Overview
Displays detailed information for a selected Timesheet.
👥 Access Permissions: Some features may only be visible or accessible to Administrators and Power Users. Review user roles before managing Timesheets.
📍Where to find it in the app: Productivity > Timesheets
The main body of a Timesheet is split into three parts, the:
Weekly calendar section
Displays the selected Team Member’s name and a weekly calendar view, including the total Time Worked for a specific day is displayed below the date.
Search and Options section
Provides tools to search, filter, take action (approve, unapprove, and delete), and add new Timesheets
Search
Quickly search Timesheet by searching Order #, Customer Name, Notes, Line Items or Products had clock on.
Filter by type
Filter time entries by Attendance, Work or Break to easily locate.
Options
Button to Approve, Unapproved, and Delete multiple time entries.
📝 Note: Options remain unavailable (greyed out) unless a time entry is selected.
Add timesheet
Select this button to add new Time Entries for a Team Member.
Time entries section
Lists all recorded time entries with details such as:
Time entry type: Identifies whether the entry is classified as Work, Attendance, or Break.
Order #: Order number linked to the time entry. Checkboxes allow bulk actions such as Approve, Unapprove, Edit, Duplicate, or Delete.
Customer Name: Displays the customer associated with the linked Order.
Product: Indicates the Product, Line Item, or Kit related to the Order.
Notes: Additional context or comments associated with the time entry.
Time Worked: Total duration calculated between the recorded Start and Finish times.
Status: Displays the current approval stage.
Kebab/other options menu: Provides options to approve, unapprove, or delete individual time entries.
📝 Note: Order #, Customer Name, and Products - remains blank if Order # and Line Item are not added when creating Timesheets.
Timesheet Statuses
View the status of time entries in the Status field after selecting a Team Member.
Awaiting Approval - Entry is pending approval.
Approved - Entry has been reviewed and accepted.
Unapproved - Entry has been reviewed and rejected.
