The My Timesheets page maintains your timesheets. Timesheets are saved automatically after you add or change time entries.
Timesheets include all the time entries you enter anywhere in the system. This includes time entries for tickets and tasks.
You can also enter timesheet entries without linking them to tickets or tasks, such as for administrative tasks. Work types for classifying administrative tasks are defined using the Admin > My Company > Administrative Work page.
A timesheet specifies a weekly date range when it is created, always starting on the same day of the week. Each user can only have one timesheet for each weekly date range.
Timesheets are automatically created the first time a time entry is created within that timesheet's weekly date range. Or you can manually create a timesheet for a new weekly date range, before any entries have been created.
The scheduling pattern for creating timesheets is specified using the Admin > Company Settings > Time Sheet tab. This same page sets whether future and past timesheets can be viewed.
If Preload Timesheets is Yes on the Time Sheet tab then scheduled events on ticket and tasks will preload any future timesheets you create. If No, then only actual time entries display on timesheets.
If your administrative task timesheet entries are similar from one week to the next, you can save time by copying a timesheet to a new weekly date range. Ticket and task timesheet entries will not be include.
If you attempt to add a task that is closed or on hold, then 0 time is shown allotted. You cannot change this.
Approving Timesheets
Submitted timesheets can be manually approved or auto approved.
If your company uses approval routes, submitted timesheets display in the My Approval folder of the appropriate persons for review. The submitted timesheet is then approved or rejected.
If your company does not use approval routes, the submitted timesheet is auto approved.
The Approval History tab shows the history of submitted timesheets.
Statuses
An timesheet can have the following statuses.
Open
Submitted
Approved
Rejected
A Submitted or Approved timesheet cannot be edited. A Rejected timesheet can be subsequently Submitted and Approved.
Notification
You are notified about approvals and rejections in several ways.
A message displays in the Settings > My Messages inbox.
You will also receive an email notification.
The status of the timesheet will show Approval or Rejected.
Actions
Add Tasks - Adds time entries to tasks in projects.
Add Admin Tasks - Adds administrative work tasks.
Submit for Approval - Submits the timesheet for approval.
Print Timesheet - Creates a PDF of the timesheet.
Copy Timesheet - Copies administrative task timesheet entries to a new timesheet with a different weekly date range. Ticket and task time entries are not copied.
Adding Timesheets
Select the Home > My Timesheet page.
Click New. A Create Timesheet dialog displays.
Select Week Range - You can only select a weekly date range that does not yet exist for your user account.
Click Create.
A blank timesheet display, since this is a new timesheet.
Click Add Admin Tasks.
Select the Training task. The administrative work task is added to the timesheet.
Enter hours for at least one day of the week.
Note: You must enter hours to prevent an added task from being removed from the timesheet when you leave this page.
Click Add Tasks.
Note: You must be a member of a active project sharing the same date range as this timesheet to see tasks listed in this dialog.
