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Customer Success:
Time Tracking
bamboohr.com partnerwebsite.com
Josh Franklin
HR Coordinator, CTI, Inc.
Anna Swayne
Product Marketing Manager, BambooHR
Agenda
● Customer Story:
Josh Franklin | HR Coordinator, CTI, Inc.
● Time Tracking Product Demo
● Q&A
Customer Success Story:
Josh Franklin | HR Coordinator, CTI, Inc.
bamboohr.com partnerwebsite.com
Challenges
● Printed time cards, time punch machine
● Manual spreadsheet entry for mailed-in
punch cards from satellite offices
● Weekly pay schedule left little time for
communication or corrections
BambooHR Solutions
● Cloud-based time tracking
● Easy reporting for payroll
● Managers can edit timesheets instantly and
admins can easily find and correct mistakes
BambooHR Time Tracking
● Manual Time Entry
● Clock In/Clock Out
● Timesheets
● Overtime
● Project Tracking
● Notes
● Mobile App
● Setup
● Adding Employees
● Reports
● Approval Notifications
Time Tracking Demo
● Employees enter multiple
start/stop times each workday
● Keep track of your employees
exact start and stop times.
MULTIPLE DAY ENTRY
● Employees enter their time at the
end of each workday
● Helps provide flexibility for
employees who don’t need to
track exact start and stop times
SINGLE DAILY ENTRY METHOD
● Employees have a prominent view
of their time clock at the top of their
BambooHR homepage
● One-click clock in/clock out
● Displays total hours for work week
and pay period
● Quick link to current timesheet
● Provides detailed hours for
the current pay period
● Shows paid time off and
holiday hours
● Dropdown menu allows
employee to review
previous pay periods
● Overtime is automatically
calculated for all U.S. states
and territories
● Overtime is calculated based
on work week regardless of
pay schedules dates
● Know exactly where the time
was spent for certain projects
or tasks.
● Clock into a project or task
already set up in the system
or log hours manually from
the home screen or and
timesheet.
● The notes section gives
employees a quick way to
communicate timesheet details
with their managers
● Useful for explaining overtime,
accounting for emergencies,
making notes on what happened
during a shift, or tracking
progress on a project
● Timesheet submission happens
automatically on the last day of
the time period
● Employees receive a notification
in their email reminding them to
complete any timesheet updates
before submission
1. Entry Method/Time Clock
2. Approvals
3. Work Week Start
(For Overtime Purposes)
4. Holiday Pay Setup
5. Mobile App Employee
Access
1
2
3
4
5
1. No cap on projects or task needed
2. Project names must be unique
3. Select which employees can log
time to this project
4. Select billable or non-billable (see
reports)
* Option to Delete or Archive Projects on the
Settings Page*
1
2
3
4
1
2
3
4
● Add employees in bulk or
one at a time
● Enable immediately or
schedule start dates for
employees or groups of
employees
● Admins determine when approvals
are due based on
pay date
● Admins/Managers can perform a bulk
approval, or view details of individual
employee timesheets
● This process integrates PTO and
other leave management handled in
BambooHR
Payroll hours report includes all hours needed
to process payroll for a specific pay period. ● Regular
● Overtime
● Holiday
● PTO
● Totals
● Approvals
This report allows for
the visibility to see how
many hours were
worked by project or
task and if they were
billable or non-billable.
Expand it to see the
employees who logged
time to that
project/task.
● See all the details on the Timesheet by day including who is clocked in
● Export information in a
variety of formats, so you can
submit it to your payroll or
accounting provider or review
it with decision-makers.
● iOS and Android
● Available for all time
entry methods (Time
clock and time entry)
● Leave Notes
● View Timesheets
TIME CLOCK TIME ENTRY NOTE ENTRY
bamboohr.com partnerwebsite.com
Questions?
bamboohr.com partnerwebsite.com
Thank you!
