Timekeeping is an exciting feature within Crelate that allows employees to track time and expense. There are many customizations to this feature that allow users to make it as simple or complex as they need to fit business needs.
Set up is a fundamental part of timekeeping and must be done right before an organization can start entering time. Click here to view information on how to set up Timekeeping
Mobile Geofencing allows admins to choose a radial geofence to enforce around selected worksites. Click here to view more information on how to enable Geofencing (I'll link this out to the guide once published)
Charge codes hold the rules that you enter time and expense again. You can have different types of charge codes and fully customize them to ensure that every part of time and expense is captured the way you want it to be. Click here to view more information on how to use Charge Codes
Expense Set up- There are lots of options to set up expenses to capture most scenarios that companies commonly expense. Click here to view more information on how to set up Expenses
Employee Center- The Employee Center is where users go to enter their time and expense. They can also view current and past assignment information, such a worksite, hourly rate, and start and end dates. Click here to view more information on the Employee Center
Timekeeping Center- This is where an internal timekeeper goes to review and finalize time and expense for your organization. Take actions such as rejecting or submitting on behalf of an employee who missed their deadline. Click here to view more information about what you can do in the Timekeeping Center
Finalizing Time- Finalizing is the when your internal Timekeeper approves time and expense to go into payroll and invoicing. Click here to learn more about the finalizing process
User Linking Process- The linking process is necessary to allow contacts to enter time and expenses in Crelate. Click here to Learn how to link contacts