Time Tracking Overview
SalesKey includes a time tracking system that lets your team log hours against activities and tasks. This is useful for billing clients, understanding how time is spent, and managing team capacity.
Navigate to: Timesheets
Key Concepts
| Term | Description |
|---|---|
| Timesheet Entry | A record of time worked — start time, end time, and duration |
| Billable | Time that can be charged to a client |
| Non-Billable | Internal time that is not charged |
| Hourly Rate | The billing rate applied to billable time |
| Billable Amount | Duration × Hourly Rate |
| Hourly Cost | Your internal cost per hour (for margin tracking) |
| Timer | A built-in stopwatch for real-time tracking |
| Manual Entry | Adding a timesheet without a running timer |
| Approval | A manager reviewing and approving submitted time |
How to Log Time
There are two ways to log time in SalesKey:
1. Using the Timer (Real-Time Tracking)
Best for logging time while you work:
- Click the Timer icon in the top header.
- Start the timer when you begin work.
- Stop the timer when you finish.
- A timesheet entry is automatically created with the recorded duration.
- Add a description and link it to an activity or task.
See Using the Timer.
2. Manual Entry
Best for logging time after the fact:
- Go to Timesheets.
- Click + New Entry.
- Fill in the start time, end time, and other details.
- Click Save.
See Manual Time Entries.
Note: Your administrator may have enabled only one or both of these methods. If an option is unavailable, contact your admin.
Timesheet Entry Fields
| Field | Description |
|---|---|
| Start Time | When work began |
| End Time | When work ended |
| Duration | Auto-calculated (can be adjusted) |
| Description | What was worked on |
| Associated With | Linked activity or task |
| Is Billable | Whether to bill this time to a client |
| Hourly Rate | Billing rate for this entry |
| Billable Amount | Calculated automatically |
| Hourly Cost Rate | Internal cost per hour |
| Status | Pending, Approved, or Rejected |
Billable vs. Non-Billable Time
- Mark time as Billable when it should be charged to a client.
- Mark time as Non-Billable for internal meetings, admin work, or overhead.
- The Hourly Rate on a task (if set) overrides the default rate for that entry.
Timesheet Approval
Depending on your company's settings, timesheets may need to be submitted for approval:
- Complete your timesheet entries.
- Submit them for review.
- A manager will approve or reject the entries.
See Timesheet Approval Workflow.
Viewing Timesheet Summary
The Timesheets section shows a summary of:
- Total hours logged
- Billable hours and amounts
- Non-billable hours
- Hours by team member (managers)
Who Can Access Timesheets?
Access to timesheets is controlled by your administrator through role permissions. Managers can typically view their team's timesheets; individual contributors see only their own.
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