HRWize allows you to create References and Tasks that you can use in Timesheets, Expenses, Mileage, and Time tracking.

To create References, go to:

Administration > Company > Settings > Timesheets > Timesheet references

Click on the Add button and add a Reference and a level as a minimum, you can create 3 levels of Reference.

To create Timesheet tasks, go to:

Administration > Company > Settings > Timesheets > Timesheet tasks

 Click on the Add button then add a Task name:

Once you have created your References and Tasks, you can decide how and where you want to use them.

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Timesheets

Go to:

Administration > Company > Settings > Timesheets > Timesheets settings

In the Timesheet references and tasks section:

• Select Enabled from the Timesheets references option.
• Select Yes or No from the Timesheets references - managers add new references option depending on whether or not you want your managers to add new references.
• Enter a name for your Reference 0 label.
• Select Active and Required for each of the timesheets, expenses, mileage, and time tracking options to make this reference available on the appropriate function.

Repeat the process as required for Reference 1 and Reference 2 if you previously created them.

After the 'Reference 2' settings you will see an option for Timesheets tasks. Here you can choose if you want to use the Tasks you created previously in the Timesheets function:

Depending on the options you have chosen above, i.e. Reference labels, active or not, and required or not, your timesheet will look something like this:

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Time tracking

In addition to the process detailed above in the Timesheet references and tasks section, go to the Time tracking settings section and select 'Yes' from the 'Time tracking use timesheets reference' option if you want to require your employees to enter a reference. This will use the same references activated for time tracking above, and optionally tasks and billable when entering time tracking entries.

Depending on the options you have chosen above, i.e. Reference labels, active or not and required or not, and Tasks - time tracking activated in Timesheets references and tasks your time tracking will look something like this when you click on Clock in.

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Expenses

In addition to the settings above to activate the references for each module, to use the references and billable in an expense claim, go to:

Administration > Company > Settings > Expenses > Expense settings

In the Features section, select Yes in both the Use timesheet references on expenses and Use billable on expense:

Depending on the options you have chosen above, i.e. Reference labels, active or not and required or not, as well as these two options, your expense claim will look something like this. In this example, only level 1 and 2 references have been activated for expenses.

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Mileage

In addition to the settings above to activate the references for each module, to use the references and billable in a mileage claim, go to:

Administration > Company > Settings > Expenses > Expense settings

In the Mileage section, select Yes in both Use timesheet references on mileage and Use billable on mileage:

Depending on the options you have chosen above, i.e. Reference labels, active or not and required or not, as well as these two options, your mileage claim will look something like this. In this example, only level 1 and 2 references have been activated for mileage.