Timesheets
Log hours, track time, and manage timesheet approvals
Overview
The Timesheets module lets your team log working hours and track time against clients. Click 'Timesheets' in the left sidebar to access three tabs: My Timesheets, Timesheet Records, and Timesheet Settings.
My Timesheets
The My Timesheets tab shows your personal timesheet entries. You can search by name, email, or client, and view entries with the following details: Work Date, Client, Type, Shift, Total Hours, and Status. To create a new entry, click the '+ Create Timesheet' button in the upper right corner.
- Click 'Timesheets' in the left sidebar
- You'll land on the 'My Timesheets' tab by default
- Click '+ Create Timesheet' to log a new entry
- Enter the work date, client, type, shift, and hours
- Submit the timesheet - it will appear in the list with its status
Timesheet Records
The Timesheet Records tab gives team leaders and admins a view of all team timesheets. You can search by name, email, or client, and filter results. There's also a toggle to 'Show only my assigned employees' so you can focus on your direct reports. Columns include Employee, Client, Work Date, Type, Status, and Hours. Note: employees only see the My Timesheets tab - Timesheet Records and Timesheet Settings are available to team leaders and admins.
Timesheet Settings
The Timesheet Settings tab lets you configure how timesheets work across your organisation. Settings are organised into five sections:
- Shift Settings - define shifts by name, hours (e.g. 08:00 - 17:00), holiday country, rest days, and client assignment. Shifts can be configured per country (e.g. AU Holiday Shift, India Regular Shift, Philippines Regular Shift)
- Timesheet Defaults - set default timesheet configurations for your organisation
- Country Overrides - customise timesheet rules for specific countries
- Client Overrides - set different timesheet rules for specific clients
- Employee Overrides - configure individual employee timesheet settings
Use Shift Settings to configure different working hours for team members across countries. For example, you can set up an 'AU Holiday Shift' for Australian team members and an 'India Regular Shift' for your India-based team - each with the correct hours, rest days, and holiday calendar.
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