Timesheet Management

Overview

Time logging has two components; shift time indicates time on the clock for the day, while work time is specific time logged for each work order. The graphic below illustrates this: (Time types shown below - Work, Travel, Lunch - are work times)

Adding Shift Time for Technicians

Open Timesheets from the Menu.
Select Add Shift Entry in the bottom-right corner.
Complete all fields.
Select Submit.

Editing Shift Times

Select the Start Date and End Date to find the shift time.
Find the shift entry you need.
Select the Pencil Edit icon in the Edit column.
Make your changes — they will save automatically.

Adding Work Time for Technicians

Find the correct Shift Time entry.
Open the Work Entries column using the down arrow.
Select Add Work Entry.
Complete all fields.
Select Submit.

Editing Work Times

Find the correct Work Time entry.
Select the Edit icon in the Edit column.
Make your changes.

Exporting Timesheet Time

Open Timesheets from the Menu.
Select the Export tab.
Choose the Date Range.
Select whether to include Approved Time Entries.
Download the file as .xlsx or PDF.

Bulk Timesheet Entries

Find Timesheets.
Click blue action button (bottom right corner)
Fill out table starting with technician selection, then date, etc.
Hit Submit.

Additional Info

The Per Diem field on shift times cannot currently be edited.
Only users with Office permissions (Office Admin and Office Staff) can add or edit shift and work time entries.
Office users can create shift and work times that overlap, allowing work time to be entered outside of shift time.
Work time will only appear under its related shift time in Timesheets if the work time falls within the shift start and stop times.

Example:
A shift from 6:00 AM–1:00 PM with work time from 5:55 AM–1:03 PM will not be grouped under that shift because the work time falls outside the shift times.

Tip: Make sure shift and work time entries match correctly to keep them connected in Timesheets.

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