| Note: You will need to have the appropriate permission in Hours+ to edit these details for crew members. If you do not have access, reach out to your CRM for assistance. |
This article shows you how to perform this task in both Classic and New experiences.
Steps for Classic Experience
Timecard Settings
Those with Project Admin permission can configure the timecard’s layout for their crew and even include specific instructions. This can help provide clarity to crew members, helping them submit more accurate timecards.
- Log in to Hours+ and open the project for which you would like to edit the Timecard instructions.
- Click the gear settings icon in the top left corner, next to the name of your project.
- Select Timecard Settings, where you’ll find the fields and details you can update for your crew. The “Default options” that you see will appear on all timecards and cannot be edited.
- Under the “Additional options” section, click into the field description to edit the helper text that appears on the timecard.
- Choose whether each field should appear by default on the timecard or be placed in the 'More Options' menu.
- For example: Let’s say your show plans for long days next week. You expect most days to have a break for dinner. To assist the crew with where to put in their Meal 2 times, we can expose the “Meal 2” field directly on their timecard.
- If you need to change this later, you can come back to the Timecard Settings page and move Meal 2 back to the crew’s “More Options” menu.
- For example: Let’s say your show plans for long days next week. You expect most days to have a break for dinner. To assist the crew with where to put in their Meal 2 times, we can expose the “Meal 2” field directly on their timecard.
- Continue these steps as you scroll down. The timecard fields you can update are specific to your project’s setup.
- If you’d like to preview how the timecard will look to your crew members, click Preview as Crew Member in the top-right corner.
- You’ll see a mobile-style preview of the crew member’s timecard experience where you can review both the default fields and those placed in the more options menu.
- Click More Options.
- Click the question mark icon to check the field descriptions.
- Your changes autosave after each update, so no need to click a save button.
As a project admin, these additional controls will help ensure that crew timecards are submitted and processed efficiently, reducing stress during payroll.
Invoice Templates
To add or manage invoice templates, return to the Project Settings page and select Invoice Templates.
To add a new invoice template, click + Create Template.
Next, complete the required fields:
Invoice Templates let you set default timecard values such as Work Zones, State or Province, City, and Producer’s Week. These values help organize your edits, invoices, and batches. You can also assign a Studio+ folder to store completed invoices.
When finished, click ✔️ to save the template or the ❌ to remove the entry.
| Note: By selecting Separate Batch, each department will receive its own batch; however, all timecards and batches will remain part of the same invoice and will appear together on a single edit report. |
To edit an existing invoice template, click the pencil icon.
That’s it! Your Invoice templates are now set up and ready to use. You can return to this setup at any time to make updates as your project evolves.
Steps for New Experience
Timecard Settings
Those with Project Admin permission can configure the timecard’s layout for their crew and even include specific instructions. This can help provide clarity to crew members, helping them submit more accurate timecards.
- Log in to Hours+ and open the project for which you would like to edit the Timecard instructions.
- Click the gear settings icon in the top left corner, next to the name of your project.
- Select Timecard Settings, where you’ll find the fields and details you can update for your crew. The “Default options” that you see will appear on all timecards and cannot be edited.
- Under the “Additional options” section, click into the field description to edit the helper text that appears on the timecard.
- Choose whether each field should appear by default on the timecard or be placed in the 'More Options' menu.
- For example: Let’s say your show plans for long days next week. You expect most days to have a break for dinner. To assist the crew with where to put in their Meal 2 times, we can expose the “Meal 2” field directly on their timecard.
- If you need to change this later, you can come back to the Timecard Settings page and move Meal 2 back to the crew’s “More Options” menu.
- For example: Let’s say your show plans for long days next week. You expect most days to have a break for dinner. To assist the crew with where to put in their Meal 2 times, we can expose the “Meal 2” field directly on their timecard.
- Continue these steps as you scroll down. The timecard fields you can update are specific to your project’s setup.
- If you’d like to preview how the timecard will look to your crew members, click Preview as Crew Member in the top-right corner.
- You’ll see a mobile-style preview of the crew member’s timecard experience where you can review both the default fields and those placed in the more options menu.
- Click More Options.
- Click the question mark icon to check the field descriptions.
- Your changes autosave after each update, so no need to click a save button.
As a project admin, these additional controls will help ensure that crew timecards are submitted and processed efficiently, reducing stress during payroll.
Invoice Templates
To add or manage invoice templates, return to the Project Settings page and select Invoice Templates.
To add a new invoice template, click + Create Template.
Next, complete the required fields:
Invoice Templates let you set default timecard values such as Work Zones, State or Province, City, and Producer’s Week. These values help organize your edits, invoices, and batches. You can also assign a Studio+ folder to store completed invoices.
When finished, click ✔️ to save the template or the ❌ to remove the entry.
| Note: By selecting Separate Batch, each department will receive its own batch; however, all timecards and batches will remain part of the same invoice and will appear together on a single edit report. |
To edit an existing invoice template, click the pencil icon.
That’s it! Your Invoice templates are now set up and ready to use. You can return to this setup at any time to make updates as your project evolves.