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Time Management Functionality In HaloCRM

The time management module on HaloCRM allows your agents to track their hours of work and keep them accountable to their responsibilities. It is commonly used to track actions done by agents, how much time they spent on each action and the relationship this may have to any calendars or appointments.


To enable time management, head to the administration console > workspace > time management and make sure it is turned on. 


Once it is enabled, a clock icon will appear both in the top right of the screen as well as in the left-side module panel. When you click on either one of these, you will be able to view your timesheet.

 


By selecting the clock in the top right, you will only have visibility to your OWN timesheet for the day. 


Agents can manually add in their time by pressing the '+' next to 'hours logged'. Or, if they are working on something outside of Halo, they can use the 'start a new timer' feature, which is log their time using a stopwatch.


If you were to select the timesheet module from the left-side panel, you can have visibility to other agents timesheets (if permissions allow).

You can add or remove agents by clicking their name from the list view on the left-hand side panel, under the calendar.


 

On this screen, you have two option of visibility. To see the general work hours logged of your colleagues (as above) you can use the 'timesheets' tab:


If you're wanting to see a full breakdown of what an agent does in a day, you can use the 'timeline' tab:

Automatic Time Logging


On each action a default time can be added to the setup under defaults. This can be the time taken on average for actions of this sort.


Otherwise, on each action you can add the "Time Taken" field. This allows the agent to populate the time taken field for each action manually or using a timer. The field can also be made mandatory so agents must fill this in, done by clicking the pencil and modifying the settings.



HaloCRM Administrators


Within the time management module in the administration console, there are several checkboxes that can be turned on/off to make tweaks to the functionality of the time management module. 


These are of course all optional and can be changed at any time.








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