I don’t need three levels in the Time-Track hierarchy. Can I remove the third level?
Currently all three levels are mandatory in actiTIME, and it is not possible to remove any of them. However, if you don’t need the third level, you can create just one item on the top level and associate all projects (second level) with that item. It is not mandatory to create further top-level items if you don’t need them.
How do I configure starting leave balances for actiTIME users?
A user’s starting leave balance can be set up in the List of Users, under the PTO Settings and Sick Days Settings tabs.
In this interface, you can also review each user’s leave accrual history and set up unique accrual rules for them (instead of the system-wide ones).
How do I configure user’s initial pay rates for work and leave time?
After creating a new user account, you may set up the cost of work rate, the overtime rate and the leave rate for that user to calculate their earnings automatically based on the number of hours tracked. To do so:
- Go to the Users interface
- Click on the user’s name in the list to open Account Settings
- Configure all pay rates in the Cost of Work Rates section
How do I assign users to customers, projects and tasks?
You can do so in two ways:
1. Via a customer, project or task properties → Assigned Users:
2. Via the Work Assignments tab of the List of Users:
Note that only managers with the ‘Manage Accounts & Permissions’ and/or ‘Manage Scope’ permissions can edit users’ work assignments. They can assign only those customers, projects and tasks that fall into their management scope.
Where can I view my current PTO balance?
In actiTIME, regular users can see their PTO balance in the View Time-Track interface.
Managers who have the right to manage user accounts can review team members’ leave balances in the PTO Settings and Sick Days Settings tabs of the List of Users.
Managers with time reporting permission can review the PTO values of the entire team in the Leave Time & Balances report.
Please note that actiTIME allows submitting only one leave day at a time. If you need to submit several leave days, consider using actiPLANS, our resource scheduling solution that seamlessly integrates with actiTIME.
Can I convert employee’s overtime into Paid Time Off?
Currently, there is no special option to convert overtime to additional PTO days.
However, you can always adjust an employee’s leave balance manually if you want to increase it by the number of overworked hours or days. This can be done in the PTO Settings and Sick Days Settings tabs of the User List:
Please note that if you set a hard balance value and then submit leave time for any past date retroactively, that leave won’t affect the current balance. To avoid this situation, use the Increase balance or Decrease balance options.
Can I assign an employee to 2 departments at a time?
No. One user can be assigned to one department and one time zone group at a time.
As a workaround, if you need to assign a user to two departments but don’t need the time zone groups as such, you can use time zone groups as an additional grouping parameter for users.
