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Add Employees to a Timesheet

Also available on  ios-gray-icon.jpg android-gray-icon.jpg  

Objective

To add employees to a timesheet using the Project level Timesheets tool. 

Background

The Timesheets tool lets you add employees, workers, and crews to a daily timesheet. This allows your team to create timecard entries for your employees. Before you can add employees to a timesheet, they must be added as employees in the Project Directory. Then you can use the steps below to add your employees to a timesheet. 

Things to Consider

  • Required User Permissions:
    • To edit any timecard entry:
      • 'Admin' level permissions on the project's Timesheets tool.
    • To edit any non-approved timecard entry:
      • 'Admin' level permissions on the project's Timesheets tool.
        OR
      • 'Read Only' or 'Standard' level permissions with the Review & Edit Timesheets granular permission enabled on your permissions template.
    • To edit a timecard you created:
      • 'Standard' level permissions on the project's Timesheets tool.
  • Important:
    • When you edit a signed timesheet, Procore removes the signature. The employee must sign it again. See Sign a Timesheet (Android) and Sign a Timesheet (iOS).
    • Zero (0) hour entries are supported. This provides your team with the flexibility it needs to enter time off and per diem. 
  • Additional Information:
    • Depending on your permissions, you may need to change the status of the timesheet to edit the timesheet.
    • 'Approved' timecard entries:
      • Can only be edited by a user with 'Admin' permissions on the Company level Timesheets tool. 
      • Cannot be deleted.
      • Can only be marked as 'Completed' in the Company level Timesheets tool.
    • 'Completed' timecard entries:

 

Prerequisites

Steps

  1. Navigate to the project's Timesheets tool. 
  2. Locate the timesheet to modify. Then click the vertical ellipsis  icon-ellipsis-options-menu.png  on the top-right of the timesheet and choose Add Employees from the drop-down menu. 
    view-timesheet-options-menu.png
  3. in the left pane of the 'Add Employees' window, highlight 'All Employees'. 
  4. In the center pane, choose from these options:
    • To add all of the employees listed, click Select All.
    • To add specific employees, mark the checkbox(es) next to the crew members you want to add to the timesheet.
      add-employees-to-crew-timesheet.png
  5. Click Add.
    This adds the selected employees to the timesheet. You can continue editing the timesheet. 

Next Step