The Timesheets area is primarily used for recording non-productive time or reimbursable expenses as overheads.
This may include things like personal leave, public holidays, annual leave, or travel reimbursement.
Recording labor on a job
Users can record task labor against a task in the Manage > Timesheets area, but we recommend that users complete this information on a task job sheet during each task.
Permission Groups
Managers and Supervisors can also view and add timesheets for other users. Site Administrators can enable this access for those in custom permission groups.
Custom Permission Groups
- Permission Groups > [Select permission group] > Users > Filters > Current User (set to unticked)
- Permission Groups > [Select permission group] > Timesheets > Fields > Users > View (set to ticked)
- Permission Groups > [Select permission group] > Task > Filters > Labor Created by or Assigned to User (set to unticked)
Record an entry using timesheet fields
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Record an entry using the timer
Non-productive time vs productive time
The timer in the Manage > Timesheet view is used for recording an overhead (non-productive time).
To start a task timer (productive time), go to Workflow > Open. Start the timer from the Task Preview of the relevant task, or alternatively, open the Task and start the timer from the Worksheet or Labor Worksheet.
Start the timer
When you arrive at the event:
- Go to Manage > Timesheet. The Daily View opens.
- Select the user / resource from the Timesheet for dropdown list on the left.
- Click Start Timer on the top right of the screen. The timer will start. Elapsed time will be displayed on the button.
Stop the timer
Once you have finished at the event:
- Go to Manage > Timesheet. The Daily View opens.
- Select the user / resource from the Timesheet for dropdown list on the left.
- Click the elapsed time on the top right of the screen.
- The Labor Timer window will open. Click Stop Timer.
Create an entry from the timer
You can preset any details below (like the overhead and note) while the timer is still running. From the Labor Timer Window , confirm the fields required for a timesheet entry:
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View all active timers
Managers, Supervisors (and those with permission) can also view active timers for other users.
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From here you can stop a timer, create timesheet entries, or add other users to an active timer. Refer to the section above (Create an entry from the timer) for more information on the Labor Timer window. |
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