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Karbon Time Tracking

Time-tracking data is extremely valuable, so thank you for all your efforts! This helps us identify areas for improvement, refine our pricing structure & recognize additional billing or raise opportunities. See below for some instructions on how to perform time tracking within the Karbon platform.

Karbon Time Modular - Week View

Select 'Time' on the far left menu bar within Karbon
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Next, Select the week and you will get to this Time Modular Screen belowimage.png

Enter Time

You can enter time by either;
- Selecting any activity on the 'Suggested Time', OR
- Selecting the 'Add Time Entry' button

Suggested Time

The Suggested Time will automatically appear each day based on your interaction within the Karbon Work Items, which includes the following;
- Change of the work items Status
- Completion of the work item or individual task within a work item
- Comments on an Email within the work item
- Comments on Notes/Tasks within the work item

Add Time Entry

Karbon Time Entry Fields

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Client

This is a required field. Be sure to select which Customer you are working on. There are also several "Admin" codes as well, which are listed below:

  • Training/Continuing Education
  • Daily Standup Meeting
  • One-on-One Meeting
  • All-Hands Meeting
  • Sprint Planning
  • Sprint Refinement
  • Sprint Retro
  • Spring Review
  • Vacation/PTO
  • Holiday
  • Sick Leave
  • Karbon Triage
  • Karbon My Week & Planning
  • and more!

To see the full list, type "Admin" when entering your time.

Work

This is a required field when the Client field is a customer, but not required when using an Admin code. Note that this will auto-populate for all Suggested Times, so it is recommended to interact with the Karbon Work Items before completing your time.

Role

This is a required field. Select your current Job Title.

Task Type

This is a required field. You must select one of the ten options below;

  • 01. Operational
  • 02. Accounting
  • 03. Financial
  • 04. Tax
  • 05. Transactional
  • 06. Monthly Recurring Revenue (MRR)
  • 07. Non-Billable
  • 08. Internal
  • 09. PTO/Holiday/Sick
  • 10. Consulting Project
  • 11. Retainer
  • 12. Onboarding

Date & Duration

This is a required field. Select the date and number of Hours/Minutes the Time Entry was for. Note that this is not a fraction, but a whole number. If you worked for an hour-and half, you can submit 1 under 'h' and 30 under 'm'. OR you can submit 90 under 'm'.
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Notes

This field is optional but use good judgment for when to include it. For some 'Other' Admin Customers, it will identify that the note is required, see below for examples.

- Admin: Other Firm Meetings (Leave Note)
- Admin: Other Internal Admin (Leave Note)

Submit Time!

At the end of each week (no later than Sunday Night ) click the 'Submit' time within the Time Modular Screen. This will then allow you to select your direct manager for their review. This should be the same individual who is performing your 1:1 meeting.

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Stopwatch Timer - Alternative Option to Enter Time

For those who prefer to enter their time via the Stopwatch timer, there is an option for this too. At the top right corner, you will notice a stopwatch icon, which is to the left of the search magnified glass.
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Simply click this icon and enter the Client, Work, Role, and Task Type noted above, and hit the Blue Play button. There will be a running timer at the top of Karbon, for you to pause or stop.
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When you click the stop button, it will allow you to confirm the Time Entry before submitting it.

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