Master Guide - Timekeeping
Written by Sarah Koss
Updated over a week ago

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

Time Types hold the rules that you enter time and expense again. You can have different types of Time Types 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 Time Types

Expense Types 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

Pay Rules Setup- Pay Rules will allow users to create specific Bill/Pay rate changes at a defined hour and/or day thresholds. These rules can be created to cover many use cases such as daily/weekly overtime rate adjustments, weekend rates, and placement-specific rates. With this increased flexibility, our customers will have the ability to adapt their billing and payment structures to meet their specific needs. Click here to view more information on how to set up and use Pay Rules

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

Internal Time Keeping- This simplifies the process of tracking and submitting time for opportunities and projects internally. This feature will allow users to log and submit time directly towards opportunities and projects. Click here to learn how to set up internal timekeeping

Exporting Time Cards- If you need to export time cards into Excel, click here to learn how to export time cards.

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