> ## Documentation Index
> Fetch the complete documentation index at: https://docs.timetracker.in/llms.txt
> Use this file to discover all available pages before exploring further.

# Time policies settings: rules for every entry

> Set what a time entry must contain, how far back it can be edited, the daily cap, idle detection, rounding, the timesheet period and period locking.

**Settings → Time policies** holds the rules every time entry in the workspace has
to follow. It is one screen with three cards: **Entry rules**, **Timesheet
submission** and **Period locking**.

Route: `/{workspaceSlug}/settings/time-policies`. For Northwind Studio that is
`/northwind/settings/time-policies`.

<Note>
  This page documents the screen. For how the rules feel day to day when you are
  tracking, read [Time policies](/time-tracking/time-policies).
</Note>

## Who can change what

The **Time policies** item sits under **Workspace** in the settings sidebar. It is
shown to everyone, and it belongs to no app, so it never disappears.

| Card                     | Capability                 | Who holds it |
| ------------------------ | -------------------------- | ------------ |
| **Entry rules**          | `workspace.updateSettings` | Owner, Admin |
| **Timesheet submission** | `workspace.updateSettings` | Owner, Admin |
| **Period locking**       | `period.close`             | Owner, Admin |

Without the capability, the card still renders but tells you so:

* **Entry rules** – *You don't have access to change time policies in this
  workspace. Ask an owner or admin for access.*
* **Timesheet submission** – the dropdown is disabled, with the line *Only owners
  and admins can change the timesheet period.*
* **Period locking** – *Only an owner or admin can lock periods in this workspace.*

<Warning>
  A rule set here applies to **everyone in the workspace**, including Owners and
  Admins. There is no per-project or per-person override.
</Warning>

## Card 1 – Entry rules

Three toggles, three number fields and one dropdown. Everything in this card is
saved together by the **Save time policies** button at the bottom. The button reads
*Saving…* while it works, and a *Time policies saved.* message confirms it.

A brand-new workspace enforces nothing. Every toggle starts off, both limits start
blank, rounding starts at none.

### Require a task

|             |                                                                     |
| ----------- | ------------------------------------------------------------------- |
| Control     | Toggle                                                              |
| Helper text | Every time entry must be attached to a task before it can be saved. |
| Default     | Off                                                                 |

**Why it exists.** Time attached only to a project cannot be traced to the work it
paid for. Turning this on forces every hour to name a task.

**When to turn it on.** Once your projects have real task lists. Turning it on
before that leaves people with nothing to pick.

**What happens after.** Saving an entry with no task is refused with *A task is
required before this entry can be saved.* A running timer cannot be stopped until a
task is chosen either – the stop button tells you *Add a task to stop the timer.*

<Warning>
  This does not go back and fix history. Entries recorded before you turned it on
  keep no task and stay as they are.
</Warning>

### Require a description

|             |                                                        |
| ----------- | ------------------------------------------------------ |
| Control     | Toggle                                                 |
| Helper text | Every time entry must include a non-empty description. |
| Default     | Off                                                    |

**Why it exists.** A client asking "what were these 6 hours?" needs an answer. The
description is that answer, and it prints on an invoice line.

**What happens after.** An entry with an empty or whitespace-only description is
refused with *A description is required before this entry can be saved.* A running
timer cannot be stopped without one.

### Block future entries

|             |                                               |
| ----------- | --------------------------------------------- |
| Control     | Toggle                                        |
| Helper text | Reject time entries that start in the future. |
| Default     | Off                                           |

**Why it exists.** Time is a record of work done, not work planned. Plan ahead in
the [Resource Planner](/planner/overview) instead.

**What happens after.** An entry that starts later than right now is refused with
*Time entries cannot start in the future.* Only the start time is checked.

### Editing window (days)

|             |                                                                    |
| ----------- | ------------------------------------------------------------------ |
| Control     | Number box, whole numbers, 0 or more                               |
| Placeholder | No limit                                                           |
| Helper text | Entries older than this can't be edited. Leave blank for no limit. |
| Default     | Blank – no limit                                                   |

**Why it exists.** It stops last month's approved week quietly changing shape after
you reported on it.

**How it is measured.** From when the entry starts, to now. An entry exactly on the
boundary is still editable. With a 14-day window, an entry that started 14 days ago
can be changed, and one that started 15 days ago cannot.

