Difference between revisions of "Fishbowl Time"

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(Release Notes)
(Release Notes)
 
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=Release Notes=
 
=Release Notes=
{{HideH2|2019.7.0X – 8-23-2019 - Fishbowl 2019.7}}
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{{HideH2|Web Updates}}
 +
 
 +
 
 +
'''September 2019'''
 +
*Updated all CSV exports
 +
*Updated Time Cards CSV to include shift notes
 +
*Added ability for Admins/Managers to edit clock-in for active timelogs
 +
*Added ability for Admins/Managers to add a clock-out time on active timelogs to clock-out employees
 +
*Fixed issue with switching projects that causes time overlap
 +
*Updated Project Details report with custom date range
 +
 
 +
'''August 2019'''
 +
*Updated sorting for all dropdown lists
 +
*Updated refresh time on terminals to 60 seconds
 +
 
 +
 
 +
{{HideH2|Plugin Updates}}
 +
 
 +
 
 +
'''2019.6.9 – 8-23-2019 - Fishbowl 2019.7'''
 
* Improved error reporting
 
* Improved error reporting
 
* Now sending custom work orders up to FB Time
 
* Now sending custom work orders up to FB Time
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* Added offset for last sync date
 
* Added offset for last sync date
  
{{HideH2|1.0 - 5/23/2019}}
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'''1.0 - 5/23/2019'''
 
* Initial release
 
* Initial release

Latest revision as of 20:34, 25 September 2019

Icon.Fishbowl Time.png Fishbowl Time is a web app with functionality for time clocks, overtime, projects, PTO, geo-location, and more. Any device can be used as a terminal for employees to quickly clock in and out. iOS devices can also be used to scan employee QR barcodes. When integrated with Fishbowl, work orders are imported and the actual labor time is exported back to Fishbowl. Fishbowl Time can also be used as a standalone product.
Fishbowl Time.png

Getting Started

  1. To get started, create a free account at app.FishbowlTime.com.
  2. Fishbowl Time has several modules that can be accessed from the menu. On larger devices, the menu is displayed on the left. Smaller devices can access the menu by clicking the Menu Button.png Menu button near the top-right corner.
  3. With the menu open, click the Company Settings module and carefully review each tab to customize Fishbowl Time for your business.
  4. Fishbowl Time features a simple and intuitive interface. Below is a brief overview of each module, however the easiest way to learn is to explore using a free account at app.FishbowlTime.com.

User Profile

Fishbowl Time User Profile.png
  • Any user can access the User Profile module by clicking their name or photo at the top of the menu. This allows employees to enter their user information, upload a photo, change their password and PIN, etc.

Dashboard

Fishbowl Time Dashboard.png

The Dashboard is visible to admins and managers and displays the following items.

  • Current employee count
  • Open payroll
  • Open projects
  • PTO requests
  • Who is currently clocked in and what they are working on
  • A timeline of clock-ins and clock-outs along with breaks
  • An hours summary listing the total hours recorded for various time periods (today, yesterday, current pay period, last week, etc).

For non-admin managers, the Dashboard will display information for only those employees assigned to the department the user is a manager of.

Time Clock

Fishbowl Time Clock.png

The Time Clock module is used by an individual employee to clock-in/clock-out, go on breaks, switch positions/projects, and edit or manually add time entries. When clocking in, a user can select a position and project if these features are enabled in the company settings.

  • Start Break - After starting a break, you can click Resume Shift to resume work.
  • Start Lunch - After starting a lunch break, you can click Resume Shift to resume work.
  • Start or Switch Project - This allows you to either select a project to start working on or switch from one project to another.
  • Finish Project - This will change the status of the current project to Closed.
  • Add Shift Note - This allows you to make a note on your current shift which can be viewed on the time log entry in Time Clock or Time Cards.
  • With the necessary access rights, you can manually add time logs by clicking the FT Add Button.png Add button, or edit time logs by clicking any line.
  • The filter at the top can be used to modify the results that are shown and search results can be downloaded to CSV by clicking the download button at the top.

