Management is located under the gear icon in the upper right corner. Click on it, and you'll immediately land on management.

Below is a brief overview of all the tabs you can find in management.

Create new activities or archive existing ones here. You can also edit activities. Add labels, product or wage codes, and hourly rates here. Additionally, in the activity settings, you can specify whether the activity is billable by default and whether it should be included in new projects by default.

You can also specify whether this activity affects the employee's absence balance or overtime balance.

Create and manage templates for scheduling employees in the schedule. Choose a start and end time, which position will be filled with which activity, and optionally, add a description for the template.

Create and manage positions for scheduling employees. Add recognizable colors here so that it’s clear to employees which position they are scheduled for.

Create labels here for hours, projects, clients, employees, services, or activities. By labeling, you add extra context to, for example, your registrations.

Note! Once you change the label type, the label will be removed from all the places it was linked to.

Create and manage products that your employees can use when registering expenses. Link a product or article code from your accounting software, so expenses are automatically categorized correctly. Additionally, add fixed sales and purchase rates to the expense. If these are left blank, they can be manually added during registration.

Add vehicles here that can be used to register trips. Add the make, model, and license plate. You can also specify which employees and/or teams have permission to register trips using this vehicle.

Create and manage locations here where employees can be scheduled in the staff planning. Add the location name, client name, location code, and address.

Manage the customer portals here and find the link to open the customer portal. In the general settings, you will find the customer name and the language of the customer portal. In settings, you will find toggles to determine which sections customers can view in the customer portal. You can also select which projects are visible in the customer portal. Additionally, you can specify which contacts have access to the customer portal. These contacts will receive a link to open their customer portal.

Create time clocks for your environment here and manage their settings. Specify which client, project, and activity the registrations from the time clock should be linked to in the TimeChimp environment. Also, specify whether contract hours and/or worked hours should be displayed.

Select the manager who can manage the time clock on location. The time clock manager can set up a portal on a tablet and predefine a client, project, and activity if these have not been set up in the administrator portal.

In the employee settings, you can specify whether photo verification is required during registration, and you can also define which employees and teams have access to the time clock.

Create and manage contract types with associated conditions for overtime calculations. Indicate whether overtime should be calculated, which will then be visible on the employee's profile page in the personal dashboard. When the TimeChimp environment is opened, a zero-hours contract and a fixed contract are already added.

Create and manage all the different roles within your organization. Create new roles where you can set permissions for registering, projects, teams, finances, management, and settings exactly as you want. This article provides more information on the standard roles and their corresponding rights.

You can import holidays here based on the country you are working in. You can also block holidays, preventing employees from logging time on those days. You can adjust these settings per holiday by clicking on the three dots next to the holiday.

Determine which VAT rates can be used in the environment for expense registrations and on invoices. The name you give the VAT rate will appear on the invoice under the total amount in the following way: VAT (NAME).

Don't forget to include the percentage in the VAT rate's name.

You can also indicate in the name that the VAT is reversed or exempted. In this case, enter a percentage of 0 in the settings.

VAT rates cannot be changed once they are created.

Manage and create different absence types that your employees can use to register their leave and absence. For each absence type, you will have a separate overview in the leave overview where all the hours registered under this absence type are displayed.

When creating an absence type, you can also select the option to automatically create an activity for employees to register time against. You will then be directly taken to the activity settings, where you can specify whether the activity affects the overtime or leave balance.

We hope this article has helped you gain more insight into the topic you were looking for. If you still have questions or don't quite understand something, our support staff are here to help. You can always start a chat with our support team, and they will be happy to help you. We aim to answer all your questions within a short time and provide you with the information you need. Thanks for reading our article, and good luck with applying your knowledge!