**What happens after.** Editing an entry past the window is refused with *This entry
is outside the editing window and can no longer be changed.*

<Warning>
  Setting this to `0` leaves almost nothing editable, because any entry that already
  started is already older than a zero-day window. Leave it blank if you do not want
  a limit.
</Warning>

### Daily limit (minutes)

|             |                                                         |
| ----------- | ------------------------------------------------------- |
| Control     | Number box, whole numbers, 0 or more                    |
| Placeholder | No cap                                                  |
| Helper text | Cap on tracked minutes per day. Leave blank for no cap. |
| Default     | Blank – no cap                                          |

**Why it exists.** It catches the honest mistake – a timer left running overnight
that turns into a 14-hour entry.

**How it is measured.** In minutes, across the whole day, per person. A new entry is
refused when the day's existing total **plus** the new entry goes over the cap. A
day that lands exactly on the cap is allowed. Set `600` for 10 hours, `720` for 12.

**What happens after.** The entry is refused with *This entry would exceed the daily
time limit for this workspace.*

<Tip>
  Set the cap generously. It is a guard against runaway timers, not a working-hours
  policy. Expected hours belong in [Work schedules](/settings/schedules).
</Tip>

### Idle threshold (minutes)

|             |                                                                |
| ----------- | -------------------------------------------------------------- |
| Control     | Number box, whole numbers, 1 or more. Required.                |
| Helper text | Minutes of no input before a running timer is flagged as idle. |
| Default     | 10                                                             |

**Why it exists.** People walk away from a running timer. Idle detection notices,
so the entry reflects real work.

**What happens after.** Once the timer has seen no input for this many minutes, a
prompt appears offering to **Keep** or **Discard** the idle stretch. This field
cannot be left blank and cannot be `0`.

### Rounding increment

|             |                                                                                             |
| ----------- | ------------------------------------------------------------------------------------------- |
| Control     | Dropdown                                                                                    |
| Options     | **None (raw time)**, **6 minutes**, **15 minutes**, **30 minutes**                          |
| Helper text | Applies to billable duration and displayed time. Raw tracked time is always stored exactly. |
| Default     | None (raw time)                                                                             |

**Why it exists.** Many agencies bill in fixed blocks. Rounding produces the
billable figure without anyone doing the arithmetic.

**How it rounds.** Always to the **nearest** step. There is no round-up-only or
round-down-only option. A half step rounds up.

**What it touches.** The billable duration used on invoices and against project
budgets. Your exact tracked time is always kept alongside it, so you can always see
what really happened.

| Tracked    | None   | 6 min  | 15 min | 30 min |
| ---------- | ------ | ------ | ------ | ------ |
| 7 minutes  | 7 min  | 6 min  | 0 min  | 0 min  |
| 22 minutes | 22 min | 24 min | 15 min | 30 min |
| 3 h 07 min | 3 h 07 | 3 h 06 | 3 h 00 | 3 h 00 |

<Warning>
  Changing the increment does not re-round entries you already recorded. It applies
  to entries saved from that point on.
</Warning>

## Card 2 – Timesheet submission

|            |                                                                          |
| ---------- | ------------------------------------------------------------------------ |
| Control    | Dropdown                                                                 |
| Options    | **Weekly**, **Biweekly (every two weeks)**, **Monthly (calendar month)** |
| Default    | Weekly                                                                   |
| Capability | `workspace.updateSettings`                                               |

This sets how much time one submission bundles. The card explains it: *Submitting
any week submits the whole period that contains it.*

There is no Save button here. Choosing an option saves it at once, and a message
confirms the new setting.

<Note>
  The daily grid stays a seven-day week whatever you pick. Only the unit that is
  submitted and approved together changes.
</Note>

**When to change it.** Move to monthly when weekly approval is more review than
your team's volume justifies. Keep it weekly when you invoice often, since nothing
can be invoiced before it is approved.

## Card 3 – Period locking

Locking freezes a stretch of approved time so the books stop moving.

The card explains it: *Locks all approved time on or before a date. Locked entries
can't be edited, deleted or added to – corrections go through adjustment entries.*

| Control                | What it is                                                  |
| ---------------------- | ----------------------------------------------------------- |
| **Close through date** | A date picker. The last day to include, inclusive.          |
| **Close period…**      | The action button. It stays disabled until you pick a date. |

### How to close a period

<Steps>
  <Step title="Pick the date">
    Choose the last day to lock in **Close through date**. The date is read in your
    workspace timezone, so the day boundary matches the one your team sees.
  </Step>

  <Step title="Start the close">
    Click **Close period…**. A confirmation modal opens, titled *Close the period
    through* your chosen date.
  </Step>

  <Step title="Confirm it in writing">
    The modal asks you to type the workspace and date to confirm – for Northwind
    Studio closing through 31 July that is `northwind / through 2026-07-31`. A copy
    button beside the text puts it on your clipboard.
  </Step>

