Timesheets are group of time logs for a week. Each timesheet starts with Monday as first day of week. Each timesheet will have multiple entries. Each entry corresponds to a service or activity, for which, time can be entered for the entire week. Each entry can belong to any of the following types -
- Chargeable - Billable time, spent during regular working hours
- Non- Chargeable - Non-billable time, spent during regular working hours
- Overtime - Extra hours spent (other than regular working hours), which is billable. Note that, there is no non-chargeable overtime.
A time log is one entry made for a day against a specific activity. There are multiple time logs for a given timesheet spanning a week for one or more activities. Such entered time logs are all visible within those services, similar to how it use to appear earlier under a service. Also, note that, such time logging can be done from services or from tasks. And such entered time logs will become part of a time sheet.
Once a time sheet is filled for a week, the same can be submitted. You can choose to have an approval mechanism for time sheets.
If time sheets require approval, submitted time sheets will wait at approving manager's desk. And approving manager has right to approve or reject time sheets. Notifications are sent on submission, approval/ rejection of time sheets. If time sheets does not require approval, all submitted time sheets are considered approved on submission.
Setup
Enable Timesheet feature
Under "Settings", you can choose to enable time sheet or disable Time module completely by choosing appropriate option. After time sheet is enabled, save settings to choose whether you require approval flow or not and to set minimum work hours per week. By default, it is set at 45 hours.
Create Chargeable codes and Non-chargeable codes
Under settings, click on "Chargeable Codes" in "Lists" section.
In the following screen, select appropriate list name to define codes.
Click on "Add a new item" to add list values. After adding, you will be provided with an option to reorder the list the way you would like to see them in the drop down while entering time.
Set Approving Manager for each user
Select Approving Manager for each user by editing user. On submitting time sheets, approving manager, on his login, will get list of time sheets waiting for approval.
Linking Chargeable codes to "Service Type"
This is an advanced option, where you can link chargeable codes to service types. Doing so, for a given service, depending on its service type, chargeable codes will appear accordingly for every time entry. To link, go to "Settings" >> "Configure Categories". Click on "Edit" against a service type to link chargeable codes to that service type.
You may also want to refer FAQs on Timesheet for more information.