Setting Up & Managing Time Tracking Policies
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Wondering how to create Custom Work Groups in GoCo?

Keep reading to learn how to enable employees to track their time based on a specific project or task! You can also use the links below to skip ahead to whichever part you need.

How to Enable Custom Work Groups

Adding an Employee to a Custom Workgroup

Employee POV

Reporting Custom Work Groups

Mini Training Crash Course

 

  1. Log in to GoCo as a Full Access Administrator or a user given additional permissions to edit Work Groups. From your company home page, find the card labeled Work Groups & hit the "View" button. 
    Screen Shot 2022-11-15 at 11.41.19 AM
  2. Switch over to your Work Group Settings & enable Custom Work Groups by hitting the blue 
    "+Add Work Groups" button. 
    Screen Shot 2022-11-15 at 12.00.38 PM

    When you click on Add Work Group, you will see the 3 GoCo defaults (Customers, Projects, & Tasks), but you can change the defaults or add more. 

    🚨Note: These sections are hierarchical, and GoCo will allow you to add up to 5 tiers.
    Screen Shot 2022-11-15 at 12.04.42 PM

  3. Once you save, go back to the Work Groups Overview tab and you will see the new work groups!
    Screen Shot 2022-11-15 at 12.05.45 PM
  4. You can edit each tier to add as many customers, projects, tasks, etc. as you need by hitting the "Edit" button.
    Screen Shot 2022-11-15 at 12.08.02 PM
    ⭐ You can also limit projects/tasks based on the hierarchal tier!

  5. Once you've got everything added hit the blue "Save" button. You are now ready to assign team members to each type!
    1. You do this via the employee's Employment & Compensation change wizard on the employee's profile.
      Screen Shot 2022-11-15 at 12.10.30 PM
    2. Be sure to add only the codes you want the employees to track time for
      1. You can also mark certain codes as "default". This setting would automatically apply that project code when an employee clocks in.
        1. You can only assign 1 default per tier
        2. If you only have one customer/task/project assigned to the company, it will automatically be the default

Screen Shot 2022-11-15 at 12.12.09 PM

  1. Once added, employees will be able to track time to that project code!
    1. When clocking in, employees will see each group:
      Screen Shot 2023-08-04 at 12.34.30 PM
  2. All done! Your employees will now be able to delegate their time worked to the specific customers/projects/tasks that you have set up.

That's great...but how do pull the data?

Check out your GoCo Company reports - there's a new report that will report on the total hours per project for any date range!
Screen Shot 2022-11-15 at 12.16.02 PM

For a step-by-step video tutorial on this feature, check out our Mini Training Crash Course on this topic: 

 

Have additional questions? Email us at help@goco.io  or reach out to your Client Success Team 💚