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Onboarding Support
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FAQ
Download from Salesforce AppExchange.
- Click "Get it Now."
- Select org (Sandbox or Production).
- Agree to terms, confirm, and install.
- Choose user access levels.
- Grant third-party access if prompted.
- Complete OAuth setup.
- Adjust settings for non-admin users.
- Import any required add-ons like Invoice flags or timezone CSV.
- Assign user licenses (Approver, Project Manager, etc.).
- Set up users and permissions.
- Enable time logging, approvals, and use Multi-Entry pages.
Learn about Project Management, PTO, and Expense modules.
Administrator Support
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Navigate to the "Users" tab in Salesforce, select the user type, and configure for Check-In only without Clock-In access.
Options include Personal, Individual, Team, Kiosk, and more, each with unique tracking features.
Set up a break rule specifying break times; these will auto-populate on timesheets.
Yes, PK4 TimeTracker allows you to customize fields by project. Head to the Project Setup section, choose the project, and select the fields you want users to complete, like Task Type or Notes. This way, each project can have tailored time entry requirements.
Go to TimeTracker’s Approval Workflow settings, where you can establish multi-level approvals. Define the roles that need to approve entries and set up notifications for each step. You can also set criteria-based workflows based on hours, projects, or other conditions.
Use the Invoicing feature within PK4 TimeTracker by selecting the "Create Invoice" option. Choose the client and relevant project(s), and the tool will pull all approved time entries. You can then add any additional details and finalize the invoice.
Invoice Support
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Yes, go to the "Invoicing" tab, select the invoice, and make any necessary edits before sending.
Set default tax and surcharges in "TimeTracker Flags" to apply them to generated invoices.
In the "Invoicing" tab, use the "Collections" feature to enter and track payments for invoices.
Yes, you can create milestone-based invoices by selecting the relevant project and defining the milestone details. Once a milestone is completed, generate an invoice for that specific stage, ensuring accurate billing.
Go to the "Invoicing Settings" and upload your company logo, adjust color schemes, and add specific details like contact information. This customization will apply to all outgoing invoices.
Absolutely! In the Invoicing module, choose the "Recurring Invoice" option, define the interval (weekly, monthly, etc.), and the tool will automatically generate invoices at the specified times.
Web App Support
FAQ
To log in, navigate to the PK4 TimeTracker web URL provided by your administrator. Use your Salesforce credentials to log in, as the app integrates directly with Salesforce. If you encounter login issues, ensure that your Salesforce account is active and has the necessary permissions.
To start tracking time, select the specific task, project, or case you’re working on within the TimeTracker interface. Click “Start” to begin tracking, and “Stop” when you're finished. This will automatically log your time, which can be reviewed in your timesheet.
Yes, you can edit time entries if you need to make adjustments. Go to the timesheet or time entry screen, find the entry you want to modify, and click “Edit.” Make the necessary changes and save. Note that admins can restrict editing if needed, so contact your admin if you can’t edit an entry.
Administrators can approve or reject timesheets by navigating to the Timesheet Approval section. Review the hours logged and, if everything looks correct, click “Approve.” If adjustments are needed, select “Reject” and provide feedback so the user can make corrections.
If you forget to stop tracking time, you can manually adjust the time entry by editing it in the timesheet. As an alternative, the system might have an automatic stop or “auto-checkout” feature that logs you out after a certain period of inactivity, which can help prevent excessive logged hours.
Admins can customize the time entry form by adding fields like "Project Code," "Client Name," or other relevant details. Go to the PK4 TimeTracker settings, and under customization options, you can add new fields that users will see when they log time.
Mobile App Support
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Yes, time tracking works offline. Data syncs automatically when a connection is available.
Use the search icon in the "Everyone" screen to quickly locate a user.
The app is available on the App Store for iOS and Google Play for Android devices.
Reinstall the app if it's uninstalled or if you're switching devices.
To enable GPS tracking, go to your device’s settings, select the PK4 TimeTracker app, and allow location access. Ensure location services are set to "Always" for accurate tracking.
Admins can customize the time entry form by adding fields like "Project Code," "Client Name," or other relevant details. Go to the PK4 TimeTracker settings, and under customization options, you can add new fields that users will see when they log time.
Project Management Support
How to Fix 'Invalid Password or Employee ID' Login Issue
How do you add projects to the Project Management module?
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Only projects with Start and End Dates marked as "Managed Project" appear here.
Go to the Gantt screen, click to add a project, and fill in details like name, dates, and description.
Tasks can be assigned from the Assignments, Gantt, Board, or Resources tabs.
In the Gantt view, select the project, then add key dates and deliverables as milestones. This helps you track progress against significant project checkpoints.
Yes, the Gantt and Board views offer real-time project tracking. The Gantt view shows timelines and task dependencies, while the Board view provides a Kanban-style interface for visualizing task progress.
Yes, go to the "Resources" tab where you can view each team member's current assignments, availability, and workload. This helps in balancing resources and avoiding over-allocation.
Time Tracker Support
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The Multi Entry tab lets users log time across multiple projects and days, with options for Multi-Line, Weekly, and Daily views.
Enable location tracking in settings to monitor Clock-In and Clock-Out locations in Salesforce.
The Summary Page allows users to enter time details directly within Salesforce, even without installing the app.
Yes, go to the TimeTracker settings and configure notification preferences for time entries, approvals, or project milestones. Users will receive notifications based on their roles and project assignments.
In the TimeTracker settings, set up overtime rules by specifying thresholds, such as hours per day or week. This ensures overtime hours are automatically calculated and displayed in timesheets.
Yes, custom fields can be created by going to the Salesforce Object Manager. Add fields specific to your organization’s needs, which will then be available on time entry screens.
Jira Support
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Yes, PK4 TimeTracker integrates with Jira to allow seamless time tracking on tasks and projects managed within Jira. This integration lets users track time directly on Jira issues and sync that data back to PK4 TimeTracker for reporting and analysis.
To set up the integration, navigate to the PK4 TimeTracker settings in Salesforce, go to "Integrations," and select "Jira." Follow the prompts to connect your Jira account and configure which projects or tasks you want to sync with PK4 TimeTracker.
Yes, time logged in Jira can automatically sync with PK4 TimeTracker. Make sure the integration settings specify two-way synchronization so that updates in Jira are reflected in PK4 TimeTracker.
Absolutely. Once the data is synced, you can use PK4 TimeTracker’s reporting features to generate insights on time spent across Jira projects, issues, and tasks. Filter reports by project, team member, or date range for detailed analysis.
In the integration settings, you can choose to enable time tracking for subtasks. This lets team members track time on specific subtasks within a Jira issue, and the data is synced with PK4 TimeTracker for accurate tracking and reporting.
First, check the integration settings to ensure both accounts are connected and that permissions are correctly set. If the issue persists, reauthenticate the connection within PK4 TimeTracker’s integration settings or contact support for assistance.
Slack Support
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To integrate Slack with PK4 TimeTracker, navigate to the 'Integrations' section in your PK4 TimeTracker dashboard. Select 'Slack' and follow the on-screen instructions to authorize the connection.
Post-integration, you can log time entries directly from Slack, receive reminders for time tracking, and get notifications about project updates within your Slack channels.
Yes, you can log time entries by using specific commands in your Slack channels. For example, typing /tt log 2h on ProjectX will log two hours to ProjectX.
After integration, PK4 TimeTracker can send automated reminders to your Slack channels, prompting team members to log their time entries.
Yes, you can configure PK4 TimeTracker to send notifications about project milestones, deadlines, and other updates directly to your designated Slack channels.
The integration is included in your PK4 TimeTracker subscription at no extra cost.