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Help for admins
You set SaveTrees up for your organisation and look after its people, settings and billing.
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.
- 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
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 an admin? Help for workers · Help for authorisers