How To - Web

Getting started with the Web App

If you are just getting started with the Rhumbix Web App, below are some articles that will guide you through your first tasks. Project & User Set Up Navigating the Menu Adding/Editing Employees and U...

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Adding & Editing Projects (Admin, Payroll Admin & PM only)

Anyone with the Rhumbix PM, Payroll Admin, or Admin roles can add and edit projects. To create a new project, click the “+ Create New Project” button in the “Select Project” menu. To edit an existi...

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Managing Employees & Users (Admin, Payroll Admin & PM only)

The Company Administration Team Members section lets you add and edit employees and users. Any employee added here can be included on time cards and T&M tags. To access go to “Company Administration” at the...

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Log Views – Basic Dashboards

Rhumbix has three standard views for entering, reviewing, editing, and approving timekeeping data on the web. For employee focused views, there is a Weekly Time Card and a Daily Time Card, here you can enter, v...

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How to set up your Rhumbix account

Getting started is easy. All you need to do is set your password and log in. Once your administrator adds you to Rhumbix you receive an email to set your password. Open the email, then click “Set your pa...

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Export – Payroll and Time Card Exports

Rhumbix data can be exported via .csv for payroll, time cards, and other data analysis. To do so: Navigate to the Export section in the left-hand menu Select your date range Select which statuses to ex...

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Navigate the web app menu

The left-hand side of the Rhumbix web app links you to the different Rhumbix content pages while the top of the Web App lets you switch between projects and dates. Below are screenshots and descriptions of both...

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How to use the Rhumbix .csv upload

Rhumbix allows you to bulk upload you employees, cost codes, budgets, and equipment via .csv. Below are the steps to follow once on the "Setting" upload page. Click “Download .CSV Template” Fill out ...

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Analytics – Core Dashboards

Rhumbix has two standard analytics views for Core customers, Daily Profit/Loss and Unit Rate Tracker. There are plenty other dashboards that we evaluate with your team during onboarding and turn on for the user...

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Quantities – Core Quantity entry/edit for Production Tracking

To add or edit production data on the Web App, click the Quantities button from the left menu, then follow these steps: To edit existing quantities click into the box where quantities are displayed and mak...

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