Follow BambooHR on social media:
bamboohr.com/blog

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Customer Success BambooHR Time Tracking

  • 2. bamboohr.com partnerwebsite.com Josh Franklin HR Coordinator, CTI, Inc. Anna Swayne Product Marketing Manager, BambooHR
  • 3. Agenda ● Customer Story: Josh Franklin | HR Coordinator, CTI, Inc. ● Time Tracking Product Demo ● Q&A
  • 4. Customer Success Story: Josh Franklin | HR Coordinator, CTI, Inc.
  • 5. bamboohr.com partnerwebsite.com Challenges ● Printed time cards, time punch machine ● Manual spreadsheet entry for mailed-in punch cards from satellite offices ● Weekly pay schedule left little time for communication or corrections BambooHR Solutions ● Cloud-based time tracking ● Easy reporting for payroll ● Managers can edit timesheets instantly and admins can easily find and correct mistakes
  • 7.
  • 8. ● Manual Time Entry ● Clock In/Clock Out ● Timesheets ● Overtime ● Project Tracking ● Notes ● Mobile App ● Setup ● Adding Employees ● Reports ● Approval Notifications
  • 10.
  • 11. ● Employees enter multiple start/stop times each workday ● Keep track of your employees exact start and stop times. MULTIPLE DAY ENTRY
  • 12. ● Employees enter their time at the end of each workday ● Helps provide flexibility for employees who don’t need to track exact start and stop times SINGLE DAILY ENTRY METHOD
  • 13. ● Employees have a prominent view of their time clock at the top of their BambooHR homepage ● One-click clock in/clock out ● Displays total hours for work week and pay period ● Quick link to current timesheet
  • 14. ● Provides detailed hours for the current pay period ● Shows paid time off and holiday hours ● Dropdown menu allows employee to review previous pay periods
  • 15. ● Overtime is automatically calculated for all U.S. states and territories ● Overtime is calculated based on work week regardless of pay schedules dates
  • 16. ● Know exactly where the time was spent for certain projects or tasks. ● Clock into a project or task already set up in the system or log hours manually from the home screen or and timesheet.
  • 17. ● The notes section gives employees a quick way to communicate timesheet details with their managers ● Useful for explaining overtime, accounting for emergencies, making notes on what happened during a shift, or tracking progress on a project
  • 18. ● Timesheet submission happens automatically on the last day of the time period ● Employees receive a notification in their email reminding them to complete any timesheet updates before submission
  • 19.
  • 20. 1. Entry Method/Time Clock 2. Approvals 3. Work Week Start (For Overtime Purposes) 4. Holiday Pay Setup 5. Mobile App Employee Access 1 2 3 4 5
  • 21. 1. No cap on projects or task needed 2. Project names must be unique 3. Select which employees can log time to this project 4. Select billable or non-billable (see reports) * Option to Delete or Archive Projects on the Settings Page* 1 2 3 4 1 2 3 4
  • 22. ● Add employees in bulk or one at a time ● Enable immediately or schedule start dates for employees or groups of employees
  • 23. ● Admins determine when approvals are due based on pay date ● Admins/Managers can perform a bulk approval, or view details of individual employee timesheets ● This process integrates PTO and other leave management handled in BambooHR
  • 24. Payroll hours report includes all hours needed to process payroll for a specific pay period. ● Regular ● Overtime ● Holiday ● PTO ● Totals ● Approvals
  • 25. This report allows for the visibility to see how many hours were worked by project or task and if they were billable or non-billable. Expand it to see the employees who logged time to that project/task.
  • 26. ● See all the details on the Timesheet by day including who is clocked in
  • 27. ● Export information in a variety of formats, so you can submit it to your payroll or accounting provider or review it with decision-makers.
  • 28. ● iOS and Android ● Available for all time entry methods (Time clock and time entry) ● Leave Notes ● View Timesheets TIME CLOCK TIME ENTRY NOTE ENTRY
  • 30. bamboohr.com partnerwebsite.com Thank you! Follow BambooHR on social media: bamboohr.com/blog