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Set up categories for time tracking

For whom: Admin, HR Admin Activate and create categories so your employees can assign their tracked time to a project, task, or location.

Written by Kira M.

Activate categories

A category is a label an employee assigns to an attendance entry to classify the tracked time (e.g. by project or task). Activate the feature so this selection appears during time tracking.

  1. Go to Attendance > Settings > Categories.

  2. Activate the feature using the toggle.

Once categories are activated, your employees can select a released category on their attendance entries. If you deactivate the feature again, this selection disappears. You need at least one category for your employees to be able to select one.


Create a category

  1. Go to Attendance > Settings > Categories.

  2. Click Add category.

  3. Enter a name.

  4. Define who can see the category.

  5. Click Save.

Set visibility

By default, every category is visible to all employees. However, you can restrict access.

Visibility

How to

For all employees

Leave This category can be seen by all employees activated.

Only for specific employees

Deactivate the option and select a company, office, division, department, team or individual employees.

Visibility can be set separately for categories and subcategories.

Create a subcategory

A subcategory further divides a category (e.g. the category Project with the subcategories Project A and Project B).

  1. Open the category you want.

  2. Click Add subcategory.

  3. Enter a name and click Save.

Once a category has a subcategory, the main category itself can no longer be selected. Your employees then select one of the associated subcategories.


Select a category when tracking time

If categories are activated and released for the employee, they select a category or subcategory on an attendance entry. Time that has already been tracked can be assigned afterwards — after saving, Kenjo confirms that the category has been set for the entry.


Evaluate categories in the export

Tracked time can be evaluated together with its category. In the attendance export, the columns Category and Subcategory appear, and you can filter the data by both.


Deactivate or delete a category

Action

Effect

Deactivate

The category can no longer be selected by employees but is retained. If you deactivate a main category with active subcategories, these are automatically deactivated as well.

Delete

Only possible if the category is not used in attendance entries or elsewhere. You can only delete a main category with subcategories after all subcategories have been deleted.

The default category cannot be changed, deactivated, or deleted. Deleting a category cannot be undone.


Frequently asked questions

Why can't my employees select a category when tracking time?

Check two things: Are categories activated under Attendance > Settings > Categories, and is at least one category visible to the employee? If either is missing, no selection appears.

Why can't I select a main category?

Once a category has a subcategory, only the subcategory can be selected. In this case, select one of the associated subcategories.

Why can't a category be deleted?

The category is still being used in attendance entries or elsewhere. Deactivate it instead if you no longer need it.

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