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Timesheet Configuration Overview

This SOP outlines the steps to configure timesheet settings effectively for company admin users.

Austin Brummer avatar
Written by Austin Brummer
Updated over a month ago

1. Import Method Selection

  • Choose from three timesheet settings:

    • One-click spreadsheet imports

    • Index integration (currently inactive)

    • Manual timesheets

2. One-Click Spreadsheet Imports

  • Decide if timesheets can only be imported for active assignments with confirmed status.

  • Decide if timesheets should be auto-approved upon import.

3. Manual Timesheets Entry

  • Manually enter hours within the platform.

  • Option to pre-populate timesheets using shift pattern assumptions:

    • Shift patterns can be set at company, project, and assignment levels.

    • Remember that the lowest level shift pattern (i.e Assignment level) overrides higher levels (i.e Project & Company levels).

4. Approval Settings Configuration

  • Decide if assignments must linked to a valid purchase order before approving timesheets.

  • Decide if a required timesheet approver is needed when raising requisitions.

    • Company and project admins can view all timesheets.

    • If enabled, timesheet approvers will only see data relevant to their assignments.

    • Timesheet approvers can be amended in an assignment as well.

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