Time Management
7 guides
Changing Date and Time Formats
Holiday Management
This guide outlines the process of managing holidays within an organization using the Halo system. It details how to set holiday allowances, book holidays, and manage different holiday types. The process involves configuring holiday allowances per agent, using the calendar to book holidays, and ensuring the appropriate approval flow is set up via the timesheet manager. The guide also explains the approval process for holidays and how allowances can be adjusted according to holiday types. It includes necessary permissions and configurations to facilitate this procedure.
How to Configure Timesheets
This article provides a detailed guide on configuring timesheets in Halo's time management module. It discusses key settings for enabling time logging, setting up timesheet features, and adding additional fields for time entries. It includes instructions on setting warnings for exceeded action times, configuring target hours, and managing holidays. The article also covers timesheet approval processes, including submission and rejection notifications, and preventing actions or invoicing until timesheets are approved. Additionally, it explains setting up notifications for incomplete timesheets to agents and managers, based on completion percentages and specified times.
Shifts
The guide on 'Shifts' covers managing flexible working hours for agents through the Halo system. It includes instructions on creating and configuring shifts, setting up team shifts, and using import functionalities, such as from Microsoft Teams. The guide also details the shift visibility and functionality, including ticket assignment during active shifts and scheduling appointments. Additionally, there's information on shift clocking in/out, ad-hoc shifts, and managing shift-related status changes for agents.
Time Tracking
This guide focuses on time tracking within the Halo system, explaining how agents can log time on actions or via quick time entries. It covers configuring time logs, customizing timers, adding or deleting time entries, and viewing timesheets. The guide also explains how triggering rules based on time taken can automate task assignments. Additionally, it provides instructions on setting charge types for quick time entries and managing timesheet entries effectively through configuration options.
Timesheet Approvals
This article provides a comprehensive guide on configuring and managing timesheet approvals, including enabling timesheets, assigning managers for approval, and handling approval or rejection processes. It details how holidays can be integrated into timesheets and outlines various configuration settings for timesheet management. Agents can submit timesheets for approval, and managers have the ability to approve or reject them, including options for reversing approvals. The article also explains how to configure rejection emails and manage holiday time entries within timesheets.
Tracking Travel Time and Time On-Site
This guide explains how to track travel time and distance in Halo. Users can enable tracking and billing for travel time and mileage through configuration settings. Two billing methods are available: using predefined rates or travel charge rates. Travel charge rates allow flexibility in billing travel separately from labor, with options for travel time, distance, or both. The article also covers integrating travel rates into billing plans and restrictions on when travel can be billed, ensuring proper invoicing management in Halo.