Worklog360 Docs

Managers's Guide

As a manager in your organization, Worklog360 is a tool for you! From managing your team's time to generating reports to get data, Timesheets has many features designed to help you do your job, no matter what type of manager you are.

  • Managing Your Teams - If you're a team lead, department manager, or project manager, you can create Worklog360 teams that include your direct reports or people working on your project. Having employees organized in teams makes it easy to manage their timesheets and approvals, and to create reports on their logged time.

  • Timesheet Approvals - With your team set up, you can review and approve the timesheets that your team members submit to you.

  • Reports - helps you analyze and review logged time across your team or projects. It contains three main sub-tabs:

  • Financialas - The Financials menu helps you manage budgets, monitor worklogs for billing, and handle invoicing. It contains three main sub-tabs:

    • Budgets - Set up and track budgets for projects or clients. Monitor progress against budgeted hours or budgeted amounts to ensure your team stays on target. Check: How to create and track budgets

    • Worklogs & Budget Administration - Manage and review worklogs from a financial perspective. This includes verifying and adjusting:

    • Invoicing – Create, manage, and send invoices to clients based on tracked billable worklogs. Invoices are generated from the budgets you’ve set, ensuring amounts accurately reflect the time and rates allocated to each project. This tab helps you streamline billing and keep your financials organized. Check: How to do Invoicing within Worklog360

  • Organizing Data Using Worklog360 Accounts - Tracking logged time across multiple Jira projects - and even teams - is what makes Worklog360 Accounts a powerful tool for managing projects, especially for billable work and Capex/Opex (see the tutorials below).


You can also follow these tutorials to see how to use Worklog360 to accomplish your business goals:

  • Tracking Billable Work for Invoicing - If you're a project or account manager, this tutorial shows you how to set up both billable and non-billable accounts for a customer and get reports on time logged to each of these accounts. Importantly, you can run a clean report on billable work that can be used as a base for invoicing the customer.

  • Tracking Time on Capex for Tax Credits - If you're a project or account manager, this tutorial shows you how to set up Worklog360 accounts for tracking time spent on work related to capital expenditures (Capex) and operating expenses (Opex). Then you can run a report on the time logged to Capex accounts to apply for tax credits.