Edit a Timesheet

  • Updated

Who this feature is for

  • Those set up as a Dashboard User with access to Web Timesheets in the Assignar Web App.
  • Those responsible for Payroll and reviewing Timesheets.

 

Editing a worker's timesheet is useful in scenarios when:

  • Worker forgets to check out
  • Worker forgets to submit their timesheet

 

Navigating the Edit Timesheet page

At the top of the page, you'll see navigation buttons that enable you to move between different timesheets. Useful when you want to make edits quickly to a number of timesheets.

The total number of timesheets you can navigate through depends on the filters you have set up from the Timesheets table.

 

image-20221102-064925.png

 

How to edit a Submitted Timesheet

  1. Tap on a Submitted Timesheet.
  2. You'll then land on the Edit Timesheet page, where you can make edits as required.
  3. Save Only or Save and Approve

Edit_Web_Timesheets_-_Submitted.png

 

How to edit a Started or Pending Submission Timesheet

Just note that once you Save and Submit a worker's Timesheet that is still in Started or Pending Submission, that worker will be unable to add a signature and submit their own timesheet.

  1. Tap on a Started or Pending Submission Timesheet.
  2. You'll then land on the Edit Timesheet page, where all of the fields are greyed out.
  3. At the top of the page, click more_vert.png icon
  4. Tap Edit Timesheet
  5. Make edits as required
  6. Save and Submit

Edit_Web_Timesheets.png

 

How to edit an Approved Timesheet

  1. Tap on an Approved Timesheet as shown below.
  2. You'll then land on the Edit Timesheet page, where all of the fields are greyed out.
  3. At the top of the page, tapmore_vert.png icon
  4. Tap Undo Approval
  5. Make edits as required
  6. Save Only or Save and Approve

Edit_Web_Timesheets_-_Approved.png

 

How to edit a Processed Timesheet

  1. Tap on a Processed Timesheet as shown below.
  2. You'll then land on the Edit Timesheet page, where all of the fields are greyed out.
  3. At the top of the page, tapmore_vert.png icon
  4. Tap Undo Processed Timesheet.
  5. If your Timesheet has changed to an Approved Timesheet, then tapmore_vert.png icon again.
  6. Tap Undo Approval
  7. Make edits as required
  8. Save Only or Save and Approve

Edit_Web_Timesheets_-_Processed.png

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