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This page lets the user see their requested time off, sick time, activity, and a way to request time off.

Request Time Off

To request time off, select the "Request Time Off" button in the upper right of the screen

Enter Data and Save

In the popup view, you have the ability to select between Vacation and Sick time. Once selected, you can enter the range in days or hours, depending on the request. There is a free text permission field for explaining the request. Once complete, click the "Request" button on the bottom right of the window.

Activity Table

When requests are saved, the are added to the "Recent Activity" section at the bottom of the page. This section gives all the details of the requested time off, as well as a status and reason section.

• STATUS: This is an indicator that shows the review status of the request. Once an Administrator has reviewed the request and made a decision, it will populate here

• REASON: When the status is determined, the Administrator will give a reason to the decision that was made.

Conclusion

This concludes the My Time Off section for TimeBox. Next will be learning how to enter and track expenses.

The Dashboard screen acts as the main hub for TimeBox, offering a quick overview of the user's time summary and shortcuts to essential tools. It features an intuitive layout, ensuring easy navigation to key sections like the Sidebar Menu and User Profile, optimizing the user experience from the start.

Sidebar Menu

The Sidebar menu provides Navigation to the various tools that an employee can use to log their time, request time off, log their expenses, view members of the team, and generate personal reports.

User Profile

Clicking on the logged in users name will open a dropdown where users can edit their profile, select light or dark mode, set their language, date, week, and time preferences, and logout of the TimeBox System.

Just under the navigation tab, you will see a date range. This is the current week based on the Computer time. Users can use the arrows to navigate to different weeks.

Reading the Data

All time logs that have been entered for the selected week are listed in the table. Every individual task entered for the current week will be separated for an overview of how much time has been logged for those specific tasks.

Add a New Row

To add a new row for a new project task, select the "+" in the green box in the top right of the page

New Row Added

The newly created row will appear below the 1st row. It is important to know that the 1st blank row will always appear for quick project and task selection.

Entering Time

When adding new data to the table, the header bar will let you know that you have unsaved data by highlighting green. To save the data, press the "Save" button in the upper right of the table.

Matching Tasks Merging

When data from identical tasks are added in separate rows, the rows are combined. In the step above you see the user entered an identical project "Internal Test" and task "Internal Meeting". Once that data was saved, it is combined with the existing task to create one row.

Task Weekly summary

On the right side of the table, there is a "Total" summary that lists all of the total hours per task. The bottom right of the table contains the total hours logged for the selected week.

Row Removal

If a row is added incorrectly or needs to be removed, the user may hit the "x" on the far right of the table to remove that row.

Conclusion

we will explore how to enter time using the "Monthly" tab.

• Time: Enter the time spent on a specific item (entering ".50" will auto convert to 00:30 minutes)

• Description: Free text field to log exactly what you did for that time

• Project: A list of projects that the user is a part of to categorize who the work was done for

• Task: Task items belonging to a specific project

• By default, the "Billable" selector is set by TimeBox admin on whether or not a specific project is Billable or non-billable work

Project and Task Selection

The project selector is a dropdown that contains all of the projects that the user is assigned to. The task field will auto fill based on the last used task selected by the user for previous entries.

My Time Entries

After entering a time log for the selected day, the information for that log will appear in the "My Time Entries section at the bottom of the screen. This section is an overview of all logs for the day. You can use the filters to select a certain day or date range, filter by project or task, and add criteria by billable or invoiced to view the results.

Conclusion

Next we will explore how to enter time using the "Weekly" tab.

The Expenses section allows the user to see all of their entered expenses, as well as add new expenses if the user has permissions to do so.

Create New Expense

To add a new expense, click the "Create" button in the upper right of the page. This will open a window where you can add all the details of the expense.

Enter Data and Save

The new expense window contains data fields for:

• Title: Name of the expense

• Category: What type of expense it is

• Date: What day this expense was made

• Description: What are the specific details of this expense

• Amount: How much is the expense

• Upload: Section to upload documents and receipts

There is also a section allows you to link the expense to a client or project.

Once the Data has been entered, press the green "Save" button in the lower right of the New Expense window.

Expense Table

The table on the Expenses screen gives details on all of the current users expenses that have been logged. It will detail all of the important information as well as give a status once it has been reviewed by an administrator.

The 3 dot action button is there if the user needs to edit or delete a logged expense.

Conclusion

This concludes the Expenses section for TimeBox. Next will be learning how see other members of our team in the "My Team" section.