
Time and Attendance














































1. What's your attendance product for?
1st FREE Time & Attendance tracks employee work hours in real-time, including when they start, go on break, or finish for the day.
It's like timesheets, but with no clumsy forms or reports to fill in. There's nothing to print, no cards to swipe, and no expensive hardware. It even works great for remote teams.
Updated: Sat, Aug 6, 2022. Keywords: purpose, reason. Headings: `Why would I use your attendance product?`2. What're the features in your attendance product?
1st FREE Time & Attendance tracks hours worked, tracks holidays, tracks overtime and night work, then sub-totals all hours worked for each pay period.
Updated: Sat, Aug 6, 2022. Keywords: benefits. Headings: `What does your attendance product do?`, `What's the purpose of your attendance product?`3. What're the steps to setup attendance?
To setup attendance:
- Invite each employee (with their work email):
Go to: Menu > People > Invite person
- Teach them to start their work-time:
Click: Work-time menu > Start
That's it, just give it a few days for your reports to start looking interesting.
Updated: Sat, Jul 25, 2020. Keywords: configure. Headings: `What's the minimum setup to try your attendance product?`, `How do I get started with timesheets?`Can all my people see each others attendance hours?
No. Only admins and project leaders can see others' attendance hours.
All sensitive info is restricted by permissions.
- Only "Org admins" can see details about other people:
Go to: You > Settings > Permissions > Org admin p...
- Only "Payroll admins" how much people are paid:
Go to: You > Settings > Permissions > Payroll adm...
All your people can log in to see their own info, including hours worked, paid paystubs, etc.
Updated: Tue, Jul 20, 2021. Keywords: private, observe, coworker. Headings: `Who can see my work hours?`, `Who's got access to the times that I do work?`Can I track time spent on different tasks or projects?
To track time spent on different tasks or projects:
- Make a new project (if you haven't already):
Go to: Menu > Projects > New project
- Add yourself as a "Worker":
Go to: Person > Projects > Add worker ...
- Click: Work-time menu > Switch projects
- Select the project you want to clock-in time for.
Switch projects as often as you like. 1st FREE Time & Attendance keeps track of each switch.
Updated: Sat, Aug 6, 2022. Keywords: individual. Headings: `How do I save the work duration of time on each project?`, `What do I do to report time for a different project?`Does attendance work for people in a foreign country?
1st FREE Time & Attendance works with people from any single country. It also works if your org has people working from multiple foreign countries.
If they're in a country (tax jurisdiction) that we've already done the taxes for, you may decide to do their payroll here as well. To see the countries (tax jurisdictions) that we maintain:
- Go to: Pay batch > Settings > Pay batch s... > Tax jurisdi...
If they're working from elsewhere, set them up as a contractor. To set up your people like contractors with no holiday pay, and no other extras, we recommend that you:
-
Put them in a UK pay batch (this is a workaround ... you're turning off all UK settings):
Pay batch > Settings > Pay batch s... > Tax jurisdi...
-
Turn off overtime at:
Pay batch > More > Advanced > Overtime ca...
-
Set Pay batch Advanced settings to zero at:
Pay batch > More > Advanced
-
Set holidays to "None selected" at:
Pay batch > Time off > Paid holidays > Paid holidays
How can I compare the weekly work hours done between people?
To compare the weekly work hours done between two or more people:
- For the first of the people:
Go to: Person > Attendance > Hours ... w...
- Click show settings (at the bottom).
- See the list of people (left side).
- Ctrl+Click each person you'd like to compare.
- Each person shows with a different colored line.
How can I see the timesheets and paystubs of a deleted person?
To see the timesheets and paystubs of a deleted person, First open the deleted person:
- Go to: Menu > Menu > Deleted > People
Once open:
- To see their timesheet:
Go to: Timesheet
- To see their paystub:
Go to: Paystub
Updated: Sat, Jul 25, 2020. Keywords: removed, trash, gone. Headings: `How do I open a paystub after I've deleted a person?`Note: Only org admins can set these features. To see if you're an "Org admin":
- Go to: You > Settings > Permissions > Org admin p...
How can non-admins adjust their own timesheet times?
1:57
"How can non-admins adjust their own timesheet times?"
There's two ways to set timesheet done times:
- The first is "clock-ins". This is where people do starts and stops throughout their working day. These record their exact start or stop times to the second.
- The other is "manual adjustments", set directly on the timesheet, usually by admins or managers. These are highlighted in a red warning color, and only record their start or stop times to the nearest minute.
To reduce false hours and timesheet fraud, 1st Money defaults to only allowing admins and managers to do "manual adjustments".
Some orgs, however, prefer that every person can manually adjust their own timesheet times directly.
To allow everyone to manually adjust their own timesheet times:
- Go to: Attendance > Attendance settings
- Then turn off: Limit timesheet edits
- Then click: Save
Because it's now set to "Off":
- Each person is free to manually adjust their own done time for up to 5 days after that day.
- They can do this themself. They don't need to go to an admin or manager.
- "Manual adjustments" are still highlighted in a red warning color.
To see if a timesheet time's been set by "manual adjustment":
- Go to the timesheet.
- Look for this red warning color indicating a "manual adjustment".
- If you spot one, click More > History to see further details.
Also note. The time planned feature remains unaffected. Only admins or managers can ever change time planned, and only by "manual adjustment" on the timesheet.
And that's it! That's how to allow non-admins to adjust their own timesheets!
How do I adjust the time slider steps?
1:10
"How do I adjust the time slider steps?"
The time slider step amount allows you to control how much, in minutes, the timesheet sliders move by.
To adjust this:
- Go to: Menu > Org > Attendance > Attendance settings
- In this example, we'll set it to "15 minute steps".
Now, to see this change:
- Let's go to today's timesheet by clicking over to Work-time menu > Timesheet
- Click a timesheet row, and then drag the slider.
- You'll now see that the slider moves only in 15 minute steps.
