The timesheet list gives an overview of all the timesheets for the selected period along with various ways to edit, approve, filter, sort, and group making managing timesheets effortless.
To access timesheets, hover over Schedule and click Timesheet.
Filter and search the timesheet listing
Allows you to filter and search timesheets based on different combinations. Click on the date range field and select the dates from the calendar to restrict the results to a certain period.
You can also filter by client, site, positions, staff, and status. Pending status will show all time sheets pending approval. Approved status will show all time sheets approved.
For example, if you filter by clients, the view will only show data related to that client.
Customize appearance
By default, timesheets are categorized based on staff, pay rate, and position. You can customize the view by dragging the element from the Hide area to the Row area. The view will reset on page refresh.
Status and colours
The bottom bar defines status icons and colours assigned to the Supervisor, Client, and Staff. The bottom bar is divided into 2 sections. Status and Users.
Status defines tags and icons used to identify timesheet status, whereas, the User section defines colours.
For example, if a timesheet is approved by the supervisor, the check mark on that timesheet will appear in red. In other words, the check mark represents the status and the colour defines the user.
Timesheet actions
Timesheet list offers an effortless way to manage timesheets either one by one or managing several timesheets in one go — approve, edit, and export your data via Excel file. Read more about all the possible actions from Timesheet List Actions.