Setup
You will need the Timesheets module turned on in your workspace. If you do not see this in your main menu, reach out to [email protected].
You will also need the following permissions in your security group:
Can see all tasks.
Can approve timesheets.
Can export payroll information.
Click here to learn about permissions and security groups.
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If you see this arrow, click to expand for more information!
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How to manage timesheets
Approving timesheets is not required but highly recommended, as unapproved sessions are treated as estimates and will not be included in accurate profit reporting.
From the task
1. Navigate to Tasks and open the task.
1. Navigate to Tasks and open the task.
2. On the Task tab, scroll down and expand the Timesheets section on the right.
2. On the Task tab, scroll down and expand the Timesheets section on the right.
3. Click Add Session to create a new session, select a day on the calendar to use bulk actions (Submit, Approve, or Trash sessions), or click to open the session on the calendar or list (underneath the calendar) views.
3. Click Add Session to create a new session, select a day on the calendar to use bulk actions (Submit, Approve, or Trash sessions), or click to open the session on the calendar or list (underneath the calendar) views.
The colored bar on the session in the calendar indicates status: purple - submitted, green - approved.
The colored bar on the session in the calendar indicates status: purple - submitted, green - approved.
4. When creating or editing a timesheet session, complete the Task, Technician, Type, Time, Duration, Multiplier, Notes fields, and use the available buttons depending on the session status: Trash session, Unsubmit session, Save and Submit, Save and Approve, or Save.
4. When creating or editing a timesheet session, complete the Task, Technician, Type, Time, Duration, Multiplier, Notes fields, and use the available buttons depending on the session status: Trash session, Unsubmit session, Save and Submit, Save and Approve, or Save.
From the Timesheets page
1. Navigate to Tools > Timesheets.
1. Navigate to Tools > Timesheets.
2. Click on the block to open the weekly calendar for the field user (yellow for unsubmitted sessions, purple for submitted sessions awaiting review, and green for approved sessions).
2. Click on the block to open the weekly calendar for the field user (yellow for unsubmitted sessions, purple for submitted sessions awaiting review, and green for approved sessions).
3. Navigate to Today, Previous or Next Week, click Add Session to create a new session, select a day on the calendar to use bulk actions (Submit, Approve, or Trash sessions), or click to open the session on the calendar or list (underneath the calendar) views.
3. Navigate to Today, Previous or Next Week, click Add Session to create a new session, select a day on the calendar to use bulk actions (Submit, Approve, or Trash sessions), or click to open the session on the calendar or list (underneath the calendar) views.
The colored bar on the session in the calendar indicates status: purple - submitted, green - approved.
The colored bar on the session in the calendar indicates status: purple - submitted, green - approved.
4. When creating or editing a timesheet session, complete the Task, Technician, Type, Time, Duration, Multiplier, Notes fields, and use the available buttons depending on the session status: Trash session, Unsubmit session, Save and Submit, Save and Approve, or Save.
4. When creating or editing a timesheet session, complete the Task, Technician, Type, Time, Duration, Multiplier, Notes fields, and use the available buttons depending on the session status: Trash session, Unsubmit session, Save and Submit, Save and Approve, or Save.
How to restore a trashed session
1. Navigate to the list view of the timesheets on the Task or the Timesheets page.
1. Navigate to the list view of the timesheets on the Task or the Timesheets page.
2. Change filter Trashed from No to Yes.
2. Change filter Trashed from No to Yes.
3. View the session and click Restore trashed session.
3. View the session and click Restore trashed session.
How to manage allowance
Add allowance
1. Navigate to Tools > Timesheets and click on the block to open the timesheets for the user.
1. Navigate to Tools > Timesheets and click on the block to open the timesheets for the user.
2. Click Add Allowance, then complete the Day, Type and Amount fields and click Create.
2. Click Add Allowance, then complete the Day, Type and Amount fields and click Create.
Approve, trash or restore allowance
1. Navigate to Tools > Timesheets and click on the block to open the timesheets for the user.
1. Navigate to Tools > Timesheets and click on the block to open the timesheets for the user.
2. Check the box next to the allowances to manage and click Edit [X] Allowances.
2. Check the box next to the allowances to manage and click Edit [X] Allowances.
3. Select the Approved status (Approved or Not Approved) or the Trashed status (Trash or Restore) dropdowns, then click Apply Changes.
3. Select the Approved status (Approved or Not Approved) or the Trashed status (Trash or Restore) dropdowns, then click Apply Changes.
How to export timesheets for payroll
1. Navigate to Tools > Timesheets and click Payroll export.
1. Navigate to Tools > Timesheets and click Payroll export.
2. Adjust the filters of the list of sessions (Approved, Trashed, Payroll Date After, Payroll Date Before, etc), then click Download.
2. Adjust the filters of the list of sessions (Approved, Trashed, Payroll Date After, Payroll Date Before, etc), then click Download.
Recommended steps
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