Timesheet approval

Purpose: Timesheets allow businesses to see how many hours their users are working, how effective they are throughout the day and for the purpose of finalising pay.

A timesheet is a combination of daily timecards submitted by a user logging the time worked on a given day and recording any breaks within that period. Timesheets are then reviewed, adjusted and approved.

When reviewing a timecard additional information is available such as the events and the route taken if the vehicle tracker is enabled.

Users can submit timecards through the mobile app or they can be added manually on the web.

Please note:

  • Timesheets start on Monday - Sunday. This is not adjustable.
  • Timesheets can be approved and individual timecards can be approved. Once approved they can no longer be undone or edited
  • It is recommended to approve timesheets on a weekly basis to ensure accurate times are recorded and allow for editing if required.
  • The time allocation for a given day’s timecard will display as 00 hrs 0 min until a user has clocked out on the mobile app.
  • A timecard cannot exceed 24 hours.
  • Timecards manually added on the web cannot log location details.
  • Any timesheets archived are no longer accessible.

Timesheet

Timesheet_approval.png

Approve
Go to Reporting > 3 lines > Users > Timesheet approval > Click ‘Approve’ for the required timesheet > Type ‘Approve’ > Approve

Delete - Deletion is irreversible
Go to Reporting > 3 lines > Users > Timesheet approval > Click ‘Delete’ for the required timesheet > Type ‘Delete’ > Delete

Archive - Archiving is irreversible
Go to Reporting > 3 lines > Users > Timesheet approval > Approved > Archive > Type ‘ARCHIVE’ > Archive

Timecard
Timecard_view.png

Add
Go to Reporting > 3 lines > Users > Timesheet approval > Click Add new daily timecard > Select user > Set start date and time > Set end date and time > Click + to add a break > Set start time > Set end time > Save

Edit
Go to Reporting > 3 lines > Users > Timesheet approval > Hover over the time to edit and click > Edit timecard > Change start time > Change end time > Change break time > Click + to add a break > Set start time > Set end time > Save

Delete - Deletion is irreversible
Go to Reporting > 3 lines > Users > Timesheet approval > Hover over the time to edit and click > Delete timecard > Type ‘DELETE’ > Delete

Approve
Go to Reporting > 3 lines > Users > Timesheet approval > Hover over the time to edit and click > Approve and close

Icon key - List of icons displayed on the timesheet approval report and their meanings

Edit_Warning_Icon.png Timecard edited by mobile app user
Clock_in_pin.png Clock in location
Break_start_end_pin.png Break start/end location
Clock_out_pin.png Clock out location
Event_location_pin.png Job/Estimate event arrived location

Related:
Enable timesheets
Daily timecard detail
Summary timesheet detail
Mobile app - Diary event statuses