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Create a Timesheet

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Objective

To create timecard entries on a timesheet on the project's Timesheets tool to track the number of hours worked.

Background

Timesheet entries are used to track employee time on projects. A timesheet entry can track where work is being performed, the number of hours each employee has worked, and whether or not those hours are billable. 

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' on the project's Timesheets tool.
  • Additional Information:
    • When you navigate to the Timesheets tool, the page automatically opens to the current date. 
    • Each entry is in-line editable from the Timesheets list page.
    • You can add multiple line items for each employee entry on a timesheet.
    • Clicking 'Bulk Time Entry' will apply changes to multiple workers on a timesheet.
    • You can create Project and Company level custom reports on the Timesheets tool. See Create a Custom Project Report.

Video

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Steps

  1. Navigate to the project's Timesheets tool. 
  2. Click Create.
    create-timesheet.png
  3. Click New Daily Timesheet.
  4. In the 'Add Employees' window, select the checkbox next to the employees and crew members you want to create a timesheet for.
    add-employees-to-timesheet.png
     Note
    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.
  5. Click Add.
  6. Click on Select Date.
    Note: The Select Date defaults to the current date.
  7. Click Add Employees to include additional employees on the timesheet that were not selected in the Add Employees window.
  8. Click Bulk Time Entry to apply the same information to multiple workers on the Timesheet. See Bulk Enter Time Entry.
    bulk-enter-time.png
  9. Enter the following information:
    Notes:
  • Classification: Select the employee classification from the drop-down menu associated with the time entry.
  • Sub Job: Enter or select from the drop-down menu the sub job associated with the time entry.
  • *Cost Code: Enter or select from the drop-down menu the cost code(s) associated with the log entry. If you want to limit the cost codes that appear on this list by cost type, see Configure Advanced Settings: Company Level Timesheets.
  • Location: Select from the drop-down menu the location where the work was performed by that user.
  • *Start Time: Enter or select the time the user began working.
  • *Stop Time: Enter or 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: 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: Select the type of pay being entered from the drop-down menu. Select from the following options:
    Note: If you want to add custom time types and/or exclude time types for this list, see Configure Advanced Settings: Company Level Timesheets for more information.
    • Regular Time
    • Double Time
    • Exempt
    • Holiday
    • Overtime
    • PTO
    • Salary
    • Vacation
  • Billable: Select from the drop-down menu if the hours are billable by clicking Yes or No.
  • Add Description: Click to enter additional comments to the time entry.
  • Add Line Item: Click this option to create extra line items on a time entry. 
  1. Click Submit and Add Quantities to add the quantities to your timesheet.
    Note: This button will be disabled if quantities have not been uploaded to your project. See Add Quantities to a Timesheet.
  2. Click Submit.
    A banner will appear at the bottom of the page confirming the timesheet was successfully created.

See Also

 

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