Create a new category

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Overview

Timesheet categories help organize timesheet activities.


Who uses this feature

  • Administrators

  • Primarily for Commercial Service and Replacement business types.

Things to know

  • You can't edit or deactivate categories that are in use. In use categories are labeled with either In Use or System on the Manage Categories screen.
    Manage timesheet categories with options for editing and deleting entries.

Create a new category

  1. Go to the top toolbar and click SettingsA simple icon representing a settings gear. .

  2. In the side panel, go to People >  Payroll.

  3. On the Payroll Settings screen that opens, click Edit next to Timesheet Activities.
    Payroll settings page showing options for employee payroll, legal terms, and timesheet activities.

  4. On the Timesheet Activities screen that opens, click Manage Categories.
    User interface showing options for managing timesheet activities and categories.

  5. In the window that opens, click Add Category.
    Manage timesheet categories with options to add, edit, or delete entries.

  6. Enter the Category Name, then click .
    User interface for managing categories with a selected checkbox and delete option.

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