Setting up Timesheet Templates
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
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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