The Lists and Types menu include a number of account configuration options that are used throughout your TimeSite Pro account to specify and categorise information in the system. 

• User Types
• User Groups
• Pay Grades
• Project Type
• Project Item Type
• Task Type
• Project Status
• Task Reporting Categories
• Country / States
• Mobile Menus
• User Cost Rate Type

User Types

These are created to enable the awards/pay rule engine to target groups of users/workers.  User types are a way to dissect the workforce into specific groups who are paid uniquely.  The User types allow you to allocate specific attributes to users so that the awards/pay rule engine can target them with pay outcomes.  

You may have people who receive benefits after 38 hours of work each week, such as overtime rates.  This overtime may be triggered for another user type after only 23 hours of work that week.  The user types therefore give you that necessary detail so you can create the correct pay environment for your workforce.

User types can also be used to identify FullTime/PartTime, Casuals or contractors whom are all treated differently when it comes to payroll.

User Groups

User Groups are a great way to organise your workforce for payroll.  User Groups can then be targeted by the pay rules engine for specifics related to their award or EBA.  Salaried employees can also be grouped so their records are not processed at payroll time but their time is allocated to project costing. 

To create a User Group go to Settings / Features and under the User section enable User Groups.  Then go to Lists and Types (also in Settings) and select User Groups and create your categories.  

Once this is complete go to Admin / user and under the setting tab you then select a User Group.

Pay Grades

Pay Grades are another way to dissect the workforce where another level is required.  Let's use the Electrician trade example.  Electrician grades in Australia include:

As the name suggests these people are paid differently based on their skill set.  An A-Grade electrician is paid more than a B-Grade electrician.  But sometimes a B-Grade electrician will need to assist an A-Grade electrician and as such their pay needs to be adjusted when doing on A-Grade work.  Timesite can nominate certain jobs or tasks to receive certain pay grades.  When a worker performs this work they can be calibrated (using our pay rules engine) to receive an uplift from their normal pay grade.

To create a Pay Grades go to Settings / Features and under the User section enable Pay Grades.  Then go to Lists and Types (also in Settings) and select Pay Grades and create your categories.  Once this is complete go to Admin / user and under the setting tab you then select a the workers normal Pay Grade.

Project Type

The Project Type screen is used to manage the entries in the pulldown menu in the Project record. 

Go to Settings > System Settings > Features > Project and enable the Enable Project type checkbox. Go to Admin > Project > [select project] > Profile > Project Type and select the project type from the pulldown menu. 

Project Items Types

Project Item Types offer another level of granularity to projects to categorise work within your project. Go to Settings > System Settings > Features > Sub Project  and enable the Enable Project Item type checkbox. Go to Admin > Project > [select project] > Project Item > Project Type and select the project type from the pulldown menu.   This enables another level of categorisation of project activity similar to a task.  For example, you could categorise cost codes using project item types.

Task Type

The Task Type screen is used to specify the task types needed to configure the way that your tasks are to work within projects. Edit existing task types by clicking on the edit (pencil) icon on the left. Delete task type by clicking on the trash can icon on the right. 

The following attributes can be set for each task type: 

Sort Order: if you need a specific sort order other then alphabetic. 

System Type: only used by the TimeSite Pro development team. 

Active: set a task type to inactive if you don't wish to use it any more but don't wish to delete this entry because it is still being used with tasks recorded in timesheet records. 

Category: use Assigned to indicate a task associated with a client-related activity; use UnAssigned to indicate tasks that not client-related such as internal staff meetings; use UnAvailable for tasks where the user is unavailable for work activities such as annual and sick leave. These categories are used in the timesheet legend in the timesheet summary. See Legend and Colour Coding in the FAQ article How does the Timesheet Weekly Summary table work?

Non Billable: use Non Billable for tasks that do not have a revenue outcome but do have a cost that needs to be allocated to a project or client. 

Timesheet Record Type: use Non-Time based for tasks where the unit of measure is something other than duration. Examples include dollars spent, kilometers travelled, etc. 

Reporting Category: used to specify categories in certain management reports. 

Project Status

The Project Status screen is used to manage the entries in the pulldown menu in the Project record. 

Go to Settings > System Settings > Features > Project and enable the Enable Project status checkbox. Go to Admin > Project > [select project] > Profile > Project Status and select the project status from the pulldown menu. 

Task Reporting Categories

The Task Reporting Categories screen is used to manage the entries in the Reporting Category column in the Task Type screen.

Go to Settings > Lists and Types > Task Types > [select & edit a task type] > [select the Reporting Category pulldown & select entry] > [click the save (tick) icon. 

Country / States

The Country / States screen is used to manage the state and country entries that can be selected in various address fields used throughout TimeSite Pro. 

As an example, the states in Australia is displayed in the Company Setup screen when entering the address to be used for your TimeSite Pro account. 

Mobile Menus

You can customise the menus in the mobile app by checking the box under setting/Mobile then go to settings tab and check the box circled below.  Then go to Lists and Types and add a new record (the mobile app task you wish to appear).  In this example we have created two tasks - demolish and leave.

This enables the business to customise which tasks are presented on all projects or specific projects in the mobile app.  For example, this would apply to expense tasks selected (ie travel , accommodation and tolls), leave tasks (sick, RDO etc) and/ work tasks.  The power of this feature is that it gives the business control of what appears on the tasks menu despite there being a larger menu available in the web app.

In the example below we have selected Project abc bridge and whilst the system template i have used allows users on the web app to see five tasks i have limited the tasks visible on the mobile app to demolish and leave.  This simplifies the mobile app users' life and streamlines the workflows.

User Cost Rate Type

The User Cost Rate Type is used when setting up a Time Cost Rate to specify the rate per x number of hours for a half-day, for example. 

Go to Admin > Time Cost Rate > Add New Rate > [select cost rate type from the Unit pulldown].