Parallax Timesheets offers customers a way to track, review, and report on time assigned to projects easily and effectively.
Adding New Hire/Person
To add a new hire go to Settings > People > Add Person
Enter the requested information for the person's profile as prompted.
This will create a new record within Parallax and create a timesheet for the employee/person at the same time as well as a USER access profile.
Recording Time
Employees will record time in Parallax via their own User access. The default Permission level is Timesheet only. Employees with this level of access will only have the Timesheets option on the left-hand menu and will see their project assignments within Parallax.
Currently, completed projects are not eligible to have edits or to add time however, with PX Timesheets if you wish this to be an option, please contact support and request this feature to record time to completed projects be turned on.
Employees with the Timesheet only Permission level will see this view:
Time Entry
Only Projects in the In Progress status will be shown to an employee.
Time can be entered in each cell by day or by using the Apply Plans link on the far right of the project.
Planned hours for all assigned projects can be applied as actuals by using the Apply Plans link in the bottom left corner, or at the individual project level using the Apply Plans option in the menu to the right of each plan as shown above.
If a project is in the On Hold or Completed status, it must be moved to In Progress to add the time and then moved back to On Hold or Completed status. When a project is going to be completed (closed), all time should be reviewed and verified before closing/completing.
Employees can go back 1 week to enter or update time, but any time adjustments needed prior to last week will need to be updated by their manager or someone with Parallax Admin access. Parallax locks this down to ensure accuracy for invoicing and reporting activities.
For organizations using the Approvals feature: If a timesheet has been saved or submitted, an employee can make changes for the current week and prior week. Once a timesheet has been APPROVED, no changes are permitted to that timesheet.
Parallax recommends that individuals enter their time for the week no later than the following Monday. This ensures that plans are up to date and that the actuals have been recorded before moving on to a new week.
Adding a Timesheet not shown in current week (No Plans):
Timesheets will display for employees whenever planned hours are scheduled. If there are no planned hours for a project and an employee does complete actuals this can be recorded by searching for the project in the Add Offering Search Box and entering in time. To access this, an employee must be added to the project with a role. No plans are required if not needed.
View Options
1. Add an offering you are assigned to for the week or add PTO or Holiday Time
2. Notification when no time has been assigned to plans
3. Defaults to users timesheet but with proper permissions, can also search for someone else's timesheet.
Notes
Notes can be made for each day on each plan as needed. This helps call out any variance or changes that may have occurred between Planned v Actuals.
Saving & Submitting
Time Entries can be Saved each time an entry is made in Parallax.
For organizations using the Approvals feature: When the timesheet is ready for review and approval, the timesheet should be Submitted by using the Submit link.
Changes/Edits
Employees can make edits if necessary on current week and one week in the past. Policies should be set at the company level regarding whether this is permitted as it can affect invoicing.
Make a mistake and need to move the time? It's easy in Parallax Timesheets, as long as the timesheet is active and within the current week or prior week, the employee can simply remove the time from one project/service offering to another! If time needs to be adjusted for timesheets older than current and last week, anyone with Approval access can adjust the time for them or move if needed.