Workers will submit their own timesheets. However, you may also submit one on their behalf.
To do this, click on the button titled "+ New Timesheet" located at the top of the Time and Attendance list.
A timesheet form will appear
Next, select the worker for whom you want to enter time entries. The form will now show a row for every day of the present week.
If there are any time entries previously entered for this week, they will be loaded.
To change into a different week, use the filters at the top.
To enter a time entry, find the date in the list, and click "+ Add entry"
A form will slide in from the right side of the screen.
Enter the following information:
- Work Type: select a work type from the available options, e.g. I worked, Sick leave, etc.
- Shift start and Shift end: enter the times the worker clocked in and out of the shift.
- Break start and Break end: if applicable, enter the start and end time of the worker's break. These times must happen within the shift times.
- Additional breaks. If the worker had more than one break, you will be able to add them after entering the first one.
- Location: Optional. Select location for the shift.
- Notes: Optional. Add some notes.
- Attachments: Optional. Attach a file or image.
- Apply this to: Select one option:
- This day: apply this time entry only to the selected date.
- Weekdays: apply this time entry to the selected date, and replicate it to all other weekdays in the current timesheet period (any days between Monday and Friday).
- All days: apply this time entry to the selected date, and replicate it to all other days in the current timesheet period, including Saturdays and Sundays.
Example:
About the options to apply this time entry to multiple days (weekdays or all days):
- This will not overwrite timesheets that may have already been entered before. It will apply only to empty days.
- All information will be replicated, except for the attachment.
To save this timesheet:
Click either button:
- Save and next: Saves the timesheet and you will automatically jump to the next day in the current timesheet period.
- Save and close: Saves the timesheet and closes the form.
Back in the timesheet list, you will see the time entry.
Time entries you create will be in a draft status which will allow you to review and make any modifications before submitting them for approval.
If you wish to add another entry for the same day, select the option to "Add another line".
When you are ready to submit the timesheets for the week, click the Submit button at the top and select from one of the following options:
- Submit: submits all draft time entries from the current week
- Submit and approve: submits and approves them at once