Capture and approve timesheets

This guide covers creating a period timesheet for a staff member, adding time entries, and taking the sheet through its approval flow.

Before you start

• You need HR access to open timesheets and decide on them; staff can log their own time.
• A timesheet inherits its scope from the employee it references, so you supply only the sheet’s own details.
• The sheet status is never set directly — it is driven by the submit and approve flow.

Steps

Open a timesheet

1. Go to HR → Timesheets and start a sheet for a staff member. Provide the Period start and Period end (which must be on or after the start). Notes are optional.

[screenshot: the timesheet header with the period fields]

Log entries

2. Add a line to the sheet. Each entry needs a Work date and a duration entered as Hours (stored as minutes). A Task description is optional, and you can mark the line Billable.
3. To attribute time to Operations work, pick a real project or work order rather than typing a raw identifier; the entry stores that structured reference. An entry without a pick (for example, internal time) is still valid.

[screenshot: adding a timesheet entry with the project picker]

Submit and approve

4. When entries are complete, submit the sheet. An approver then approves it, at which point the logged time is treated as approved hours.

Result

Entries roll up into the sheet’s total time, and approved sheets contribute to approved hours on the HR overview. Time attributed to Operations projects and work orders remains available to the Operations time reader.

Related

• Capture attendance
• Set up shifts and rosters
• HR & Payroll reference