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Manage daily hour-based timesheets

Updated

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

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

The below will walk you through how to approve and/or decline an employee timesheet.

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

Data management

The below will walk you through how to filter, view, edit and/or delete an employee timesheet.

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  Time menu.
  2. Click the Timesheets 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

Definitions: Timesheet status

The table below defines each daily hour-based timesheet status and what it means.

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

The table below explains each clock message shown on a daily hour-based timesheet and what it tells you about its synchronisation.

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

The table below explains each icon shown on daily hour-based timesheets, including its name and what it means.

Icon Name  Description
  Message Means the employer has left a note regarding this timesheet

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