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How to get things done in SaveTrees v3. Start with who you are, or search for what you need.
Who are you?
AdminsYou set SaveTrees up for your organisation and look after its people, settings and billing.20 articlesWorkersYou fill in timesheets and claim expenses.9 articlesAuthorisersYou check and approve other people’s timesheets and expenses.8 articles
New to SaveTrees? Getting started as a worker
New to SaveTrees? Getting started as an authoriser
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Timesheets · Get set up
- How do organisations, assignments, workers and authorisers fit together?A quick map of how SaveTrees organises your work, and where to go for each part.
- How do I add an organisation or an assignment?Add a new client, and the work you’re doing for them, before you put people on it.
- How do I add a worker?Put someone on an assignment, choose their template and authoriser, and send their invitation, all from one form.
- How do timesheet templates work?What a template is, how to make or change one, and how to put workers on it.
- How do I set pay and charge rates?Set what you pay each worker and what you charge for them, so SaveTrees can work out costs and margins.
- How do I set up timesheet reminders?Let SaveTrees chase missing timesheets and slow approvals for you, or send a reminder yourself.
Timesheets · Day to day
- How do I change who authorises a worker’s timesheets?Add, swap or remove the people who approve someone’s timesheets, and choose who gets emailed.
- How do I change a worker’s dates, give them a break or end their assignment?Move someone’s start or end date, pause them for a holiday, or finish their time on an assignment.
- How do I submit a timesheet?Pick the period, fill in your days, and send it to your authoriser.
- How do I accept or reject a timesheet?Find what’s waiting for you, accept it, or send it back with a reason. Several at once, too.
- What do the timesheet statuses mean?Missing, Current, Pending, Accepted, Rejected: what each one means and what to do next.
- How do I download a timesheet as a PDF?Download one timesheet, or a zip of lots of them, ready to file or send on.
- How do I download a list of timesheets?Get your timesheets as an Excel or CSV file for payroll or invoicing, or have one emailed to you every week.
Timesheets · Fix a problem
- I’ve sent a timesheet for the wrong week. What do I do?Delete it, then send it again for the right week. If it’s already been accepted, your admin can help.
- Why can’t I see my missing timesheet?The week you want isn’t in your list? It’s usually one of these.
- How do I change, undo or delete a timesheet as an admin?Send a timesheet back to the worker, reopen an accepted one, approve on someone’s behalf, or delete it.
Expenses · Day to day
Your account · Get set up
Your account · Fix a problem
Your account · Settings & admin
- How do I switch between accounts or roles?Work with more than one organisation, or wear two hats? Switch between them without signing out.
- How do I change our company name and timesheet settings?Change your company name and sign-in address, and the settings every timesheet follows, like when the week starts.
- How do I change the word “worker”?Contractors, employees, temps, carers. Call your people whatever you already call them.
- How do I add our logo and colours?Put your own logo and colours on SaveTrees, so your people see your brand when they sign in, in our emails and on PDFs.
- How do I add another admin?Give someone else admin access, and choose what they’re allowed to do.
- How do admin permissions work?Decide what each admin can do, from paying the bill to approving timesheets.
- How do I change someone’s details or remove them?Correct someone’s name or email, resend their invitation, or archive them when they leave.
Not sure which SaveTrees you use?
Look at the address you sign in at. If it ends in app.savetrees.io, you’re on SaveTrees v3 and you’re in the right place.
If it ends in .co.uk, you’re on SaveTrees v2. Go to v2 help