How to set up time tracking (for admins)

How to set up time tracking (for admins)

How to Set Up Time Tracking in guHRoo (for admins)


Introduction

This guide will walk you through setting up time tracking in guHRoo, a process that's essential for accurate payroll and time management. 


*You must be signed in as a client-admin user to access the necessary company settings for this setup.


Steps/Procedures

  1. Set Up a Pay Frequency

Since time tracking in guHRoo is linked to your company’s payroll structure, you'll first need to set up a "pay frequency." Employees will track their time based on your company’s pay cycle (e.g., biweekly or semi-monthly).

  • Navigate to Settings and select Payroll from the left-hand menu.

  • Under Payroll Settings, you will see four tabs: Pay Types, Pay Frequency, Pay Frequency Settings, and Job Codes.

  • Click on the Pay Frequency tab to manage your pay frequencies.

  • Select Add New Pay Frequency to begin.

  1. Complete the Pay Frequency Form

Use the information below to fill out the Pay Frequency form accurately:

  • For Semi-Monthly Pay Frequencies: Additional fields will appear—First half start date and Second half start date. Enter the beginning dates of two consecutive pay periods. You can choose dates from the current month or a previous month, but ensure they are no more than 25 days apart.

  • Example: If your pay periods run from the 1st-15th and 16th-end of the month, you would enter 1/1/24 and 1/16/24.

  • Once all information is entered, click Save to save your pay frequency.

Note: Only one pay frequency of each type can be active at any time. For example, you may have one biweekly frequency and one semi-monthly frequency but not two semi-monthly frequencies.

  1. Choose Your Time Tracking Format

The default time tracking format is Hours:Minutes

. If you prefer a decimal format, you can change this under the Pay Frequency Settings tab.

  1. Review and Confirm

At this point Stop! Double-check all the information you entered in the pay frequency settings. Once a pay frequency is assigned and employees start using it, you won’t be able to edit its details. If changes are needed, you’ll have to disable the current pay frequency, create a new one, and reassign your employees to the updated setting. Time records under the old pay frequency will still be accessible.

  1. Assign Users to a Pay Frequency
    The final step is to assign your employees to a pay frequency. There are two ways to do this:

    • On the Employee Profile:

      1. Go to the employee’s profile, select the Job tab, and assign the Pay Frequency.

    • During the Invitation Process:

      1. In the Offer Details step, select the Pay Frequency.

  2. Note: If the employee is still onboarding or hasn’t activated their account, you won’t be able to assign their pay frequency until their account is active.

Troubleshooting

  • Can’t Edit Pay Frequency Details: If you realize that the pay frequency settings are incorrect after assigning them, you will need to disable the incorrect pay frequency and create a new one. Reassign employees as needed.

  • Employee Profile Access Issues: If an employee is still in the onboarding process or hasn’t activated their account, their pay frequency cannot be assigned. Wait until the employee has fully onboarded and activated their account.

That concludes the guide for how to set up time tracking! If you are interested in learning about how to set up Job Codes and Job Locations to track employee time for specific activities/locations, see this article.



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