๐๏ธ Adjusting a Bank Balance
How to adjust the balance of an hour bank (vacation, sick time, overtime) with a dated entry, without changing any timesheet.
๐๏ธ Managing Rule Changes for an Employee
Handle a rule change for one employee, such as more vacation days or a new weekly schedule, by creating a period and keeping the history.
๐๏ธ Managing Rule Changes for the Organization
Handle a rule change for your whole organization, such as a move to a four-day week, by creating a period and keeping the history.
๐๏ธ Unpaid Leave and Parental Leave
How to set unpaid or parental leave so those weeks are neutralized and the absent person does not have to fill in timesheets.
๐๏ธ Countersigning Timesheets
How to countersign the timesheets your employees have signed, and find all the ones waiting for your review in one place.
๐๏ธ View Former Employees
How to view archived former employees and find their data once the end date of their tracking has passed, from your Team page.
๐๏ธ Having the Chair Approve Your Hours
How an executive director invites the board chair to approve their hours, without giving the chair any other rights in the app.
๐๏ธ Archiving an Employee
How to archive an employee whose contract has ended, freeing up their email address and a spot in your plan's employee count.
๐๏ธ Manage the sub-tasks of a project
How to split a project into subtasks to see how many hours go to each stage, without changing how the rest of the organization sees the project.
๐๏ธ Team Management
How to create teams and assign a team lead who reviews and signs the timesheets of their team members instead of the manager.
๐๏ธ Rolling Hour Bank
How to set up a rolling hour bank when regulations require overtime to be taken back within 3 months of the date it was earned.
๐๏ธ Configuring Overtime Premiums
How to configure overtime premiums above a daily or weekly threshold, according to the labour regulations of your province.
๐๏ธ People Without a Fixed Schedule
How to manage a person without a fixed schedule with the No fixed schedule switch, which removes overtime, undertime and the sick time bank from the timesheet.
๐๏ธ Configuring the Public Holiday Indemnity Calculation
How to configure the statutory holiday pay calculation, using either of the two available methods, for example for a four-day-week team.
๐๏ธ Specific Leave Days
How to track specific leave days (family, floating or other) for your team and how they differ from vacation and sick days.
๐๏ธ Managing Public Holidays
How to manage your organization's holidays, set a list for one person only, and understand what a holiday changes in a week's hours.
๐๏ธ Configuring the Hour Bank Calculation Method
How to configure the calculation method for vacation and sick hour banks, whether hours are granted upfront or accrued as time goes by.
๐๏ธ New Fiscal Year
How to start a new fiscal year in Feuille de temps so your team can keep filling in timesheets after the previous year ends.
๐๏ธ Choosing the order of people in "My team"
How to choose the order of people on the "My team" page: by first name, by last name, or by an employee number you enter yourself.
๐๏ธ Going through your team's timesheets
How to open a team member's timesheets and forecasts from "My team", then move to the previous or next person without going back to the list.
๐๏ธ Paying Hour Banks
How to record paid hours from an hour bank, such as overtime or vacation days paid out to an employee, for each week concerned.
๐๏ธ Showing the whole pay period on the timesheet
How to show all the weeks of a pay period on one page, to fill them in, sign them and countersign them in a single gesture.
๐๏ธ Sending a Reminder to Employees with Incomplete Timesheets
How to send a reminder in one click to every employee with overdue timesheets, without contacting each person individually.
๐๏ธ Hour Banks Report
How to generate a report of your team's hour banks on a past or future date, with dollar amounts, to help plan time off.
๐๏ธ Time-Off Report
How to generate a report of leave taken by each person and each leave type (vacation, sick time, other) over a specific period.
๐๏ธ Payroll Report
How to generate an Excel report of your team's timesheets for payroll, an audit or reporting, with automatic email delivery.
๐๏ธ Project Report
How to generate an Excel report of hours worked per project, with a weekly and per-person breakdown, for the whole team or part of it.
๐๏ธ The Bank Statement: Where This Balance Comes From
How to read an hour bank statement to understand, line by line, where a vacation, sick time or overtime balance comes from.