Overview
In Limble, labor categories allow users to categorize their labor when logging their time. This can be useful if wages change for weekend or holiday rates, or if tasks or users are billed to different departments.
This article will teach you how to create labor categories, how to add a labor category to a task, and how to access reporting on it.
(Note: only Super Users can create and configure labor categories.)
Table of Contents
Create Labor Categories
To create labor categories, a Super User will navigate to Settings > Configuration. Under Billing Settings, click "Customize."
In the new window, select "Add Labor Category."
Add a name for each category and select which of the 3 options you want to use for the billable rate:
Input a pay rate.
Use the user's wage.
Add an overtime category with a multiplier that automatically adjusts the pay rate for overtime hours.
Add a Labor Category to a Task
When you add time to a task, you will be required to select a labor category.
The labor category will appear with a user's logged time.
After completing the task, you can edit the time spent and billable hours. This allows you to have different hours recorded for each if necessary.
(Note: labor costs are only accessible in a completed task state. Only users with permissions #48 'Edit Completed Tasks' and #142 'View Labor Costs' can access and change labor categories in a completed task state.)
Report on Labor Categories and Billable Hours
Labor Categories
Labor Categories
To report on labor categories, first, navigate to the Custom Dashboards page and click "Add Widget."
To configure the widget, type a name into the Widget Name field, then select the following settings:
I want: Tasks
That are: Select All
With a status of: Select All
With a Created Date in: Last 30 Days
Viewed as a: Tile
Displaying the following information: Performance Status > Total Time Spent > Overtime (or your desired labor categories)
Click "Add" to create your widget.
You will now see the new widget on your Custom Dashboards page.
Billable Hours
Billable Hours
Adding a billable rate allows you to set rates to charge to your customers for work. To report on your billable hours, you will need to create a Custom Dashboards widget and export an Excel report.
First, navigate to the Custom Dashboards page and click "Add Widget."
To configure the widget, type a name into the Widget Name field, then select the following settings:
I want: Users
Viewed as a: Tile
Displaying the following information: Total > Time Spent on Tasks
Optionally, filter by specific labor categories by clicking "Select" and choosing from the dropdown.
In the rest of the sections, you can also optionally adjust the timeframe, filters, or any other desired specifications. Then, click "Add" to create your widget.
You will now see your new widget on your Custom Dashboards page. Click on it to open it.
Click the cloud icon to export the information in an Excel report.
In the Excel spreadsheet, you will be able to view the full reporting on billable hours using the customizations you chose.
Watch the Video Tutorial
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