Timesheets

With the Timesheets feature you can:

• Record all the hours worked by hourly employees
• Automatic integration with the Payroll system
• Create a shift service type
• Enable locations management

Now lets show you how to setup timesheets

Adding an Employee

Before you can start creating timesheets for an employee, you must enable the timesheet flag for all required employees:

• Access the employee's details
• Click Payroll Details tab
• Select Yes for the Timesheet / Roster option

You can also add a job title for rostered employees.

Enabling a Pay Type

If you don't see the pay type in the timesheet pay type list, you need to enable the required pay types

• Click the Setup menu
• Click Pay Types menu
• Access the required pay type
• Select Yes for the timesheet / roster option
• Click Save

Setting up a Service Type

Adding a service type can be helpful to show reason for the shift and make it easier to assign the appropriate service type

• Click the Setup menu
• Click Timesheet Service menu
• Click Add Service
• The new service window appears
• Service enter the service name
• Click Save

Enabling the Location addition

This addition is useful when you have employees working on different location to keep track of each location's shifts

• Click the Setup menu
• Click Manage Locations menu
• Click Add Location
• The new location window appears
• Location Name enter the location name
• All other details are optional, enter all available information
• Click Save

To enable the location selection on the timesheet calendar:

• Click the Setup menu
• Click Options menu
• Under the Payroll tab, set the timesheet / roster addition option to Location
• Click Save Changes

Timesheet Features

Timesheet offers different method of creating or updating a shift

• Click on the required day or timeline to create new shift
• Drag and drop a shifts from one employee to another
• Manage open shifts that has not be assigned to an employee

Shifts status is represent through a color

Pending Confirmed Processed Open Shift

• Pending - has not been processed yet
• Confirmed - approved and confirmed
• Processed - has been included in a payroll record
• Open Shift - has not been assigned to an employee

Different icons has also been used to represent the status of the shift

- a shift with notes

- a shift which can be updated

- a locked shift

- unassigned shift

There are other bulk features which can be used to copy, delete and update shifts status

Viewing Timesheets

We have included different types of view layout:

• Timesheet Calendar - this type of view gives you the ability to move back and forth without any date restrictions, you can use Day, Week or Month view to freely move to any day
• Weekly Calendar - pre-fixed to the selected date's week (Mon - Fri), you can move between the dates belong to the selected week
• Timesheet View - a table layout view