Timesheet Module

In the application, timesheet module is used to enter/managing the resources timesheets and view it's status!

Overview

• Timesheet Module
  • Overview
  • Navigate to Timesheet
    • Add Timesheet in day view
      • Add Entry Window
    • Manage Timesheet in day view
      • Edit Entry Window
      • Delete Timesheet in day view
    • Add Timesheet in week view
      • Add new week entry
    • Copy a recent timesheet data
      • Copied most recent timesheet data
    • Manage the week's Entry
      • Delete the week's Entry
    • Submit timesheet
    • History
    • Pending Approval
    • Timesheet Management
    • Approve Timesheet
    • Reject Timesheet
    • Timesheet Management Popup
  • Overtime
    • Entering Overtime Timesheet
    • Add Overtime Timesheet
      • Add Entry Window
    • Edit Timesheet in Overtime
      • Edit Entry Window
    • Delete Timesheet in Overtime
    • Submit overtime timesheet
  • History in Overtime
  • Pending Approval in Overtime
  • Timesheet Management in Overtime
  • Approve/Reject Timesheet in Overtime
  • Timesheet Management Popup in Overtime
  • Insights
  • FAQ

Navigate to Timesheet

Workplaze → Timesheet

• The user can add the timesheet entries by both day and week wise

Add Timesheet in day view

• To add a timesheet by day the user can click the “Add New Entry” button from the top right. Then the user can see the popup form

  

Add Entry Window

• After clicking the “Add New Entry” button the user will see an Add Entry window, please follow the instructions to add a new entry

  • Choose Project (Required)
    • The user can only see the projects that assigned to the user as a resource
    • If there are no projects listed the user can select the “General” option and add time against it
  • Choose Task (Required)
    • The tasks will list based on what project the user has chosen
  • Choose Day Type (Optional)
    • The user able to choose the day type
    • The user has a feature to add this as mandatory or not
  • Notes (Optional)
    • The user can enter some notes as remarks
    • The user has a feature to add this as mandatory or not
  • Hours (Required)
    • The user can add hours to this entry, hours should be in this format “hh: mm” and cannot exceed “23:59 hours”

  

Manage Timesheet in day view

• Clicking the three dots button the user will see an Edit option, clicking the edit option edit entry window opened, please follow the instructions to edit the entry

  

Edit Entry Window

• Choose Project (Required)

  • The user can only see the projects that assigned to the user as a resource
  • If there are no projects listed the user can select the “General” option and add time against it

• Choose Task (Required)

  • The tasks will list based on what project the user has chosen

• Choose Day Type (Optional)

  • The user able to choose the day type
  • The user has a feature to add this as mandatory or not

• Notes (Optional)

  • The user can enter some notes as remarks
  • The user has a feature to add this as mandatory or not

• Hours (Required)

  • The user can add hours to this entry, hours should be in this format “hh: mm” and cannot exceed “23:59 hours”

  

Delete Timesheet in day view

• The user can delete an entry by clicking on the three dots from the right, then clicking the delete button

  

Add Timesheet in week view

• The user has a feature to enable/ disable the week view in the Settings

• Using this feature the user able to enter the timesheets in the weekly view

• To add a timesheet by week the user has to choose the week view from the view selector on the left

  

Add new week entry

• To add a timesheet by week the user has to add an entry by clicking on the “Add New Entry” button the user will see an Add Entry window same as the day entry

• After adding an entry the user can input hours each day for the week, then the user can Save

  

Copy a recent timesheet data

• The user can copy all the data from the most recent timesheets

• To do this click the “Copy all data from the most recent timesheets” button from the window. It will copy the most recent timesheet to the current week/day

  

Copied most recent timesheet data

• Copied timesheet data will be shown in the current view, the user can save the data

  

Manage the week's Entry

• The user able to view and manage the timesheet week wise!

Delete the week's Entry

• The user can delete an entry by clicking on the delete icon

  

Submit timesheet

• The user can easily submit the timesheet by clicking on “Submit week for approval” in the day/week view

  Note: Once the user submits the timesheet then only the system will take hours to calculate

  

  

History

• Once the user submitted the timesheet, then can view/ track the status of the timesheet in history section.

• The user has a feature to enable or disable the draft view

  • This draft feature is used to view the not submitted timesheet details which were entered by the user

  

• Also the user can view/track the specific status of the timesheet in the history section

  

• The user able to view the reasons for the rejected timesheet!