Time Cards

Fishbowl Time Cards.png

The Time Cards module is used to view time entries grouped by date or employee. Admins and managers have the ability to modify time entries.

  • With the necessary access rights, you can manually add time logs by clicking the FT Add Button.png Add button, or edit time logs by clicking any line.
  • The filter at the top can be used to modify the results that are shown and search results can be downloaded to CSV by clicking the download button at the top.

PTO

Fishbowl PTO.png

The PTO module is used by employees to view and submit requests for vacation, sick days, and holidays. In addition to their personal PTO requests, admins and managers can view, approve, deny, or delete the PTO requests for the employees they manage.

  • Click the FT Add Button.png Add button to submit a new PTO request.
  • Click the filter button to filter the results.
  • Current balances are displayed and will update as requests are approved.
  • Admins and managers can use the Employee PTO Requests section to view employees time off requests.
    • Use the icon buttons to approve, deny, or delete pending requests.
    • Balances for each employee are set in the Company Settings.

Projects

Fishbowl Time Projects.png

The Project module displays issued work orders from the Fishbowl integration. If Fishbowl Time is being used as a standalone application, work orders can be manually created in the Project module.

  • All projects will display the last activity, budgeted hours, actual hours, and status.
  • Click on the Project Number hyperlink to get a detailed view of all time entries that have been logged to this project.
  • If your company uses a term other than "Projects", use the Project Settings to modify the name.
  • To create a project, click on the FT Add Button.png Add button at the top and enter the Number, Name, Budgeted hours, etc.
  • To edit a project, click on a line and modify the status or any other fields as needed.

Reports

The Reports module provides the following features.

  • Run Payroll
    Fishbowl Time Run Payroll.png
  • Employee Time Cards
    Fishbowl Time Cards Report.png
  • Project Details
    Fishbowl Time Project Details Report.png
  • Employee QR Code
    Fishbowl Time Employee QR Code.png

Company Settings

The Company Settings module can only be viewed by employees with admin rights. The following tabs are used to configure Fishbowl Time.

Company Details

FT Company Details.png

  • This section allows you to enter company details such as logo, name, website, etc.

Employees

FT Employees.png

  • Click the FT Add Button.png Add button to add a new employee as well as their hourly rates, overtime rules, sick time, vacation time, permissions, etc.
  • Click any line to edit that employee.
  • Employees can also be imported and exported by using the buttons near the top-right corner.

Departments

FT Departments.png

  • Employees can be organized into departments, and each department can have a manager.

Pay Settings

FT Pay Settings.png

  • This section displays your company settings for pay periods, breaks, PIN length, geo-location, time format, rounding, overtime rules, etc.

Projects and Positions

FT Projects and Positions.png

  • Projects are required when integrating with QuickBooks and Fishbowl.
  • The term "Projects" can be modified to match the terminology of your company.
  • At least one position is required when integrating with Fishbowl
  • Labor items are imported from Fishbowl by using the Fishbowl Time Plugin.
  • After creating the positions, click the Employees tab to enable the applicable positions for each employee.

Terminals

FT Terminals.png

  • This section allows the creation of various webpages that allow employees to clock in and out. Any device can then be used as a dedicated terminal by locking it to that URL.
  • IP Address Restrictions - Setting an IP address restrictions makes it so that the terminal can only be accessed when an employee is connected through the approved IP address. This can be used to restrict employees to only access the time clock while they are connected to internet at their place of work.
  • Device Restrictions - Setting device restrictions makes it so that the terminal can only be accessed on devices that have been specifically approved by the account administrator. This can be used to ensure that only specific computers or devices are allowed to access the time clock terminal.

Billing

FT Billing.png

  • This section allows you to update your subscription, enter payment method, see payment history, etc.

