Default Job/Activity for Timesheets

Overview

If an employee frequently uses the same Job and/or Activity when entering their timesheet, setting a default Job and/or Activity can save time by eliminating the need to select it manually each time. These defaults can be set by either the administrator or the employees themselves.

Set a Default Job/Activity

Defaults set up on the desktop apply only to timesheets entered on the desktop, while defaults set up in the app apply only to timesheets entered in the app. These settings do not carry over between platforms.

Administrator Setup (Desktop)

1. Hover over Setup and click Team Manager.
2. Select the applicable employee to open their profile.
3. Click the Preferences tab.
4. Scroll down to Look, Feel & Security.
5. Select a Job from the Timesheet Default Job dropdown.
6. Select an Activity from the Timesheet Default Activity Code dropdown.
7. Click Save.

Employee Setup (Desktop)

1. Hover over Setup and click My Details.
2. Click the Preferences tab.
3. Scroll down to Look, Feel & Security.
4. Select a Job from the Timesheet Default Job dropdown.
5. Select an Activity from the Timesheet Default Activity Code dropdown.
6. Click Save.

Employee Setup (App)

1. Log in to the app.
2. Tap the profile icon (top left of the screen).
3. Select a Job from the Default Job dropdown.
4. Select an Activity from the Default Activity dropdown.