Scheduler and Timesheet Settings
There are a number of settings which help you to manage the way your Scheduler and Timesheets operate on Trade Trak.
Accessing Scheduler Settings
To access the Scheduler Settings, click on your icon in the top right corner.
From the drop-down menu, select ‘Company Settings’. Then, from the new drop-down menu, select ‘Scheduler’.
Scheduler Settings
These settings allow you to adjust how the scheduler is viewed and used.
1. Start Time
Select which hour of the day you would like the scheduler to start at.
2. Finish Time
Select which hour of the day you would like the scheduler to end at.
3. Non Job
Use the text box to enter non-job items which will appear as options for other users to add to their Scheduler (e.g. annual leave, personal leave).
Save
Once you have updated your settings to suit your preferences, press ‘Save’.
Accessing Timesheet Settings
To access the Timesheet Settings, click on your icon in the top right corner.
From the drop-down menu, select ‘Company Settings’. Then, from the new drop-down menu, select ‘Timesheet’.
Timesheet Settings
These settings will affect how Timesheets are used on Trade Trak.
1. Timesheet Input Method
Select from a drop-down menu how you would like users to add the hours for their entries.
Options:
- Start and End Time
- Hours only
2. Week Start
Select from a drop-down menu what day of the week you would like your working week to start on.
3. Default Weekly Hours
Select how many hours you would like your default working week to be.
4. Checkboxes
Tick these boxes if you would like to ‘Automatically update timesheets when users perform job tasks’ and ‘Automatically remind users to submit their timesheet’.
Save
Once you have updated your settings to suit your preferences, press ‘Save’.