Summary
This article will summarize the features of the Timesheet Tab in your ServiceBox settings. This tab allows you to customize your ServiceBox timesheets.
How to Access the Timesheet Tab
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Navigate to Settings: Click on the arrow beside your username, then select Settings from the dropdown menu.
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Go to Timesheet: In the Settings menu, select the Timesheet tab.
What is a ServiceBox Timesheet?
ServiceBox Timesheets optimize your payroll processing, providing a place where your employees can log the hours they work within a pay period. Accessed on the left-hand menu of your ServiceBox page, the Timesheet section allows employees to indicate the day, description, and amount of hours worked. Employees can also include out-of-pocket expenses for reimbursement.
Timesheet Tab: Timesheet Items
Navigate to Settings > Timesheet > Timesheet Items
Initialize Timesheets
Click Initialize Timesheets at the top of this section to define your timesheet period (weekly, bi-weekly, or semi-monthly).
You can customize your work week and select the appropriate Timesheet Period Type based on your payroll cycle.
Customize Timesheet Item Types
Timesheet Item Types are additional categories your employees can use when entering time. These are useful for tracking internal time (e.g., office work or training).
To add a new Timesheet Item Type:
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Name: Label for the category (e.g., "Admin Time")
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Description: Explanation of the task
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Allow OT: Check this if the item allows overtime logging
Expense Types
This section allows you to add categories for employee out-of-pocket expenses (e.g., gas, food).
To add a new Expense Type:
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Click on the empty Expense Name text box
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Enter a name (e.g., "Travel")
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Click the green checkmark to save
Timesheet Tab: Timesheet Note
Navigate to Settings > Timesheet > Timesheet Note
Add a Default Note to Timesheets
Use this section to include reminders or instructions at the top of employee timesheets.
To add a note:
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Use the text editor to enter a message (e.g., “Submit timesheets by Monday at noon”)
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Click Save
Timesheet Tab: Email Settings
Navigate to Settings > Timesheet > Email Settings
Use this section to email submitted timesheets as PDFs to designated recipients.
To configure email settings:
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Send email on submission of timesheet: Enable to trigger emails on submission
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Email To and BCC: Enter recipient addresses
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Subject: Customize using placeholders (e.g., employee name, timesheet period)
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Email Body: Add a personalized message with dynamic fields
Timesheet Tab: Print Settings
Navigate to Settings > Timesheet > Print Settings
To include notes in printed timesheets, check the box for:
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Print timesheet item notes
Need Help?
Contact support by clicking the Help button in the bottom-right corner of your screen when logged in or email us at support@jobboxsoft.com.