Hello, everybody, and thanks for joining today for your TSheets online training.
My name is Michelle and today I'll be walking you through our TSheets employee training,
helping you learn how to use TSheets on the mobile app.
So, for today, an agenda: like I said this is an employee training covering the mobile app of TSheets.
So helping you just learn the basics of how to track time and view your timesheets from the app.
So, as you can see right here on our TSheets main website [TSheets.com], we've got, of
course the little cloud, we've got connected to the dashboard and the mobile app.
Now, today I am going to be showing you the training based on an iPhone.
But don't worry, for you Android users, the user interface, all of it is very similar, iPhone vs Android.
This is just the demo phone I have in front of me, is an iPhone for today.
But don't worry if you need to use an Android, all of the trainings and all exchanges is
very similar for where everything is at, just the main differences are little things between
iPhone and Android.
But don't worry, we have training guides for this.
I'm going to go ahead and view this on my screen, so you can see what I'm talking about.
If you can't find them in that control panel, let us know and we can email them out to you as well.
But this is going to be pretty much the printed visual version of what I'm showing you today
that you can use for future reference.
So from here it has things like "How to install the app" and "How to sign in" "How to sign
out" "How to clock in and out"—all the things that we'll show you today but you
can view this later on, if you need to.
Now, what's really important, of course, is that at the very top, you're going to see
a rectangle there that has three blanks.
This is where you can put in your TSheets URL, your username, and your password.
And these are the three most important things you'll need to actually get started with TSheets.
Those are the keys to open the door.
Now, your administrator, whoever kind of sets you up on the TSheets path will be able to
provide you with these things.
So they'll let you know what your URL is, maybe your username and then maybe have sent
you an invite where you can set up your own password.
But, just know that's really where it all begins.
So, after you have that information, and you have that ready, you can go to the first thing
here on the left, which is how to install the app.
So again, you're going to go to the designated app store, whatever device you have, Android
or iOS, search TSheets, and install the TSheets Time Tracker app. And it is free.
It is a free app to download, so don't worry about that.
But, after you are there, then we'll be able to sign in and out.
Now, for this part of the training, what I'm going to do is actually bring up a screen-share
of my app, so you can go ahead and kind of follow along, and I'll show you what we're
going to be doing.
So from here, when you first get the app on your phone, you're going to see it downloaded
here, you are going to see a page that looks like this, so it says 'Let's get started. What's your role?'.
Now, if you need help from here, take a look at the bottom of the app.
You will see two ways to contact us, phone and text.
And again, those are the free ways to get support from us.
And don't worry, we've gone through every problem, troubleshooted all the things, so
don't worry, you can bring anything to us, okay?
So, from here, let's get started.
I'm going to go ahead and get signed in as an employee today, so I'll tap 'Employee'.
Then when I do that, it is going to show me where I can actually see my login screen.
So from here, I will have to put in my email, my username, and my password.
So let me go ahead and get this up here.
Now, it looks like my screen share is a little bit delayed here, so let me try and see if
I can update this for you.
There we go, we are updated, perfect.
Okay, so, after you press that option for 'Employee', this is going to be your login screen.
So you'll see where you can enter email, username, password, and company URL.
So, today I'm going to be signing in as Sally. So, sbrown.
I'll type in my password, and then I'm going to put my company URL, which is peanutscrew.
So, I'll type in all that.
Now, if you ever forget your password, you can always click on that little, well, tap,
I should say, tap on that option there that says 'Forgot password' and that's going to
then allow you to of course, get a link sent to you or of course you can reach out to the
administrator of your account, and they can of course help.
We'll go ahead and press 'Sign In' here and it's going to log me in to my account.
Now, from here, the first thing you are going to see is what we call the Time Clock.
Now, this is going to be one of the first ways you can, as an employee, actually start a timesheet.
Now, this may not be the main way you use, but again, we'll talk about this cause all
of these different things will be depending on permissions.
So, the permissions that your admin sets you up with will determine what options you can
use to clock in and out.
So, this is going to be maybe if you need those start times and end times.
So, from here, as an employee, this would be how I start a timesheet.
