Crystal Timesheets Set Up

Navigate to "Employee Settings", "Employee Details". Select an employee that will be entering their timesheet/leave request from the left-hand side. Select "Default Hours" under "Other Details". Change the employee's timesheet upload option to either "Employee Time Sheet" or "Leave Request & Default" (whichever is applicable) for that employee.

The employees will need their login details to enter their timesheet/leave request online. Select "Employee Online Access" at the bottom of the page, and select "Yes", and change the user code and password as you like. Select "Save" and you will now send the login details to the staff by email.

​ Navigate to "Company Settings", and then "Company Users". Select "Manager", and then select "Add". 

Choose an employee to designate as a manager if applicable, then fill out the fields such as in the example below. Note down the "Manager Access Code", "User Code", and "Password".

You can also optionally assign an "MFA Email Address" to set up Multi Factor Authentication for the user. Multi Factor Authentication means that when the user logs in to the system, they will be prompted to enter a code sent to their email address as an extra layer of security.

Once you are finished adding the relevant details, select '"Save"'.

If there is more than one manager, allocating each employee to particular managers through "Manager Duty". You can assign individual employees or by department/branch (if department and branch are set up).

If you would like to set what an employee can and cannot see in their portal, select "Group Functions", then "Employee". If you do not want an employee to view specific information, you can enable or disable each relevant option.

You can also enable "Allowances" for employees. Enabling this option will allow employees to submit allowance requests.

The setup is now complete! Once the employees enter their timesheet, the manager will review and approve each employee’s timesheet to be processed by the payroll administrator. However, if you do not have a manager, the payroll administrator also can approve timesheets and leave requests through "Process a Pay", "Time & Income", "Manager Approval". Finally, select the "Pending Working Hours" to approve or decline time, and "Pending Leave Hours" to approve or decline leave requests.
Crystal Timesheets ​ADD-ON
About Crystal Timesheets
Crystal Timesheets Set Up
Employee enters Timesheet
Employee enters Leave Request
Employee enters Allowance Request
Manager Approves Timesheet
Manager Approves Leave Request
Manager Approves Allowance Request