Legacy: How To Add A Timesheet in Web

Adam Klug
Adam Klug
  • Updated

Your dashboard users might be required to also submit timesheets for Fieldworker users, they can do this through the timesheets module here is how:

Ideally, workers will submit timesheets using the Fieldworker app. However, it is possible to add a new timesheet directly in Dashboard by following these steps.

  1. Click Timesheets & Dockets Timesheets Add new Timesheet to create a brand new timesheet.

  2. Click to select a timesheet date from the drop-down calendar.

  3. Click to select the fieldworker’s username from the drop-down list.

  4. Click to select a client from the drop-down list. When you select a client, the project field will default to the first available option (if specified), but you can change the selection.

  5. Click to select a project from the drop-down list (only if there are projects specified for the client).

  6. Enter a project location (optional). NB. If a project address is specified, the location will populate automatically

  7. Click to select the task for this timesheet from the drop-down list.

  8. Click to select the asset used for this timesheet from the drop-down list (optional).

  9. Enter a work order (WO) number for this timesheet (optional).

  10. Tick the Approved box if this timesheet is already approved.

  11. Click to select an activity from the drop-down list as well as the start and finish times for the activity.

  12. Click the blue Add button next to the activity if you need to add another activity for the timesheet on this date, repeat as many times as you need to.

  13. Click on the toggle switch for each allowance type to include (blue) or exclude (white) it for this timesheet.

  14. Enter the number of minutes taken in breaks on the date of this timesheet.

  15. The system will calculate the Total Time based on adding together all the activities and taking off any breaks. NB. Some activities (e.g. Grease & Refuel) are excluded from the calculation of Total Time.

  16. Enter comments for your own reference (optional).

  17. If you’re attaching a docket now (optional), enter the Docket Number. You can add a new docket image by clicking the Choose File button to browse your files for the docket, or you can add an existing docket by clicking the Add Existing Docket button to select a docket from the dockets list.

  18. Enter notes for office use only (optional).

  19. Click Save Timesheet and Docket when you’ve finished creating this new timesheet. You will see a message to confirm that the timesheet has been saved. You can always come back and edit the timesheet later.

Was this article helpful?

0 out of 0 found this helpful