Docs Scheduler Timesheets

Timesheets

Check the hours each team member logged this week or month, add missing time, and export it.

Overview

Timesheets shows the time your team has recorded against jobs, grouped by team member. You pick whose time and which week or month to see, add entries that were missed, and export the period for payroll.

The Timesheets screen with a team member's entries listed by day and a total for each day

Choosing whose time and when

Control What it does
Team member list Starts on All Users. Tick the team members you want. The list updates when you close it.
Period This Week or This Month. Choosing one goes back to the current period.
< and > Move back or forward one week or month. > is greyed out on the current period.
Export Downloads the timesheets on screen as a file. Greyed out when there are no entries.

Reading a timesheet

Each team member has a heading with their name and their total hours for the period. Click the heading to collapse or expand their entries. The table has these columns:

Column What it shows
Date The day the time was worked.
Job The job number. Click it to open the job in a new tab.
Labour Code The labour code the time was logged under.
Quantity How long the entry is.
Job Name The job’s name.
Start / End The start and end times.
Notes The note on the entry. Click it to read the whole note in Timesheet note.

A Daily Total row ends each day. In the month view, a grey row also totals each week. If nobody recorded time in the period, the screen shows No entries for this time period.

Add an entry

The New Timesheet dialog with Time and Equipment options, job, staff, start and end time fields
Step by step: add a time entry
  1. Click Add Entry.
  2. Choose Time for a team member’s hours, or Equipment for a piece of equipment.
  3. Choose the Job.
  4. Choose the Staff member, or the Equipment.
  5. Set the Start Time and End Time.
  6. Enter any Notes, and switch on Add note to job? to copy the note onto the job.
  7. Choose the Labour Code, for a time entry.
  8. Click SAVE.

The dialog is headed New Timesheet. Duration works out the length from the start and end times. The end time must be within a day of the start time.

Labour Code lists the team member’s own labour codes. If they have none, it lists the business’s labour codes instead.

See also