Call Center Time Sheet

OVERVIEW: MarketSharp now has an employee Time Sheet that can record and employee’s hours worked in whole numbers. This time sheet is designed to work with the new report called Call Center Report.  It calculates the hours worked versus number of activities closed by user. Time Sheet Permissions

• Click Admin in the upper right corner

• Choose Employee Maintenance

• Click the picture of the key to the left of the employee’s name you wish to modify permissions for

• Expand “My Account” by clicking the plus to the left

• Expand “View Time Sheet” by clicking the plus to the left

• Select the desired permissions for that user
  1. “View Time Sheet” will allow a user to view their time sheet by clicking on My Account
  2. “Edit Time Sheet” will allow a user to click “My Account” and edit their time sheet
  3. “Delete Time Sheet” will allow a user to delete their time sheet

To Get to the Time Sheet

• Click Admin in the upper right corner

• Choose Employee Time Sheet

• Select the week that you want to enter hours for

• Choose “New” on the left to enter hours for employees for the first time

• Select the employee from the dropdown

• Enter the hours worked by the employee

• When you are done choose “Update”

1. NOTE: If there are hours for the previous week you can copy the hours or the employees with hours

For users without Admin Rights to View, Edit and Delete their Time Sheets

• Choose My Account in the upper right

• Choose Time Sheet
  1. NOTE: this will only appear if the employee has permission to view their time sheet

• If the employee has permission to edit their time sheet, they can press “New” or Copy (if data is available from previous weeks)

• If the employee has permission to delete, they can delete their time sheets and start new

Assign Meaning to your Activity Results

• Go to the Contacts Tab

• Go to a Record View

• Go to the lower-level Activities Tab

• Choose to Add an Activity

• Choose the Edit this List icon to the right of the Activity Result drop down

• Select a meaning for each activity result

• When completed, choose Save

**Once all the employee time sheets are completed, you can run the Call Center Report.   Call Center Report

• Choose the Reporting Tab

• Click on Call Center Report

• Select the date range for completed activities – All Records or by Activity Completed Date Range

• The report will display by user who completed activities based on the activity results listed in the system and what each result means