Use these modes to display timesheet data in various ways to suit your needs.

 

 

The timesheet has plenty of delicious modes to satisfy every organization.  That’s because the product has been around for so long that we’ve heard from a lot of people.  We’ve learned that every employee and every company works just a little differently, so the timesheet must be configurable for all these possible work styles.  Here are a few configuration choices that might help you and your company.

To begin, look for the small gray triangle in the upper-left corner of the timesheet.  Click that and you’ll see some choices to help configure the timesheet to your style of work.

Timesheet Modes Menu

Sometimes people like to see weekly and daily totals at the top of their timesheet.  The first two choices let you do that.  This is nice for cases where the timesheet grows very long with client jobs and tasks.  When you scroll to the bottom you might like to see those totals at the top where they remain frozen.  Just enter your hours and the totals update.

Sorting tasks is another useful mode.  These sorting options depend upon the task settings in the Project Task view.  Simply click that tab and set the field in each task so you can sort by them in the timesheet.  If you are not using tasks, this choice won’t apply.

The normal workweek for most employees is from Monday through Friday.  Saturday and Sunday are rarely work days.  But you can choose the first day of the week for your timesheet.  This choice affects the visual display of the grid as well as many other program features.  For instance, weekly date choices use this.  Email notifications that are sent on the first day of the week use it.  And the time off system that accrues hours uses it.

If you prefer to view your timesheet by pay period rather than week, you can do that.  But first you must have pay periods set up beforehand.  Administrators can do this by choosing Tools, Approve Time and Expenses, and then clicking the Pay Periods button.  Putting the timesheet into a pay period mode means you can scroll through all the days of that date range plus submit the entire pay period for approval.  Managers can approve entire pay periods instead of just the week.  Totals for pay period at shown at the bottom along with daily, weekly, and overtime hours.

Sometimes managers like to schedule hours for employees to work on.  The timesheet let managers do that so employees know what to work on that week.  A special mode lets employees see a green shaded area just above each task that shows the hours they are expected to enter for each day.  These should be considered management hints for the coming week.

The last three modes allow you to show a graphical timesheet and the expense sheet.  The graphical timesheet shows blocks of time for each time log on a daily basis.  The expense sheet lets you enter quantities for each expense you incurred.  Presumably, you will pass these costs along to the client.

Also see: Video: Entering Timesheet Notes, Video: Timesheet and Time Log, Video: Graphical Timesheet, Video: Cloud-based TimesheetVideo: Barcode Scanner Interface

 

Back to Videos

 

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