Keep in mind that this only affects times set by manually dragging the slider. Starts and stops set from the work-time menu, like this, are still always saved to the second.
Pro tip. If you're on a laptop, once you've selected the slider with your mouse, you can use the keyboard to move the sliders. Try pressing the arrow keys to move sliders forward and backward more easily.
And that's it! That's how to adjust the time slider steps!
How do I dismiss an absence?
1:07
"How do I dismiss an absence?"
Dismissing an absence means the manager's been given an acceptable reason for the absence, and has decided it can be dismissed.
Once dismissed, an absence will be greyed out and not count towards the person's total absences.
To see the "dismiss options":
- Go to a timesheet of a person who's been late for a planned time.
- Then click "See dismiss options" to jump down to the bottom of that day's timesheet.
Keep in mind that dismissing absences is "all or nothing". There's no option to dismiss only some of the absences that happened that day.
Here we'll dismiss an "8 hrs" no-show by:
- Turning on "Dismiss day's absences".
- Next, choose from the list of absence reasons. We'll choose "Medical certificate".
- Your chosen reason automatically appears in the "Dismiss reason" box. Feel free to change it.
- Let's add the words "...from Dr Jones".
- Then click: Save
And that's it! That's how to dismiss an absence!
How do I get the total project hours between specific dates?
To calculate total hours between specific date started and ended, first go to:
- Project:
Go to: Project > Attendance > Hours ... d...
- Or, person:
Go to: Person > Attendance > Hours ... d...
Next:
- Click show settings (at the bottom).
- Click grid:
- Set the date filters.
- Scroll down to see averages and totals (at the bottom).
If you're looking for specific dates:
- Click: "Prev..."
- Scroll down and click: "From & to"
How do I set my timesheet when I work past midnight?
1:56
"How do I set my timesheet when I work past midnight?"
The timesheets fully support working both before midnight, and also after midnight.
To open your timesheet, first click: Menu, then: My timesheet
Now let's see what happens when we work earlier than midnight:
- First, click: Add time
- Then drag the start slider to the very left most edge:
- Here we can see that the start time shows as minus 10 pm.
- The minus symbol means the day before, so this means 10 pm on the day before.
- Now let's drag the end slider to 2 am.
- We now have a four hour shift that started on the previous evening and goes through to 2 am of the current day.
- Now click: Save
Next, let's look at what happens when we work past midnight:
- Click the plus button to add another done time.
- Then drag the start slider all the way across to 11 pm.
- Next, drag the end slider past midnight and across to 3 am.
- Here we can see that the end time shows as plus 3 am.
- The plus symbol means the day after, so this means 3 am on the day after.
After clicking Save, and the reload button at the top, you'll see this example now has a total of 8 hours. The time is split, with some time before midnight, and some time after midnight.
Even though the times are before or after midnight, they still belong to this day's timesheet. This means they'll both be paid as part of the paystub this timesheet belongs to.
Everything in this video also equally applies to setting planned times as well. The only difference is you drag the yellow slider instead.
And that's it! That's how to set your timesheet when you work past midnight!
How do I understand the attendance averages?
1:46
"How do I understand the attendance averages?"
The attendance averages provides a set of easy to understand metrics. This allows you to compare attendance patterns between employees.
To open the attendance averages:
- First, click: Menu > People and choose a person. In this example, we'll choose "Bruce".
- Once it's open, click through to: HR > Assessment
- Then scroll down to the "Attendance" heading.
- Here you'll see the attendance averages.
The first is "Average hours":
- This shows an estimate of the average hours of "Done time" worked each week.
- This is based on attendance over the last two months.
- To get an exact figure, click the button.
- You'll see a panel slide out from the right, showing two months worth of weekly "Done time" totals.
- At the bottom you'll see the exact overall weekly average.
The second is "Average continuous done time hours":
- This shows the average "Done time" worked in a single sitting.
- This is also based on attendance over the last two months.
- A bigger number here means that the person works continuously for a longer period, before taking a break.
The third is the "There" percentage:
- This shows the percentage of this person's planned hours, over the last 2 months, where the "Done time" overlapped the "Planned time".
- In other words, what percent of the time were they there when you planned for them to be there.
- If there were no planned hours, this will be 0%.
- This is also based on attendance over the last two months.
- This only shows if you have planned times turned on.
- To learn how to turn on planned times, watch our video on . Turning on planned times
And that's it! That's the attendance averages!
How do I use planned times?
1:02
"How do I turn on the planned times feature?"
To turn on planned times:
- Click over to: Menu > Orgs
- Then choose your org.
- Then go to: Attendance > Attendance settings and turn on: Show planned times
- Then click: Save
Now that it's turned on, here's how to set planned times:
- First go to a person.
- Then go to their timesheet for tomorrow.
- Then beside the "Planned time" heading, click the add button.
- Now set a planned time and click: Save
And that's it! That's all you need to do to add a planned time!
How do I use the absences 30 days report?
2:52
"How do I use the absences 30 days report?"
The absences 30 days report shows you a color-coded overview of every absence for the selected employee, project, or even your whole org. It's useful for spotting patterns in absences.
This report is available to:
- Anyone with org admin permissions.
- And also to project owners and observers.
When you go to a project and look on the Attendance menu, it may not show the absences 30 days report. If not, it means your org hasn't turned on the planned times feature yet. To learn how to turn on planned times, watch our video on . Turning on planned times
If a person or project has no planned times entered then this report will be empty.
To open the absences 30 days report:
- Click your way to: Menu > Projects
- And then choose your project.
Then click over to: Attendance > Absences ... 30 days
Once it opens, you'll see a list of every absence of every person in this project, over the last 30 days.
If you wanted to just see all the absences of a single person:
- Click their name.
- And a panel slides out on the right, showing absences for only that person.
You'll see three kinds of absence in this report:
- Late starts in green: where a person started later than their planned start time.
- Early finishes in blue: where a person finished earlier than their planned finish time.
- No-shows in pink: where a person simply didn't show up at all.
