Before using the Timesheets module in ZevBit, there are a few important setup steps that should be completed.
If these steps are not completed, some features in Timesheets may appear limited or not function as expected.
The Timesheets module depends on other parts of ZevBit to function properly.
For example:
Employees must exist in the system to track time
Projects must be created to assign work hours
Teams help organize employees and control permissions
Required Setup Before Using Timesheets
1. Add Employees
Before tracking time, Master admin must create employee profiles.
Each employee needs to exist in the system to:
Appear in the Timesheets table
Be assigned to projects
Record clock-in and clock-out activity
Without employees, no timesheet data can be created.
Permissions determine what each user can see and do in the Timesheets module.
Make sure roles are configured properly when adding employee profiles:
Administrators → Full access
Foremen → Manage their team’s timesheets
Crew Members → View or manage their own time
Without proper permissions, users may not be able to:
Edit timesheets
Create entries
View other employees
2. Create Client/Project Profiles
In ZevBit, the creation of a Project follows a specific lifecycle: it starts as a lead, progresses to a client, and involves a signed proposal.
This transition to an active project is the point where detailed planning and assignment become possible.
Once a project is approved and the proposal is signed:
Scheduling: The project becomes ready for scheduling, allowing master admin to set timelines, phases, and key milestones.
Employee Assignment: You can assign specific employees or entire crews/teams who will work on the job. This assignment links employees directly to the project for time tracking purposes.
This process ensures that all tracked time is correctly categorized under a confirmed, active project, providing accurate labor cost data.
3. Assign Employees to Crews (Optional but Recommended)
Crews help organize employees and simplify timesheet management.
By assigning employees to crews, you can:
View timesheets by team
Allow foremen to manage only their crew
Improve visibility across departments
If teams are not set up, employees will appear under Unassigned.