Introduction
Managing employee timesheets is a crucial aspect of running a business efficiently. ServiceBox offers a robust timesheet management system that simplifies the process of tracking and submitting employee hours for payroll processing. This guide provides a step-by-step tutorial on how to manage timesheets within ServiceBox.
Submitting Timesheets
Employees should submit their timesheets at the end of each week. A submitted timesheet indicates that the employee has reviewed their hours and is ready for the administrative team to process payroll. Here's how to submit a timesheet:
- Employees can log in using a mobile device or computer to view their own timesheet only.
- After reviewing, they can Edit the timesheet or click the Submit button, which locks the timesheet and prevents further editing.
- The administrative team is then notified that the timesheet has been submitted and can proceed with payroll.
Accessing Timesheets
As an Admin user you have access to all your employees timesheets. To begin, navigate to the timesheet area within ServiceBox. Here's how you can find a specific employee's timesheet:
- Search for an employee by name, or select 'All' to view timesheets for all employees.. For example, if you're looking for a particular employees timesheet, click on the dropdown arrow under user and select an employee.
- Choose to view the current period or a past period by selecting the appropriate option under Period.
- You have the flexibility to view all periods, allowing you to see every timesheet entry for the employee.
Adding Timesheets for Admin Staff
In cases where an employee does not enter time directly into work orders, an admin staff member can manually add a timesheet for them:
- Click the Add Timesheet button.
- Enter the hours worked directly into the timesheet form.
Viewing and Managing Submitted Timesheets
Administrators can view which timesheets have been submitted and which have not. This feature helps keep track of payroll and ensures that all employee hours are accounted for.
Integration with QuickBooks
ServiceBox provides a seamless integration with both QuickBooks Online and QuickBooks Desktop for users leveraging Payroll services. This feature enables the direct importation of timesheet data into these accounting software programs, significantly streamlining the payroll process and minimizing the need for manual data entry.
Need Help?
Have questions about timesheet management or QuickBooks integration? Contact our support team at support@jobboxsoft.com for assistance.