Organization

An organization represents your company's structure in Timesheet. It connects your teams, members, contracts, and balances in one place.

Business Plan

Organization features require a Business plan subscription.

Teams

Teams group members and projects together. You can create teams for departments, clients, or any structure that fits your company.

Each team has its own set of projects and members. A project belongs to exactly one team and cannot be moved after assignment.

To create a team:

1. Go to Organizations and select your organization
2. Click + New Team
3. Enter a team name
4. Add projects and members

Members

Members are the people in your organization. You invite them by email and assign them to teams and projects.

To add a member:

1. Go to your organization and open the Members section
2. Click Add Member
3. Enter their email address, name, and employee ID
4. Assign them to one or more teams
5. Set their permission level for each team and project
6. Click Save

If the person already has a Timesheet account, they get access immediately. Otherwise, they receive an email invitation.

Permissions

Permissions control what each member can see and do. They are set at two levels: team and project.

Team roles

Role	What they can do
Member	Track time on assigned projects
Manager	Manage team members, create projects, add tags and rates
Owner	Full control including deleting the team

Project roles

Role	What they can do
Member	Create and view their own tasks
Manager	View and edit all tasks, add members to the project
Owner	Full control including deleting the project

Contracts

Contracts define the working conditions for each member. They specify work schedules, hours, and entitlements.

To create a contract:

1. Go to Organizations > your organization > Contracts
2. Click Create Contract
3. Select the member
4. Set the contract period (start and end date)
5. Configure working conditions:
   • Work days (e.g. Monday to Friday)
   • Weekly hours and daily hours
   • Break requirements
6. Set entitlements for vacation, sick leave, and overtime
7. Link an employment model and holiday collection
8. Click Save

tip

Use Employment Models to define reusable templates for common contract types (full-time, part-time, etc.). Go to Organizations > your organization > Employment Models to manage them.

Holiday collections

Holiday collections define the public holidays that apply to a contract. Different contracts can use different holiday collections based on region or country.

Manage holiday collections under Organizations > your organization > Holiday Collections.

Balances

Balances show how much leave and overtime each member has available, used, and remaining.

Leave balances

Leave balances are calculated per contract and per year. You can find them under Organizations > your organization > Leave Balances.

Each balance shows:

• Entitled days from the contract
• Carried-over days from the previous year
• Additional days (manually granted)
• Used days (approved absences)
• Pending days (absences awaiting approval)
• Remaining days

Overtime balances

Overtime balances track worked hours against target hours per period. You can find them under Organizations > your organization > Overtime Balances.

Each balance shows:

• Target minutes for the period
• Actual minutes worked
• Overtime or undertime
• Compensated minutes (time off or payout)
• Remaining balance

Overtime balances can be exported as PDF reports.