Workflows & examples

Weekly timesheet cycle

1. Employees log time entries against projects and tasks throughout the week, flagging billable vs non-billable.
2. Employees submit their timesheet; the HR Ops agent nudges anyone who hasn’t.
3. Managers approve or return timesheets in Approve; approved billable hours become available to Finance.

Billing a client from hours

1. Confirm all billable entries for the client’s project are approved.
2. In Finance, create an invoice drawing from the approved billable hours.
3. Send the invoice; non-billable time remains for internal utilisation reporting only.

Overtime authorisation

1. Employee submits an overtime request from Attendance with date, hours, and reason.
2. Manager approves against the configured overtime rules; the hours are recorded and flagged for the overtime pay rate.
3. Payroll picks up approved overtime in the next pay run.

Onboarding a physical time-clock

1. Register the device’s serial number under Devices and note the issued device key.
2. Configure the terminal to push to XBuddy’s endpoint with that serial number and key.
3. Employees badge in/out at the terminal; punches appear on the daily attendance sheet automatically.