Review Timesheets

The Timesheets page lists each employee's tracked time by day. Correct segments there, then submit, approve, or return each day, and adjust approved days. Employees track time with Clock In and Out.

Move between weeks

Use the chevron buttons beside the date range to change the week.

1. Click the left chevron to show the week before.
2. Click the right chevron to show the week after.
   • The right chevron is disabled on the current week.
3. Repeat until the date range shows the week you need.

The date range changes to the week you chose.

Open a day's segments

Each day is made of timed segments and shows its paid time and status.

1. Click the day.
2. Look for running in the Time column, which marks an open segment.
3. Read each segment's Duration.

The day's segments appear with Time and Duration columns.

Edit a segment

Use Edit to change a segment's type, times, or paid status.

1. Click the day.
2. Click Edit on a segment that has an end time.
3. In the Edit Segment dialog, change the Type, Start, or End.
   • Uncheck Paid time to mark the segment unpaid.
   • Saving is refused when the end is not after the start.
4. Click Save.

The segment shows its new times, and unpaid segments show an Unpaid label.

Add a segment

Add a segment when a day is missing time.

1. Click the day.
2. Click Add segment.
3. In the Add Segment dialog, set Type, Start, and End.
   • The dialog starts with a work segment, with both times at 09:00 on the day's date.
4. Click Save.

The new segment appears among the day's segments.

Delete a segment

Delete a segment that does not belong on the day.

1. Click the day.
2. Find the segment to remove.
3. Click Delete on the segment.

The segment leaves the day at once, with no confirmation step.

Submit a timesheet

Only the employee who owns an open day can submit it.

1. Click the day.
2. Check that no segment on the day shows running, which blocks submitting.
3. Click Submit.

The status changes to Submitted.

Approve a timesheet

Approve a day, submitted or not, to make it final.

1. Click the day.
2. Check that no segment on the day shows running, which blocks approval.
3. Click Approve.

The status changes to Approved, and the editing buttons disappear.

Return a submitted timesheet

Return a submitted day so the employee can change it.

1. Click the day.
2. Check that the status reads Submitted.
3. Click Return.

The status changes to Open, so the employee can edit and resubmit the day.

Adjust an approved timesheet

Approved and locked days are corrected with an adjustment, which replaces the original in totals and exports.

1. Click the approved or locked day.
2. Click Adjust.
3. In the Create Adjustment dialog, change, add, or remove segments.
   • Click the Remove segment button (x icon) to remove one. Create adjustment is disabled when none remain.
4. Enter a Reason, which is optional.
5. Click Create adjustment.
   • A segment whose end is not after its start is refused.

The original shows the Superseded badge, and the copy shows the Adjustment badge.

See the audit log

Open the audit log to review every change made to a day.

1. Click the day.
2. Click Audit log.
3. Read the entries in the Audit Log dialog.

The Audit Log dialog lists each change with its action, actor, and time.

Statuses and badges

• Open: The employee can edit and submit the day. Admins and Managers can also approve it.
• Submitted: Waiting for approval. The employee can still edit it, and Admins and Managers can approve or return it.
• Approved: The day is final, and changes go through Adjust.
• Locked: Set when Close period on the Payroll page locks approved days in the dates shown.
• Adjustment and Superseded: The corrected copy, and the original it replaces.
• Missed break and Short break: Break rules are set in Configure Time Tracking Settings. A Missed break has no break once work reaches the set amount. A Short break is shorter than the set length.

Who can review and edit

Change role access in Create and Edit Roles and Permissions.

• Admin and Manager have full time tracking access. They see every employee's days and can edit, approve, return, and adjust them.
• Team Lead and Tech see and edit only their own days. They cannot approve, return, or adjust a day.
• Office Staff and Sales have no time tracking access, so they cannot open this page.
• Editing your own day also requires an active employee profile.