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Manager's Getting Started Guide

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This guide describes tasks that only managers and account administrators are authorized to perform for their employees.

Creating Employee Timesheets

Editing and Deleting Employee Timesheets

Paid Time Off

Approving Time

 

Creating Employee Timesheets

On a computer:

Timesheet List

  1. Go to Time Entries > Timesheet List tab > Add Time. The Timesheet Editor displays.
  2. Enter the employee's name.
  3. If the employee is still working, check the Currently working box.
  4. Enter the dates and times, and select Save. The new timesheet displays at the top of Timesheet List.

Manual Time Card

  1. Go to Time Entries > Manual Time Card.
  2. Select the date range.
  3. If you are entering hours worked for someone else, at the top right, click Switch User, and enter a name.
  4. If you track time against a job or customer, click (no job) or (no customer), and select from the list.
  5. Click inside the cell to enter the number of hours worked. (For example, to enter 8 1/2 hours, type 8.5 or 8:30.)
  6. If you'd like to, in the Notes box below, enter your notes for that day.
  7. Continue adding hours and notes to each day.
  8. Before closing or proceeding to a new week, click Save.

Time Slider

  1. Go to Time Entries > Time Slider tab.
  2. Below Timezone, enter the employee's name, and click Add User.
  3. At the top right, select the date the employee worked.
  4. Click the clock-in time, hold and drag the bar to the clock-out time, and release.


    The Timesheet Editor displays.

  5. If necessary, adjust the displayed clock-in and clock-out times, and fill in the required fields.
  6. If the employee is still working, select Currently working.
  7. Click Save.

Who's Working

  1. From the Who's Working window, select an employee.

  2. Click the edit icon (User-added image). The Timesheet Editor displays.
  3. If necessary, adjust the displayed clock-in and clock-out times, and fill in the required fields.
  4. If the employee is still working, select Currently working.
  5. Click Save.

On a mobile device

Crew

Create a timesheet for an employee

  1. In TSheets, at the bottom of the screen, tap Crew. (You may need to tap More to access Crew.)
  2. Select an employee, and tap Clock In.
  3. Toggle Enter Hours Only to On (green), then select the date and hours.
  4. If shown, tap the currently displayed job code or customer, Select Job, or Select Customer, and, from the list, make a selection. 
  5. Tap Clock In. A "Timesheet created for 1 user" message displays. Tap OK. (Note: The employee is not actually clocked in.)

Clock employees in

  1. On the bottom of the screen, tap Crew, select the crew, and at the top right, click Next.
  2. Complete the remaining fields, and at the top right, click Clock In.
 

Editing and Deleting Employee Timesheets

On a computer

  1. Timesheet List
  2. Manual Time Card
  3. Reports

Timesheet List

  1. Go to Time Entries > Timesheet List.
  2. To edit the timesheet:
    1. At the right of the timesheet, click the pencil icon (User-added image). The Timesheet Editor displays.
    2. Make the edits, and click Save.
  3. To delete the timesheet: Click the .

Manual Time Card

  1. Go to Time Entries > Manual Time Card.
  2. Select the date range.
  3. At the top right, click Switch User, and enter a name.
  4. Edit the job, customer, and/or the number of hours, and click Save.
  5. To delete a timesheet, clear the hours and click Save.

Reports

  1. Go to Approvals OR Reports > Payroll Report
  2. Enter the report filters (report dates, employee, etc.), and click Run Report. The report window displays an overview of employee hours worked.
  3. Open the detailed view:
    • From the approvals report, click View Details.

    • From the payroll report, click either Show Details for All Employees, or click on an individual name.
  4. Hover the cursor over an individual time entry.
  5. At the left, click the appropriate icon next to the timesheet.
    • To edit the entry, click , make the changes, and click Save.
    • To delete the entry, click .

On a mobile device

To edit a timesheet

  1. At the bottom of the screen, tap Timesheets > All Timesheets, and select a timesheet.
  2. At the top right, tap the pencil icon ().
  3. Tap Start Time or End Time and make the changes.
  4. Make any other changes needed and tap SAVE.

To delete a timesheet

  1. At the bottom of the screen, tap Timesheets > All Timesheets, and select a timesheet.
  2. At the top right, tap the three dots > Delete.
  3. On the "Delete this timesheet?" pop-up, tap Delete.
 

Paid Time Off (PTO)

How to Enter PTO for One Employee

  1. Go to Paid Time Off (PTO).
  2. Navigate to the correct date range.
  3. Enter the employee's name, and click Switch User.
  4. From the drop-down, select the PTO code(s).
  5. Enter the hours, and click Save.

How to Enter PTO for Multiple Employees

  1. Go to Paid Time Off (PTO).
  2. Navigate to the correct date range.
  3. Click Switch to multi-user entry mode > all employees.
  4. From the Select Employees/Groups pop-up, choose groups and/or individual employees, and click Ok.
  5. From the drop-down, select the PTO code(s), and enter the hours.
  6. Select Append (to add hours to previously entered time) or Replace, and click Go.
 

Approving Time

On a computer

How to Approve Timesheets

  1. Go to Approvals Report.
  2. Select the report dates, employees, and click Run Report.
  3. Select either Check all unapproved, or select individuals employees.
  4. Click Approve Selected Users.

How to Unapprove or Reject Timesheets

  1. Go to Approvals Report.
  2. Select the report dates, employees, and click Run Report.
  3. To unlock the employee's timesheet, click Unapprove.
  4. To reject it, click Reject.
  5. Enter the reason for the rejection, and click Send.

On a mobile device

How to Approve Timesheets

  1. Tap Timesheets ().
  2. At the top, tap All timesheets.
  3. Tap APPROVE TIME.
  4. At the top, if the date range is correct, leave it as is. If not, tap MORE FILTERS to select a different date range, and tap SAVE.
  5. If you want to review individual timesheets before approval, tap an employee's name.
  6. To approve, do one of the following:
    • For all employees, at the top right, tap APPROVE ALL.
    • For individuals, tap APPROVE under their total hours.

How to Unapprove or Reject Timesheets

  1. In the Approve Time screen, find an employee who's time has been approved.
  2. To unapprove, tap UNAPPROVE.
  3. Then, to reject, if necessary, tap REJECT.
  4. Enter the reason for the rejection, and tap REJECT & SEND.

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