Timesheet Report Workflow

Once time has been tracked and both the employee and the manager are happy with the working hours, both can individually mark the report as closed. This confirms that the working times are correct and can be processed as seen fit: Whether this is passing the data onto payroll or using the information to invoice clients is entirely up to you.

Once a Timesheet Report has been marked as closed, the report itself, as well as timestamps for that time frame, cannot be edited.

Running Tasks

Currently running activities are not displayed within the Timesheet Report as it calculates certain values based on tracked data. This cannot be calculated unless a start time and end time of a timestamp is known. If a task is still running, then the data for that day will be inaccurate.

Certain calculations can only be commenced at the end of the day, therefore the Timesheet Report data should only be considered accurate up to the previous day.

Employee Approval

In the Timesheet Report, the column heading +E (Employee) displays a checkbox for each day of the report. These allow the employee to mark specific days as closed, confirming that the information displayed is correct and that no editing is required.

When a specific checkbox is checked, it confirms that all time tracked up to and including that day is correct. For example, marking the checkbox next to the 15th of the month will close all dates prior to the 15th, as well as the 15th itself.

Manager Approval

Beside the checkboxes for the employee is a column labelled +M (Manager) where the manager can close the Timesheet Report in addition to the employee. This is to ensure that the manager has approved the working hours of the employee and that no issues arise at a later date.

Managers have the ability to close and open specific parts of the Timesheet Report at any time.

Best Practice Implementation

Usually it is best practice for the employee to close days in the report before a manager does. The employee is much more likely to know if there have been any errors with the times that were recorded.

How often the Timesheet Report should be closed by the employee and manager is entirely up to your organisation. We recommend that this is done on a weekly basis: this ensures that the employee can easily tell when errors have occurred, rather than having to make amendments far into the past. When the manager subsequently approves this report is then up to you.