Staff Time and Attendance - Timesheets
There are multiple ways for staff to enter their time & attendance. Time can be recorded against projects, leads, or jobs. Simply invite your team to log in (Office Users only), once they're set up, they can start recording time straightaway.
Please Note: Only invite Office Users to log in.
The number of Office Users you can have is based on your subscription package.
In this article:
Timesheet Entry - User Menu Panel
Timesheet Entry - User Menu Panel
To enter time directly into your timesheet, follow these steps:
- From the User Menu Panel, click View Timesheet.
- You will be taken to your timesheet, and the current day will be highlighted grey.
- Click and drag within a timeslot that you want to make an entry for.
- In the pop-up that appears, choose your item: Job, Lead or Project.
- Select which Job/Lead/Project and which Task to allocate your time against.
- Enter the start and finish times for the task.
- Add a description if required.
- Click Create.
Tips & Tricks:
- If you've entered your start or finish time incorrectly, you can click and drag your entry to the correct place, or collapse/extend your time by dragging the bottom of your entry up or down.
- Click on the List option at the top of your timesheet to show all your recent tasks. Click on a task you want to add more time to, and either hit Update to adjust the times on that specific entry, or hit Copy to make a new entry against that task and adjust the times on the copied entry.
- Your Dashboard will show your most recent tasks. Click on a task, then press Start to begin recording time. Once you're finished, click into the task again from either your Dashboard or your timesheet and click Stop. The time recorded will be added to your timesheet.
Timesheet Entry - Tasks
If you have been assigned tasks, you can also add these to your timesheet.
- From My Profile, click on the Tasks tab (located next to the Timesheet tab) as shown above.
- Click on an individual task, or use the 3-dot menu to show your options (see below).
- Click Start to begin recording time against the task.
Important: If you are taking a break during a task, make sure to open the task and hit Pause so this doesn't add time into your timesheet.
If you have finished working on the task for the day, click into the task and hit Stop. The time will then be added to your timesheet.
Timesheet Entry - Kiosk
Kiosk users such as factory workers will make timesheet entries using Kiosk mode.
Read More: Get Started with Kiosk Mode.
To make a timesheet entry using Kiosk mode, follow these steps:
- Log in to your profile.
- From your Dashboard, either refer to your Agenda Screen or to Tasks.
- Choose the task you are about to start working on.
- Click Start to begin recording time against the task.
Please Note: When clicking Start on a task for the first time, a pop-up will alert you that this will start a timesheet entry. There is an option to not show this message again.
Important: If you are taking a break during a task, make sure to open the task and hit Pause so this doesn't add time into your timesheet.
If you have finished working on the task for the day, click into the task and hit Stop. The time will then be added to your timesheet.
Understanding Your Timesheet
- By default, a 10-minute imprint will be made in your timesheet once a task has been started.
- If your task isn't showing, click Refresh or Today on your timesheet.
- Red entries mean a task has gone over its allocated time.
- Grey entries mean a task is still within its allocated time.
- Swap between list and calendar view by clicking either List or Day/Week/Month.
- Click into any timesheet entry to update, add details or delete.
- Drag and drop your timesheet entry to adjust the start/finish times, or drag the bottom of the entry up or down.
- You will not be able to start a task if the progress is set to 100%.
Please Note: Staff may not always have tasks from a specific job or project to allocate their time to for the whole day.
However, if you require staff to complete time entries for the whole day for accounting purposes, we recommend setting up some internal operations/jobs which staff can allocate time against, e.g. "Cleaning" or "Administration".