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 […]

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. In this guide we will cover: – How to set how date format displays in Halo How to set how date format displays in Halo Halo uses […]