The Project, Task, and Leave Type Settings options on the Company --> Preferences page allow you to manage the options your employees have when entering time and expenses.
Leave Type Controls are available to all accounts, but access to the Project and Task Settings require a Corporate or Enterprise account.
You can use the following links to go to the appropriate sections of this page.
Project List Settings
Task List Settings
Leave Type List Settings
The Project List Settings section of the page gives you control over the Projects your staff can log time to.
We recommend un-checking the include "non-allocated" option in project list - for web time entry option. This setting is typically only used to allow new accounts to start tracking time without setting up Clients/Projects. Once you have started adding Clients/Projects to your account you will likely want to make sure time is only logged to your Clients and Projects:
The Project List Controls options allow you to let your staff choose the Projects they'd like to track time to, or allow the local ClickTime Administrators/Managers with appropriate permissions set this up for them.
If the Controls are set to "None", each employee can manage the Projects they want to log time to from their My Projects page:
If the Controls are set to "Moderate", then you can determine which Projects your team can access on the Division level.
If the Controls are set to "Maximum", then you can determine which Projects your staff can access on a Person-by-Person level.
For more information on Project List Controls, please see the Project Availability Overview, which is available here.
The Task List Controls option allows you to set your account up so that employees can either choose which Tasks they will use to log time, or to restrict those Tasks to the Client/Project they have chosen:
If the Controls are set to "None", each employee can manage the Tasks they want to log time to from their My Tasks page:
If the Controls are set to "Client/Project" then you can determine which Tasks your staff can access on the Project level.
For more information on Task List Controls, please see the Task Availability Overview, which is available here.
The Leave Type List Controls allow you to determine which Leave Types your employees can log time to:
If the Controls are set to "None", then every employee can access any "active" Leave Types from the "Time Off" section of their time entry pages.
If the Controls are set to "Employment Type", then you can manage which Employment Types have access to specific Leave Types from the Leave Types List View page. The Leave Types List View page can be accessed from the top of the Company --> Preferences page:
Click the "edit" pencil icon for a Leave Type,
and then go to the Leave Type Availability tab. Click the "Edit Section" option and then check the boxes for the Employment Types that should have access to this Leave Type. Click "Update" to save your changes:
Please note that if you are using the ClickTime Connector for QuickBooks for Payroll purposes, you will need to make sure that Leave Type List Controls are set to "Employment Type", otherwise time off they log will not synchronize with QuickBooks.
Employment Types can be added/edited from the Company --> People --> Employment Types page, as seen here:
For assistance modifying Leave Type Availability on the Employment Type Details page, please see this section of the Employment Types guide.
For more information on Time Off in general, please see these help articles.
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