To create a new timesheet as an employee navigate to Timesheets and add a new timesheet. Continue by selecting a timesheet period and adding hours day by day until it is complete. Finish the process by submitting the timesheet to the appropriate Manager or Payroll Admin.
Creating a new timesheet
As an Employee head up to the main navigation bar and click on the Timesheets menu item
This will open the timesheet page and you will be presented with a panel titled Timesheets and a plus (+) icon on the top right of the panel. Click the + to begin adding a new timesheet entry
You will now be presented with a slide out panel asking you to select a timesheet period for you to complete. Click on the date field and select the appropriate date. You will be only shown the start dates of the available timesheet periods as set by your employer
Once a start date has been selected the system will display the date range of the timesheet period - make sure this period aligns with your expected days worked.
Click Save. The slide out panel will disappear and you'll see your timesheet card has been added to the timesheets page. The card has a chip labelled Draft, this means it has not been submitted and can be filled in.
Go ahead and click the View and Edit button at the bottom of the timesheet card, this will open a slide out panel with a blank timesheet ready to be filled in
Next to the first day you worked click the plus (+) icon to begin entering the hours and minutes worked for that day
A further slide out panel appears with a start time, break and end time entry options. Lets start by adding the time you started on your first day of the week.
- Click on the start date field and select the time you started
- If you had a break, click the coffee cup and enter a start and finish time
- Select the End time and enter the time you finished your shift
- Select the appropriate pay code
Click Save to show the times entered against the day
repeat the process until you have completed the timesheet for that period
Submitting the completed timesheet to your manager
To Submit a timesheet from the Timesheet landing page, find the timesheet you want to submit and click View and Edit. This opens a slide out panel with the times filled in.
Located top right is the Submit button. Click this to begin the timesheet submission process.
You'll see a pop up window asking you to check the details and Submit
You will then recieve a toast notification of your successful timesheet submission to your Manager.
The status of your timesheet will change from Draft to Pending Approval
Your manager will receive a notification to action the approval of the timesheet