If, for example, you wanted to only see "no-shows":
- Click: Show settings > Filter > No-shows only
If you want to compare the absences of two people:
- Click: Show settings > Show people
- In this example, we'll control click just "Ahmed" and "Pam".
You'll now only see no-show absences for Ahmed and Pam.
Now, switching back to "All people" and "All absences".
At the bottom of the grid, we can see the totals for each day, including with and without dismissals.
Any dismissed absences show in lighter grey, and crossed out.
When you mouse over each dismissed absence, you'll see the explanation added by the manager who approved the absence dismissal.
To get to the "dismiss options":
- Just click any cell.
- And it'll open that person's timesheet for that day. To learn how to dismiss absences, watch our video on . Dismissing absences
And that's it! That's how to use the absences 30 days report!
How do I use the absences list report?
2:51
"How do I use the absences list report?"
The absences list report shows you a list of every absence for the selected employee, project, or even your whole org.
This report is available to:
- Anyone with org admin permissions.
- And also to project owners and observers.
When you go to a project and look on the Attendance menu, it may not show the absences list report. If not, it means your org hasn't turned on the planned times feature yet. To learn how to turn on planned times, watch our video on . Turning on planned times
If a person or project has no planned times entered then this report will be empty.
To open the absences list report:
- Click your way to: Menu > Projects
- Then choose your project.
- Then click your way to: Attendance > Absences ... list
Once it opens, you'll see a list of every absence of every person in this project, over the last 30 days.
If you wanted to just see all the absences of a single person:
- Click their name.
- And a panel slides out on the right, showing absences for only that person.
You'll see three kinds of absence in this report:
- Late starts: where a person started later than their planned start time.
- Early finishes: where a person finished earlier than their planned finish time.
- No-shows: where a person simply didn't show up at all.
If, for example, you wanted to only see "no-shows":
- Click: Show settings > Filter > No-shows only
If you want to see just the last 7 days of absences:
- Click: Show settings > Dates > Previous 7 days
If you want to compare the absences of two people:
- Click: Show settings > Show people
- In this example, we'll Ctrl+Click just "Ahmed" and "Pam".
You'll now only see no-show absences for Ahmed and Pam over the last 7 days.
At the bottom, we can see:
- That the total of all absences came to 15 hours.
- We can also see that after removing dismissed absences, there's only 11 hours of absences.
- That's because this absence was dismissed, so it now shows in grey, and doesn't count towards the total.
When you mouse over each dismissed row, you'll see the explanation added by the manager who approved the absence dismissal.
You can get to the "dismiss options" by just clicking on any row. To learn how to dismiss absences, watch our video on . Dismissing absences
And that's it! That's how to use the absences list report!
How do I use the daily and weekly hours reports?
3:31
"How do I use the daily and weekly hours reports?"
The hours reports shows you the actual timesheet done time of people.
This report is available to:
- Anyone with org admin permissions.
- And also to project owners and observers.
To open the hours reports:
- Click your way to: Menu > Projects
- Then choose your project.
- Then click through to: Attendance > Hours ... daily
Once it opens, you'll see two green lines representing the done time of everyone in this project, over the last 90 days.
- The upper green line is the accumulated done time over the time period, which in this case is 90 days.
- The lower green lines are the actual daily done times.
To see the individual done time of each person in the project:
- Click: Show settings > Line type > Show each person
When you hover your mouse over each line, you'll see additional details. Like who this line's for, and how much done time this person has worked.
If you want to see just the last 30 days of there's:
- Click: Show settings > Dates > From > Previous 30 days
If you want to compare the done time of just two people:
- Click: Show settings > Side settings ... show
- Then find the People list.
- In this example, we'll Ctrl+Click just "Ahmed" and "Pam".
You'll now just see the lines for Ahmed and Pam. Here you can see that the Purple line for Pam shows that she's worked about half the hours of Ahmed in green.
When you click any point on a line, a panel slides out on the right, showing that day's timesheet for that person. This gives you more information about their done time, like what time they started or finished for the day.
When you go to the hours reports, it may not show the yellow planned times lines. If not, it means your org hasn't turned on the planned times feature yet. To learn how to turn on planned times, watch our video on . Turning on planned times
Now:
- Switching back to all people...
- Closing the side settings...
- And combining back into one line.
Now that planned times is turned on, we can now see the difference between the yellow planned time and the green done time.
Also, to see how far into the future that planned times have been entered:
- Click: Show settings > Dates > To > Next 30 days
Here we can see:
- That an additional two weeks of planned times have been entered for the coming week's shifts.
- We can also see that the total planned target is 20 hours per day.
Now, switching back to "Today".
To see the difference between planned time and done time in a number format:
- Click: Show settings > Show grid
- Now you'll see a clear day-by-day breakdown of which days, in red, were under the planned hours, and by how much.
- At the top, you'll also see the average and total planned versus done time for all the people, over the entire date range selected.
Also keep in mind that:
- When you click the Attendance menu, you'll also find a weekly version of this report.
- In addition, when you go to a specific person, like Bruce, you can also see these reports, also under the Attendance menu.
- These reports are similar, except they just show hours for a single person.
And that's it! That's how to use the daily and weekly hours reports!
How do I use the feeling report?
2:44
"How do I use the feeling report?"
The feeling report shows you how your people are feeling at the end of their working day.
This report is available to:
- Anyone with org admin permissions.
- And also to project owners and observers.
To open the feeling report:
- Click your way to: Menu > Projects
- And then choose your project.
- Then click over to: Attendance > Feeling
Once it opens, you'll see lines representing the feelings of everyone in this project, over the last 90 days.
When you hover your mouse over each line, you'll see additional details, like who that line's for, and how they're feeling, as a percent.
If you want to see just the last 7 days of feelings:
- Click: Show settings > Dates > From > Previous 7 days
Now, switching back to 90 days.
If you want to compare the feelings of just two people:
- Click: Show settings > Side settings ... show
- Then find the People list. In this example, we'll Ctrl+Click just "Ahmed" and "Pam".
- You'll now just see two lines for Ahmed and Pam.
