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 --> [*]| Status | Description |
|---|---|
DRAFT | Entry is being prepared and can be freely edited |
SUBMITTED | Entry has been submitted for manager review |
APPROVED | Manager has approved the entry |
REJECTED | Manager 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:
| Entity | Purpose |
|---|---|
| Project | Track time spent on a specific project |
| Task | Associate hours with a particular task within a project |
| Client | Attribute time to client work for billing or reporting |
| Opportunity | Link 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
- Log hours -- Employees create time entries in the weekly timesheet.
- Submit -- Once the week is complete, entries are submitted for review.
- Review -- Managers approve or reject submitted entries.
- Revise -- Rejected entries return to draft for correction and resubmission.