A guide to understanding how the Time Tracker works.

Choosing A Pay Period

Upon entering this screen, you will be brought to the current pay period.  If you would like to adjust the time for a different pay period, use the drop-down menu to select the desired option.

Adding Time

One way to add time to your schedule is to click Add.

When you click Add the Shift Date is automatically populated with today's date.  You can click the calendar icon and select a different date if desired. From there, enter the number of hours worked during that shift and click Save.

Another way to add time to your schedule is by clicking the Missing button beside any of the listed dates.

When you click Missing the Shift Date is automatically populated with the date in the corresponding row.  You can click the calendar icon and select a different date if desired.  From there, enter the number of hours worked during that shift and click Save.

Upon clicking  Save , you will see a breakdown of the available categories that you'll distribute your work time throughout.

Totals

The Total Minutes in the upper right-hand corner reflects what you entered in the previous window for hours worked during that shift, converted from hours to minutes.

The Total at the bottom of the Tracked Minutes column shows the total number of hours tracked and being submitted.  

These two amounts should match.  If they do not match, Neo will allow you to Save but will not allow you to Save & Approve until they do.

Billable Versus Non-Billable Client Contact

The Billable Client Contact and Non-Billable Client Contact categories are calculated and automatically adjusted by what Neo has accounted for through signed notes.  

Aside from Billable Client Contact and Non-Billable Client Contact time spent, the rest of the time will be allotted to the Available Staff Time category.

Adjusting Your Time

To allot time spent to other categories, click and hold the blue dot in the intended category and slide it over to the amount of time spent during that shift.  You can also enter the number of minutes spent in the text field in the Tracked Minutes column.

As you add time to other categories, you will see it being deducted from the Available Staff Time category - keeping the bottom Total matching the Total Minutes at the top of the screen.

Save

Once your time has been divided as desired, you can click Save.  This will save your changes but not approve it/send it to your supervisor for approval.

If you Save, you'll see a yellow exclamation in the Approved column.

The Missing button will be replaced with an Edit button - you can click Edit to make additional changes and/or Save & Approve this day.

Save & Approve

Once your time has been divided as desired, you can click Save & Approve.  This will save and finalize your changes, approve the day, and send to your supervisor for their approval.

Click Yes to Save & Approve or No if you still need to make changes.

If you Save & Approve, you'll see a blue checkmark in the Approved column.

View

Once the day has been Saved & Approved, the Missing button will be replaced with a View and a Copy button.

Click View to see the category details for that day - buttons will be grayed out because you are not able to make changes at this stage of the process.

Copy

Click Copy to copy that day's category details onto a different Shift Date.

When you click Copy, you'll then select which day you want to copy this data to. From there, click Save.

The exact amount of Time Spent reflected in the date you chose to Copy will now reflect for this new date.  You can still click and hold any of the blue dots or enter time in the text fields of the Tracked Minutes column to make any necessary adjustments.

Note Activity

The dates listed on the Time Tracker screen indicate that Neo has detected Note Activity for those dates.  You will see a Note Activity button in the far right column of this grid.

When you click Note Activity, you will be presented with a list of all notes for that date.  

Reopen A Date

The Reopen button will exist in any day that has been Saved & Approved but not yet approved by your supervisor.

Clicking Reopen switches the day back to edit mode, where you can make any necessary adjustments and Save or Delete when appropriate.  If you click Cancel at this point, this date will still be in edit mode, so you can still make changes and will need to Save & Approve again to send it to your supervisor again.

Missing a date?

If Neo does not detect any note activity, you just won't see that date listed.  

Note Activity Button With No Info?

If there is a date missing from within the selected pay period and you manually enter time(using the Add button), you will still see the Note Activity button, however, you will see the following message: 

This just means there is no billable to non-billable activity detected, but you can still adjust the time tracker for the remaining categories.