Create a Timesheet (Android)
Objective
To create a timesheet on your Android mobile device.
Background
Things to Consider
- Required User Permissions:
- 'Standard' or 'Admin' level permissions on the project's Timesheets tool.
Prerequisites
- Configure the project's Timesheets tool. See Best Practices For Configuring Timesheets.
Steps
Notes
- To appear in this list, the person must be added to a Directory and a checkmark must appear in the 'Is Employee of <Your Company>' box on their profile. For more information on how to check for this setting in a user's profile, see Edit a User Account in the Project Directory.
- Employees who are only entered in the Company Directory can be selected if the 'Can Company Employees be Tracked on all Projects?' setting is enabled. See Configure Advanced Settings: Company Level Timesheets.
- With the setting "Employees Can Be Tracked On All Projects" enabled, you must have at least 'Read Only' permissions on the Company Directory tool to see all employees and workers.
- To select a crew, a crew must first be created in the Crews tool. See Create a Crew.
- Tap the project you would like to work in on your mobile device.
- Tap the Timesheets tool.
- Tap Plus
.
- Tap Create Timesheet.
- Tap Crews or Employees.
- Tap the crew names and/or employee names that you want to add to the timesheet.
- Tap Done.
- Next to each person's name, tap Add Line.
- Tap the fields to add the following information:
Notes
- An asterisk (*) denotes a required field.
- Optional fields can be enabled or disabled in the Configure Settings. See Configure Advanced Settings: Project Level Timesheets.
- Classification: Tap to select the employee's job classification from the drop-down menu associated with the time entry. See Enable Classifications on a Project.
- Sub Job: Select from the drop-down menu the sub job associated with the time entry.
- *Cost Code: Tap to select the cost code associated with the time entry.
Note: If you are an admin on the Company Admin tool, you can limit the cost code selections that appear in this list. To learn more, see Configure Advanced Settings: Company Level Timesheets. - Location: Tap to select the location where the person performed the work.
- *Start Time: Select the time the user began working.
- *Stop Time: Select the time the user stopped working.
Note: You will only see the Start and Stop fields if you have configured your settings to show these fields. See Configure Advanced Settings: Project Level Timesheets. - Lunch Time: Select from the drop-down menu the amount of time taken for a lunch break. Select from the following options:
Notes:- The amount of time selected will be subtracted from the Total Time.
- This field will only be available if Start Time and Stop Time is enabled.
- 0 min (Default)
- 30 min
- 45 min
- 60 min
- Time Type: Tap to select the type of pay being entered. Select one the following options:
Note: If you are an 'Admin' on the Company Admin tool, you can add custom time types to this list. See Configure Advanced Settings: Company Level Timesheets for more information:- Regular Time
- Double Time
- Exempt
- Holiday
- Overtime
- PTO
- Salary
- Vacation
- Billable: Tap the toggle to indicate that the work is billable.
- Description: Tap to type an additional description that will appear in the timecard.
- Tap Save
- Tap Submit.