We've done our best to make working with TimeChimp as easy as possible. But even Apple has a manual and so do we 😉
1. Log in TimeChimp
Some TimeChimp basics.
1.1 Creating employees
You can create employees via Manage > Employees > + new user(s). Only the administrator can add new employees to TimeChimp. You can choose to create multiple administrators.
There are 3 roles:
- User > Access to Timesheets and Reports
- Project manager > Same as user + projects (and possibly Estimates / Invoicing)
- Administrator > Management rights
Do you have many employees that you prefer to create in one go? This can be done via an import; More information about creating employees can be found here.
1.2 Logging in
You can log in via https://app.timechimp.com. Your username is similar to your e-mail address. If you do not have a password yet, click "Forgot password". You can then create a new password and your login details are complete.
If you have multiple organizations and have been created as an employee in these organizations, you can switch between the organizations. This is possible by clicking on your initials at the top right. Then click on "Change organization":
1.3 Switch modules on and off
Via Settings (gear) > App Centre, different modules can be activated. You can also activate the links with other applications.
You can use TimeChimp easily or more extensively in this way; this depends on your wishes and industry. An example; if you have the project module switched off and you only want to register hours, see the screen below:
2 Create primary data
2.1 Creating clients
You can create clients via Manage > Clients. These can be created manually or automatically transferred through one of our links. IIf you want to make the 'which customer' box mandatory when registering, you need to activate this via Settings (top right gear) > general > Customer required YES. If you want Leave to be registered, you can create your own organization as a client.
2.2 Creating projects
If you are going to work with projects and tasks, it is best to first create the projects. Every project is linked to a client. You can create projects via Projects > New project.
When you create a new project, you can fill all the master data. You can also copy projects after you have created the project via Projects > Actions > Copy. You can also create standard / template projects in this way and copy them. This can be very effective. The project manager or manager can create projects.
More information about projects can be found here.
2.3 Creating tasks
You can create tasks via Manage > Tasks. Only the administrator can create tasks. Make sure that you set whether you want the activity can be invoiced by default or not (external / internal).
If you want your task to be available for all projects, you can check the “Add task to all current projects” checkbox. You will see that check mark in the screen below. You can also set an hourly rate per task if you work on an hourly rate activity.
3 Find your way with Timesheets
With TimeChimp you can easily register for hours, expenses and trips. You always start in the Timesheets screen after logging in. The Timesheets screen consists of 3 parts:
- Expenses (optional),
- Mileage (optional).
Registering hours with TimeChimp can be done in various ways. For example, you have a day view where you can enter the hours per day and you can use a timer if you want to. A week view gives you a better registration option for users who register per week.
The Expenses App is optional and can be switched on / off at Manage > App Centre. This makes it possible to register expenses on clients / projects.
The Mileage App is optional and can be switched on / off at Manage > App centre. This makes it possible to do a km registration for a commuting. These too can be registered on clients / projects.
More about Timesheets can be found here.
TIP: Do you want to accelerate the creation of a client, project or task? Then type the name of your client in the client selection list and choose the 'add' button. The client is created immediately. You enter further details of the client later in Manage -> cleints. Only administrators can create new clients.
TIP: Try recording both the day and week for registering your hours. You can do this with the 'Day / Week' button at the top of your time sheet. Find out what works best for you!
4 Find your way with Reports
With reports you have a clear overview of the registered hours, expenses and / or trips. Through the filters you can easily and quickly find the hours that you have entered.
If you are a administrator or project manager (with access to all projects), you can also see the hours of other employees here.
It is possible to convert the selected hours, expenses and / or trips within reports to, among other things, Excel, CSV or PDF. Select the rules and click on ''Export'. The administrator or project manager can approve hours. When you select the hours, expenses or trips, you can approve them via Actions > Approve (the approval module must be enabled in your App Centre). You can also invoice the hours via the invoice app or via one of our links (including WeFact or MoneyBird).
TIP: all filters, search actions, sorting etc are remembered within the reports when you return to this screen.