Setting Up Timesheet Templates in ClickTime Australia | Web & Mobile Time Tracking

Setting up Web Timesheet Templates

In ClickTime Australia, the Web Timesheet and the Mobile Time Attendance are two distinct tools designed for different types of employees:

  • The Web Timesheet is intended for office-based staff who prefer to log their working hours using a web browser.
  • The Mobile Time Attendance is designed for field employees who work remotely or on-site, allowing them to record their time directly from the mobile app.
Important Note:
Currently, these two systems operate independently and are not integrated. This means time entries made via the mobile app do not sync with the web timesheet, and vice versa.


Web Timesheet templates allow you to manage different settings to suit your company needs. For example, you might want to allow your employees to enter time against projects only or time against projects and tasks.


The system will come configured with many timesheet templates. You can select and customize any of them to fit your company business needs. In addition, you can create as many new templates as you need. 


Default company timesheet



Please note that you can have ONLY have one timesheet template as your company default timesheet. This can be set and defined on the Setting > Timesheet Setting Tab. Once you set your company default timesheet, employees will start entering their time against the current timesheet that is set as default company timesheet.



To configure  a timesheet template for your company you need to do and follow the below steps:

1.  Select & Modify a Timesheet Template. Go to Setting > Setup table > Timesheet Templates
    A. Select & Edit any of the predefined templates, adjust it & modified it according to your company needs
    B. Please note that you can track the start and end time or you can just track the duration

2. Select the Default Template.  Select a default template for your company by going to Setting > Timesheet Setting Tab and select the template that you have modified in the previous step.

3. Define Tasks & Activities. If you need to track the tasks on the timesheet, then go to Setting > Setup Tables > Tasks & Activities 
     
4. Define your client, projects and employees.

5. Grant an online access to your employees to start using the system
    



If you prefer you can create a new template and then assign the new template as your default timesheet template in etting > Timesheet Setting Tab


To add a timesheet template:


1.      Go to setting > setup table > Timesheet Templates.

2.     Click  [+New Timesheet] Template button
3.     Enter a template name, description
4.     Select timesheet entry method, either 


A.     Time, In/Out  (user must enter start and end time)


OR


B.      Total hours & durations  (User enter duration or total hours only)








5.      Select or deselect timesheet options, as desired.




Option name




This field...



Client Selection is Required




Requires the user to select a client on each row before submitting a timesheet




Site Selection is Required




Requires the user to select the site on each row before submitting a timesheet





Select Site Filter Method




Select Display all site if you’d like users to select from or all defined sites




Select Display Employee Rostered Sites if you’d like users to select from the employees rostered sites. Employees, in this case will only see and can select from a list of the sites they are rostered at or sites they previously worked at.



Job/ Project Selection is Required




Requires the user to select the site on each row before submitting a timesheet





Tasks/Activities is required




Requires the user to select an activity in each timesheet row before submitting a timesheet



Select Task/Activities By





Select Job/project if you’d like users to select from or all tasks that are associated and assigned to the selected job/project.




Select site if you’d like users to select from or all tasks that are associated and assigned to the selected site




Select Don’t filter if you’d like users to select from a list of all defined tasks/activities that are defined in the system




 

FAQs




What happens if we edit a template that is already set as Company Default timesheet?




The new template settings will take effect for any timesheets that are created in the future (next timesheet period). Any existing timesheets will be unaffected.




 






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