Timesheets the Way You Want Them
Table of Contents
Timesheets are not a “one size fits all” business system. Different companies track different types of information and each company wants a timesheet that can adapt to its business needs. This is why ClickTime can be configured just the way you want it. Our customization options include:
- Separate Client and Project Options – Allow people to select from a list of clients before specifying the job/project. This is especially helpful for people with long customer and project lists. If you want fewer options to enter on your timesheet, we can combine these two values into one column.
- Tasks – Track the type of work someone does. You may refer to this as the activity, service item or function. If you don’t care about these details, they can be removed from your timesheet.*
- Custom Terminology – Do you call the entity to whom you provide services a “client”, “customer”, “cost center” or something else? Use whatever term fits your business best. You can also customize projects (job, matter, milestone, case, etc.) and tasks with your industry’s proper terms.
- Custom Fields – Track anything you want on your timesheet. Add extra fields with formatting options that work best for you. These include providing a list of pre-defined values for the employee to pick from, a yes/no checkbox or an extra field for the employee to enter anything you need (location, case number, etc.).
- Abbreviations, Numbers or Full Names* – Define how each client, project and task appear to your employees. You can show the entire project name, add the project number or use a client abbreviation or code name.
- Resize the Width of Timesheet Columns – Employees have monitors of varying sizes. Each person can customize how wide each column is for selecting the client, project and task.
- Phases and Sub-Phases* – You can break down some or all of your projects into smaller entities like phases and sub-phases.
- Stopwatch – Each employee can choose whether to use a stopwatch to record their time as they do the work. Alternatively, the administrator can require specific employees to use the stopwatch to mimic a punch-clock system.
- Start and End Times – You can require specific employees to enter the start and end times for each timesheet entry. Employees who are not required to enter the start/end time may choose to enter their time this way to help them identify any missing gaps in their day.
- Notes and Comments – Each time entry on the timesheet can have additional comments or notes added. You can also require specific employees to enter notes with each timesheet entry.
- Weekends – Each person can choose whether to show or hide weekends from a timesheet. This makes filling out the timesheet faster and more accurate.
- Zero-Hour Time Entries* – Do you need your employees to add notes to a project on their timesheet even when they don’t work on the project? Enabling “zero-hour time entries” adds this ability to your company’s timesheets.
There are many ways to customize your company’s ClickTime timesheet entry screens. Most of these options are configurable in your Company Preferences, including custom terminology, and job and task list controls. There are also several advanced customization options (identified above with a *) that your account representative or our support department can configure for you at your request.
If you’d like help customizing your ClickTime account for your business, please let us know.