Timekeeping Statuses Tutorials

💡These tutorials explain how to create default and unique timekeeping statuses, and edit, delete and reorder them.

How to Create Default Statuses#

1. Navigate to Timekeeping.
2. Click Menu (button) > Edit Statuses.
3. Click Add Default (button).
4. Edit the statuses as necessary.
5. Click Save (button) if it is not greyed out.

How to Create Unique Statuses#

1. Navigate to Timekeeping.
2. Click Menu (button) > Edit Statuses.
3. Click Add/Edit (button).
4. Click the top row and fill in the details as follows:
   1. Code = Enter a short description for the code (e.g. Pending).
   2. Description = Enter an explanation of when the status is used.
   3. Editing = Select one of these options:
      • None: No editing.
      • All: Editing is allowed.
      • Status only: Only the status can be changed.
   4. Default = Select one of these options from the dropdown list:
      • New: The status applies to newly created entries. One status must have the default New.
      • Start: The timekeeping record changes to this status when it is started. Works only if the Mobile App is used.
      • Stop: The timekeeping record changes to this status when it is stopped. Works only if the Mobile App is used.
   5. Group = Select a group from the lookup list of groups. The options are:
      • Pending: The entry can be edited.
      • Active: The entry is active.
      • Complete: The entry is complete.
      • Cancelled: The entry is cancelled.
   6. Colour = Click inside the colour block and select a different colour from the available colours.
5. Click Save (button) if it is not greyed out.

How to Edit Statuses#

1. Navigate to Timekeeping.
2. Click Menu (button) > Edit Statuses.
3. Click Add/Edit (button).
4. Edit any of the fields.
5. Click Save (button) if it is not greyed out.

How to Delete a Status#

1. Navigate to Timekeeping.
2. Click Menu (button) > Edit Statuses.
3. Click Add/Edit (button).
4. Right-click the status to remove and select Delete.
5. Confirm the deletion on the popup.

How to Change the Order of Statuses#

1. Navigate to Timekeeping.
2. Click Menu (button) > Edit Statuses.
3. Click Add/Edit (button).
4. Right-click the status to move and select Move Up or Move Down.
5. Click Save (button) if it is not greyed out.