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Timesheet AI 🪄✨

Artificial Intelligence in Timesheet uploads

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Written by Shauna Greaves

At Quartz, we're committed to exploring how Artificial Intelligence can make your day-to-day processes simpler and more efficient. This release marks the first step in our AI journey, with many more innovations planned for the future.

With Timesheet AI, instead of manually creating a timesheet, admin users can simply drag and drop a timesheet document into Quartz. Our AI scanner will analyse the document and automatically populate the timesheet details for review.

How to Create a Timesheet Using Timesheet AI:

  1. From the User Timesheet screen, navigate to the top-right corner.

  2. Simply drag and drop your file anywhere on the User Timesheet, Create Manual Timesheet, or Edit Timesheet screen, and the upload pop-up will open automatically.

    Alternatively, click the Timesheet AI button in the top-right corner of the screen to begin the upload process.

  3. This will open the Timesheet AI pop-up, where you can either drag and drop your file or select Browse to open File Explorer and choose a document from your computer.

    Timesheet AI currently supports the following file types:

    • JPG

    • JPEG

    • PNG

    • PDF

    • CSV

    • XLS

    • XLSX


      Notes:

    • Files must be smaller than 2MB to be accepted by the system.

    • Word documents (.DOC/.DOCX) are not currently supported. If your timesheet is saved as a Word document, please convert it to a PDF before dragging and dropping it into Quartz.


  4. Drag and drop your timesheet anywhere on the screen to upload it. Once the upload is complete, select 'Scan with AI' to begin processing.

    Quartz will scan the document and automatically extract the relevant timesheet information for review. The scan usually takes just a few seconds to complete.



  5. Once the scan is complete, Quartz will display a review screen showing the scanned document on the left-hand side and the generated manual timesheet on the right-hand side.

    This allows you to quickly compare the original document against the extracted timesheet data and make any amendments if required. You can review, edit, or add any missing details before proceeding, ensuring the timesheet is accurate before submission.


  6. Review and Submit the Timesheet

    Complete a final check to ensure the generated timesheet matches the scanned document and that all extracted information is accurate.

    If required, make any final amendments before submission. Once you are satisfied that all mandatory fields have been completed correctly, select Submit to create and process the timesheet.


  7. Timesheet Created Successfully

    Once submitted, the timesheet will be created and processed within Quartz.

    Timesheets generated using Timesheet AI are identified by a diamond icon, making it easy to distinguish AI-created timesheets from those entered manually.

Extra Tips and Tricks

  • Save time by resuming your AI scan at any point. Simply open Background Tasks and select the latest Reference ID to continue reviewing your scanned timesheet.

  • If you amend the Start Time, End Time, or Break Time on a shift timesheet, you may see the following message: "Units must match Start, End and Break Hours." This occurs because the total units no longer match the shift times entered.

    To automatically calculate the correct units, select Recalculate Units from Times. Quartz will update the units for you, removing the need to manually calculate and enter the value yourself.

  • For the AI timesheet, we have restricted the Edit AI Timesheet action for client users. This is to ensure details on the scanned on the timesheet can remain confidential if required.

Known Limitations

Please be aware of the following known limitations in this release:

Word documents are not currently supported by Timesheet AI. Please convert the document to PDF before uploading and scanning.

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