turns their setting on. They will only have access to pending projects you have already shared with them.
The user would Navigate to their Profile in the drop down menu. Scroll down to the bottom to the Timesheets box and select Over Project Statuses and then select which ones they can access.
Timesheets Branch Tags
The second tab is our Branch Tags control panel.
Users with permission can add new tags, merge, archive and delete timesheet tags.
- The horizontal lines beside each tag name allow you to drag and organise the tags in any order you like.
- The pencil icon allows you to rename a Tag
- The Archive Box icon allows you to archive a tag. This will NOT remove any data from existing tags but will prevent your team from using this tag in the future.
- Archived Tags will drop to the bottom of your tag list. You can click the same icon on an Archived Tag to Un-Archive it. or you can merge an Archived tag into an existing Tag.
- The Merge icon is the next option. Select the tag you want to merge from and to. Rave will then merge all timesheet entries into the new tag and remove the old one. This action cannot be undone.
- The last icon is the trash can or 'delete' option. You can only delete tags that do not have any timesheets against them. If while on the Branch timesheet details page you are struggling to find a project against a tag make sure to check 'CLOSED' projects too.
