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Nrk75
September 7, 2023
Question

Schedule template not loading

  • September 7, 2023
  • 1 reply
  • 0 views

We are going to assign a team member to create other member's schedule in Tsheet / QuickBooks Time. He can edit or create individual shift schedule for other members, but he cannot load saved week templates. When I changed his permission to Administrator, he was able to load the template once, but the option disappeared again when he tried later.

What kind of user permission is required to be able to load week template? 

1 reply

Angelyn_T
Angelyn_T
September 7, 2023

Hello there, Nrk75. I can share some insights about loading the week template in QuickBooks Time.

 

An administrator access possesses full rights to your accounts. The user with this role should be able to load weekly templates for team members. To proceed with the process, ensure that the user selects "Week" from the dropdown menu to actively create, utilize, and oversee weekly schedule templates.

 

Here's how:

 

  1. Sign in to QuickBooks Time.
  2. Click on Schedule at the left pane.
  3. Choose Week in the upper-right section.
  4. Select your option from the Actions dropdown menu.

 

I'm adding this screenshot as your visual reference.

 

You can open this article for more tips about running weekly schedule templates in QuickBooks Time: Create, use, and manage weekly schedule templates in QuickBooks Time.

 

To discover additional methods for tracking and managing time in QuickBooks Time, you can access this article: Track and manage time in QuickBooks Time.

 

If you have any other questions about creating schedules in QuickBooks Time, feel free to reach out by leaving a comment below. I'm here to assist you whenever you need help. Have a great day!

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