When you click any point on a line, a panel slides out on the right, showing that day's timesheet for that person. This gives you much more information about their working day.
If you ever needed a single line averaging everyone's feelings in the whole project, here's how to get it:
- Click back to All people.
- Then click: Show settings > Line type > Combine into 1 line
But for now we'll switch it back to Show each person, as this is what you'll mostly want.
Finally, if you want to see all the feelings in a number format:
- Click: Show settings > Show grid
If any person doesn't have a feeling reported for the end of each day, just remind them to choose a feeling when they click Finish, like this.
They can choose from one of the feelings listed here.
- Remind them that they can be honest in saying how they feel.
- The feeling they choose also shows up in the daily timesheets email, and near the bottom of each timesheet.
And that's it! That's how to use the feeling report!
How do I use the there report?
2:44
"How do I use the there report?"
The there report shows you the percentage difference between planned time planned and done time.
This report is available to:
- Anyone with org admin permissions.
- And also to project owners and observers.
When you go to a project and look on the Attendance menu, you may not see the There report listed. If not:
- It means your org hasn't turned on the planned times feature yet.
- To learn how to turn on planned times, watch our video on . Turning on planned times
If a person or project has no planned times entered then this report will be empty.
To open the there report:
- Click your way to: Menu > Projects
- Then choose your project.
- Then click over to: Attendance > There
Once it opens, you'll see lines representing the "there" time of everyone in this project, over the last 90 days.
When you hover your mouse over each line, you'll see additional details. Like who that line's for, and how high their "there" time is, as a percent.
If you want to see just the last 30 days of there's:
- Click: Show settings > Dates > From > Previous 7 days
Now, switching back to 90 days.
If you want to compare the "there's" of just two people:
- Click: Show settings > Side settings ... show
- Then find the People list. In this example, we'll Ctrl+Click just "Ahmed" and "Pam".
- You'll now just see two lines for Ahmed and Pam.
- Here you can see that the Purple line for Pam shows that she's much less reliable in her attendance than Ahmed in green.
When you click any point on a line, a panel slides out on the right, showing that day's timesheet for that person. This gives you more information about their absence, like whether the absence was dismissed or not.
Now, switching back to all people and closing the side settings.
If you ever needed a single line averaging everyone's "there's" in the whole project, here's how to get it:
- Click: Show settings > Line type > Combine into 1 line
But for now we'll switch it back to Show each person, as this is what you'll mostly want.
Finally, if you want to see all the "there's" in a number format:
- Click: Show settings > Show grid
At the top, you'll also see a single average "there" percentage for all the people, over the entire date range selected.
And that's it! That's how to use the there report!
How do I use the timelines daily report?
2:29
"How do I use the timelines daily report?"
The timelines daily report shows you a one page view of all your project's timesheets for a single working day.
This report is available to:
- Anyone with org admin permissions.
- And also to project owners and observers.
To open the timelines daily report:
- Click your way to: Menu > Projects
- Then choose your project.
- Then click through to: Attendance > Timelines ... daily
Once it opens, you'll see a list of timesheets for people who worked in this project for today.
This red line shows the time right now. In other words, you can see the real-time status of all the people in your project, all on one page.
- To go to a specific date, you can choose a day on the calendar here.
- To go back a day, you can click here, here, or here.
You can see their:
- Total hours done.
- Their feeling at the end of the day.
- And notes that they've written throughout their day.
You can add notes to your own timesheet by:
- Clicking through to: Work-time menu > Add timesheet note
- Now type your note, and click: Add note
- The time of day is added automatically to the front of your note.
The green line represents time done, and the yellow line is time planned. This means that Bruce finished a little later than his time planned.
To see their full timesheet, just click the blue link and it'll open on the right.
In this example, we'll change one of Bruce's timesheet times:
- Let's click a row.
- Then move his work ended time back to 5:00 pm.
- Just select a green circle and then press the arrow keys on your keyboard.
- Once the time's right, click: Save
- You'll see the timelines report automatically update.
When you scroll to the bottom of the page you'll see a useful summary of all hours worked for that day in the project.
If you want to compare the timelines of just two people:
- Click: Show settings > Show people
- In this example, we'll Ctrl+Click just "Ahmed" and "Pam".
- You'll now just see two timesheets for Ahmed and Pam, and the summary at the bottom is now only showing two people also.
- To get back to everyone, just click: All
And that's it! That's how to use the timelines daily report!
How do I use the timelines weekly report?
2:21
"How do I use the timelines weekly report?"
The timelines weekly report shows you a one page view of one person's timesheets for a single week.
This report's available to:
- Each person to see their own weekly timelines.
- And also to anyone with org admin permissions.
To open the timelines weekly report:
- Click: Menu > People
- Then choose a person.
- Then go to: Attendance > Timelines ... weekly
This red line shows the time right now, or in other words, using this report you can see the real-time status of the chosen person.
You can also get to it from the calendar by clicking any week number here.
- To go to a specific week, you can choose a day on the calendar here.
- To go back a week, you can click here, here, or here.
Once it's open, you'll see a list of a single person's timesheets for the chosen week.
You can see each day's:
- Total hours done.
- Their feeling at the end of that day.
- And notes that they've written throughout their day.
You can add notes to your own timesheet by:
- Clicking through to: Work-time menu > Add timesheet note
- Now type your note, and click: Add note
- The time of day is added automatically to the front of your note.
The green line represents time done, and the yellow line is time planned. This means that Bruce finished a little later than his time planned.
To see their full timesheet, just click the blue link and it'll open on the right.
In this example, we'll change one of Bruce's timesheet times:
- Let's click a row.
- Then move his work ended time back to 5:00 pm.
- Just select a green circle and then press the arrow keys on your keyboard.
- Once the time's right, click: Save
- You'll see the timelines report automatically update.
When you scroll to the bottom of the page you'll see a useful summary of all hours worked by the chosen person for the week.
This includes:
- The person's average daily start and average finish time for that week.
- It also includes their average continuous done time, or how long they continuously work before going on a break.
