Timesheets

Filling out and submitting your timesheet

Click on your username at the top right corner then click on “My Timesheet”. This will open a page with your timesheet and other tabs depending on your user role.

Page Navigation

Above the timesheet you will see two arrows pointing horizontally and a dropdown menu showing the current week. The arrows allow you to scroll to previous or future weeks. The dropdown menu allows you to jump forward or backward up to three months at a time. Refreshing or loading the page will always open the current week.

To the right of the navigation is your total hours for the week and a simple bar chart showing your breakdown of hours by task.

The center of the page shows a grid of projects and tasks billed that week. Below the time entry grid is a listing of tasks that have been billed to recently.

 

Adding a Time Entry

Option 1: Click “New Entry”

1. Click the “New Entry” link at the bottom of the hours grid.
2. Select a project, begin typing the name or ID number of a project to see suggestions.
3. Select a role. If you have only one role on the project it will be selected for you.
4. Select a task.
5. Click “Add”, you should now see a row added to the grid for the project & task selected.
6. Enter a time value in any of the cells by typing directly or using the step arrows.
7. Click “Save” at the bottom of the page to save your changes, cancel will remove the row that was added and any time entries.

Option 2: Click a task from the “Add from Recent Tasks” section

1. This section shows any tasks that have been billed to in the last 30 days.
2. If a task is already in the timesheet grid for that week it will not be shown here.
3. Tasks are added with zero hours, it does not copy any hour entries or notes.
4. You must click “Save” at the bottom of the screen after adding a recent task.

Option 3: Click “Copy from last week”
 

1. This option is only available when the timesheet is empty.
2. This will copy all entries from the previous week including notes, hours, and tasks.
3. Data is automatically saved, you do not need to click Save after copying from the previous week.

 

Time/Work Descriptions

In each cell there is a note icon, this allows you to add a description for that day's work. The default description is populated from the task details on the project detail page. After clicking the note icon you can click “Save” without any editing to save the default task description.

 

Review & Submit a Pay Period

The “Review & Submit” button allows you to review time entries for an entire pay period and submit those entries. Submitting time entries locks them from editing and notifies administrators that your time has been submitted. If you have an unsubmitted pay period you will see a notification at the top of the page.

1. Click the “Review & Submit” button.
2. If the week you are currently viewing includes two or more pay periods you will see a menu that asks you to select the pay period you would like to view.
3. A pay period summary will pop up showing all entries for this pay period as well as your total hours. If any edits are needed, close the pop up and edit them on the timesheet screen.
4. If all entries are correct click the “Submit Pay Period” button.
5. If you need to edit a submitted pay period contact your system administrator.

 

Moving Time Entries

Time entries can be moved from one project or task to a different project or task. To do this hover on a row in the timesheet and click the pencil icon. A window will appear that allows you to edit the task, role, or project. This will move all time entries and descriptions for that week to the selected project or task. If the destination project or task has existing entries that week the values will be merged.