Time tracker settings

• Time tracking details
• Hour entry rules & permissions
• Employment templates
• Holidays
• Hours review and approval
• Jobtypes
• Professional Titles
• Import hour entries from Excel file

Remember to configure the default time tracking details and general time tracker settings before you start tracking hours in Heeros PSA.

Time tracking details

To access your Time tracker settings, Navigate to Settings > Feature settings >Time Management

• Hour balance- The Work hour balance is the difference between the number of work hours specified and the daily hours entered by a user. Here you can choose to display the hour balance just for the current month or for all registrations.

• Start of day for bulk entries- Specify the start time for entries added from the bulk entry sheet.
  This means, when hours are added to a project in the Bulk entry sheet, it automatically picks up this time as the start time for the project. 

This can be later edited from the calendar view. Click here to learn more about adding bulk entries. 

• Hourly intervals in calendar view- You can add the intervals at which you would like to add time entries in the calendar. For example, when you specify the time interval as 15 mins, you can add times entries for every 15 min interval. 

• As an admin, you can specify the daily hours for a user in the User Management settings. When the user starts tracking their hours, the total accrued hours may sometimes be more or less, depending on the hours tracked on a daily basis. This is called the user's work hour balance.
  When the users' hour balance exceeds or is below a certain limit, they can be notified about this. These notifications can be enabled from the users' profile and are sent only when the hour balance exceeds or is below the limit specified in the Time Management settings as described below. 

Hour Entry Rules & Permissions

You can enable or disable the following settings: 

Employment templates

Read more here. 

Holidays

Manage and view holidays = the dates when employees are not expected to work. Heeros PSA adds a new year list to the list automatically in the beginning of the new year.

Hours review and approval

Define if hours must be approved by supervisors before invoicing. 

Enable submitting of hours, if users should submit their hours for approval. 

Jobtypes

Read more here. 

Professional titles

Read more here. 

Import hour entries from Excel file

You can import hour entries from an Excel file. From the setting's description you can download an empty file template where you enter the needed data. 

By clicking Import hour entries you are able to choose the file from your computer and choose the importable data. The program informs you about possible errors in the data, for example if the mentioned user is not found.