Employees Timesheet 

This feature will allow HR users to monitor and manage employees’ project distributions, timesheets filling, approvals, and reporting.

TABLE OF CONTENTS

• Employees Timesheet 
  • How To Setup The Timesheet Feature
    • Project Groups
    • Projects List
    • Timesheet Approvals
  • How To Assign A project To Your Employees
  • How Employees Can View Their TimeSheets
  • How Managers Can Approve TimeSheets
  • Manage TimeSheets

How To Setup The Timesheet Feature

As a start, we need to set up the company projects, and the timesheet approvals cycle.

Project Groups

 
User Menu à System Preferences à Projects à Projects Group
 

Through this page, you will be able to define the company project groups to be able to add related projects to it as shown in the below figure.

By clicking the button "Add", you will be able to define the new group as shown below:

Projects List

User Menu à System Preferences à Projects à Projects List

Through this page, you will be able to define the company projects list to assign it to your employees as shown in the below figure.

Through this page, the HR admin will be able to manage project data, create new projects, edit it, and delete it from the list.

By clicking the Add button the below screen will appear to allow you to add the new project details.

Timesheet Approvals

User Menu à System Preferences à Approvals 
 

You will be able to define the timesheets approval cycle the same way of doing it for the time-off requests. This approval cycle will be used when the employee created his timesheet and send it to his manager or to the approval committee to be approved, and that based on the selected category from the approvals setup page.

How To Assign A project To Your Employees

Through this page, you will be able to add employee projects and distribute his working hours on the projects by adding the percentage.

Main Menu à Employees à Employees Management à Open Employee's Profile à Projects

Add/ Edit employee project page contains the below fields:

• Projects drop-down list (will be retrieved from the Projects list in the settings list)
• Start date (the time that the employee start working on that project)
• End date (the time that the employee finished working on that project)
• Distribution percentage (total should be 100% for all the employee active projects)
• Active (this flag will only appear in the list page to show the expired projects)

Deleting project:

You will not be able to delete any project if there was any transaction in the employee timesheet.

How Employees Can View Their TimeSheets

Main Menu à Payroll à My Timesheets

 Through this page, the employee will be able to check, add timesheets and send it for the manager's approval.

By Clicking the button "Create a timesheet", the below screen will appear to allow the employee to add his daily work hours per project as shown in the below figure.

After creating the timesheet, it will be saved as a draft, and the employee will be able to check his timesheet details and send it to his manager to be approved as shown in the next figures.

How Managers Can Approve TimeSheets

Employee's Dashboard à My Approvals  à Timesheets Tab

After sending the timesheet from the employee side, the manager will be able to check and approve it.

Also, the manager will be able to leave a note for the employee and for the approval committee.

Manage TimeSheets

Main Menu à Payroll à Manage Timesheets

Through this page, you will be able to check all the requested timesheets details and their approval status as shown in the following figures.