Review default activities and categories

Overview

If this is your first time using Flexible Timekeeping, you’ll want to review all default categories and activities to ensure they fit your business requirements. Timesheet categories are used to organize activities. You can continue using the defaults, edit them, or deactivate them.

Things to know

• If your company is still in Onboarding status and not yet live, you can deactivate timesheet activities. After your company is live, you can only archive an activity. You can’t deactivate any timesheet activities that have time logged. Archived activities are displayed in reports, while deactivated activities are not. For more, see Archive Timesheet Activity. 

• If a category is in use, you can’t edit or deactivate it.  

Review default activities and categories

1. Go to the top toolbar and click Settings .

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

3. On the Payroll Settings screen that opens, click Edit next to Timesheet Activities.
   

4. On the Timesheet Activities screen that opens, review the default categories and activities.

5. Default activities include Meal, Onsite, Meeting, Office, Shop Time, Training, Bereavement, Sick, Vacation, Commute From Home, Commute To Home, Supply House Run, Other, Idle, Review, Waiting on Office.
   

6. Click Manage Categories to review the categories. Default categories include:

   • Non-job activities

   • Time Off

   • Clock In/Out

   • Training

   • Job Activities

7. You can exit the page if you want to use the default categories and activities. You can also do the following:

   1. To edit a category, click. 

   2. To edit an activity, click Moreand then click Edit. 

   3. To delete a category, click. 

   4. To deactivate or archive an activity, click  Moreand then Deactivate or Archive.

Want to learn more?

• Visit ServiceTitan Academy to enroll in Flexible Timekeeping Payroll Settings

• See Create a new category

• See Create timesheet activities