Timesheet Workflow

• Go to Employee Timesheet, create new Timesheet
  
• Create Work Entries, either date entries or work detail entries
  Click on Show entries button to change between 2 lists, inside each date entry will also include work details entries
  • Create Work Date
    
    
  • Create Work Details
    
    
    Created work details are also linked to each date entry
• Submit the timesheet, once submitted, an email will be sent to the approver for notice
  
  
• The approver can approve/reject the timesheet
  
  Once done, an email will be sent to the submitter to notice

User Roles

• Employee: Regular user, allowed to create timesheet and submit timesheet
• Manager: Allowed to approve/reject timesheets
• Administrator: Allowed all rights, as well as configurations

If set as Manager/Administrator, user's Project role should be set as Administrator to allow the approver to read Project records

Configurations

As Administrator, go to Employee Timesheets > Configurations

• Timesheet Period: Set default timesheet period for creating timesheet or for auto creation; when you set first date in period, the default end date will be set based on this configuration
• Include Weekends: Works with timesheet period configuration, skips weekends if disabled
• Schedule Auto Create Timesheets: At the start of each week/month, creates a new timesheet for the time period

Reports

• As Manager/Administrator, go to Employee Timesheet > Reporting, you can choose to see timesheets list or see reporting pivot views (only for approved sheets)
  
  
  
• Go to a record, click Print Timesheet