Here are the steps to get started with Timesheet:
Set up Approval Templates
Set up Timesheet Settings
Set up Employee Profile
Step 1: Set up Approval Templates
In order for Timesheet to work, you'll first need to set up an approval template for timesheet approvals.
If there are different approval settings for different employees' timesheets, create a template for each one.
Step 2: Set up Timesheet Settings
Go to Timesheet > Timesheet Settings.
There are three types of settings:
Approval Template Settings
For each employee, you can choose:
The approval template
The timesheet format - monthly, weekly, or flexible (the employee can choose between monthly and weekly)
Whether or not to autocalculate overtime (based on the employee's Work Week)
To quickly update these settings in bulk, you can click on the "Bulk Edit" button.
You can set up assignments (or "projects") to categorise employee time tracking. For example, if an employee has to track their time across multiple client sites, you can create a separate assignment for each one.
To create your first assignment, click on the "New Assignment" button.
You can nest assignments under each other to group related assignments. Simply ensure that the top-level assignment has already been created, then when adding the assignments to be nested, select a Parent Assignment.
You can create as many assignments and layers as needed.
To assign each assignment to the relevant employee(s), click on the assignment name.
There will be a pop-up window where you can select the relevant employee(s).
By default, the Approval Template for this assignment will follow the employee's default Approval Template. However, you can still choose a different Approval Template for each assignment.
You can configure how you would like the duration to be formatted:
You can also check the box if you wish to disable the ability for employees to fill in timesheets before the relevant date has passed.
Step 3: Set up Employee Profile
The timesheet is based on the employee's Work Week and Overtime settings, so ensure that these are set up properly.
Go to My Employees > select employee > click on "Employment" tab
Under the "Working Hours And Public Holidays" section, make sure that the correct Work Week is set for the employee. Click here to find out how to set up the Work Week options for your company.
Under the "Payroll" section, if the employee is eligible for overtime pay, ensure that the "Has Overtime pay" checkbox is ticked, so that overtime will be calculated in their timesheet.