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Track Timesheets

This guide explains how employees record work hours and how managers approve them.

For Employees: Logging Time

Step 1: Create a Timesheet

  1. Go to Project Management → Timesheets.
  2. Click Create.
  3. The system selects You as the employee.
  4. Select the Week Period (e.g., Jan 1 - Jan 7).

Step 2: Add Daily Lines

Click Add Line for each block of work:

  • Date: When you did the work.
  • Project: The project you worked on.
  • Task: (Optional) specific task.
  • Hours: e.g., 4.5.
  • Description: Briefly describe what you did.
  • Billable: Check if this time should be billed to the client.

Step 3: Submit

  1. Check your Total Hours at the bottom.
  2. Click Submit.
  3. The status changes to Submitted. You can no longer edit it unless rejected.

For Managers: Approving Time

Step 1: Review Submissions

  1. Go to Project Management → Timesheets.
  2. Filter for Status: Submitted.
  3. Open a timesheet.

Step 2: Validate Entries

Check for:

  • Accuracy: Do the hours make sense?
  • Billable Status: Are internal meetings marked non-billable?
  • Descriptions: Are they clear enough for the client invoice?

Step 3: Approve or Reject

  • Approve: Locks the timesheet. Costs are booked to the project.
  • Reject: You must provide a reason. The timesheet returns to Draft for the employee to fix.

Correcting Errors

If a mistake is found after approval:

  1. You cannot edit the approved timesheet (it is a legal/financial record).
  2. You must create a Adjustment Timesheet (negative hours) or a new entry to correct the balance.
  3. Contact your administrator for help with complex adjustments.