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Before you start you should know
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Web Timesheets is where you'll start your Time and Payroll processing journey. It is home for reviewing, editing, approving and exporting workers timesheets into your Payroll system.
When you first land on the Timesheets page, you'll see two tabs - Daily and Weekly
The Daily tab is where you review and approve each of your workers timesheets. The Weekly tab is where you view a summary of your workers weekly hours and calculate their Overtime hours.
Can't see the Weekly tab? Make sure you've turned on the Manage Payroll setting. To setup, go to the User Access tab from the Dashboard Users page.
Navigating the Daily tab
On the Daily tab, there are 2 view options, Condensed and Expanded.
The Condensed view shows basic information in the list and then opens up to show the detailed information - it is a good view to use if you only need the basic timesheet information to approve.
The Expanded view shows all timesheet information in the list and allows you to hide and sort columns of data to suite your needs. This view can be used if you need to see more detailed information to approve and process timesheets, and don't want to go through the hassle of opening up each timesheet from the condensed view.
Condensed Daily View
You'll see a list of grey, collapsed rows, which represent a high level overview of the worker’s entire day.
When you tap on a row, you'll see a detailed list of your worker's timesheets that relate to that specific day.
Expanded Daily View
Every timesheet is represented as a single row in the expanded list view. This means that timesheet activities are not included in this view.
Sort and hide columns to create the exact view you need to approve/edit/process timesheets.
Timesheet Actions
From bot the Expanded and Condensed Timesheet Daily views, each timesheet will show a 3 dot icon where you can perform a number of actions to a Timesheet:
You can also bulk select to bulk Approve, Mark as Processed and Delete Timesheets.
However, some of these actions are conditional:
- Timesheets with a Started or Pending Submission status cannot be approved straight away. They must be Submitted before they can be approved.
- You can add Pay and Charge Rates once the timesheet has been approved.
- Approved timesheets cannot be edited or deleted. If you need to edit or delete an approved timesheet, undo the approval of this timesheet, then delete.
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Submitted or Approved Timesheets can be marked as Processed.
- Processed Timesheets cannot be deleted or edited.
Filters
You can filter the Timesheet table by Status or by Date using the quick filters shown below.
Or use the Search Bar and Advanced Filter at the top of the page, where you can filter by a number of common fields:
We also expose a wide variety of Advanced Filters with various operators. For example, you can filter to only show timesheets with a work duration of more than 3 hours:
Navigating the Weekly tab
On the Weekly tab, you'll see a list of grey, collapsed rows, which represent a high level overview of your workers submitted weekly hours.
When you tap a row, you'll see a breakdown of your workers submitted hours for each day of the week. If you have Overtime rules setup, you'll be able to see a calculation of your workers Regular Time and Overtime too.