The User Timesheet screen allows consultants to view any timesheets linked to assignments they are associated with at the admin level.
The auto-created timesheets will show automaitcally on the timesheet list showing clearly the timesheets that need actioning:
To view timesheets in other status' ensure to select 'clear'
Filter the User Timesheet screen
Filter the User Timesheet screen
Type - Filter by timesheet type: User timesheets, Manual Timesheets, Adjustments, Important timesheets
Status - Draft, Awaiting Authorisation, Awaiting Approval, Approved, Rejected
Client - Filter by Clients
Contractor - Filter by Contractor's name
Only cancelled weeks - Filter by cancelled weeks
Gris Colums on the user timesheet screen
Gris Colums on the user timesheet screen
Timesheet No. - Filter by Timesheet number
Assginmet No. - Filter by Assignment number
Contractor - Filter by Contractor
Contractor mobile - Filter by Contractor mobile number
Contractor Email - Filter by Contractor email
Client - Filter by client
Supplier - Filter by client
Period Start Date
Period End Date
Unit(s)
Net Pay (£)
Net Charge (£)
PO details
Sales invoice
Status
Expense
Actions
Under the Actions column, consultants have the ability to:
View timesheets
Edit and submit auto-created draft timesheets
Download timesheets in PDF format
Delete timesheets
View timesheet history
How to Submit an Auto-Generated Timesheet
Follow the steps below to complete and submit your auto-generated timesheet for approval.
Step 1: Open the User Timesheet Screen
When you access the timesheet screen, it will automatically display timesheets filtered by Draft status.
Step 2: Filter by Week Ending
Use the Week Ending filter to select the relevant period for the timesheets you want to submit.
Step 3: Review Your Timesheets
You will see a list of timesheets that require your action. Identify the one you wish to complete and submit.
Step 4: Edit the Timesheet
Click the Edit icon next to the relevant timesheet.
Step 5: Check Auto-Populated Details
The system will automatically populate key information, including:
Assignment number
Month
Week(s)
Step 6: Select an Authoriser
Choose the appropriate authoriser from the available list.
Step 7: Enter Units
Input the correct units (for example, hours or days worked) for the timesheet period.
Step 8: Save or Submit
You can either:
Save as Draft to complete later
Submit to send for approval
Step 9: Track Status
Once submitted, the timesheet status will update to Awaiting Authorisation.
Step 10: Notifications
You will receive an email notification when your timesheet is approved or rejected.
Step 11: If Your Timesheet Is Rejected
Check the rejection reason in your email or within the system, update the timesheet as required, and resubmit for approval.