My Timesheets - Web App (for Company Owners)

Add New Timesheet

The walkthrough video showing how to add a new timesheet is here:

To add a new timesheet:

1. In the main navigation, click on My Timesheets and your Timesheets grid will display.

As you can see, you have 3 main areas:

• Filter by Project (including the apply Filter button)

• The Add New Timesheet button

• The All, Pending, Approved, Rejected, and Closed grid display tabs.

2. Click on the Add New Timesheet button and you'll be taken to the Add Timesheet form:

3. With the form, you must enter the following information:

• Project name: You can start typing the project name and the field will auto-filter, or you can click on the dropdown arrow and select your project name.

• Timesheet Date: Click in the field and select the appropriate date from the date picker. The Week # will then auto-update.

• Select the timesheet Type:

  • Standard Hours

  • Night Shift

  • Rain Day

  • Rostered Day Off (RDO)

  • Sick Day: If you select this option, an additional Medical Certificate field will appear where you can upload a copy of your cert.

• Add the start time and end time and any related Details.

As the note in red states, if you work more than 5 hours in a shift, 30 minutes will automatically be deducted from your day’s work hours. This is a legal requirement.

• The Status of all new timesheets is set to Pending. This is a read-only field and you can’t change this.

4. Once you’ve added all of your information, click on the Save & Continue button.

5. Your timesheet will be saved, the screen will refresh, and you will be taken back to the All tab where your timesheet will be visible.

6. Click on Pending and you can review your added timesheet:

Edit Timesheet

Here’s the walkthrough video for editing a timesheet:

To edit a timesheet:

1. Identify the timesheet you wish to edit and click on the Edit button.

2. The timesheet will enter Edit mode where you can modify the timesheet accordingly:

3. When complete, click on the Save & Continue button, the screen will refresh, the Record Updated Successfully message will display, and the timesheet will be added to the Pending tab.

Delete Timesheet

The walkthrough video for deleting a timesheet is here:

To delete a timesheet:

1. Identify the timesheet you wish to delete:

2. Click on the Delete button and the confirmation popup will display:

3. Clock on Ok and the popup will close, the screen will refresh, and the timesheet will be removed from the grid.

Filter Timesheets

Here’s how to filter timesheets:

There are several ways to filter timesheets; by:

• Project

• Employee name

• Contractor Employee name

• Start Date or End Date

• Timesheet Status: Pending, Approved, Rejected, Closed

1. Select your required options--you can select multiple options--and then click on the Filter button.

2. The display will update based on your selected criteria.

Active Search

You can also use the search field to auto-select based on what you type. Start typing in the search field and it’ll update automatically as you go.

Export List to Excel

Click on the Excel button to export the current filtered list to Excel:

The file will be saved to your computer where you can then open it in Excel.

Clear Filter

Click on the Clear Filter button to clear a filter:

You can now apply new filter settings.

Timesheet Approval Settings

Here’s the video to show you how to set the Timesheet Approval Settings:

To modify/set your timesheet approval settings:

1. Click on the Timesheet Approval Settings button and the approval settings dialog will display where you can assign users either by role or individually:

2. Select the appropriate roles/users:

3. Click on the Assign button and the dialog box will close, and you’ll be taken back to the timesheets grid.

Approve Timesheets

Watch the video about how to approve timesheets here:

Timesheets can be approved individually or in bulk. Naturally, you need to be a timesheet approver to be able to perform this function.

Approve timesheets Individually

1. Identify the timesheet you with to review/approve and click on the Approve button:

2. Click on Ok in the confirmation popup and the popup will close, the timesheet will be approved, and its status changed accordingly.

Bulk Approve Timesheets

In the right hand column, you can see the bulk approval checkboxes:

1. Either:

• Select the individual checkboxes of the timesheets you wish to approve (if you don’t want to bulk approve all)

• Select the top, Bulk Approve All checkbox to select all timesheets.

2. Click on the Bulk Approve button, and the confirmation popup will display. Click on Ok to confirm you wish to Bulk Approve all.

3. The popup will close, the timesheets, their status, and the grid display will update after the screen has refreshed.

Revert Timesheets

If you inadvertently approve a timesheet and wish to change it back to pending, then you can use the revert function on either an individual timesheet or in bulk.

Revert Timesheets Individually

1. Click on the Approved tab and identify the appropriate timesheet:

2. Click on Revert and select Ok in the confirmation popup.

Bulk Revert Timesheets

1. Click on the Select All checkbox to select all timesheets.

2. Click on the Bulk Revert button and select Ok in the confirmation popup. All selected timesheets will be reverted to Pending status.

Reject Timesheet

Here's the reject timesheets walkthrough video:

If you notice an error in a pending timesheet, you can reject it:

1. Identify the timesheet you wish to reject and click on the Reject button to reject it.

2. Add your rejection reason and then click on Save Changes.

3. The screen will refresh, you will see the notification that the timesheet was rejected.

4. Click on the All tab to view all your timesheets:

5. Click on the rejected tab to view only rejected timesheets.

As you can see from the above images, with this current user, in the All tab, they can only Edit the timesheet, whereas in the Rejected tab, the same user can Edit and Approve.