Back to Release Notes

Introducing New Timesheets Functionality!

Aug 18, 2024

In this release, we've included a completely new timesheets system! The objective is to demonstrate the use of the new timesheets functionality, focusing on creating timesheets manually and logging time via the mobile app. Key steps include navigating to the timesheets panel, starting shifts by beginning travel within a task, and logging time by stopping travel or starting a job within the task. Shifts continue until manually ended, with all travel and job time recorded.

Release Notes: Timesheets Functionality

Objective:
This release introduces the new timesheets functionality, enabling users to manually create timesheets and log time via the mobile app.

Key Features:

• Accessing Timesheets:
  Navigate to the timesheets panel under the "Resources" section. Users can manually create timesheets or log time via the mobile app.
• Starting a Shift:
  Open a task in the mobile app and start travel to begin a shift automatically. Breaks can be taken during shifts as needed.
• Logging Time:
  • Stop travel within a task to log time against that task.
  • Shifts continue even after time logging, allowing flexible shift lengths.
• Logging Time Against Tasks:
  Start a job within a task to log time, then complete the job and input the total time spent.
• Ending a Shift:
  Ensure the shift duration matches the logged time entries. All travel and job time will be recorded against the shift.
• Reviewing and Approving Timesheets:
  • Review logged hours, billable terms, utilization, and profitability in the desktop environment.
  • Edit time entries if adjustments are needed.
  • Submit timesheets for approval and export as CSV for payroll.

Cautionary Notes:

• Ensure accurate shift start/end times to capture all entries.
• Double-check time entries for accuracy before submitting for approval.
• Review billable terms and utilization for precise billing.