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Mobile: Cohorts
Customer Service Team avatar
Written by Customer Service Team
Updated over 3 months ago

Introduction

Mobile users on Rhumbix version 4.137 or higher have the ability to use Cohorts to select a group of employees with a single click. This feature streamlines the process of managing your team’s timekeeping by allowing you to select and add entire Cohorts of employees during the timecard setup workflow. This feature is designed to save time, enhance efficiency, and improve the management of your workforce.


Key Benefits

  • Admin Control: Admin team members control the set up of Cohorts.

  • Quickly Add Multiple Workers: Instead of adding employees one by one, you can now add all members of a Cohort in a single action.

  • Efficient Filtering: Easily surface and manage relevant workers by applying Cohorts during the timecard setup.

  • Streamlined Workflow: Reduce manual entry and minimize errors by using predefined groups of employees.


How to Use Cohorts in Mobile Timekeeping

  1. Open the Mobile Timekeeping App: Launch the app on your mobile device and navigate to the timecard setup screen.

  2. On the Timecard Setup Menu: After selecting a Project, go to Select Workers

  3. Access the Cohort List: In the Select Workers menu, you will see all Cohorts that have been assigned to you by your Admin team.

  4. Choose a Cohort: Select the Cohort you want to add to the timecard. The app will automatically populate the timecard with all employees in that Cohort.

  5. Complete Timecard Setup: Finish setting up the timecard as usual. All selected employees from the Cohort will be included, making the process quicker and more efficient.

  6. Review and Submit: Add hours and other timekeeping data as needed. Submit the timecard for processing.


Tips and Best Practices.

  • Review Timecards: Always review the timecard after adding a Cohort to ensure that all necessary employees are included and accurate.


Troubleshooting

  • Issue: Not able to see the option to add a Cohort.

    • Solution: Ensure your app is updated to the latest version.

    • Refresh Offline Data under the Profile menu.

    • If the issue persists, contact support for further assistance.

  • Issue: Incorrect employees added to the timecard.

    • Solution: Check the Cohort's members and ask your Admin team to update it if needed.


Need Help?

If you have any questions or encounter issues while using the Cohorts feature on mobile timekeeping, please contact our support team at support@example.com or visit our support portal for additional resources.

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