And that's it! That's how to use the timelines weekly report!
How do see all the hours worked in a week or month for a project?
To create a report of all the hours worked in a week or month:
- To add people to a project as a worker:
Go to: Project > People > Add workers
- Teach them to start their work-time:
Click: Work-time menu > Start
- Or, to set the project on previous timesheets:
Go to: Timesheet
- Once the project's been set, open the report:
Go to: Project > Attendance > Hours ... d...
- Click show settings (at the bottom).
- Click grid:
- Set the dates.
- Click download:
How many people can use attendance?
There's no maximum or minimum number of people required for 1st FREE Time & Attendance to work. This works fine with just one person ... and works fine with 10,000+ people.
To invite more people to your org:
- Go to: Menu > People > Invite person
Invite as many people as you like. It's always FREE!
Updated: Sat, Aug 6, 2022. Keywords: much, many, least, most. Headings: `How many people can I invite?`, `Is there a limit to the free offer?`, `What's the most people I can give log ins?`How much does your attendance product cost?
1st FREE Time & Attendance is 100% FREE, with no strings attached.
You get unlimited people, unlimited clock-ins, and unlimited projects, with nothing to pay, ever. We won't even ask for your credit card.
Also:
- We won't spam you.
- We won't sell your private info.
- We keep building great software that solves real world problems.
What's the daily timesheets email?
1:21
"What's the daily timesheets email?"
The daily timesheets email is an optional once-a-day email that gives you a summary of timesheets from the previous day.
Here's an example of how it looks in your inbox if you're following just four people.
To turn on the daily timesheets email:
- Go to: Menu, then click yourself.
- Once it's open, click over to: Settings > Messaging
- Then click "Email daily timesheets", to turn it on.
- Now you're all set to get this email at 9 am tomorrow.
If you ever want to change the time it's sent, just click here, and choose a different time.
To check who'll be included in your daily timesheets email:
- Open the menu.
- On each person in your follow list, click the small triangle:
- Then check if "Include in timesheet emails ... daily" is turned on.
To add more people to your follow list, watch our video on . The side menu
If you ever decide you don't want this email anymore, just click the "Unsubscribe" link at the bottom of the email, like this. Once clicked, you're instantly unsubscribed.
And that's it! That's all you need to know about the daily timesheets email!
What's the green, and yellow icons besides each person for?
In the "People" list (below each person's portrait photo) is a small work-time status icon. The colors mean:
Green: Work-time started.
Yellow: On break.
Gray: Work-time stopped.
To change your work-time status:
- Click: Work-time menu > Start
- Or click: Work-time menu > Go on break
- Or click: Work-time menu > Finish
What do I do if I started my work-time, then forgot to pause it?
0:56
"What do I do if I started my work-time, then forgot to stop it when I went on break?"
If you started your work-time, then forgot to stop it when you went on break, here's what to do:
- Once you're back, click over to: Work-time menu > I forgot
- Set how long it's been since you stopped working, and started your break.
- Next, choose if you're back to working, if you're still on break, or if you're finishing for the day.
- Finally, click the I forgot button.
This "I forgot" feature is only for when you missed entering a stop time. If you missed entering a start time, ask your admin to do a manual adjustment. To learn more about who can do manual adjustments, watch our video on Limiting timesheet edits
And that's it! That's how to correct your work-time if you forgot to enter a stop when you went on break!
What do the grey bars mean on Daily and Weekly hours reports?
The gray bars in "Hours ... daily" and "Hours ... weekly" show any shortfall in done time. Or, in other words, any period where the done time wasn't enough to meet the planned time.
This helps you spot when your planned times aren't reached.
Updated: Mon, Mar 14, 2022. Keywords: plan, enough, target, goal. Headings: `How do I know if my planned times have been reached?`, `How do you display planned time vs done time?`Note: If planned times aren't showing:
- Turn on: Menu > Org > Attendance > Attendance ... > Show planne...
Why's my There report empty if people are submitting timesheets?
Note: If planned times aren't showing:
- Turn on: Menu > Org > Attendance > Attendance ... > Show planne...
The "There" report requires people to have planned time, so it can:
- Compare "done time" to "planned time".
- Calculates the percentage the person was "there" based on what you planned.
If you've got people submitting timesheets every day, it's possible for your "There" report to have no data if you've not set any planned time on their timesheets.
To see the "There" report:
- Go to: Person > Attendance > There
Timesheets
1. How do I use timesheets?
2:16
"How do I use timesheets?"
Timesheets are a feature that every person in every business can use, for example:
- If you're paid hourly, timesheets set how much pay you're paid on payday.
- For everyone else, timesheets are still a good way to track your hours worked, even if it's not linked to your pay.
Here's some of the ways to open your timesheet:
- You can open the Work-time menu > Timesheet
- Or you can click: Menu, then: My timesheet
- Also, if you open your person page.
- Then click Calendar, you can click these grey circles at the start of each week, to show you that week's timesheets.
- Or if you go back and click any date on the calendar you'll see the timesheet for just that day.
You can skip forwards and back timesheet days by:
- Clicking these side triangles on the left and right edges of the timesheet.
- Or you can click these triangle buttons near the top.
If the timesheet is loaded on the side, to open the full timesheet:
- First, click the three-dots in the top right corner.
- Then click: Open in new tab
- It'll now open the timesheet in the main window, and you'll have access to all its menus.
To set timesheet times:
- Normally you'd just click these buttons here on the work-time menu, as you set starts and stops throughout your working day.
- Alternatively, if you're an admin, you can click Add time to enter a time manually, then drag the green sliders, then click: Save
- You'll now see the updated done time for the day.
And that's it! That's the basics on how to use timesheets!
Can I change a timesheet after it's submitted?
Yes. Admins can change any timesheet anytime after it's submitted, unless it's been locked by a paid paystub.
By default, only admins can edit start, stop, and done times. All other people can use Start Go on break Finish to set done times.
If you want to turn off: "Limit timesheet edits" (so everyone can edit their times)
- Go to: Menu > Org > Attendance > Attendance ... > Limit times...
