Time Categories for Timesheets

You can set up time categories for projects that employees regularly change time to on timesheets and assign time categories to time groups.

Time categories define projects that employees charge time to regularly, such as vacation time and training. The time categories prefill automatically in a row in the timesheets grid on timesheets, which allows employees to charge time to the project without having to enter project data. On the Time Category tab in Time Settings, you can set up time categories individually for each time group or set up the same set of time categories for all time groups in one step.

Before you set up time categories for time groups you must first add the employee time groups in Settings > Time > Time Groups.

If you use multiple companies, you must configure time categories on the Time Categories form for each company in Time Settings. For timesheet-related queries, it is important to note that an employee may be associated with more than one company. For this reason, queries that reference a company-specific field (such as Organization) should use the EMAllCompany view to search all the companies associated with the employee, and then use the :activecompany variable to look at the company-specific record for the timesheet's active company.