The Timesheet and Expense Information section of the Company --> Preferences page allows you to modify universal settings for your team. This article will cover the different options and how they affect your account.
This is the second section of the Company --> Preferences page:
The time increment option determines how time entries will be rounded (up or down) when entered into the timesheets. ClickTime supports 1/10 of an hour, 1/4 of an hour, 1/2 of an hour, and full hour increments:
We round time entries for reporting purposes and clarity. ClickTime was not designed to support a method to track the specific number of minutes spent or any time increments less than 1/10 of an hour.
The Company Lock Date below can be used to prevent time entries from being added or edited prior to this date. This is a great method to lock-down your time entries every month/quarter/year to make sure that the time entries in the system do not change from time-to-time.
The enable DCAA Compliance option is for organizations that are required to be in Compliance with DCAA regulations (this is primarily for government organizations or contractors that work with the US government). More information on DCAA Compliance can be found here. Using the DCAA Compliance rules does require the additional Audit Trail Module (more information here).
DCAA Compliant organizations can decide if they want to let their staff enter worked time in the future or not using the optional check-box. If people try to enter worked time in the future, they will be forced to enter a comment to explain why they are doing so (the same rule exists when entering/changing time entries in the past).
Below are a few options that are only available to organizations using our option Expenses Module (more information here). First, you can determine whether miles should be tracked by miles or kilometers. You can also set up which of your local Administrators are notified when an Expense Sheet is approved for Payment.
Enterprise Accounts also have access to the additional Project Approvals function, which can be enabled here. Currently we are not able to support Project Approvals for DCAA Compliant organizations but may make that available in the future.
More information on Project Approvals can be found here.
The Timesheet Model is the method you use to determine how ClickTime should create timesheets. While time entries can be logged to any day, your model will determine which timesheet each time entry is a part of. ClickTime then aggregates all hours worked in a timesheet. Specific Timesheets can be submitted for approval, reviewed, and approved or rejected as needed.
ClickTime supports the following timesheet models.
- Weekly - this is the most common timesheet, which is a calendar week
- Biweekly - this model will consider two calendar weeks as a single timesheet
- Semi-monthly - this model splits the month in half, so the first timesheet is the 1st to the 15th of the month, and the second timesheet is the 16th through the last day of the month
- Monthly - this model will consider the entire calendar month as a single timesheet
- Custom - this model allows you to specify a certain number of days for each timesheet
You can also indicate what day of the week your timesheet starts:
If you change your timesheet, you will then be asked to indicate what day the next timesheet should start on:
VERY IMPORTANT: ClickTime does not typically recommend changing your timesheet model unless absolutely needed. While ClickTime will never delete time entries that are entered, the history of the timesheets will be deleted if you change you timesheet model. This history of the timesheet includes data around the submission and approval of the timesheet. Specifically:
- When the timesheet was submitted
- When the timesheet was approved (or rejected) and by whom
- The current status of the timesheet (Open, Waiting for Approval, Rejected, and Locked/Approved)
If you change the timesheet model, any approved/rejected/waiting timesheets will revert to an "Open" state and details regarding submission/approval of the timesheet will no longer be available. We strongly recommend backing this data up if you have to change your timesheet model since all timesheets in the system will become "Open" after doing so. Changing the model cannot be undone.
ClickTime will post the following warning if anything about the timesheet model is changed - you can still navigate away from the page prior to saving and no updates will be made:
After removing timesheet approval history, ClickTime will re-create the 4 most recent timesheets. If you go to the Company --> Timesheets page you will only see the 4 last timesheets when setting the filters to find all.
Changing your Timesheet Model may also affect how data is displayed when using the "People: Vertical Timesheet" report. If you are not seeing data in the report for a time period that has been worked, please try viewing the timesheet using the Week View page, or running the "People: Horizontal Timesheet" report, and then re-running the Vertical Timesheet report.
Please feel free to contact ClickTime Support if you have any questions at all about changing the model. Changing the model cannot be undone, so we want to make sure you are fully aware of everything that will happen when you do so.