  <Step title="Close it">
    Click **Close period**. When it finishes you see how many entries were locked –
    for example *Period closed through 2026-07-31. 412 entries locked.*
  </Step>
</Steps>

### What gets locked, and what does not

|                    |                                                                                    |
| ------------------ | ---------------------------------------------------------------------------------- |
| Locked             | Every **approved** time entry dated on or before your date                         |
| Not touched        | Entries still in draft, submitted, or rejected                                     |
| Not touched        | Entries already in Trash                                                           |
| Blocked afterwards | Editing or deleting a locked entry, and adding a new entry inside the closed range |

<Warning>
  **This cannot be undone from this screen.** Once time is locked, corrections go
  through adjustment entries rather than by editing the original. Close a period only
  after the work for it is approved and invoiced.
</Warning>

## Example

Northwind Studio tightens up as it starts invoicing Bluebird Coffee monthly.

<Steps>
  <Step title="Maya sets the entry rules">
    She turns on **Require a task** and **Require a description**, sets **Editing
    window (days)** to `14`, and leaves the daily limit blank. She clicks **Save
    time policies**.
  </Step>

  <Step title="Sarah feels it the next morning">
    Sarah Lin starts a timer with no task. When she tries to stop it, the button
    tells her to add a task. She picks "Homepage wireframes" and stops it.
  </Step>

  <Step title="Rounding sets the billable figure">
    With rounding at 15 minutes, Sarah's 3 h 07 min becomes 3 h 00 of billable time.
    At her $100 rate the entry is worth $300 to the Website Redesign budget. Her
    exact 3 h 07 min is still on the entry.
  </Step>

  <Step title="Daniel closes the month">
    Once Priya Raman has approved July and Daniel Okafor has invoiced it, Maya
    closes the period through 31 July. July stops moving.
  </Step>
</Steps>

## Loading state

While the workspace loads, each card shows placeholder bars in place of its
controls. Nothing is saved until you press the button on the card you changed.

## Errors you may see

| Message                                                      | Why                                                                                                                           | What to do                                  |
| ------------------------------------------------------------ | ----------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------- |
| Those time-policy settings don't fit together.               | A value is out of range – a negative window or limit, an idle threshold under 1, or a fraction where a whole number is needed | Check the number boxes and save again       |
| Couldn't save time policies. Check the values and try again. | The save was refused                                                                                                          | Confirm you hold `workspace.updateSettings` |
| Couldn't close the period. Please try again.                 | The period close was refused                                                                                                  | Confirm you hold `period.close`             |

## Common questions

<AccordionGroup>
  <Accordion title="Do these rules apply to admins too?">
    Yes. There is one set of rules for the workspace, and it binds everyone.
  </Accordion>

  <Accordion title="Can I set different rules per project or per person?">
    No. Time policies are workspace-wide.
  </Accordion>

  <Accordion title="Does turning on Require a task fix old entries?">
    No. The rules are checked when an entry is saved. Entries already recorded stay
    exactly as they are.
  </Accordion>

  <Accordion title="Does rounding change my tracked time?">
    No. The exact duration is always kept. Rounding produces the billable figure
    that invoices and budgets use.
  </Accordion>

  <Accordion title="Can I reopen a closed period?">
    Not from this screen. Correct locked time with an adjustment entry instead.
  </Accordion>

  <Accordion title="Why was my old entry refused when I tried to fix a typo?">
    The editing window has passed. Ask an Owner or Admin to widen the window, or
    leave it blank to remove the limit.
  </Accordion>
</AccordionGroup>

## Related guides

<CardGroup cols={2}>
  <Card title="Time policies in practice" icon="shield-check" href="/time-tracking/time-policies">
    What each rule feels like while you are tracking.
  </Card>

  <Card title="Time tracking overview" icon="clock" href="/time-tracking/overview">
    How time gets recorded, submitted and approved.
  </Card>

  <Card title="Edit a time entry" icon="pen" href="/time-tracking/edit-a-time-entry">
    What you can change, and when the window closes.
  </Card>

  <Card title="Using the timer" icon="play" href="/time-tracking/using-the-timer">
    Starting, stopping and idle detection.
  </Card>

  <Card title="Timesheets overview" icon="table" href="/timesheets/overview">
    How a submission period is filled in and approved.
  </Card>

  <Card title="Time entry fields" icon="list" href="/time-tracking/time-entry-fields">
    Every field on an entry, including task and description.
  </Card>
</CardGroup>