Now, depending on the account, again, some of you may be tracking jobs, or customers,
some of you may be entering different fields.
This again where you are going to be able to input all that data.
So, start time, then I'm going to tap where it says to 'Select a Job'.
When I tap on 'Select a Job', it's going to show me my menu of options.
Now, up at the very top, you will see the Nearby Jobs area, or maybe Customers.
This is going to be based on the GPS of you phone, what jobs are you closest to.
So, instead of having to scroll down to find 'Snoopy's Dog House', it's going to pull of
my location and say this one is .3 miles away, is that what you need to clock in to.
So, all of this is for me, so I can use those nearby options, or I can scroll down and use
any of the ones listed here.
So, maybe today I am working on Snoopy's Dog House, maybe that's what I need, I'll tap
that to plug it in to my timesheet. Now, I'm not on the clock yet.
I still can fill out the rest of my details for any advanced tracking, or then I can press
'Clock In' and add it later. But, let's fill the rest of it in.
Now, the rest of the fields here, again, may be dependent on your account.
You may be entering things like 'Service Items' or 'Classes', maybe 'Equipment Used', or maybe
you don't even have to enter all of this, you'll just see a 'Clock In' button and you'll be good to go.
But, I'm going to put in a 'Task', so I'll then tap that to see my list of options.
So, I'll scroll through and say, let's say I'm going to do, I'm at Snoopy's Dog House,
we're doing 'Grooming', so I'll select that.
Then, notes, notes can be whatever I want.
This could be details for my admins, saying, you know, "Here's the projects I worked on,
I worked on this many jobs, we had this many grooming appointments, whatever I might want to put in.
Or, I could have a note for them to maybe come back and edit my timesheet.
So, I could say, "Admin completed paperwork for 2019, then had three grooming appointments."
Something like that. So, I can then save this, add that to my timesheet. So, now, I'm ready to clock in, right?
So, I can come down to the bottom and use that big green button, tap that, and that
will officially start my timesheet.
So, you can see, of course, it starts counting down at the top, my job, task, and notes are
there, and I can always add more notes later, just tap into the notes field and add more to what I have.
Now, also from this first page of the time clock, you can also add attachments.
So, see right there where it says 'Attachments', you can tap on that to either take a photo
right here in the moment, or select one from your camera roll.
So, if there is a picture of a before and after, if I wanted to take a picture of what
I completed, whatever I might need to do, I can go ahead and take that photo right here in the moment.
So, let me go ahead and take a photo of the office chair in my room, not that that make
sense for my timesheet, but that way you can see how it will pull.
So, I can go ahead and say 'Yes', I can retake it, use the photo, and then I can even add a caption.
I could say, 'Broken chair. Needs replacement.'
And then I can tap at the top-right, add photo to add it to my timesheet.
And that will load up for me to view later, as well as my admins.
So that's going to be your time clock.
Now, you can also see your location here, and then down at the very, kind of middle
bottom, you'll see three additional buttons.
'Take Break', 'Clock Out', and 'Switch'.
No, 'Switch' is where I can basically start a whole new timesheet,
but without clocking out and clocking back in.
That way I'm not loosing track of any time in the background.
So, I could say 'Switch' and I could say I want to start a new timesheet to 'Brown's
Home', this the 'Great Room', I'll put in my task, this is 'Construction', and then
tap 'Save' to start a new timesheet.
That way it would basically redo my whole Time Clock here and start me out with a new timer.
So just like that, I can switch.
Now, also down at the bottom, there's that yellowish button, and that's to take breaks.
So, again, this is going to be dependent on your account setup, but if your admin wants
you to take lunch breaks, rest breaks, you can tap on this.
It will either put you right into a break that you're assigned to, or you can pick from the options shown.
So I could say, you know what, this is my personal break, I'll tap 'Personal Time' and
that way I can see, you know what, it's 20 minutes, it's a paid break, and it shows me how long I have.
Now, at the bottom, I can hit 'End Break' to put me on the clock again, or it can auto-end,
in a certain timeframe, so I don't have to remember if I don't need to.
