Timesheet mode

Overview

Making time entries using Timesheet is very easy and intuitive. The main advantage of adding time in Timesheet mode is that you can do time entries for the whole working week at once.

Completing time entry

Make sure to fill in all required fields marked with a red asterisk *

1. On the left menu bar, choose: Time & Allowance → Time & Allowance Entry
2. Switch to the Timesheet mode
3. Choose a working week
4. Fill in hours for individual working days
5. Fill in the rest of the fields based on your organisation's Time Configuration

Submitting timesheet

After finishing time entries for the whole week, do not forget to Submit the timesheet.

Start/End on period entry feature

If there is enabled the Start/End on period entry feature in your organisation's Time Configuration, a pop-up box will appear when you click the field. 

U can use either a mouse or keyboard to select desired time periods.

1. Click on the field for the corresponding day
2. Enter the Start, End and Break times
3. Click OK button
4. The system will populate the duration field automatically
   When confirming a value use either 'Ok' button or Enter key

Shifts feature

Shift feature automatically populates Start, End and Break fields. This feature works only in Timesheet mode.

If there are configured shifts in your organisation's Shifts Configuration, a pop-up box will appear when you click the field for the corresponding day. You can then quickly pick a predefined shift instead of filling out individual inputs. 

1. Click the field for the corresponding day
2. Click the Shifts button
3. Choose a desired shift
4. The system will automatically populate the Start, End and Break fields

Adding Allowance

1. Click the three dots '...' button at the end of the line
2. Click the Add Allowance button
3. Fill in all required fields

Customer/Project/Task filtering options

There are following options how to search/filter within the Customer / Project / Task / Case field.

1. type prefix 
   cus: , pro: , task: or case: to filter only records related to specific customers, projects, tasks or cases
2. insert double quotes " "
   around a phrase or keyword to get the exact match
3. combine both above
    cus: "Customer name" or task: "Task name"
   
   

Delete or Modify Timesheets

Prior to Submit for approval, use the 'X' on the right-hand side of the timesheet line to delete any time entered. 

If the fields are greyed out, check the 'See Award Time' and adjust time accordingly. 

Time Summary

From the Home Dashboard, users can view their Time Summary. 

• Open Time - Time that has been entered but not Submitted for approval 

• Pending Time - Time submitted for approval, but not yet approved. 

From this portlet, you can click on the list icon and you will be directed to the Time Entry screen where you can either complete your entry and Submit for approval, or view the time entries pending approval.