Everhour
Setting up the integration
You can find the API key for your user by clicking your avatar/icon (probably your initials) in the upper right and selecting ‘My Profile’ and then scrolling to the bottom of the screen.
After supplying the key and either hitting enter or clicking ‘Connect to Everhour’, the Company Selector will appear. Select the Company desired and hit enter or click to Connect a second time to complete the integration.
User types
There are five user permission tiers with the following relevant abilities:
Limited Member
can add, edit and see only personal time and expenses.
Member
ordinary employee. Members can report time into projects and tasks they are assigned to. They can see other team members and their contribution to common projects. Members do not have access to money-related information.
Supervisor
intermediate role between admin and member. Supervisors can see, add or edit the time for other users, but only in common projects. Supervisors do not see a member until they have an intersection on projects. Like members, supervisors do not have access to money-related information.
Admin
full access (except exclusive privileges of the team owner). Admins can see projects and tasks of all users, regardless of whether they are assigned to the project or not. This is due to the fact that any admin should see the same totals in reports and be able to configure project billing and budgeting.
Owner
initially, owners are those who register an Everhour account. Owners can:
access the Billing page;
manage the subscription;
access the payment receipts;
delete an account.
Team ownership can be transferred to any other admin on a team.
For the sake of simplicity, we’ll assume your user is an Admin. If you don’t have access to an admin account, your member user can be elevated by another admin. Team members can be managed by first clicking Team from the header nav and then Members from the subnav.
An admin would click a users' context menu (hidden till the user’s row is hovered) and then select ‘Edit Profile’. User Management
Everhour’s very particular about its users. Their APIs don’t allow for remote user creation, so we cannot export employees from Parallax to Everhour like we can our other timesheets. Not only must users be created in Everhour, they’re not good for much of anything until the user actually accepts the emailed invite. Parallax will import users who’ve not accepted invites, but park them in Archived until they accept. As an admin, you can still assign projects and hours to pre-invite hours, but nothing will pull into Parallax until they accept.
Project Management
Most project configuration is done through a context menu that appears only when the project is hovered. This menu is available both from the projects landing page as well as the project’s detail page.
In order to log time to a project, it’ll need a Task, and in order to have a Task, it’ll need a Section. Both can be automatically generated when using the admin add time function from the Home page, so I’ll not spend much more time on it.
Recording Time Entries
There’s two primary means of logging time of interest to us: the Team Timesheet and the User Timesheet.
The Team Timesheet is accessible from Home for admin users and allows you to enter time for any employee.
Just click into the desired day’s cell for a given employee to open the edit modal.
Fill out the relevant whatsits, click Add Time, and you’re good to go for that day. Of particular value here is the Save and Add Another button. It’ll save your entry and reload the modal. This’ll save you a ton of time as it’ll retain all the values so you can change the date, employee, project or whatever you need if you’re just trying to load a bunch of time across a project or user.
The User Timesheet, available from Time, isn’t as globally useful, but it does have some bells and whistles that may be handy. You can’t meaningfully add anything on the List tab (well, there’s the Timer, but I said meaningfully…), so we’ll use the Timesheet tab.
Click Add Row to select a new project/task to add time to.
Once you have a project/task row, you just click into the cell to add/edit time. Once it exists, you can pretend you logged it to the wrong day /project and actually click and drag it to the appropriate location. It’s a bit fiddly, but hovering the lower-right corner is required to enable the click /drag action.
There are other ways of logging time (lookin' at you, Timer), but the methods above will cover your needs.
Known Gotchas
Everhour’s APIs are somewhat limited, and so we can’t quite guarantee the same experience as our benchmark timesheet integration.
- Employees who haven’t accepted their invites are not pulled into Parallax as Active users; rather they’re quarantined in Archived until they accept.
- Everhour projects won’t be archived when Parallax project is put on hold or completed.
- Archiving an employee in one won’t be mirrored in the other — both ways.
- Everhour has a variety of employee types that we disregard on import.
- Everhour requires tasks to log time to, and Parallax does NOT create default tasks in projects. Users will have to manually create one before people can log time to a Parallax-provisioned project.