Once turned off, all people can use the calendar to find and edit their timesheets directly.
These "own edits" are limited to just the three days after that working day (72 hours after the end of that day).
Note: Regardless of the above:
- Only admins can ever enter or edit times planned.
- Admins can edit any done time, even after the 3 day limit.
Not recommended (but possible)
To edit a timesheet after it's been locked by a paid paystub:
- Delete the paystub.
- Edit the timesheet.
How can I allow all my people to edit their own timesheets?
By default, only admins can edit start, stop, and done times. All other people can use Start Go on break Finish to set done times.
If you want to turn off: "Limit timesheet edits" (so everyone can edit their times)
- Go to: Menu > Org > Attendance > Attendance ... > Limit times...
Once turned off, all people can use the calendar to find and edit their timesheets directly.
These "own edits" are limited to just the three days after that working day (72 hours after the end of that day).
Note: Regardless of the above:
- Only admins can ever enter or edit times planned.
- Admins can edit any done time, even after the 3 day limit.
Selected people to edit their own timesheets
The only way to have just selected people to edit their own timesheets (but not all) is to upgrade those people to "Org admin":
- Go to: Person > Settings > Permissions > Org admin p...
How can I get an email when each person finishes their day?
When a person records any done time on any day, it's included into a daily email that's sent to anyone in the org that's following that person.
If you DO want this email, set yourself as one of their:
-
Manager:
Person > HR > Roles > Turn on as ...
-
Supervisor:
Person > HR > Roles > Turn on as ...
-
Project leader:
Person > HR > Roles > Turn on as ...
If your name's not in the list, turn on your role as:
-
Manager:
You > HR > Roles > Turn on as ...
-
Supervisor:
You > HR > Roles > Turn on as ...
-
Project leader:
You > HR > Roles > Turn on as ...
If you're still not getting this email, ensure you've turned on these emails:
- Go to: You > Settings > Messaging > Daily times...
How do I copy planned times to other days or other people?
2:34
"How do I copy planned times to other days or other people?"
Copying planned times is an easy way to set up shift schedules for everyone in your team.
Once you've created a perfect set of planned times on just one person, you can then copy them to others. You can copy planned times to other dates for that same person, or even copy them to other people in your team.
To copy planned times:
- First, open the timesheet by going to: Attendance > Timesheet
- You'll then need to open it in a new tab by clicking the three-dots.
- Then clicking: Open in new tab
- Now that the timesheet's open in its own window, ensure that all the planned times on this one timesheet are exactly right.
- Here, let's first add another four hour planned time. This brings the total to eight hours.
- Now that the planned times on this one timesheet are perfect, go to: More > Copy planned
- At the top you can see this preview of the planned times you're about to copy.
- Now we'll Ctrl+Click three people to copy the times to, but you can Ctrl+Click as many people as you like.
- Next we'll Ctrl+Click Monday to Friday of this week to copy the times to, but you can Ctrl+Click all the dates you like. You can also Shift+Click for lots of dates.
- Finally, click: Save
- You'll now see this confirmation message with links to all the timesheets that you've copied to.
- Let's click one of them. Here we can see that all the planned times have copied correctly.
Let's now see where these planned times show up for your people:
- First, we'll log in as Bruce, who's one of the people we've just set planned times for.
- Here, on Bruce's Work-time menu (top right), he can easily see his upcoming planned times with just a click.
- If they want more detail, they can also go to: Menu, then: My week here we can see each of his planned times in yellow.
And that's it! That's how to copy planned times to other dates and other people!
How do I copy planned time to 50 people working the same hours?
Note: If planned times aren't showing:
- Turn on: Menu > Org > Attendance > Attendance ... > Show planne...
Copy planned times allows you to copy the planned times of one person to as many other people as you like:
- Set up a timesheet's planned times for one person, for one day.
- Take your time getting the planned times perfect.
- Once you've saved that timesheet:
Go to: Timesheet > More > Copy planned
- Select the:
- Names of the people you'd like to copy to.
- Dates you'd like to copy to.
- Once you click Save a confirmation shows all the timesheets that were successfully updated.
Notes:
- This doesn't copy "done times", only "planned times".
- This overwrites all previous "planned times" that may have been set (for those people and dates).
- Copies to unlimited people.
- Copies only up to 6 weeks into the future (can also show 6 weeks in the past).
- Try Ctrl+Click and Shift+Click to speed up selection.
Updated: Sun, May 16, 2021. Keywords: multiple, synchronize, coordinate. Headings: `How do I set the shift hours for a group of people?`, `How do I manage shift planning?`Note: If planned times aren't showing:
- Turn on: Menu > Org > Attendance > Attendance ... > Show planne...
How do I delete a timesheet?
1:46
"How do I delete a timesheet?"
Occasionally you may want to delete some timesheet rows, or even the entire timesheet.
To delete just one timesheet row:
- First, open the timesheet by going to: Attendance > Timesheet
- Then scroll down and click the timesheet row you'd like to delete.
- Then click: Delete
- If you go back to the timesheet, you'll now see the row's been deleted, and the "Time done" total's been reduced.
To delete the entire timesheet:
- You'll first need to open it in a new tab by clicking the three-dots.
- Then clicking: Open in new tab
- Now that the timesheet's open in its own window...
- Click over to: More > Delete
- You'll be warned that deleting a timesheet can't be un-done.
- Then click: Yes ... delete
- All timesheet rows, both done and planned, are now permanently deleted. An empty timesheet is now loaded in its place.
Even though the timesheet's been deleted, its change history is still there.
To see the timesheet's change history:
- Click your way to: More > History
- You'll now see a history of all its changes, including the delete we just did.
And that's it! That's how to delete a timesheet!
How do I overwrite planned times with done times?
1:23
"How do I overwrite planned times with done times?"
The reality of day-to-day life can mean done times won't always match planned times. The recommended way to record these mismatches is described in our video on . Dismissing absences
An alternative way to handle a mismatch is to overwrite planned times with the day's done times. This isn't recommended for most absences. It should only be used where the change in plan was caused by the business, such as equipment or facility faults.
