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 New Person
Enter in necessary information into person profile as prompted.
This will create a new record within Parallax and create a timesheet for the employee/person at the same time.
Recording Time
Employees will record time from their own access via Parallax. Depending on Permission level set, if an employee is only allowed to see Timesheets and Projects than this view will be restricted to those areas within Parallax.
Employees with Employee only Access (Permission) will see this view:
Time Entry
Only Projects in an 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.
Actuals can be applied to all projects at once as planned by using the Apply Plans link in the bottom left corner or the Apply Plans can be entered directly at the project level on the right of each plan as shown above.
If a project is in an On Hold or Completed status, it would be required to move the project to In Progress, add the time and then move back to On Hold or Completed status. When a project is going to be completed (closed) all time should be reviewed and verified it is up to date before closing/completing.
Employees can go back 2 weeks to enter in back time but any time adjustments needing to be done prior to the last 2 weeks, will need to be updated by their manager or someone with Parallax Admin access. Parallax locks down the amount of historical time that can be adjusted due to invoicing and reporting.
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 onto a new week.
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 entered into Parallax.
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 up to 2 weeks prior to the current week. Policies should be set at the company level whether this is permitted as it can affect Invoicing.
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 onto a new week.