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How to use the Who's Working window in QuickBooks Time
by Intuit• Updated 11 months ago
- Which team members are on the clock?
- Which team members are on a break?
- Which team members are off the clock, but worked earlier today?
- Which team members are off the clock, and didn't work today?
- Where clocked-in team members are currently working?
- Where clocked-in team members have been during the day?
With this feature, you can also:
- Clock a team member in and out.
- Create a team member timesheet.
- Edit and delete a team member timesheet.
Notes:
- Team members must have the See Who's Working for entire company permission to see this window. (My Team > Permissions).
- Team members see only their own GPS points. Managers see the locations of team members they manage. Administrators see all team members' locations.
How to:
- Determine a team member's current status
- Filter and sort the list
- Display by crew or group
- Track team members
- Clock in and out a team member
- Create a team member timesheet
- Edit or delete a team member timesheet
Determine a team member's current status
- Green dot = on the clock
- Orange dot = on a break
- No dot with worked time displayed = not on the clock, but worked earlier today
- No dot and no time displayed = not on the clock and has not worked today
Filter and sort the list
To filter the list:
Toward the top of Who's Working, under FILTER, select the blue link, then select either all team members or on the clock.
To sort the list:
Toward the top of Who's Working, under SORT/GROUP, select the blue link, and choose one of the following:
- Clock-in (recent to old)
- Day total (high to low)
- Name (first, last)
- Location (GPS)
- Job code or Customer (a-z)
Display by crew or group
Toward the top of Who's Working, under SORT/GROUP, select the blue link, and then choose Show in groups.
Track team members
To learn about this feature and how to use it, see How to use GPS tracking as an admin/manager.
Clock in and out a team member
To clock a team member in:
- At the top of the window, under FILTER, make sure all team members are displayed. If it is not, select the blue "On the clock" link, and select "all team members."
- Next to the team member's name, select the edit icon (). The Timesheet Editor displays.
- Select Currently working > Save.
To clock a team member out:
- Next to the team member's name, select the edit icon (). The Timesheet Editor displays.
- Uncheck Currently working, and select Save.
Create a team member timesheet
- From the Who's Working window, select a team member. The Timesheet Editor displays.
- If necessary, adjust the displayed clock-in and clock-out times, and fill in the required fields.
- If the team member is still working, select Currently working > Save.
Edit or delete a team member timesheet
Team members who are clocked in or on a break:
- Choose a team member's name, and select the edit icon (). The Timesheet Editor displays.
- Edit the information, and select Save.
Team members who are off the clock:
- At the top of the Who's Working window, make sure that FILTER is set to all team members.
- Next to the team member's name, select the edit icon (). The Timesheet Editor displays.
- Edit the information, and select Save.
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