To overwrite planned times with done times:
- First, open the timesheet by going to: Attendance > Timesheet
- You'll then need to open it in a new tab by clicking the three-dots.
- Then clicking: Open in new tab
- Now that the timesheet's open in its own window, click: More > Overwrite planned with done
- The planned times have now instantly changed to match the done time.
- All that's left is for you to click: Save
- Now, once you click the reload button at the top, you'll see that the absence warning's disappeared.
And that's it! That's how to overwrite planned times with done times!
How do I set the number of minutes before an absence is triggered?
2:26
"How do I set the number of minutes that it takes to trigger an absence?"
Most businesses give their people a few minutes leeway before marking them as absent. We call this the "absence trigger minutes". Tracking absences requires planned times to be turned on. To learn how to turn on planned times, watch our video on . Turning on planned times
To set the absence trigger minutes for your org:
- Click over to: Menu > Orgs
- Then choose your org.
- Once it's open, go to: Attendance > Attendance settings
- Then scroll down and choose the number of minutes to "Trigger absences after". In this example, we'll set it to 10 minutes.
- Then click: Save
Now, with the trigger set to 10 minutes, let's go to a timesheet for yesterday and see the effect it's got. We're choosing yesterday's timesheet because absence warnings don't show up until the current day has totally finished.
Here we've got yesterday's planned and done times set as two 4 hour shifts. Both planned and done times exactly match, so no absences have been triggered yet.
Now lets trigger an absence:
- By setting this person's first done time to start 10 minutes late.
- As expected, when we click the reload button, no absence is triggered yet, as we haven't gone over the 10 minutes trigger yet.
- Next, let's set the second done time to also start 10 minutes late.
- Again, when we click the reload button, still no absence is triggered. This is because neither of the late starts have gone over 10 minutes trigger.
- Next, lets change this second late start to now start 11 minutes late.
- Now, when we click the reload button, an absence has now been triggered, and we now see an absence warning for "11 minutes".
A very strict org may set the absence trigger to just 1 minute. A lax org could set it to 30 minutes. Either way, it's your choice, but remember that this trigger applies equally to all people with planned times in your org.
And that's it! That's how to set the number of minutes before an absence is triggered!
How do I start or pause my work-time?
2:08
"How do I start my work-time, or pause it when I'm about to go on break?"
To start your work-time:
- Click your way to: Work-time menu > Start
- You've now started your work-time, and your work-time status goes green, like this.
Here's what to do when you're ready to go on break:
- Click: Work-time menu > Go on break
- You'll now see the "on break" pop-up counting how long you've been on break. It's a good idea to keep this on screen as a reminder to go "off break" once you return.
Once you're ready to continue working:
- Hover your mouse over: I'm on break
- And click: I'm back
- Now, at the top, you'll see this confirmation that you've re-started your work-time.
Sometimes, after being on break, you may want to finish up for the day. To see this:
- First, let's go back on break.
- Then turn on: Finishing?
- Then click: Finish
- You'll now be shown the "Finish" options, and you can finish-up for the day.
One fun feature with the "On break" screen is how it'll cycle through your wallpapers. Let's set a wallpaper:
- First, right-click anywhere, and choose: Theme
- Then scroll down, and choose a wallpaper. In this example we'll choose: "Plants"
- Then click: Save
- Now let's start again and go back on break.
- You'll now see beautiful images from your wallpaper that change every 30 seconds.
If you ever, whilst staying on break, want to bypass the break screen, and get into 1st Money:
- Just click the three-dots.
- Then click: Close
- You can now click around 1st Money, whilst your work-time status stays yellow.
And that's it! That's everything you need to know about pausing your work-time when you go on break!
How do I stop getting emails of all my people's timesheets?
To turn off emails from people's timesheets:
- Turn off: You > Settings > Messaging > Daily times...
You're getting these emails because you're the manager, supervisor, or project leader of these people.
If you get these timesheet emails from some people, but not others, remove yourself from being the manager, supervisor, or project leader of the people you don't want timesheet emails from.
-
Manager:
Person > HR > Roles > Turn on as ...
-
Supervisor:
Person > HR > Roles > Turn on as ...
-
Project leader:
Person > HR > Roles > Turn on as ...
How do I stop my work-time, or finish up for the day?
1:12
"How do I stop my work-time, or finish up, at the end of my working day?"
While you're working, your work-time status will normally be green, like this, throughout your working day.
Here's what to do when you're ready to finish for the day:
- Go over to: Work-time menu > Finish
You'll now see the "finish" pop-up, which shows:
- Your total done time for the day.
- And then a list of individual done times.
- And finally, a box to enter your notes for your timesheet.
From the "finish" pop-up, let's:
- First reassign one of the projects that a done time was set to. You'll note that you can only change the project. The times remain unchanged.
- And then let's paste in our notes of what we got done for today.
- Then click: Save
- It's only now, when you've just clicked Save, that your work-time status goes grey, and your work-time is finally stopped.
- Next choose how you're feeling as you end your day.
- And finally, click: Close
And that's it! That's how to finish up, at the end of your working day!
What's the advantage of entering planned times?
The advantages of "Planned time" on timesheets are:
- Employees know their upcoming work hours without having to ask.
- Manager's get a "Late start" email when their people are late.
- Managers can see reports on who arrives (and finishes) on time:
Go to: Person > Attendance > There
- Managers can compare reliability between people:
Go to: Person > HR > Assessment
Updated: Sat, Jul 25, 2020. Keywords: benefit, saving, productivity. Headings: `Why use planned times?`, `How does planned times help me?`Note: If planned times aren't showing:
- Turn on: Menu > Org > Attendance > Attendance ... > Show planne...
What does it mean when a timesheet's locked?
1:31
"What does it mean when a timesheet's locked?"
Once a paystub is paid, all the days timesheets covered by that paystub's pay period are automatically locked. Once locked, no further changes can be made to the timesheet.
