Delete My Time Favorite Pins

Managing Task Type Changes in Employee Profiles for Accurate Time Entry

Overview:

When the Default Task Type in an employee’s profile is updated in Accountability, it affects the calculation of billable amounts for jobs pinned to their timesheet. Since pinned jobs retain the previous task type and its associated rate, changes to the Default Task Type do not automatically update these pinned jobs.

 

Why It Matters:

Updating pinned jobs to reflect the new task type is essential for accurate time tracking and billing. Outdated task types and billable rates can result in incorrect billable amounts, which can impact project budgets, billing accuracy, and overall workflow efficiency. Regularly updating pinned jobs after a task type change helps avoid discrepancies and ensures all records and calculations align with the most recent profile settings.

 

Steps to Update:

For Employees:

1. Enter the pinned job on a new timeline.
2. Unpin all the jobs from your timesheet.
3. If necessary, clear any existing entries related to these jobs.
   
   
   
   

 

For Administrators:

To remove outdated pinned jobs from the employee’s record,

1. Navigate to the Master Files menu > select Employees.
2. Locate the employee record, click on Settings, and select the Delete My Time Favorite Pins option.