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Timesheets App User Manual

Welcome to the Timesheets App! This manual will guide you through using the application to track and manage your time effectively. The Timesheets App helps you log work hours, analyze productivity, and streamline time management processes.

1. Introduction

The Timesheets App is a comprehensive tool designed to help users efficiently track and manage their work hours. It provides features for logging time entries, analyzing productivity, and streamlining time management processes. Users can log their work hours by entering details such as date, project, order, task, and hours worked. The app does not support real-time tracking through timers, allowing users to start and stop timers to automatically log their time. Additionally, the Timesheets App offers functionalities for editing and deleting time entries, viewing and managing timesheets, and submitting them for approval. With its user-friendly interface, the app ensures that users can easily access their timesheets, review logged entries, and track approval statuses, making it an essential tool for effective time management.

2. Getting Started

Accessing the Timesheets App

  1. Log in to your account
  2. Navigate to the Timesheets App section in the dashboard
  3. Familiarize yourself with the user interface

Setting Up Your Profile

  • Update your profile information
  • Set your preferences and notifications

3. Recording Time

Logging Time Entries

  1. Click the "+" button
  2. Enter details:
  3. Activity
  4. Timesheet Tracking Mode - How the time was tracked (Time or Productivity mode).
    • Date - The day the work was done.
    • Hours - How long the work took (e.g., 2.5 = two and a half hours).
    • Project - The project this work was for.
    • Client - The client connected to the project or task.
    • Order - A specific task, ticket, or order related to the work (optional but when you choose an Order all related data will be filled automatically).
  5. Add a description or notes if needed
  6. Click "Save" to record the entry

Editing and Deleting Time Entries

  • Select an entry to edit or delete
  • Make changes or confirm deletion

3. Managing Timesheets

Viewing Your Timesheet

  • Access your timesheet from the dashboard
  • Review logged entries for the week or month

Approving and Submitting Timesheets

  • Submit your timesheet for approval - Use this as a Bult actions.
  • Track approval status

Editing Past Entries

  • Navigate to previous timesheets
  • Make necessary adjustments

4. Filtering and Searching

Using Filters

  • Apply filters to view specific entries by date, project, or task
  • Save filter settings for future use

Searching Entries

  • Use the search bar to find specific time entries
  • Search by keywords or dates

5. Advanced Features

Autocalculation per record

  • Set up tarrifs for each type of activity - This option is accessible from Settings with permissions only.
  • Automate autocalculation per each record based on calculating tarrifs for each activity if records are approved.
  • Auto costs adding for appropriate cost center after approving order fulfilling for approved timesheets records.

6. Collaboration and Approvals

Sharing Timesheets

  • Share your timesheet with your manager
  • Collaborate on time tracking by filling your timesheet daily

Requesting Approvals

  • Send timesheets for manager approval
  • Receive approval on requested records. Once the requested records are approved the black icons are green showing approved status. If the records are not approved the icons are red.

Viewing Approval Status

  • Check which entries are approved or pending

7. Reporting and Analytics

Generating Reports

  • Create detailed reports on time usage
  • Customize report parameters

Analyzing Productivity

  • Use analytics to assess time allocation
  • Identify areas for improvement

8. Exporting Data

Exporting to XLSX or Excel

  • Export timesheet data for external analysis
  • Choose Download to export and download XLSX Excel format

Integration with Accounting Software

  • Sync timesheet data with accounting tools if available
  • Automate financial reporting with connecting Timesheets with Orders and Cost Centers for automatic cost records creation

9. Best Practices

  1. Accurate Time Tracking

  2. Log time daily to ensure accuracy

  3. Team Compliance

  4. Encourage regular updates from team members

  5. Review timesheets weekly

  6. Regular Review

  7. Analyze timesheets to improve productivity
  8. Adjust processes based on insights

10. Troubleshooting and Support

Common Issues and Solutions

  • Resolve login problems
  • Fix entry errors

Contacting Support

  • Reach out to support for assistance
  • Access additional resources and documentation

11.Frequently Asked Questions (FAQ)

How do I log time?

To log time, click the "Log Time" button, enter the details, and save the entry.

How can I export my timesheet data?

Use the export feature to download data in XLSX or Excel format.

What should I do if I encounter an issue?

Refer to the troubleshooting section for common solutions or contact support for help.

How can I filter my timesheet data?

Use the filter feature to filter data by Date, Activity, Order, Client or Project.

What does the sum represent in Timesheet table?

The sum shows the total for each entry, based on the number of hours multiplied by the activity rate.

How does the page look like?

Timesheets Application Example