Manage daily hour-based timesheets

 

The HR Manager Timesheet feature enables the approval or rejection of timesheets in bulk or individually. It also allows managers to edit or delete entries as needed.

To activate this feature, you must enable Start and End Times based on Daily Entries. For more information on setting this up, please see this article.

Getting started

Select the payroll platform you integrated with for the relevant instructions. If you do not have an integrated payroll product, click the HR Only tab.

HR Only EH Payroll KeyPay

Availability

Available for the following HR plans: Premium, Platinum
Available for the following user access levels: Manager, Admin   

Submit start and end times for an employee

Important

When you submit a timesheet for an employee, the platform will automatically approve the timesheet.

  1. Click the  Time menu.
  2. Click the Timesheets Management submenu.
  3. Click the Add New Timesheet button.
    Timesheet_1.jpg
  4. Complete the following fields:
    • Date
    • Start time
    • End time
    • Employee
    • Work type
    • Cost centre
  5. Click the Break button.
  6.  Complete the following fields:
    • Start time
    • End time
  7. If required, add a comment.
  8. Click the Save button.
    Timesheet_2.jpg

Approve and decline timesheets

Approve timesheets
  1. Click the  Time menu.
  2. Click the Timesheets Management submenu.
  3. Use the tick box to select each timesheet that needs approval.
  4. Click the Approve Selected button.
    Timesheet_3.jpg
Decline timesheets
  1. Click the  Time menu.
  2. Click the Timesheets Management submenu.
  3. Use the tick box to select each timesheet that needs declining.
  4. Click the Declined Selected button.
    Timesheet_4.jpg
  5. Type in a reason for declining the timesheet.
  6. Click the Decline button.
    Timesheet_5.jpg

Maintain

Select the payroll platform you integrated with for the relevant instructions. If you do not have an integrated payroll product, click the HR Only tab.

HR Only EH Payroll KeyPay

Availability

Available for the following HR plans: Premium, Platinum
Available for the following user access levels: Manager, Admin   

Filter timesheets
  1. Click the  Time menu.
  2. Click the Timesheets Management submenu.
  3. In the Timesheets Approval section, use the following fields to filter your employee timesheet requests:
    • Date range
    • Employee
    • Cost centre
    • Work type
    • Group by
    • Status:
      • Pending timesheets
      • Approved timesheets
      • Declined timesheets
      • All
  4. Click the Run Report button.
    Timesheet__HRO__1.jpg
Edit an employee's timesheet
  1. Click the  Time menu.
  2. Click the Timesheets Management submenu.
  3. Click the Action button.
  4. Click the Edit button.
    Timesheet_9.jpg
  5. Make the required changes and click the Save button.
    Timesheet_10_.jpg
Delete an employee's timesheet
  1. Click the Timesheet menu.
  2. Click the Management submenu.
  3. Click the Action button.
  4. Click the Delete button.
    Timesheet_11.jpg
  5. Click the OK button.
    Timesheet_12.jpg

Further information

Select the payroll platform you integrated with for the relevant instructions. If you do not have an integrated payroll product, click the HR Only tab.

HR Only EH Payroll KeyPay

Availability

Available for the following HR plans: Premium, Platinum
Available for the following user access levels: Manager, Admin   

Definitions: Timesheet status
Pending A manager needs to approve the timesheet.
Approved A manager has approved the timesheet.
Declined A manager has rejected the timesheet.
Definitions: Clock symbols
Created at Provides a timestamp of the timesheet creation date
Approved by Provides the name of the user that approved the request
Approved at Provides the date and time of approval
Definitions: Symbols
Icon Name  Description
  Message Means the employer has left a note regarding this timesheet

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