Timesheet

The weekly timesheet is the primary interface for employees to log their working hours.

Weekly View

The timesheet displays a full week (Monday through Sunday) with rows for each time entry and columns for each day. Employees fill in hours per day for each entry.

Logging Hours

To log time:

1. Navigate to HR > Time Tracking > Timesheet.
2. Select the week you want to log hours for.
3. Click Add Entry to create a new row.
4. Fill in the details:
   • Description -- Brief summary of the work performed
   • Hours -- Number of hours for each day of the week
5. Optionally link the entry to a project, task, client, or opportunity.

Linking to Projects and Tasks

When adding or editing a time entry, use the link fields to associate the entry:

• Project -- Select from active projects you have access to
• Task -- If a project is selected, you can further specify a task
• Client -- Associate the time with a client for billing purposes
• Opportunity -- Link to a CRM opportunity for pre-sales tracking

Multiple entries can reference the same project or client, allowing you to break down time by activity.

Editing Entries

Entries in DRAFT status can be freely edited. Change hours, update descriptions, or modify links as needed.

Entries that have been REJECTED return to DRAFT and can be revised before resubmission.

Submitting the Timesheet

Once all entries for the week are complete:

1. Review your entries for accuracy.
2. Click Submit Week to send all draft entries for the selected week to your manager for approval.

After submission, entries move to SUBMITTED status and can no longer be edited until a manager takes action.

Copying Previous Week

To speed up data entry for recurring work, use the Copy Previous Week action. This creates draft entries based on the prior week's timesheet, pre-filled with the same descriptions and links. Adjust the hours as needed.