Getting Started with Timesheets

Modified on Mon, 16 Mar at 5:51 PM

Here are the steps to get started with Timesheet:


1. Set up Approval Templates

2. Set up Timesheet Settings

3. 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.

 

 

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 auto-calculate overtime (based on the employee's Work Week)

 

Assignments (Optional)


You can set up assignments (or "projects") to categorize employee time tracking. For example, if an employee has to track their time across multiple department or sites, you can create a separate assignment for each one.

 

To create your first assignment, click on the New Assignment button. 

 


You can create as many assignments as needed.

 

For staff who are required to start or end shift, there are four options available to capture the timesheet data. These methods are through Geolocation, Selfie, QR Code and Track Billing.

 

 

 

To assign the task to the relevant employees, click on the assignment name. A pop-up window will appear, allowing you to select the appropriate employees.

 


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. 

 

 

Advanced Settings


In Advanced Settings, you can configure how time durations are displayed and how overtime is calculated.

  • Full (hh:mm:ss)

  • Compact (h:mm)

  • Decimal (h.hh)

You can configure how overtime is calculated in the system, either based on:

  • Daily working hours

  • Weekly accumulated working hours


Additional Settings

Refer to the following guides for more details on each configuration:


Overtime Tolerance


Other Settings

 



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.

 

Work Week

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

 


Overtime
 

Under the Payroll tab > Payroll section, if the employee is eligible for overtime pay, ensure that the Daily Overtime and Weekly Overtime are set up so that overtime will be calculated in their timesheet. 

 


For a full walkthrough, refer to our video guide:



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