Does your company ever have consistent workdays that you need to manually add entries for? Do you feel like you're always adding entries that you wish you could just copy and paste? Whether you have a need to add manual time entries regularly or just on occasion, BusyBusy’s Time Entry Templates have got you covered!
Where to find and manage Time Entry Templates
1. From the left navigation menu click on Time Cards.
2. In the dropdown menu, select any of the first 4 views. (Summary, Basic, Expanded, or Entries)
3. Click the plus icon toward the top right corner. (If you’ve never created a manual time entry in BusyBusy on the web, check out THIS article!)
4. Go to the paper icon in the top right corner, called Template Menu.
How to create a new Time Entry Template
In the left menu, click Time Cards.
Click Summary, Basic, Expanded, or Entries.
Click the plus icon near the top right corner. The Create Time Entry form opens. (If you’ve never created a manual time entry in BusyBusy on the web, check out THIS article!)
In the form, click the paper icon in the top right corner. This is the Template Menu.
Click Manage. The Time Entry Templates screen opens. You can create, delete, and reorder templates here.
Click + Create in the top left corner. The Create Template form opens.
Note: You can save up to 30 Time Entry Templates. If you reach this limit, a Template Limit Reached message appears when you click + Create. To add a new template, click the trash icon next to a template you no longer need. Then click + Create again.
Type a name in the Template Name field. (This is a required field)
For Example, If you have crews/groups that have typical time entries, you could name the template after the group. You could name the template after an employee, if you regularly add time for the employee. Or, if you have a project with standard work hours, you could name it after the project!
Click the Employees drop-down to pick one employee. Or click the plus icon next to it to pick many.
You can use the drop down menu at the top to filter by an Employee Group and use the search bar to search within the selected group.
Set the Start Time and End Time. Change the AM or PM if needed. (This is a required field)
Optional: Click the plus icon under Breaks to add a break.
Select a Project.
Select a Cost Code. (This option will not be listed if you do not have Cost Code tracking enabled in your Time Keeping settings. Click HERE to learn more!)
Select Equipment. (This option will not be listed if you do not have Equipment tracking enabled in your Time Keeping settings. Click HERE to learn more!)
Optional: Type a Description.
Click the blue Create button at the bottom of the form to save the template.
The Template Name and Start/End times are the only required fields when creating a new template. Any of the fields that you leave blank will stay blank every time you apply the template. Any fields that you fill out, will automatically enter the same details. Get creative! | Use your |
Template limit: delete a Time Entry Template
Each user can save up to 30 Time Entry Templates. If you reach this limit, a Template Limit Reached message appears when you click + Create. To add a new template, click the trash icon next to a template you no longer need. Then click + Create again.
In the left menu, click Time Cards.
Click Summary, Basic, Expanded, or Entries.
Click the plus icon near the top right corner. The Create Time Entry form opens.
In the form, click the paper icon in the top right corner. This is the Template Menu.
Click Manage. The Time Entry Templates screen opens.
Click the trash icon next to the template you want to delete. The Delete Template message opens.
Click Delete to confirm. (To keep the template, click Cancel.)
Click + Create to add a new template.
Once you’ve created multiple templates, feel free to reorder them! This is especially helpful if you’ve got several templates, and want to move the most frequently used templates to the top so they’re quick to find. Click and drag a template to move it. |
Use Your Template and Set a Default!
To use your template, click on the Template Menu icon from the “create time entry” form. Then, simply select a template underneath LOAD TEMPLATE. Make any edits to the entry, then click Create at the bottom, as normal!
If you find yourself needing to select a specific template every time you create an entry, set it as your default! Click on the Template Menu icon from the “create time entry” form, and go to Settings. Use the drop down to select a template that will automatically be applied anytime you add a new entry, and click Apply. To remove a template, click the X on the right side of the drop down menu and click Apply.
If you have employees selected in your default template and are clicking the plus icon associated with an employee - The template will automatically only select that employee, and will not apply to the employees listed on the default template. |