Setting up a job for Timekeeping by Assigning Time Categories to a Job

A job must have time categories assigned for entering and reporting time entries.

Note

Before coding time against a job you must set up the job's "time category series". This determines the categories that will be available, when entering time for a job.

Each job may have a customised set of categories. To set up a job's time categories for timekeeping:

1. Search for a job
   
   Click on this link.
   https://www.insol6.app/en-AU/apps/job/search
2. Navigate to Job > Setup
   
   The Category tab will display.
   
   
   
   If the job is not set up you will be re-directed to the page.
   
   
3. Drop down the category selector and select a root category for the job.
   
   
4. Click "Add to Timekeeping"
   
   You may now enter time against a job.

Note

• Once you have assigned a category series to a job you cannot change it. If you have set the series incorrectly, please contact support.
• When on-boarding a new practice, all jobs will be set up with default categories. This is to avoid a user having to go to each job and set the category (this is an option process). Contact support if you want to set your own categories.