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Create a Timesheet Entry
Create a Timesheet Entry
Logan Bowlby avatar
Written by Logan Bowlby
Updated over 6 months ago

Overview

Designed to simplify the time-tracking process, Timesheets enable users to meticulously record the duration spent on various assignments. Users with the appropriate permissions can effortlessly review and approve Timesheets, ensuring seamless workflow management.

Users must be Super Users or have the following roles to approve Timesheets:

  • Timesheets: Administrate


Creating a Timesheet entry

Timesheet entries can be added to Assignments through both the mobile app as well as through the backend application. The process is similar on each:

Creating a Timesheet entry on the mobile app

To create a Timesheet on the mobile app, follow these steps:

  1. Navigate to Assignments

  2. Open an Assignment you want to add a Timesheet entry to

  3. Click the Timesheet button

  4. Click on Add entry

  5. Provide an option description

  6. If applicable, select a Timesheet Entry Type

  7. Designate the Start and End time for your Timesheet

  8. Click on Save

Creating a Timesheet on the backend application

To create a Timesheet on the backend application, follow these steps:

  1. Navigate to Assignments

  2. Select the Assignment you want to add a Timesheet to

  3. Click on the Timesheets icon

    1. This can be done from the Overview section or when you Open/ Edit an Assignment

  4. Click on the Add time entry icon

  5. Provide an option description

  6. If applicable, select a Timesheet Entry Type

  7. Designate the Start and End time for your Timesheet

  8. Click on the Save icon

Reviewing and approving Timesheet entries

Efficiently overseeing Timesheet entries is crucial for effective time management and resource allocation. Our centralized Timesheets feature provides a user-friendly interface for reviewing and approving Timesheet entries, coupled with convenient filtering options to streamline the process.

Approving a Timesheet entry

Timesheets can be in two different states:

Awaiting Approval

Timesheet has been submitted, but not yet approved

Approved

Timesheet has been submitted and approved

To approve a Timesheet, follow these steps:

  1. Navigate to Timesheets on the backend application

  2. Scan through the list of Timesheet entries to review details such as date, duration, and entry type.

  3. Select the Timesheet entry you would like to approve

  4. Click the Approve icon

Super Users or Users with the Timesheets: Administrate Role will automatically approve their own Timesheet entries upon submission.

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