So, if you do need to take lunches or rest breaks, make sure to use that yellow button to switch as you need to.
And if you don't see a breaks button, ask your admin how they'd like you to go on your
lunches, maybe tell them about this feature, and say how easy it would be for them and you to use.
Now, last but not least, we have the 'Clock Out' button.
So when you're totally done for the day, done with this timesheet, ready to go home, tap
'Clock Out' and that will end your time tracking.
So, that way your time clock is ready for the next time you need to clock in, just like that.
So, that's the main way of tracking here on the app, but remember there are more options
here from the bottom of the app. Now, let's go to the first one really quick.
Even though, time clock is the first one it bumps you into, it's not the first option from the menu.
So, the first option from the menu is your Overview.
This is going to detail your totals, and up at the top, you can toggle between 'Day Total',
'Week Total', or your 'Pay Period Total'.
So you can see how many hours you've tracked so far, get a nice, kind of, overview of what you've got.
You can see and overview of your schedule, you can view the full schedule, see the jobs
you've worked on today, and even view your PTO balances available.
So, Sally can see how much 'Sick' she has left, and how much 'Vacation' and 'Holiday'.
And that's just all from the Overview, exactly that.
Well, let's go back to the bottom of the app, and let's go to Timesheets now.
Now, from Timesheets here, this is going to be something where all of you can go to as
employees, but what you can access here will be different again on your permissions.
Now, again, if you have questions about permissions, we're going to answer all those questions
at the end today, just so we can go through the options here in the app first.
But, from here, Timesheets is going to be a list of all the time that you've tracked so far.
From here, if you, as an employee, have a permission called 'Manage my Timesheets',
you can actually tap on any timesheet to not only view the details, but you can actually edit.
Up at the top right you'll see a pencil icon, and that pencil icon is going to be your edit.
So, you can tap right on there to edit the job, the start time or end time, you can add
different notes, you can add more attachments, whatever you might need to do, and of course,
save when you're done. So, pencil to edit.
Now, you also will see a three dot icon, in which you could delete, but be careful, once
you delete it is gone for good.
So, make sure you can cancel that if you don't want to proceed with getting rid of that.
So, as an employee with 'Manage my Timesheets', tap whenever you want to edit.
If you don't have 'Manage My Timesheets', you can still come here to view all your timesheets,
scroll through to see your notes, and tap for more details.
Now, one other thing that you as an employee might have with 'Manage my Timesheets' is
up at the top right, a plus icon.
That plus icon is where you can click to then add more time.
This is a way of manually adding a timesheet.
So you could do this for start times and end times, or if you see up here in the 'Type'
section, there's kind of a way to toggle back and forth.
So, you could do 'Duration', which is just total amounts of time, or 'Time In/Out', where
you could say I started at this time and ended at this time.
So, you can again plug in the details, say I started at 12:54pm, I ended at 4:00pm, and
that was for a specific day.
Or, again, I could do duration, and say, you know what, this was for maybe Friday, and
the I could say this was for 3 hours and 4 minutes.
So again, just entering the hours differently, but still plugging in all that information
for job, customer, task, service item, whatever you need to plug in.
Or, again, if you're just tracking hours total, that's fine here as well.
Just make sure you press 'Save' when you're done to add in the details.
Now, this is a good example, if you ever see errors like this, just read through, it will
tell you exactly what to fix, and that way I can plug in the rest of my details, and
then save it successfully.
Now, that's all from here in Timesheets, but again, take a look at the bottom, the bottom
of the app, you'll still maybe see more options like the Schedule.
The schedule your admin may choose to use, or not.
But, if you do see it, this is where you could go, as an employee, to see what they've scheduled
for you to work that day and that week.
So, you can come here and say, "Ok, what do I have to work next week?"
Let me scroll through here, let me tap on it, I can see what my job was, when I'm supposed
to be there, and of course, if I needed to, I can also see the location where to go as well.
Now, I can actually tap on that location there to pull up my map to show me how to get there as well.
So, that's just from the schedule view.
Now, the last place I want to take you on the mobile app before we go into our much
anticipated question break, is to 'More'.
