Who this feature is for
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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.
How to edit a Submitted Timesheet
- Tap on a Submitted Timesheet.
- You'll then land on the Edit Timesheet page, where you can make edits as required.
- Save Only or Save and Approve
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.
- Tap on a Started or Pending Submission Timesheet.
- You'll then land on the Edit Timesheet page, where all of the fields are greyed out.
- At the top of the page, click icon
- Tap Edit Timesheet
- Make edits as required
- Save and Submit
How to edit an Approved Timesheet
- Tap on an Approved Timesheet as shown below.
- You'll then land on the Edit Timesheet page, where all of the fields are greyed out.
- At the top of the page, tap icon
- Tap Undo Approval
- Make edits as required
- Save Only or Save and Approve
How to edit a Processed Timesheet
- Tap on a Processed Timesheet as shown below.
- You'll then land on the Edit Timesheet page, where all of the fields are greyed out.
- At the top of the page, tap icon
- Tap Undo Processed Timesheet.
- If your Timesheet has changed to an Approved Timesheet, then tap icon again.
- Tap Undo Approval
- Make edits as required
- Save Only or Save and Approve