Hiring
How to open jobs, publish them on the careers page, move candidates through stages on a board, score and interview them, analyze CVs, send candidate emails and hire a candidate into People.
Expenses
How to create expense claims from receipts, mileage and per diem, group them in trips, check them against policies, approve and reimburse them, and rebill billable expenses to customers.
Hiring
How to open jobs, publish them on the careers page, move candidates through stages on a board, score and interview them, analyze CVs, send candidate emails and hire a candidate into People.
Expenses
How to create expense claims from receipts, mileage and per diem, group them in trips, check them against policies, approve and reimburse them, and rebill billable expenses to customers.
How to log hours with the weekly timesheet, timer and clock in and out, submit and approve timesheets, request and approve time off, report sick, and set up leave types, policies and blackout periods.
Time covers the hours people work and the hours they are away. Employees log work on a weekly timesheet, run a timer, clock in and out, request time off and report sick. Managers approve timesheets and leave for the people who report to them. Everything is counted in hours against each employee's working hours from People.
Time lives under Workspace, People, Time in the sidebar.
| Route | Purpose |
|---|---|
/{orgSlug}/time | My timesheet tab: your week, timer, attendance and suggestions. |
/{orgSlug}/time/team | Team tab: timesheets awaiting your approval and the team week. |
/{orgSlug}/time/time-off | My time off tab: your balances and requests. |
/{orgSlug}/time/time-off/calendar | Team calendar of approved and pending leave. |
/{orgSlug}/time/time-off/requests | Requests tab: leave awaiting your decision, sick reports and all requests. |
/{orgSlug}/time/time-off/new | Request time off. |
/{orgSlug}/time/time-off/{requestId} | One time-off request. |
/{orgSlug}/time/timesheets/{timesheetId} | One employee's timesheet week. |
You need an employee profile to track time or request time off.
A time entry is a number of hours on a day, logged against a task, a customer or general internal work. Entries come from the timesheet grid, the timer, agenda and planning items, or accepted suggestions. Billable time is rounded according to the rounding rule in HR settings.
A timesheet is one employee's week. Its status is Open, Submitted, Approved or Rejected. The week shows logged hours against expected hours from the working schedule, the running overtime balance and clocked attendance hours. Submitted and approved weeks are locked, so new entries for those days are rejected. When timesheet approval is off in HR settings, employees close their week instead of submitting it.
Time off is booked in hours from leave types and policies:
| Concept | Meaning |
|---|---|
| Leave type | A kind of leave, such as vacation, sick leave, special leave, unpaid leave, parental leave or compensatory time. A type is paid or unpaid and does or does not use a balance. |
| Leave policy | A yearly entitlement in hours for a leave type, granted up front or monthly. Part-timers get a prorated share from their contract hours. Carried-over hours can expire after a set number of months. |
| Balance | Entitled, taken, planned and awaiting-approval hours per leave type, with a ledger of every grant, accrual, booking, correction, carry-over and expiry. |
| Blackout period | A busy period, for all teams or one team, that warns about or blocks leave requests. |
A request is Pending, Approved, Rejected or Cancelled. Colleagues only see that someone is absent, never the reason.
Reporting sick opens a sick report with the start date and an expected return date. A report is Sick, Partially back (with the percentage worked) or closed when the person is fully back. Long reports are marked long-term.
Use Withdraw to pull back a submitted week before it is decided. A rejected week is sent back for changes.
Start the timer from the Timer card, from the top bar, or from a task. Pick a task or describe the work, then stop the timer to turn the elapsed time into a time entry. Forgotten timers stop automatically after the number of minutes set in HR settings.
When clock in and out is on, the Attendance card records the start and end of the working day. With location recording on, a coarse location is stored and employees are told about it. A missing clock-out is closed at the scheduled end of the day.
"Suggested from your week" lists hours from your agenda and planning. Untick anything you did not work on and add the rest to your timesheet, or dismiss them all.
The Team tab lists timesheets awaiting your approval and the status of everyone in your team this week. Select several and choose Approve or Deny, or open one week to review it line by line. A decided week stays locked until it is reopened with Reopen on the timesheet page.
Task pages show hours logged against the hours quoted on linked quotes, with a warning at the budget percentage from HR settings. See Tasks.
The summary shows how many hours the request takes and warns when it falls in a blackout period, when a teammate is also off, when too many people in the team would be away, when planned work overlaps, when you already have leave on those dates or when the balance is too low. People with HR rights can book time off for someone else.
Requests go to the employee's manager. Without a manager, they go to people with organization.time-off.approve. Whether a request needs approval follows the leave type, or the Leave requires approval setting in HR settings when the type does not override it. Sick leave never needs approval.
The Requests tab lists leave awaiting your decision. Select several to approve or deny them at once, or open one request to add a note to the employee. Approvers are also notified in Notifications. Cancelling an approved request returns its hours to the balance.
Select Report sick on the My time off tab, or report sick for someone else as HR. You can turn booked vacation in the sick period into sick days. On the Requests tab, Register return records a full return, which closes the report, or a partial return with the percentage worked.
The Team calendar tab shows approved and pending leave per person for a month and can be filtered by team. Subscribe creates a private link that you can add to Google Calendar, Outlook or Apple Calendar. Anyone with the link can see the leave, so reset it if it leaks.
Leave types, leave policies and blackout periods live in HR settings at /{orgSlug}/people/settings. Grant entitlements now adds the yearly entitlements to balances at once. Correct balance on an employee's Time off tab adds or removes hours with a note that is kept in the balance history.
| Permission | Allows |
|---|---|
organization.time-tracking.view | Open Time and log your own hours. |
organization.time-tracking.create, .update, .delete | Work with time entries through the API and AI tools. |
organization.time-tracking.approve | Approve and deny timesheets. |
organization.time-off.view | Request time off, report sick and see the team calendar. Managers decide requests for their reports. |
organization.time-off.create, .update, .delete | Book, change and cancel time off through the API and AI tools. |
organization.time-off.approve | Decide requests for employees without a manager. |
organization.time-off.manage-policies | Manage leave types, policies and blackout periods, grant entitlements and correct balances. |
Approvals can be delegated. See Approvals.
All routes live under /api/v1/organizations/{organizationId}/:
| Resource | Routes |
|---|---|
| Time entries | GET and POST time-entries |
| Task time entries | GET and POST tasks/{taskId}/time-entries, DELETE tasks/{taskId}/time-entries/{entryId} |
| Time-off requests | GET and POST time-off-requests |
| HR approvals | GET approvals lists approvals waiting for you, POST approvals decides up to 100 at once. |
The team leave feed is served from GET /api/v1/public/time-off/{token}. See API and OpenAPI.
Last updated on
Hiring
How to open jobs, publish them on the careers page, move candidates through stages on a board, score and interview them, analyze CVs, send candidate emails and hire a candidate into People.
Expenses
How to create expense claims from receipts, mileage and per diem, group them in trips, check them against policies, approve and reimburse them, and rebill billable expenses to customers.
