The Company Calendar has been replaced by the Schedules feature. Please refer to the Schedules and Calendars section of the Help Pages for more information.
2. Employee Info Report
The employee info report is a downloadable CSV text file that can be used to back up or check user information such as accrual information and pay rates. Click the link on the reports page to download the file. The file can be opened in any spreadsheet software (such as […]
9. Hourly Record History Report
The Hourly Record History Report can be used to inspect the audit trail for specific users within a date range of up to 366 days. The report can be set to display every record for the desired user’s timesheet that had one or more alerts during the desired date range. […]
6. Customizable Processed Hourly Timesheet Report
Customized reports can be run on data from closed payroll reports. This report will use only the data that has been closed using the Close Payroll Period function, which will include time rounding, overtime calculations, deductions, day start, and time zone considerations. To use this report: Pro Tip: When downloading […]
3. Preview Current Period
Choose report number 3, Preview Current Period (with overtime) on the Reports page to see a preview of the payroll report without starting the close pay period process. This report is useful for supervisors who need to see overtime totals during the week but don’t have access to close payroll […]
Logging Into and Setting Up Your ProPartner Account
The ProPartner account can be accessed by clicking here: https://partners.timesheets.com To log in, use the username (email) and password you used when you registered for your ProPartner account. You may contact Timesheets.com for assistance if you don’t remember your login credentials. Account Setup Click the My Profile link in the […]
Creating and Editing Calendars
Creating and editing calendars is only available using the desktop version. View Calendars and Add Events Create or Edit a Custom Calendar Archive or Delete Calendars To share calendars: When a calendar is created, it can be marked as private, public, or shared as seen in the image above. When […]
Creating and Copying Schedules
Editing schedules is only available using the desktop version. To create a schedule: To copy an individual schedule entry, selected days, or a full week:
Auditing Individual Expense Entries
Every expense entry has an audit history that can be viewed on the user’s expense sheet. To examine a record: You will find the following details (depending on the features you have enabled):
Auditing Individual Project Records
Every time and expense entry has an audit history that can be viewed on the user’s timesheet. To examine a record: From the Dashboard, navigate to a user’s project timesheet by clicking on their total hours in the Project Timesheets column. Click the expand Button to the left of any […]
Editing Users
To edit a user’s basic information: Basic Information Basic information for the user (First Name, Last Name, Job Title, and Email) can be edited in the first section of this page. In particular, Job Title can be used when closing payroll to filter out specific users based on their position (along with Location, […]
Invalid Location Warning
If your organization uses the IP Address Lockdown feature and a user’s IP address changes to a new value, they may see the invalid location warning (shown below) instead of a clock in/out button or their time entry tabs on their timesheet. If you’re not an admin, please report this […]
Email Address Is Already in Use
Sometimes employees return to work after having been laid off or moved from one office to another. There are many reasons why an email address might already be in the Timesheets.com database. If you attempt to add an employee and receive a message about the email address already being in […]
Correcting Closed Payroll Reports
If you found a mistake in a closed payroll report, you can re-open the report to make corrections. Visit the Closed Payroll Reports page from the Reports section and look for the open icon in the far right column. Note that payroll reports can only be opened sequentially backward to avoid overtime calculation errors, […]
Correcting an Incorrect Time Zone
New users are created with the time zone of their supervisor unless specifically set to different values. When time zones are incorrect, they can be changed only when the hourly timesheet is empty. If there is any unarchived or unpaid time on the hourly timesheet, managers will not able able […]
Time Not Included In Payroll Report
Occasionally, users will encounter an issue with timestamps at the beginning of a payroll period that are not included in a payroll report even though the dates are set correctly. There are two possible causes for this issue: Work Day Start Time The administrator has modified the employee’s workday start […]
Publishing and Unpublishing Schedules
Schedules can be published or unpublished to control whether users are allowed to see them. Each individual schedule entry is initially only visible to managers until it is published. Unpublished schedule entries appear on screen with a red background while published entries appear with a green background. You can publish […]
Schedule Sharing Permissions
By default, a user’s supervisor—as well as any administrators on the account—can view their schedule. Additional permissions for sharing schedules among users must be manually adjusted in the user’s settings. To access these settings: A user’s schedule can be shared with three overall groups: higher level users (superiors), peer level […]
Accessing Referred Client Accounts
If your client has not yet created an account with Timesheets.com we recommend you use the referral form first. This will email your client instructions on creating their account and will automatically affiliate their account with your ProPartner account. See this article for instructions. Before you can access the Timesheets.com […]
Finding and Using the Tracking Code
If you wish to track click-through referrals from your web site or email to Timesheets.com, you can do so by using a link with your personalized tracking code. To get your tracking code, log into your ProPartner account and click Tracking Code in the left menu. You will see your […]
Referring Clients
Once you have your ProPartner account set up, the next step is getting your clients started with Timesheets. To make this easy we’ve set up a referral form that will send an email to your client on how they can set up their account. When your client uses this referral […]
Understanding the Partner Dashboard
The Dashboard is your home page in your ProPartner account. It contains detailed information about the statuses of the businesses that you have referred to Timesheets.com. To view the dashboard, log into your ProPartner account. Once on the dashboard, click on the appropriate tab to view information about each of […]
5. Customizable Hourly Timesheet Report
Hourly time reports can be run for a custom selection of users, with a variety of customizable parameters, over any date range up to 366 days. Note: This report uses unprocessed hourly time data (i.e., before any overtime or deduction calculations have been made). See below for instructions on running […]
4. Closed Payroll Period Report
This section includes information found on both the preview/preliminary payroll report as well as the closed report. Payroll reports calculate data from users’ hourly timesheets. The reports can be viewed, emailed, or downloaded from report number 4, the Closed Payroll Period Reports page. Please refer to our Closing a Payroll […]
10. Customizable Project Timesheet Report
Reports on project time can be run for a custom selection of users, with a variety of customizable parameters, over any date range up to 366 days. To use this form:
11. Customizable Expense Report
HR Files
The Files tab of an employee’s HR Docs page provides a place where administrators and select supervisors may upload relevant employee documents for easy access. Employees do not have access to these files. Examples of such documents might include an employee handbook, hire paperwork, employment contract, etc. To use this […]
HR Notes
The Notes tab of the HR Docs page provides administrators and select supervisors with a place where notes can be made and stored for each employee. This section is not visible to the employee and might be used for occasional performance-related notes or to record when a piece of equipment […]
Performance Documents
The Performance Documents tab of an employee’s HR Docs page offers a simple, uniform way to keep track of an employee’s performance with a number of useful, preformatted documents. Note: Only administrators and select supervisors have access to these documents which can be printed in PDF format. To create a […]
Supervisor Settings Permissions Page
To access permissions settings for supervisors and administrators: Secondary Admin Settings and Permissions The one setting for secondary admins on this page (i.e. not applicable to the primary admin) allows an admin level user to edit data and settings for other admins. Supervisor Settings & Permissions Supervisors have more than […]