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Time Tracking

Log working hours, submit timesheets for approval, and generate reports.

The time tracking system allows employees to log their working hours against projects, tasks, clients, and opportunities. Entries follow an approval workflow before being finalized.

Time Entry Statuses

stateDiagram-v2
    [*] --> DRAFT
    DRAFT --> SUBMITTED : Employee submits
    SUBMITTED --> APPROVED : Manager approves
    SUBMITTED --> REJECTED : Manager rejects
    REJECTED --> DRAFT : Employee revises
    APPROVED --> [*]
StatusDescription
DRAFTEntry is being prepared and can be freely edited
SUBMITTEDEntry has been submitted for manager review
APPROVEDManager has approved the entry
REJECTEDManager has rejected the entry; employee can revise and resubmit

Linking Time Entries

Each time entry can be linked to one or more of the following:

EntityPurpose
ProjectTrack time spent on a specific project
TaskAssociate hours with a particular task within a project
ClientAttribute time to client work for billing or reporting
OpportunityLink pre-sales or proposal time to a CRM opportunity

These links enable detailed reporting and, when integrated with the finance module, support invoicing and cost analysis.

Workflow Overview

  1. Log hours -- Employees create time entries in the weekly timesheet.
  2. Submit -- Once the week is complete, entries are submitted for review.
  3. Review -- Managers approve or reject submitted entries.
  4. Revise -- Rejected entries return to draft for correction and resubmission.

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