What is the “Profile” tab?

The Profile tab is a dedicated space for storing and displaying supplementary employee information. Team admins can now leave comments, upload documents, and maintain records related to each member of the team. Having these details in one place enables a more thorough understanding of your team members, facilitating better HR management and decision-making.

To get to a member’s Profile tab, click on the member’s name. Note that this tab is visible to team admins only.

Why use the “Profile” tab?

For admins, Everhour is not just a tool for time tracking and client invoicing but also for tracking time off, payroll, etc. Integrating other important employee data within the same platform simplifies management and improves efficiency. By storing employee salary, last promotion date, upcoming performance review date, location, phone number, contract start and end dates, and date of birth in one place, it eliminates the need to search through multiple platforms.

The Profile tab allows for easy document storage, where admins can upload relevant documents like contracts, NDAs, CVs, visas, and sick leave information. This ensures that all employment-related documents are easily accessible in one place, unlike other storage options like Dropbox or Google Drive.

Comments and notes about employees, such as information from the last performance review or internal agreements between the employee and HR, can be managed efficiently. Unlike Slack, where messages can get lost among numerous others, the Profile tab keeps comments organized and easily accessible without extra noise.

The structure of the Profile tab

The data on the tab is grouped into four sections:

1. Basic Info: Contains basic information about the members, some of which they enter during onboarding (e.g., name, job title).
2. Employment Details: Here, admins can add employment details like the start and end of the contract, the latest promotion, and upcoming performance reviews.
3. Documents: Upload various documents with max size of 10 MB.
4. Notes: Add any text comments about the member.

Future Plans

Looking ahead, we plan to expand the functionalities of this tab. Of course if you’ll find it useful 🙂

In future releases, admins will be able to set up reminders for upcoming dates, such as contract end dates or scheduled performance reviews, with notifications sent 30 days in advance.

Additionally, there are plans to allow admins to create custom fields and fill them with relevant data, providing even more flexibility and specificity in data collection to suit each company’s unique needs.

Stay tuned for new updates!

The post Introducing New “Profile” Tab on the Member’s Page appeared first on Everhour Blog.

The ‘Add Time’ button

The Add Time button is now always at hand in the top-right corner of the Time page to allow adding time to tasks on the fly – even while running the timer on another task.

Quick timer start

Starting a timer on a task is now quicker than ever. Simply selecting a task from a dropdown instantly starts the timer on it. Plus, if you need to switch tasks mid-timer, do so with just a few clicks and continue tracking time without missing a beat.

Switch to the old Time page if necessary

We understand that change can take time to adjust to. That’s why we’ve made it easy for users to switch back to the previous version of the time input if needed. Whether you prefer the new streamlined interface or the familiarity of the old version, we’ve got you covered. Simply click the “switch” button in the notification or reach out to our support team for assistance.

The post Introducing New Time Input appeared first on Everhour Blog.

Here is what it looks like:

1. Header: See the total project hours and estimate (click on it to open a project summary);
2. Task: See timer, estimate, and reported time next to the task title, as well as by grouping;
3. Buttons: Track time using the timer or log time manually;
4. Sidebar: Use our ‘Timesheet’ button to open the timesheet window and see all of your time records for a Day or Week. You will also be able to quickly add time and comments for the tasks you have been working on.

How to set it up

Each Everhour team member who is going to track time in Linear will need to:

• Connect Linear when onboarding to Everhour, or on the Integrations page in their account settings;
• Install the Everhour browser extension. We use the extension to display the Everhour controls in the Linear UI;
• Grant access to our extension after it is installed.

How the sync works

When connecting Linear to Everhour, you will be prompted to choose the specific Linear workspaces you wish to grant Everhour access to.

After that, Everhour will sync all active projects and their tasks from the selected workspaces. Everhour will also automatically update the names of the connected tasks and projects if you rename them in Linear — this way Everhour reports will always show the freshest data.

However, auto-syncs may take a while to run through. If you want the updates from your Linear account to sync up to Everhour immediately, you can trigger an instant resync on the project and task levels. Find out more on how to do it in our Help Center.

