Category Archives: Basics

Place an Adjustment Request

April 1, 2020 12:56 am / Leave a Comment / YoCoBoard Admin

Modify or Add Time Entry

There may be instances where recorded time entries need to be modified. For instance, you may have missed to clock in or clock out. Such scenarios can be easily managed by placing an adjustment request. An adjustment request can be placed to modify an existing time entry or to add a new time entry replacing an existing time entry.

Note: Adjustment requests need to be placed before confirming hours. An Admin or Super Admin can accept, modify or reject an adjustment request..

1.1 Modifying a time entry

On the YoCoBoard sidebar, click Hours and click on the date to expand its details. Click the Edit icon next to the time entry.
On the popup, enter the relevant time entries and ensure the correct project is chosen. Provide a description of the adjustment for the Admin to review and click Save to place the adjustment.
Note:
1. The Auto approve option is only available for adjustments requests placed by Super Admin and Admins. When ticked, the adjustment is automatically approved.
2. When a staff member places an adjustment request, the request has to be approved by Super Admin or Admin.

1.2 Adding a new session

On the YoCoBoard sidebar, click Hours and click the date to expand its details. Click the Add (+) icon next to the time entry to add a missed session.

Posted in: Basics, Hours, Time Adjustment

Report a Problem

March 31, 2020 11:58 pm / Leave a Comment / YoCoBoard Admin

Issues & Feedback

Our team has you covered round the clock ensuring you have an amazing user experience. In the instance that you face an issue, you can report it for our team to sort it out for you as soon as possible. You can use the same feature to post your requests and suggestions. Some of the features you see on YoCoBoard were requested by clients like you. We look forward to hearing yours too!

Alternatively, you can also use our live chat support for instant solutions by clicking the chat icon on the bottom right. Our technical support team (humans, not bots!) will be happy to assist you.

1.1 How to report a problem

At the bottom of the YoCoBoard sidebar, click the more options (3 dots) icon next to your name.
Choose Feedback from the list.
In the pop-up window, you can choose a tab and leave your message.
You can attach a file by clicking the clip icon or tick the Include screenshot checkbox for YoCoBoard to send us a screenshot.
Click the Send button to send your message to us.

Posted in: Basics, General Settings

Change Time Zone

February 27, 2020 5:35 pm / Leave a Comment / YoCoBoard Admin

Auto-Detect & Manual Setting

While tracking time, it is important that your profile is configured to the geographical time zone of your area. This simplifies the way you track time especially if you are part of a distributed team or if you work for clients from another region. YoCoBoard auto-detects time zone based on your location and updates accordingly. You can also manually select a time zone from the list.

In addition to that, your clients can view your clocked-in sessions in their local time (Admin feature).

1.1 Choosing a time zone manually

Click the time zone on the top-right corner of your YoCoBoard dashboard.
On the pop-up window, select Pick from the list, choose your time zone and click Update.

Note: If the time zone you select, doesn’t match the auto-detected time zone, a time zone mismatch icon appears on the app top bar. You may:

Click the icon and update to the system detected time or you can ignore the warning.

Posted in: Basics, General Settings, Hours

Manage Your Profile

February 27, 2020 1:10 am / Leave a Comment / YoCoBoard Admin

Update Profile Information

Every time you clock in, your YoCoBoard profile picture appears in the Peers page. This helps your team members know whether you are clocked in. The profile page also makes is seamless for new members to integrate with the team or for a distributed team to collaborate easily.

The profile page lets you upload a profile picture, update your password and edit your first and last name.

1.1 How to access your profile

At the bottom of the YoCoBoard sidebar, click the more option ( 3 dots ) icon next to your name.
Choose My Profile from the list.
Click Change Photo to upload a profile picture, enter your First Name, Last Name and click Save.

Note: Your email address is also the login ID for YoCoBoard and thus cannot be edited.

Posted in: Basics, Quick Start Guide, Settings

Staff Sign Up – Email Invitation

February 19, 2020 6:26 pm / Leave a Comment / YoCoBoard Admin

Accepting Invite & Signing Up

When you sign up as a staff member, you become part of your company’s account on YoCoBoard. You can track your work hours or projects, you are part of with a click. YoCoBoard maintains a complete record of your tracked hours that can be used by the super admin to calculate your billable hours.

You can use your YoCoBoard account to clock in and clock out via the YoCoBoard web app, Android app or the iOS app.

1.1 Sign up using email invite

Open the YoCoBoard invite email, click on the Accept Invite button. Please note that the email address to which this invite was sent will be your YoCoBoard login ID.
You will be redirected to the YoCoBoard sign up page Create a password for your account.
Now, use the login email address and password you created to sign in. You’ll be taken to YoCoBoard’s dashboard page, where you can clock in.

Posted in: Basics, Quick Start Guide, Staff

Create a YoCoBoard Account

December 5, 2019 6:47 am / Leave a Comment / YoCoBoard Admin

The Sign-Up Process

YoCoBoard is a tracking application for anyone. With YoCoBoard, you and your team can track work hours or time spent on individual projects. You can log your working hours with a click or a tap from Anywhere. Confirm the clocked work hours and generate reports that make payroll simple.
You can create an account on YoCoBoard ( sign up ) with your:

Email address
Facebook/Google account

Here’s a brief walkthrough describing the signup process.

1.1 Sign up with email

Open https://www.yocoboard.com/signup
Type your Full Name, Email Address and enter a Password.
Click the Create an account button.
You will now be logged into the YoCoBoard dashboard.

1.2 Sign up with your social profiles

Open https://www.yocoboard.com/signup
To user your Google account to sign up, click the “G” button.
Enter the email and password for your Google account to sign in and create an account.
To use your Facebook account to sign up, click the “F” button.
Enter the email and password of your Facebook account and click Log In.
You will now be logged into the YoCoBoard dashboard.

Posted in: Admin, Basics, Getting Started, Quick Start Guide

Associate Time Entries to Projects

November 22, 2019 5:12 am / Leave a Comment / YoCoBoard Admin

Choose between Projects

Most YoCoBoard users want a time tracker – nothing more, nothing less. We let you do just that – clock in when you need to and clock out when you’re done and YoCoBoard will record your time entries. Simple. But there are times when you are working on different projects and you want your time entries to reflect that.

By associating your time entries to a project, you can map your time entries to the projects directly on the Hours page. You will find projects you are part of, listed in the drop-down menu.

1.1 How to associate time entries

On the YoCoBoard sidebar, click Hours.
Select the relevant date and time entry to choose your project from the drop-down menu.
If not listed, enter the name of the project in the search bar and log the time entry to your project.

Posted in: Basics, Projects Association

Hours

March 22, 2017 9:28 am / Leave a Comment / YoCoBoard Admin

Hours page is where you can see your time records listed out. This page also lists out the current running session (if any). Also on this page, you can see your time records with their equivalent adjustments (if any).

Posted in: Basics