Overview

The Tracking Policies section is located in the Settings section.

Enable policies

Roles: Admin | Paid Feature

With Tracking Policies, you can specify your own rules to make sure that your timesheet data is always consistent.

You can specify which user roles these policies should apply to. The following options are available:

You can require team members to install the browser extension to track time from external apps such as Asana, Trello, Basecamp, Monday, etc.

You can customize the requirements for your projects, tasks, and time entries as well. Currently, the following policy options are available:

Must have a client: If enabled, projects will always be required to have a customer assigned. This policy applies when adding or editing projects and time entries.
Must have a project: If enabled, tasks are always required to be linked to an existing project. This policy applies when adding or editing tasks and time entries.
Must have a task: If enabled, time entries will always be required to be linked to an existing task. This policy applies when adding or editing a time entry.
Must have a note: If enabled, time entries will always be required to have a note. This policy applies when adding or editing a time entry.
Must have the following fields: This time tracking policy allows you to require specific custom fields to be filled in when creating a time entry. By selecting one or more fields from the dropdown, users will not be able to save a time entry unless those fields are completed.

You can forbid or allow your team members to edit time entries by selecting these options:

Prevent users from adding or tracking time in tasks that have exceeded their budget: Avoid tracking overtime. If enabled, the estimated time of a project or task cannot be exceeded. This policy applies when adding or updating time entries, as well as when tracking time in real time using the timer.
Prevent users from adding or editing time entries more than x days in the past: If enabled, you can specify the time period in days, in which users are allowed to manually add or edit time entries in the past (1, 5, 15, 30 days).
Prevent users from adding or editing time entries in the future: If enabled, you can specify the time period in days, in which users are allowed to manually add or edit time entries in the future (1, 7, 30 days, 1 year).
Temporary edit access: In case a member of your team needs to edit time entries in the past, you can grant them temporary edit access to do so for a two-week period. You can revoke their edit access at any time.

💡These are useful for when you want your employees to only track in real time!

To prevent team members from forgetting their timers running idle, you can automatically stop them if they match the following criteria:

Auto stop a timer that has been running idle for more than x hours: If enabled, idle timers will be automatically stopped.
Automatically stop timers x minutes after the user's clock-out time.