Timesheet Approvals
In this guide we will cover: – Enabling Timesheets and Timesheet Approvals – Adding a Manager to Approve – Approval/Rejection – Approve For The Week – Rejection Emails – Holidays Associated Admin Guides: Time Management Holiday Management Workdays Email Templates This guide details how to configure timesheet approvals and their use. It also details how you […]
Time Tracking
In this guide we will cover: – Logging Time on an Action – Adding Quick Time – Deleting Time Entries – Viewing Your Timesheets Associated Admin Guide: Time Management Fig 1. Time Management Configuration Module Time tracking is a function within Halo to monitor how much time agents spend on each action and the relationship […]
How to Configure Timesheets
In this guide we will cover: – Key Settings – Add Fields to Time Logging screen – Set Warning if Time Taken on Action Exceeds a Set Amount of Time – Setting Target Hours and Holidays – Timesheet Approvals – Incomplete Timesheets Notifications (v2.176.1) Admin Guides: Time Management Related Guides: Timesheet Approvals Time Tracking Key […]
Tracking Travel Time and Time On-Site
In this guide we will cover: – Enable tracking travel and distance – Billing for Travel Time/Mileage HaloPSA allows for both Travel Time & Mileage to be tracked & billed for. In general, MSP's tend to track travel time or distance travelled, although it is possible in Halo, tracking both is uncommon. The very first […]
Shifts
In this guide we will cover: – What are shifts in Halo and what can they be used for? – How to Create Shifts – Team Shifts – Shift Visibility – Shift Functionality – Importing Shifts from Microsoft Teams Associated Administrator Guide: Time Management What are shifts in Halo and what can they be used for? […]
Wrong Date Format in Halo
Halo is displaying in the wrong date format for the region you are in. For example, it is displaying the dates as MM/DD/YYYY when based in the UK. Halo uses your browser's timezone to determine how the date format is in the web app. If it is displaying the US format it is likely that […]
