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
- 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.
- Switch over to your Work Group Settings & enable Custom Work Groups by hitting the blue
"+Add Work Groups" button.
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.
- Once you save, go back to the Work Groups Overview tab and you will see the new work groups!
- You can edit each tier to add as many customers, projects, tasks, etc. as you need by hitting the "Edit" button.
⭐ You can also limit projects/tasks based on the hierarchal tier! - Once you've got everything added hit the blue "Save" button. You are now ready to assign team members to each type!
- You do this via the employee's Employment & Compensation change wizard on the employee's profile.
- Be sure to add only the codes you want the employees to track time for
- You can also mark certain codes as "default". This setting would automatically apply that project code when an employee clocks in.
- You can only assign 1 default per tier
- If you only have one customer/task/project assigned to the company, it will automatically be the default
- You can also mark certain codes as "default". This setting would automatically apply that project code when an employee clocks in.
- You do this via the employee's Employment & Compensation change wizard on the employee's profile.
- Once added, employees will be able to track time to that project code!
- When clocking in, employees will see each group:
- When clocking in, employees will see each group:
- 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!
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 💚