User Guide

Timesheets

The Timesheets module provides structured weekly labour tracking. All team members log their hours daily; managers review and approve at the end of each week.

Views

• Summary View — At-a-glance weekly metrics: total hours logged, chargeable vs. non-chargeable split, and working hours vs. logged hours variance.
• Details View — Line-by-line log of every individual time entry for the selected week.

Adding a Time Entry

1. 1Select the date for the entry.
2. 2Choose Chargeable or Non-Chargeable.
3. 3For Chargeable: select the Client and Service. For Non-Chargeable: no client is required.
4. 4Select the Billing Code (activity type).
5. 5Enter the number of hours and an optional description / notes.

Useful Features

• Copy Draft Entry — Duplicate a previous entry to quickly log repetitive daily work without re-entering all fields.
• Submit All — Submit the entire week's entries for manager approval in one click.
• Entry Locking — If enabled by Admin, entries older than a configured number of days (e.g., 7 days) cannot be edited.

Manager Approval Workflow

• Once submitted, the timesheet moves to Pending Approval status.
• Managers can Approve or Reject (with a reason). Rejected timesheets are returned for correction.
• Approved entries feed into financial reports, service timelogs, and profitability calculations.