Mobile app users can log their shifts, including breaks, using the timecard widget on the app home screen. These entries are displayed in weekly timesheets through a report for office users to review and approve. This can help to ensure accurate payroll, facilitate project management, and support performance analysis, ultimately ensuring efficient time management across your staff.
View report
➡️ Reporting > Hamburger menu > Users > Timesheet approval
The timesheet approval report is where office users can review, amend and approve weekly timesheets. Individual timecards can be reviewed by clicking on the day, if multiple timecards are logged for a single day they will be displayed in a list when the day is selected to view.
Filters
You can apply a date filter to view all timesheets logged for your users during that week, reducing the data if there are many weeks awaiting review.
The quick filters allow switching between pending and approved timesheets. Keep your timesheets previously approved in the 'Approved' report for your records. You can also archive these historical timesheets if they are no longer required.
Once an approved timesheet has been archived, it can no longer be viewed.
Add new timecard
Timecards are designed for mobile app users, however, they can also be added on the web if required.
➡️ Add new timecard > Select a user in the dropdown menu > Select the start date > Set the clock in time > Select the end date > Set the clock out time > Save
If breaks were taken, click the + button and a new set of date/time fields will be displayed. Breaks must be logged within the time set for clock in and clock out.
Actions
Approve: Approve the full week's timesheet. We'd recommend approving timesheets on a weekly basis using this option.
➡️ Approve > Review the date and time displayed > Type 'Approve' > Approve
Delete: Delete the full week's timesheet.
➡️ Delete > Review the date and time displayed > Type 'DELETE' > Delete
Once a timesheet has been approved or deleted, this cannot be undone.
View a timecard
Click on a time to view the timecard-specific details, including, the number of scheduled events that occurred during this shift and, if the device has location services enabled, the location that the user actioned the timecard widget, along with other useful information for that time.
Edit timecard: Make manual adjustments in the event the user has not logged their times accurately.
➡️ Select the timecard from the timesheet report > Edit timecard > Adjust times > Add any breaks not yest recorded > Save
Delete timecard: Delete the individual timecard from this timesheet.
➡️ Select the timecard from the timesheet report > Delete timecard > Type 'Delete' > Delete
Approve and close: Approve an individual timecard. Ensure the details are correct before using the approve option as there is no additional confirmation required on this screen.
Timecard icons
Timecard has been edited by a user | |
Clock in location | |
Break start/end location | |
Clock out location | |
Event arrived location |
The Daily timecard detail and Summary timesheet detail reports can also be used to review data.
Use the Enable timesheets setting to enable the timecard widget on the mobile app.