Making reports with Linear data

Several columns show specific data coming from Linear. Open a report builder and select any of the columns to display the necessary data in your report.

1. Workspace shows the name of the workspace where projects are located;
2. Section shows the name of a milestone;
3. Project and Task show the names of Linear projects and issues accordingly; 
4. Task number and Task status show the issue ID and what stage of work it is located in;
5. Tag shows the tags that you added to a task.

The post Integration with Linear appeared first on Everhour Blog.

How to connect

These integrations are only available to team admins. To connect a calendar, go to the Integrations page > click “Add integration” button. 

Then choose your calendar type and hit ” Connect“. In the pop-up window, paste your calendar link and choose when to create time entries: before or after an event happened. 

Every calendar app requires their unique link to establish connection. Here is how to get one for Google, iCal and Outlook.

How calendar integrations work

Everhour syncs your events as time tracked without a task (read more in this article) to your timesheet where event title is its description. If you further move this entry to an existing task, this description becomes a task comment.

Important: your calendar events have to have start and end times! If it’s an all-day event, we won’t sync it to Everhour.

You can also choose when to create a time entry: before or after the calendar event (the range is between 15 minutes and 3 hours). Here is an example:

1. Create time entry 15 minutes before event starts. If event starts at 10:00, the time entry will be created between 09:45 and 09:55 (10 mins gap for sync).
2. Create time entry 15 minutes after event. If event starts at 10:00 and ends at 11:00, the time entry will be created between 11:15 and 11:25 (10 mins gap for sync).

When an event can’t be synced

• Past events
• If a member has a time tracking limit set on the Members page which is reached.
• If an admin turned on policy “Don’t allow logging time manually” under Team settings.
• If an admin turned on policy “Don’t allow logging time without a task selected”.

In case an event did not sync for some reason, don’t try to modify its start and end dates, it will not trigger sync. Instead, try creating a new event.

We trust that this update will simplify the process of tracking your time, ultimately enhancing your productivity and profitability by minimizing oversight.

The post Calendar Integrations: Google, Outlook and iCloud appeared first on Everhour Blog.

Per-seat Billing

We have transitioned to per-seat billing. This means that now we will make all the charges according to the number of seats that you select on the Billing page.

This will reduce the number of invoices with prorates for micro amounts. Also, it will let you purchase the seats on your team first and invite your team members later without any charges in the middle of the billing cycle.

Important:

1. Our limits on the number of seats per team remain unchanged (min 2 seats on Lite plans and 5 seats on Team plans);

2. Deactivating / deleting a member does not reduce the number of seats automatically.

3. If you don’t delete the seats, then your monthly / yearly billing will remain the same, no matter how many times you activate and deactivate members.

Additionally, we have reorganized the information on the Billing page into blocks:

Planned time on Timeline

On Timeline, we now show daily planned time – the total amount of task estimates per day per team member. You can turn this feature off in the filters of the Timeline page:

Here is how we calculate and display daily planned time:

• If a task is scheduled for multiple days, the task’s estimate will be divided by the number of days to get the daily planned hours.
• Time offs are included into the daily planned hours.
• If the daily planned hours exceed a member’s daily capacity (calculated based on weekly capacity from the Members page), the number will be highlighted in red.
• By hovering on the daily planned hours, you can see the planned and free hours according to members’ daily capacity.

The post Per-Seat Billing and Planned Time on Timeline appeared first on Everhour Blog.

Screenshots to tasks

Your team can now assign their screenshots to tasks. Team admins will then see what tasks the team was working on when each of the screenshots was taken. If members do not have access to a certain task, an admin can assign this task to them.

To assign tasks to screenshots, go to the Screenshots tab and click on the title of a screenshot. After that, pick a task in the Select Task modal. 

Estimated Time custom field

We now sync the standard ‘Estimated Time’ field from Asana. You can use it on all Asana dashboards and see estimates in your Everhour reports!

If you previously had another Asana custom field connected to Everhour for syncing estimates, you can now switch it in the settings of the Asana integration. 

Once it’s connected, we will sync numbers from there and display them as task estimates in Everhour (the Estimate column on Everhour reports).

The post Screenshots to Tasks + New Custom Field from Asana appeared first on Everhour Blog.

