Overview
Making time entries using List View is very easy and intuitive. The main advantage of adding time in List View mode is that individual days are divided into individual tabs.
Unfortunately, the List View mode does not support adding/modifying allowances at the moment. However, we are actively working on adding this functionality and expect to release it in the near future. In the meantime, if you need to add/modify allowances, we recommend switching to Timesheet mode. This mode currently supports allowance management and will allow you to easily add and manage any allowances you need.
Completing time entry
Make sure to fill in all required fields marked with a red asterisk *
- On the left menu bar, choose: Time & Allowance → Time & Allowance Entry
- Switch to the List View mode
- Choose a working week
- Choose a date and fill duration
- Fill in the rest of the fields based on your organization's Time Configuration
- Click the Save button
Once the time entry has been saved, it will appear under the tab of the corresponding day.
Submitting timesheet
After finishing time entries for the whole week, do not forget to Submit the timesheet.
Start/End on period entry feature
If there is enabled the Start/End on period entry feature in your organization's Time Configuration, a pop-up box will appear when you click the field.
- Enter the Start, End and Break times
- The system will populate the duration field automatically
When confirming a value use either 'Ok' button or Enter key
Other fields
If there are enabled other specific fields in your organization's Time Configuration you may also need to fill them in correctly.
- Memo (description) - this field is used for entering a description for the time entered
- Pay Item
- Tags - these are account specific and customizable
- Customer/Project/Task/Case
- Service Item
- Is Billable - This checkbox determines whether the the time entered can be billed. For using it Service Item & Customer/Project/Task/Case fields must be populated.
Customer/Project/Task filtering options
There are following options how to search/filter within the Customer / Project / Task / Case field.
-
type prefix
cus: , pro: , task: or case: to filter only records related to specific customers, projects, tasks or cases -
insert double quotes " "
around a phrase or keyword to get the exact match -
combine both above
cus: "Customer name" or task: "Task name"
Modifying Time Entries
Users are able to modify any Timesheet, even if it has already been submitted. However, Timesheets that have already been approved or declined cannot be modified.
Zone Employee Portal automatically saves changes after each modification is made.
If the Award Time is in use it is necessary to untick the Interpreted Time checkbox prior making any changes.
The following actions can be performed when editing:
- modifying values
- adding new values / rows
- Individually deleting values / rows
- bulk deleting all values
Time Summary
From the Home Dashboard, users can view their Time Summary.
-
Open Time - Time that has been entered but not Submitted for approval
If user clicks this item it will redirect him to Timesheet screen where he can can complete and Submit the Timesheet -
Pending Time - Time submitted for approval, but not yet approved
If user clicks this item it will redirect him to the screen with the List of pending Timesheets for approval
