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Time Tracking Teams
Teams group users together for time tracking purposes. They control who can approve whose timesheets, how entries are filtered in reports, and what individual billable targets are set for each member. A user can belong to more than one team. Timesheet approval routes to the lead of whichever team is associated with the time entry.Team structure
Each team has a name and optionally a Team Lead. The team lead can approve and reject timesheets for members of their team. Each team member record has two settings that apply specifically to time tracking:Creating a team
1
Go to Admin → Time Tracking → Teams
You need instance admin access to create teams.
2
Click + New Team
The create dialog opens.
3
Enter the team name
Choose a name that reflects the group’s function, department, or client alignment — for example, “Engineering”, “Customer Support”, or “Client A”.
4
Assign a Team Lead (optional)
Search for and select a user to act as Team Lead. The team lead can approve and reject their team members’ timesheets. You can leave this blank and assign it later.
5
Click Create
The team is created and appears in the Teams list. You can now add members.
Adding members to a team
1
Open the team
Click the team name in Admin → Time Tracking → Teams to open its detail view.
2
Click + Add Member
The add member dialog opens.
3
Search for the user
Start typing the user’s name or email to find them. Select the user from the search results.
4
Set the Entry Date
Enter the date from which this member’s timesheet periods should start. Periods before this date will be hidden for this member. If you are unsure, use the first day of the current month.
5
Set the Target Billable %
Enter the individual billable target for this member (for example,
80 for 80%). This is optional — leave it blank if you are not tracking individual billable goals.6
Click Add
The member is added to the team and appears in the member list with their entry date and billable target.
Changing a member’s settings
To update an existing member’s Entry Date or Target Billable %:1
Open the team
Navigate to Admin → Time Tracking → Teams and click the team name.
2
Click the member row
Click the member’s name or the edit icon next to them. The edit dialog opens.
3
Update the fields
Change the Entry Date or Target Billable % as needed and click Save.
Removing a member from a team
Click the ••• menu next to the member’s name in the team detail view and select Remove from Team. Removing a member does not delete their time entries or timesheet periods — it only removes them from the team going forward.Removing a member does not affect periods that are already SUBMITTED or APPROVED. The historical record remains intact.