New Timesheet

Creating a new timesheet

  1. Choose Timesheets from the Main Module Menu.
  2. Click New New
  3. A blank Timesheet form opens in a new window.

  4. The document is pre-addressed based on a Distribution Rule. Add any other addressees required.
    Note: Timesheets are usually set up with an approval process, which means you do not need to add your Manager's name here.
  5. The document Status is FOR APPROVAL by ... .  If there is more than one approver, choose the correct person from the select list.
  6. Add a Title.
  7. Select a Week Ending date. When entering your timesheet, use the Week Ending dropdown box to select the time period. The dropdown box lists recent time periods. The colour of the time periods visually indicate whether or not a timesheet has been submitting for that week ending period.

    1. Grey - a timesheet has been submitted for that time period. You will not be able to submit a timesheet for this period.
    2. Red - a timesheet has not been submitted and is past the due date.
    3. Black - a timesheet has not been submitted.
  8. To select up to 10 weeks at a time, Click more.

    Note:  The Due Date of the timesheet will automatically calculate based on the Week Ending Date.  It is a specific number of days (set up in the document type configuration) added to the Week Ending Date.

  9. Select the appropriate options for each  Choose task dropdown menu.  There will be a Choose Task option for each level of company directory set up. 
    For example you may need to choose the project, the phase, task, and shift.  Once selected click Append.
  10. Enter the hours spent on the task this week into the grid.  If no hours are spent on the item on a particular day, leave the text box blank.  The figures you add will automatically be added to the Chargeable Hours section.


    TAB will move the cursor from cell to cell within the timesheet grid.  A pop-up box for a description of will display between each move. Enter a description and hit TAB again to move to the next cell. 

    Shift-TAB will move you backwards within the grid. 

    ENTER can be used to move one line down.

  11. Click Insert to add another Task. 
  12. To edit a Task, Click on it and edit the values.
  13. To delete a task, Click the at the end of the line.
  14. Once all tasks and hours have been added, click SubmitSubmit to send the document to the Approver.