Report folders

You can now move your custom reports into folders. This will help you keep the Reports page more structured and better organized:

A few things to keep in mind about these folders:

• A report can only belong to 1 folder;
• You cannot share folders;
• It’s not possible to create nested folders;
• Folders are available on Team plans only.

Unscheduled tasks

We decided to add a special sidebar on the Timeline page to let you see all of your currently unscheduled tasks and quickly add them to the calendar:

Using the search bar, you can quickly find a task and then assign it to the appropriate member and date by dragging and dropping it on the calendar view.

The post Report Folders + Unscheduled Tasks appeared first on Everhour Blog.

What are website integrations

Here at Everhour, we aim to make it easy for you to track your time. Part of that involves helping you track time from within the apps you use daily.

For a while now, you’ve been able to sync Everhour with such popular tools like Asana, Trello, Jira, ClickUp, GitHub, Todoist, Notion etc. For these integrations we automatically sync your projects and tasks. When you add a new project or change the name of an existing task, Everhour will sync these changes automatically. That means your reports will always show the freshest data.

“Website integration” is a lightweight version of a regular integration. It shows the Start Timer button on a particular website, so you can track your time without leaving what you’re doing, but it doesn’t show the total time and estimate on a task, nor does it sync any details except the text and back link upon a start of the timer.

How to enable it

To enable website integrations on your browser, open the extension window, click on the avatar icon and go to Integrations:

After that, enable the necessary integrations:

How it works

Once you enable a website integration, the Start Timer button will appear on the integration’s page:

In the case of a help desk system, when you start the timer on a ticket, Everhour will take the ticket’s id, title, contact person, ticket url, join it all together and start the timer on your personal timesheet. 

This time entry will also be visible to the team admins on the Timers and Team Timesheets pages:

… and on custom reports as non-billable time. To make it billable, you will need to add it to a billable task.

The post Everhour Website Integrations appeared first on Everhour Blog.

Its main difference from Schedule (legacy app) is the ability to sync assignments from your connected integrations automatically once you add a task assignee and a due date there. Let’s see how it works.

Timeline at a glance

On the Timeline page, all tasks and time off are arranged chronologically on the calendar view.

You can do a range of actions here:

1. Group by Member, Project or use without grouping;
2. Zoom in/out this page and navigate between weeks;
3. See the assignment block which is a task or time off with time spent vs estimate below;
4. Click on the assignment to open details or make changes.

Enabling Timeline 

First off, a team admin needs to turn the Timeline app on on the Apps page. Timeline is only available in Team plan. 

Creating assignments in Everhour

You can create an assignment by clicking on the green “Create Assignment” button in the upper-right corner or capture a specific period on the calendar view. This will open the Create Assignment window:

1. Select the type of an assignment: ‘Task’ or ‘Time off’;
2. Choose a task;
3. Specify the period and color.

Note: once you create an assignment for a task, this task can no longer be chosen for another assignment with different estimates or time range. You will only be able to update the existing assignment.

Creating Assignments inside integration

You can add start and end dates, task assignees, and estimated hours directly in your connected integrations. A new assignment will automatically appear in your Timeline if a task at least has a due date. 

Please check the table in our help article that explains how Timeline syncs assignments from each of integrations we have.

The post New Timeline app appeared first on Everhour Blog.

Now you can track time without a task and it will show up on team timesheets immediately. Besides that, you can type a comment and start tracking time on it so that the team knows what you were working on right now.

Tracking time on a comment

To track time on a comment, you need to go to the Time page, click on the search bar (make sure the “Seach in a specific project” option is disabled), type the activity you are working on and hit the Start Timer button:

You can also do it from the extension window:

After that, you will see the timer running on this comment on your personal timesheet. Team admins will see it on the Timers page and on Team Timesheets:

… as well as on custom reports as non-billable time. To make it billable, you will need to add it to a billable task.

You can also click on the Start Timer button and add a comment later. Please note that in order for the time on this comment to become billable, and appear on Everhour invoices or project totals, you will need to add it to an existing task. 

The post Updates to Tracking Time Without a Task appeared first on Everhour Blog.