Summary
This article will summarize the features of the Timesheet Tab in your ServiceBox settings. This tab allows you to customize your ServiceBox timesheets.
What is a ServiceBox Timesheet?
ServiceBox Timesheets will optimize your payroll processing, providing a place where your employees can log the hours they work within a pay period for your company. Accessed on the left-hand menu of your ServiceBox page, the Timesheet section allows employees to indicate the day, description, and amount of hours they work throughout a pay period. Employees can also indicate their out-of-pocket expenses to be reimbursed.
Timesheet Tab: Timesheet Items
By clicking on "Initialize Timesheets" at the top of this subsection, you can customize your work week to define your Timesheet period type, whether it's weekly, bi-weekly, semi-monthly, according to your pay period.
The Timesheet Items subsection also allows you to customize Timesheet Item Types. This screen is shown in the following screenshot.
These Timesheet Item Types are extra items that you can allow an employee to use when adding time to their timesheet. By default the timesheet is an aggregate of all time entered into a Work Order for a period, but there are times where a company wants their employees to charge time for internal company tasks. For example: Office Work, Shop Time, etc. To add new time you would need the following:
Name:
A name to label the new timesheet item. This will be displayed on the timesheet.
Description:
This includes details about the timesheet item to add more clarification.
Allow OT:
Check this box to allow your employees to charge time for overtime work on your timesheet.
Expense Types:
This section allows you to add a section in your timesheets for your technicians to include out-of-pocket expenses (gas, food, etc.) to be reimbursed at a later date.
Timesheet Tab: Timesheet Note
This subsection allows you to include an additional note that is shown on your timesheets. This is a helpful feature if there are special instructions you would like your employees to abide by when completing their timesheets. For example, in the screenshot below, this ServiceBox user has directed his employees to complete their timesheets each week, and to file their timesheets by noon on Mondays.
Timesheet Tab: Email Settings
This subsection is utilized when you want to be able to send your employees timesheets as a PDF to a specific email address, including an email body to add additional information and instructions. An example is shown in the following screenshot.
Timesheet Tab: Print Settings
In this subsection includes, by checking the box to enable "Print timesheet item notes", your timesheet notes will be included when printing your timesheets.