QuickBooks setup

  1. Open your QuickBooks file. Click the Edit menu and select Preferences. Click the Time & Expenses menu on the left and then click the Company Preferences tab. Enable time tracking by selecting Yes in the Time Tracking section.
    A1.png
  2. Open the Employee Center. Open each employee and click the check box that says Use time data to create paychecks. (As a new employee is imported with time activities, you will also be asked about setting this option.)
    A2.png
  3. Export the timer lists file by clicking the File menu and then select Utilities > Export > Timer Lists. *Note: You will need to switch to single user mode in order to export or import files.
    A3.png
  4. In the Fishbowl Time web app, go to Integrations and select QuickBooks Desktop.
    A4.png
  5. Click the Connect button.
    A5.png
  6. Choose the Timer List IIF file you exported from QuickBooks previously and click Confirm.
    A6.png
    A6B.png
  7. To export data to QuickBooks, simply click the Export Data button.
    A7.png
  8. In QuickBooks go to File > Utilities > Import > Timer Activities. Select your exported file and then click Open.
    A8.png
    A8B.png
  9. Click OK for the displayed warning.
    A9.png
  10. Click Yes to use time data.
    A10.png
  11. On the first sync and for new employees you will receive a message to set a payroll item for each employee's time activities. Subsequent imports will skip this step.
    A11.png
    A11B.png
  12. After the import is done, you will receive this message.
    A12.png
  13. You can then view the report of imported activities.
    A13.png

Fishbowl integration

The documentation on this page is for the most recent version of the Small.Fishbowl Time.png Fishbowl Time plugin. To get the most recent version, Update Fishbowl.
  1. In any Fishbowl Client, open the Small.Plugin.png Plugin module, located in the Integrations group.
  2. Select the Small.Fishbowl Time.png Fishbowl Time plugin and click Install.
  3. Completely close all Fishbowl Clients.
  4. Exit the Fishbowl Server by right-clicking the Fishbowl Server tray icon and selecting Exit.
  5. After re-opening the Fishbowl Server, the admin user can access the Small.Fishbowl Time.png Fishbowl Time module from any Fishbowl Client by opening the Manufacturing module group.
  6. To grant access to additional users, assign the Fishbowl Time-View access right to the appropriate groups in the Small.User Group.png User Group module
  7. Enter your username and password in the Small.Fishbowl Time.png Fishbowl Time module and then click the Connect Button.png Test Connection button.
    Fishbowl Time Plugin.png
  8. Review the settings on the Item Export, Work Order Export, and Labor Import tabs and then click the Save Button.png Save button at the top.

iOS and Android apps

Fishbowl Time iOS.jpg
  • The iOS app can be downloaded from here and the Android app can be downloaded from here.
  • One of the easiest ways for employees to clock in/out is using QR barcodes and scanning them with the mobile app. Clocking in/out is easy and just requires the employee to hold their unique barcode in front of the camera on the mobile device.
  • Employee barcodes can be printed from the Reports module.
  • To lockdown an iOS device so that only the Fishbowl Time app can be used, enable Guided Access.
  • Fishbowl Time is also accessible in the browser of any mobile device or by entering the URL for one of the terminals.

Release Notes

Web Updates


September 2019

  • Updated all CSV exports
  • Updated Time Cards CSV to include shift notes
  • Added ability for Admins/Managers to edit clock-in for active timelogs
  • Added ability for Admins/Managers to add a clock-out time on active timelogs to clock-out employees
  • Fixed issue with switching projects that causes time overlap
  • Updated Project Details report with custom date range

August 2019

  • Updated sorting for all dropdown lists
  • Updated refresh time on terminals to 60 seconds


Plugin Updates


2019.6.9 – 8-23-2019 - Fishbowl 2019.7

  • Improved error reporting
  • Now sending custom work orders up to FB Time
  • Associated BOM's are no longer required when pushing WO's up to FB Time. In this scenario the WO description is used for the project name
  • Added offset for last sync date

1.0 - 5/23/2019

  • Initial release