  

Pending Approval

• Once the user submits the timesheet the reporting manager can view the details in the pending approval section. There the reporter can approve/ reject the timesheet

  

Timesheet Management

• The admin also approves or rejects submitted timesheets.

  

Approve Timesheet

• The reporter can click on the timesheet to approve, it will open a popup window

  

• The reporter able to revert the approved timesheets!

  

• Clicking on the unlock button, it pops up a window to move to Draft confirmation!

  

• Clicking on the Move to Draft, the user able to revert the approved timesheet, it's moved to Draft and the user receive the mail notification!

Reject Timesheet

• The reporter can click on the timesheet to reject, it will open a popup window to reject

  

  

• After click the reject confirmation, pops up a window to request a reason for rejection!

  

• After added the reject reason and save it, the user receive the mail notification!

• Also the user and reportee able to view the rejected reasons in the history, and the reportee & Admin also view the rejected reasons!

Timesheet Management Popup

• The admin can approve or reject the timesheet from this window

  

• Also, the admin can revert the approved timesheet and move to draft from this window

  

Overtime

• The user has a feature to enable/disable the overtime in the Settings module
• This feature used to enter/manage the overtime working hours details!

Entering Overtime Timesheet

• Once the overtime is enabled, then the user able to enter the overtime timesheets like timesheet day entry

  

Add Overtime Timesheet

• To add a overtime timesheet the user can click the “Add New Entry” button from the top right. Then the user can see the popup form

  

Add Entry Window

• After clicking the “Add New Entry” button the user will see an Add Entry window, please follow the instructions to add a new entry

  • Approver (Required)
    • The user able to select the approver who needs to approve the overtime timesheet
  • Choose Project (Required)
    • The user can only see the projects that assigned to the user as a resource
    • If there are no projects listed the user can select the “General” option and add time against it
  • Choose Task (Required)
    • The tasks will list based on what project the user has chosen
  • Notes (Required)
    • The user can enter some notes as remarks
  • Hours (Required)
    • The user can add hours to this entry, hours should be in this format “hh: mm” and cannot exceed “23:59 hours”

  

Edit Timesheet in Overtime

• Clicking the three dots button the user will see an Edit option, clicking the edit option edit entry window opened, please follow the instructions to edit the entry

  

Edit Entry Window

• Approver (Required)

  • The user able to select the approver who needs to approve the overtime timesheet

• Choose Project (Required)

  • The user can only see the projects that assigned to the user as a resource
  • If there are no projects listed the user can select the “General” option and add time against it

• Choose Task (Required)

  • The tasks will list based on what project the user has chosen

• Notes (Required)

  • The user can enter some notes as remarks

• Hours (Required)

  • The user can add hours to this entry, hours should be in this format “hh: mm” and cannot exceed “23:59 hours”

  

Delete Timesheet in Overtime

• The user can delete an entry by clicking on the three dots from the right, then clicking the delete button

  

Submit overtime timesheet

• The user can easily submit the timesheet by clicking on “Submit overtime for approval” in the day wise

  Note: Once the user submits the timesheet then only the system will take hours to calculate

  

  

History in Overtime

• Once the user submitted the overtime timesheet, then can view/ track the status of the overtime timesheet in history section.

  

• Also the user can view/track the specific status of the overtime timesheet in the history section

  

Pending Approval in Overtime

• Once the user submits the overtime timesheet the reporting manager can view the details in the pending approval section. There the reporter can approve/reject the overtime timesheet

  

Timesheet Management in Overtime

• The admin also approves or rejects the submitted overtime timesheets

  

Approve/Reject Timesheet in Overtime

• The reporter can click on the overtime timesheet to approve or reject, it will open a popup window

  

Timesheet Management Popup in Overtime

• The admin can approve or reject the overtime timesheet from this window

  

Insights

• This section gives deep and accurate details and visual record of the timesheet section which includes

• Utilization By Month

  • The utilization of Billed hours and available hours of the month will be shown

    

• Timesheet: All Resources

  • Able to view all resources timesheet total hours, utilization hours for the billable & non-billable tasks

    

  • Also able to view the particular resource timesheet total hours, utilization hours for the billable & non-billable tasks

  • Able to view the start date and end date

  • Able to change the start date and end date

  • Able to export the reports

FAQ

• Question: Why the project is not showing to me?

  Answer:

  1. Resources should be allocated under that project.
  2. Project should be “InProgress” status.
  3. Project end date and resource allocation end date should be greater than the current date.

• Question: What is (NB) in the drop-down

  Answer: NB means Non-billable