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Fishbowl Time

6,865 bytes added, 20:34, 25 September 2019
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[[File:Icon.Fishbowl Time.png]] '''Fishbowl Time''' is a web app with functionality for time clocks, overtime, projects, PTO, geo-location, and more. [[File:Fishbowl Time.png|right]] Any device can be used as a terminal for employees to quickly clock in with their PIN or and out. iOS devices can also be used to scan employee QR codebarcodes. When [[#Fishbowl integration|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. [[File:Fishbowl Time.png|right]]<div class="toclimit-2">__TOC__</div> ==Getting Started==# To get started, create an a free account at [https://app.fishbowltime.comapp.FishbowlTime.com].# '''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 {{Button|Menu}} near the top-right corner.# With the menu open, click the [[File:Company Settings Button.png|bottom|alt=Company Settings]] module and carefully review each tab to customize '''Fishbowl Time''' for your business.# '''Fishbowl Time''' features a simple and intuitive interface. Below is a brief overview of each module, however the easiest way to learn is to [https:// wwwapp.fishbowltime.com explore using a free account at app.FishbowlTime.com]. ==User Profile==[[File:Fishbowl Time User Profile.png|right]]* 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==
[[File:Fishbowl Time Dashboard.png|right]]
The '''Dashboard''' is visible to admins and managers and displays the following items.
[[File:Fishbowl Time Dashboard.png|right]]
* Current employee count
* Open payroll
==Time Clock==
[[File:Fishbowl Time Clock.png|right]]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 [[#Postions|position ]] and a [[#Projects and Positions|project ]] if these features are enabled. Positions are required when integrating with Fishbowl and Projects are required when integrating with QuickBooks and Fishbowl. You will see in the following options after clocking in[[#Company Settings|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 allows you to close will change the status of the current project that you are working onto '''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 {{Button|FT Add|Add}}, 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==
[[File:Fishbowl Time Cards.png|right]]
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 {{Button|FT Add|Add}}, 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==
[[File:Fishbowl PTO.png|right]]
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 {{Button|FT Add|Add}} 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 SettingsEmployees|Company Settings]].
==Projects==
[[File:Fishbowl Time Projects.png|right]]
The '''Project''' module displays issued work orders from the [[#Fishbowl integration|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 [[#Company SettingsProjects and Positions|Project Settings]] to modify the name.* To create a project, click on the {{Button|FT Add|Add}} 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<br>[[File:Fishbowl Time Run Payroll.png]]
* Employee Time Cards<br>[[File:Fishbowl Time Cards Report.png]]
* Project Details<br>[[File:Fishbowl Time Project Details Report.png]]
* Employee QR Code<br>[[File:Fishbowl Time Employee QR Code.png]]
==Company Settings==The '''ReportsCompany Settings''' module provides can only be viewed by employees with admin rights. The following tabs are used to configure '''Fishbowl Time'''. ===Company Details===[[File:FT Company Details.png]]* This section allows you to enter company details such as logo, name, website, etc. ===Employees===[[File:FT Employees.png]]* Click the following features{{Button|FT Add|Add}} to add a new employee as well as their hourly rates, overtime rules, sick time, vacation time, permissions, etc.* Run Payroll Click any line to edit that employee.* Employee Time Cards Employees can also be imported and exported by using the buttons near the top-right corner. ===Departments===[[File:FT Departments.png]]* Project Details Employees can be organized into departments, and each department can have a manager. ===Pay Settings===[[File:FT Pay Settings.png]]* FullThis section displays your company settings for pay periods, breaks, PIN length, geo-location, time Analysis format, rounding, overtime rules, etc. ===Projects and Positions===[[File:FT Projects and Positions.png]]* Employee QR Code 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_integration|Fishbowl Time Plugin]].* After creating the positions, click the [[#Employees|Employees]] tab to enable the applicable positions for each employee.
==User Profile=Terminals===[[File: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.
The '''User Profile''' module ===Billing===[[File:FT Billing.png]]* This section allows any employee you to update your subscription, enter their user informationpayment method, passwordsee payment history, and time clock PINetc.
==Company SettingsQuickBooks setup==The # Open your QuickBooks file. Click the '''Edit''' menu and select '''Preferences'''. Click the '''Time & Expenses''' menu on the left and then click the '''Company SettingsPreferences''' tab. Enable time tracking by selecting '''Yes''' in the '''Time Tracking''' section.<br>[[File:A1.png]]# Open the '''Employee Center'''. Open each employee and click the check box that says '''Use time data to create paychecks''' module can only . (As a new employee is imported with time activities, you will also be viewed asked about setting this option.)<br>[[File:A2.png]]# Export the timer lists file by employees with admin rightsclicking 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.<br>[[File:A3.png]]# In the Fishbowl Time web app, go to '''Integrations''' and select '''QuickBooks Desktop'''.<br>[[File:A4.png]]# Click the '''Connect''' button.<br>[[File:A5.png]]# Choose the Timer List IIF file you exported from QuickBooks previously and click '''Confirm'''.<br>[[File:A6.png]]<br>[[File:A6B. This module is used png]]# To export data to manage company detailsQuickBooks, simply click the '''Export Data''' button.<br>[[File:A7.png]]# In QuickBooks go to '''File''' > '''Utilities''' > '''Import''' > '''Timer Activities'''. Select your exported file and then click '''Open'''.<br>[[File:A8.png]]<br>[[File:A8B.png]]# Click '''OK''' for the displayed warning.<br>[[File:A9.png]]# Click '''Yes''' to use time data.<br>[[File:A10.png]]# On the first sync and for new employeesyou will receive a message to set a payroll item for each employee's time activities. Subsequent imports will skip this step.<br>[[File:A11.png]]<br>[[File:A11B.png]]# After the import is done, project settings, positions, departments, pay settings, terminals, and billing informationyou will receive this message.<br>[[File:A12.png]]# You can then view the report of imported activities.<br>[[File:A13.png]]
==Fishbowl integration==
# Review the settings on the '''Item Export''', '''Work Order Export''', and '''Labor Import''' tabs and then click the {{Button|Save}} at the top.
==iOS and Android apps==[[File:Fishbowl Time iOS.jpg|right|375px]]* The iOS app can be downloaded from [https://apps.apple.com/us/app/fishbowl-time-terminal/id1456155724 here] and the Android app can be downloaded from [https://play.google.com/store/apps/details?id=com.fishbowl.fishbowltimeterminal 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|'''Reports''' module]].* To lockdown an iOS device so that only the '''Fishbowl Time''' app can be used, enable [https://support.apple.com/en-us/HT202612 Guided Access].* '''Fishbowl Time''' is also accessible in the browser of any mobile device or by entering the URL for one of the [[#Terminals|terminals]]. =Release Notes==
{{HideH2|Web Updates}}  '''September 2019'''*Updated all CSV exports* To lockdown an iOS device so 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 only the 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* 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 ''' app can be used, enable [https://support1.apple.com0 - 5/en-us23/HT202612 Guided Access].2019'''* Initial release

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