Here we've got a locked timesheet. To see the paystub that locked it, click the date on the "Locked by" message. Here we can see that the paystub was paid nine days ago.
Let's get this paystub open in it's own window:
- Click the three-dots in the top right corner.
- Then click: Open in new tab
- Then if we click: Hours worked, it shows that it paid earnings on 114.2 hours of done time.
- You can also see a list of all the hours worked over the entire pay period of this paystub.
- By clicking any of the dates, we can see each locked timesheet.
The only way to unlock any of these timesheets would be to delete the paystub, but this isn't recommended.
If a big error's found on a locked timesheet, the safest option is:
- To calculate the money value of the error.
- Then go to the next unpaid paystub.
- Then click: Payables
- Then: New payable
- Then choose the item that best matches the correction you'd like to make.
And that's it! That's how to work with timesheets that're locked!
What does the snail mean on timelines or timesheets?
Note: If planned times aren't showing:
- Turn on: Menu > Org > Attendance > Attendance ... > Show planne...
The snail means that the person was late starting one of their planned times.
To see a total of an employee's "Late starts":
- Go to: Paystub
- Click: More > Details
- Look for the total of the "Late starts" column (at the bottom).
Updated: Sat, Jul 25, 2020. Keywords: start. Headings: `How do I see a total of an employee's Late starts?`, `Where does it show if someone's late starting their shift?`Note: If planned times aren't showing:
- Turn on: Menu > Org > Attendance > Attendance ... > Show planne...
What do the different colours mean on timesheet timelines?
The timesheet timeline shows:
Done time as a green line.
Planned time as a yellow line.
When you mouse over these lines, you see a tooltip reminding you what it represents.
Updated: Wed, Jan 11, 2023. Keywords: status, person, camera, icon, circle. Headings: `What are the colored lines on my timesheet?`Note: If planned times aren't showing:
- Turn on: Menu > Org > Attendance > Attendance ... > Show planne...
Who gets my timesheet emails when I finish up?
The day after you've submitted done time on your timesheet, an email is sent to your manager, supervisors, and project leaders.
A pop-up shows which of these people gets your timesheet email (depending on whose subscribed).
Updated: Sun, May 16, 2021. Keywords: receives, mail, updates, notify. Headings: `Who sees my timesheet?`, `Who gets notified of my working times?`Work-time
How can someone add notes to their timesheet during the day?
To add notes to your timesheet (throughout the day):
- Click: Work-time menu > Add timesheet note
Your notes are appended to other notes saved earlier in the day.
Each note also saves the time it was written.
Updated: Tue, Jul 20, 2021. Keywords: append. Headings: `What's add timesheet note for?`, `How do I add notes to my timesheet?`, `Can I save additional notes about my work onto my timesheet?`How do I know my work time is started?
To see if your work-time is started:
- Look for: Work-time menu (top right)
- See the color of the work-time status icon.
Green: Work-time started.
Yellow: On break.
Gray: Work-time stopped.
How do I stop my time if I go for a break or lunch?
To stop your work-time when you'd like to go on a break (or stop for lunch):
- Click: Work-time menu > Go on break
This:
- Stops your work-time clock-in.
- Puts a reminder on your screen to start your work-time again (when you return).
- Changes your work-time status to yellow:
When you return, to restart your work-time clock-in, click: iconInListHalf I'm back
Updated: Wed, Jan 11, 2023. Keywords: rest, toilet, siesta, sleep, nap. Headings: `How do I go on break?`, `How do I pause my work-time?`, `What's the yellow work-time status?`I forgot to clock-in when I arrived. What can I do?
By default, only admins can edit start, stop, and done times. All other people can use Start Go on break Finish to set done times.
If you want to turn off: "Limit timesheet edits" (so everyone can edit their times)
- Go to: Menu > Org > Attendance > Attendance ... > Limit times...
Once turned off, all people can use the calendar to find and edit their timesheets directly.
These "own edits" are limited to just the three days after that working day (72 hours after the end of that day).
Note: Regardless of the above:
- Only admins can ever enter or edit times planned.
- Admins can edit any done time, even after the 3 day limit.
Updated: Sat, Jul 25, 2020. Keywords: missed, wrong. Headings: `How can I change my start and stop times?`Note: Only org admins can set these features. To see if you're an "Org admin":
- Go to: You > Settings > Permissions > Org admin p...
I forgot to put myself on break. What can I do?
If you forgot to put yourself on break, wind back your work end time by:
- Click: Work-time menu > I forgot
Once corrected, select one of:
- Return to being clocked in (get back to work):
Work-time menu > Start
- Continue being "On break" (the correct break start time is set):
Work-time menu > Go on break
- Finish (your "forgot" time is set, and your work-time is stopped):
Work-time menu > Finish
What's the difference between Go on break and Finish?
Use: Work-time menu > Go on break
Use "Go on break" throughout the day as you start and stop for breaks or lunch. Use it as many times as you like. It reminds you (on screen) to start again when you're back.
Use: Work-time menu > Finish
Use "Finish" when you're leaving for the day. It asks for your "Feeling at end-of-day" and gives you a chance to edit any notes you've taken during the day.
Updated: Thu, Mar 24, 2022. Keywords: timesheet. Headings: `When do I use go on break?`, `When do I click finish?`What timezone is the work time menu and how do I know it's right?
Your work-time is set by:
- We detect your device's time-zone when you log in.
- Your time-zone is sent to a synchronized server time.
- The server sends back the accurate server accurate time.
To see your current server time:
- Click: Work-time menu (top right)
- Scroll down and look for: "Time now..."
Updated: Tue, Jul 20, 2021. Keywords: offset, delay. Headings: `Does the wrong time on my device cause my start and stop times to be incorrect?`Note: If you change your device's time-zone (e.g., you fly to a different country), your browser won't get your new time-zone until you:
- Restart your browser.
- Log in again.
Where can I see how many hours I've worked so far today?
To see the hours you've worked so far today:
- Click: Work-time menu (top right)
- Your total hours shows (at the top).