Now, when we tap on 'More', this is going to show you a few different things again,
depending on your permissions.
You may or may not see a 'Who's Working' window.
And the 'Who's Working' window is just a way for you to see exactly that, who's on the clock, and who's not.
Now, you may also see a 'Paid Time Off' section, where you can add, edit, or delete your PTO entries.
So, if I wanted to make an entry for a vacation day, I could use the plus up at the top to
see what my balances are available, and then go ahead and enter in the date that I want to take that off.
So, that can be done here from the PTO section of your 'More' menu.
And also, you many see a 'Notifications' section.
From here, you can see if I have any updates, but I don't, so it's telling me to have a wonderful day.
Now, the last thing I want to show you is actually something you can reach from any
of these different sections from the bottom of your app, and it is your 'Profile'.
Now, you will see either your profile picture up at the top left, or you may see a silhouette
icon if you haven't put in a picture yet.
But, for Sally here, she does have her picture, so I can tap on that to bring up her profile details.
Now, there's a lot from here.
You can see where I can change her profile picture, I could tap in to the account info.
This is where I could see which permissions I do have.
Maybe what my username is, and what my URL is.
So, just the general information for what do I have going on here. What are my details.
But, also from here in the profile, I can see my 'Settings', my 'Sync Now', and 'Help & Support'.
Now, under 'Settings', this is where you can update things like your notification settings,
you can update your selections.
Now one thing I will say, definitely take a look through here, update your notifications,
to send at the most helpful times possible.
But, from this main section, see that 'Reset App' option?
Please be careful with that.
And please only reset your app when us, as a support team, recommends you to do so, because
there will be things we want to do in the background to make sure we get all the data
off the app, before we reset it. Because a reset will kind of wipe it clean.
So, just make sure if you are going to reset, that our Tier 2 team has told you to do so first.
And that's all under 'Settings'.
Your 'Sync Now' option is also from here in the Profile.
Now, the app will sync automatically to the dashboard for your admin to view, but if there
ever seems to be an issue with getting the app to talk back and forth, you can also come
here, tap 'Sync Now' to force it to talk right here in the moment.
Now, the last ones I want talk about is 'Help & Support'.
Make sure you as an employee know where this is.
Under the profile, 'Help & Support', and this is where you can find different ways to contact us.
The first one is 'Help'.
That will bring you over to our knowledge base with lots of different guides and kind
of help tools you can use anytime you'd like.
But, also from here, a really important one, I want to make sure you see, is 'Report a Problem'.
This we might talk to you, talk to go through, if sometimes you're reporting kind of a weird
issue with the app, like a bug, cause we want to find out what's happening with your app,
and the best way we can do that is to report a problem.
So, you'd come here to 'Help & Support', tap to report a problem, and this is where you'd
put in your email, so we can then reply back to you, and then describe the problem.
Let us know what's happening, kind of a little bit of details, you can say to call me at
this number for a resolution, whatever the case might be.
But, when you report a problem, tap 'Send' up at the top right, and that will get sent
over to our Tier 2 team.
They'll be able to see what's happening, look in the background, and then work with you
to make sure that hopefully that never happens again.
But, report a problem is one of the best ways to get in touch with us is something seems
to be kind of buggy in the background of your app.
You can also though come here to suggest and idea, we always want to learn how we can be better.
And you can call us and text us with just a tap of a button here.
And remember, calling, texting us, is totally something our support here is free.
So, you can do that 20 hours a day, 7 days a week, we are here in the office to help.
So, that's under 'Help & Support', again under your main 'Profile'.
You can also see the version of your app, and lastly, 'Sign Out'.
So, if you do, maybe share a device, sign out whenever you need to, and that will bring
you to that main sign in page.
And all of those options are under the 'Profile'.
If you don't have the app yet on your phone, go to tsheets.com and up here at the top right,
there's a little phone icon, you can see our number for, or live chat over here on the right as well.
So, let us know, we're here and thanks again for joining.
We'll go ahead and wrap this up, but have a great rest of your day.
Bye for now everyone. Thanks again.