Pre-requisites

The Billable Role must already be assigned to you, which is set up by your Company Admin and set within your Employee profile card.

Process

  1. Navigate to the 🕑Timesheets dropdown on the lefthand navigation

  2. Click My Timesheet

  3. Select the Date Range for your timesheet entry in the upper right corner.

  Add Timesheet Entry for the Week

  1. Click Add Row at the lower lefthand corner of the screen. This will allow you to create your timesheet for your selected date range.

  2. Select the RFP or Project to charge time to, and what type of billable role you would be billed as for this RFP or Project. Click Save.

  3. The timesheet entry options will appear for the selected RFP / Project. Enter time amounts for each date applicable > click Save in the lower lefthand corner to store your entries (this will not submit them to your approver)

  4. Add New Rows accordingly until your timesheet entry is complete for the selected timeframe. Click Save when finished.

  5. When ready to submit your timesheet entries, click Submit for Approval. This will send your entries to your timesheet approver within the platform. 

FAQ's

Q: How do I delete my timesheet entries?

 Either click the 🗑trash can icon to the far right of the row, or click the individual hour entry for a given day to edit/delete that specific date's entry.

Q: Can I enter a time entry for a single day at a time?

Yes. Click Add New Entry in the upper-righthand corner, select the specific date for the entry, fill out the remaining details, and click Save. This will create an entry row for that one item and its selected hours.

Q: How do I change the options for overhead timesheet entries?

 Within the Company Settings, the Timesheet and Payroll section allows Admin and Project Executives to edit the Paid General Entries for you to choose from. Contact your company admin to set this up. 

Q: Can I correct a timesheet that's already been submitted? 

Corrections to timesheet submissions are handled by your company admin within their Employee Timesheets tab.

See Also

Employee Resource Planning

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