Tracking employee time in NetSuite allows businesses to monitor productivity, manage billable hours, and simplify payroll. Here’s how to set it up and use the time tracking feature effectively:
Step 1: Enable Time Tracking
- Navigate to Setup > Company > Enable Features.
- Go to the Employees subtab and check the box for Time Tracking.
- Save your changes.
Step 2: Configure Time Tracking Preferences
- Go to Setup > Accounting > Time Tracking Preferences.
- Choose options such as allowing negative time entries or requiring approvals.
- Set the default time entry format (e.g., hours and minutes).
- Save the settings.
Step 3: Assign Time Tracking to Employees
- Navigate to Lists > Employees > Employees.
- Open an employee record and go to the Access tab.
- Enable Give Access and assign a role with time entry permissions (e.g., Employee Center).
- Save the changes.
Step 4: Enter Time Records
- Employees can log time by navigating to Transactions > Employees > Track Time.
- Fill out details such as:
- Date: Select the day the work was performed.
- Customer/Project: Link time to a specific customer or project.
- Hours: Enter the number of hours worked.
- Save the time entry.
Step 5: Approve Time Entries
- Managers can review and approve time entries by navigating to Transactions > Employees > Approve Time.
- Select the entries to approve and click Submit.
Step 6: Generate Time Tracking Reports
- Go to Reports > Employees/Time Tracking.
- Run reports like Time Tracking by Employee or Time Tracking by Customer to analyze logged hours.
- Customize reports to filter by date range, project, or employee.
By setting up and using NetSuite’s time tracking features, businesses can streamline resource management, optimize project billing, and ensure accurate payroll processing. Regularly reviewing time entries and reports ensures consistent tracking and accountability.