Enabling and leveraging Crelate's Time Keeping feature, as part of our Crelate Deliver module will allow customer the ability to have candidates track time that can later be invoiced. Enabling will naturally be the first step in the journey! If you haven't already, please review our Crelate Deliver - Master Guide to walk through the primary steps to get started.
To start using time keeping, navigate to Settings | Time Keeping | Setup. Once you fill out and save this information, you will be able to move forward with time keeping related items. **Please Note** Make sure these are filled out correctly the first time, because once these are set, they cannot be changed
Each item here is very important to the way you want to use time keeping for your company.
Time Keeping Start Date- This is the date that you want time keeping to be available. Most users will set this as the first date they want to use time keeping within Crelate, but there are situations where you may want to have the start date in the past (not common)
Pay Period Cadence- This cadence is how often time cards are due. Most companies will use weekly
Week Start Day- This is the first day of the week that you want to record time against
Time zone – This is the time zone that your company is in. This time zone will affect things like due dates/times and notifications for time cards that are due or past due
Time Entry Type- You can choose if you want to capture time in a punch in punch (PIPO) out format, or straight time. PIPO time accounts for breaks, where straight time is 1 hour value per day.
With your time keeping enabled, it's time to get going! Begin by reviewing your Temp Hire opportunity types to ensure you're on your way to placing a candidate and enabling them to log time. Also, check out our full Master Guide that services as a one-stop-shop for all things Crelate Deliver!