Timesheets

    The Timesheet Feature in Inspire Planner provides users with a means of grouping time entries together and to get a roll-up of time. By default, when a Timesheet is created, it encompasses a week where the week runs from Sunday to Saturday. The Timesheet contains all time entries entered where the work date falls within the week. When a Timesheet is submitted, the Timesheet record is locked and users can no longer add or modify time entries for the week. You can then report on submitted timesheets.

     

    Please Note:

    At present, there is no out-of-the-box functionality to facilitate the approval of submitted Timesheets nor is there a process for recalling them.

     

     

    To enable the Timesheet feature in Inspire Planner, please see Enable Timesheet Feature.

     

    When the Timesheet Feature is enabled, you are able to see sections and options within Time Tracker that are related to Timesheets.

     

     

    Creating a Timesheet

    A Timesheet record is automatically created when a Timesheet is submitted. By default, the Timesheet start and end dates run from Sunday to Saturday of the week that was submitted.

     

    Timesheets can also be manually created by clicking on New Timesheet in the Timesheet Tab.

     

     

    Populate the Start and End Dates of the Timesheet. The Start and End Date of a Timesheet record specifies the date range by which Time Entries are included in the Timesheet. By default, the Start and End Dates of a Timesheet record are set to Sunday to Saturday of a week. This means that it will contain only time entries where the work date falls within the week. If you adjust the start and end dates of the Timesheet, then it will also adjust the time entries to include all time entries where the work date falls within the date range you specified.

     

    The Start and End Dates of a Timesheet cannot overlap with the dates of another Timesheet.

     

     

     

    Timesheet Status

    Timesheets have two (2) statuses - open and submitted. By default, the Timesheet status is set to "Open". When a timesheet is open, users can create and edit time entries.

     

     

    Once a Timesheet is submitted, the status changes to "Submitted" and users can no longer create or edit time entries.

     

     

    Submitting a Timesheet

    Timesheets can be submitted either from the Weekly view of Time Tracker or from the Timesheet Tab.

     

    From the Weekly view, simply scroll to the bottom of the page and click on Submit Weekly Timesheet.

     

     

    If a Timesheet record does not yet exist for the week, submitting the Timesheet will create a Timesheet record and it will contain all the time entries that were entered for the week that was submitted. It will also lock the week so that time entries can no longer be created or edited for the week.

     

    You can see the Timesheet records in the Timesheet tab.

     

     

    If a Timesheet record already exists, it can also be submitted from the Timesheet tab by clicking on the Submit icon to the right.

     

     

    Recalling a Timesheet

    There may be instances when a user may need to make further updates to time entries in a Timesheet that has already been submitted. A submitted Timesheet can be recalled so that users can create or edit time entries.

     

    Timesheets can be recalled either from the Weekly view of Time Tracker or from the Timesheet Tab.

     

    From the Weekly view, simply scroll to the bottom of the page and click on Recall Weekly Timesheet.

     

     

    Timesheets can also be recalled from the Timesheet tab by clicking on the Recall icon to the right.

     

     

    Please Note:

    At present, there is no out-of-the-box functionality to facilitate the approval of submitted Timesheets nor is there a process for recalling them.

     

     

    Editing a Timesheet

    You can edit the start and end date of a Timesheet record, as well as provide additional details.

     

    The Start and End Date of a Timesheet record specifies the date range by which Time Entries are included in the Timesheet. By default, the Start and End Dates of a Timesheet record are set to Sunday to Saturday of a week. This means that it will contain only time entries where the work date falls within the week. If you adjust the start and end dates of the Timesheet, then it will also adjust the time entries to include all time entries where the work date falls within the date range you specified.

     

    To edit a Timesheet, click on the Edit Timesheet icon to the right.

     

     

    You can then adjust the Start and End Date of a Timesheet and provide additional details if preferred. When you click on Update, Inspire Planner will query all Time Entries where the work date falls within the date range you specified and they will now be included in the Timesheet record.

     

     

    You cannot adjust the start and end dates of a Timesheet to overlap with the dates of another Timesheet. If you do so, an error will display onscreen.

     

     

    Timesheet Icons

    You will notice three (3) icons to the right of a Timesheet record.

     

     

     

    Chatter will open the Timesheet Chatter Feed. From here, you can post updates regarding the Timesheet record. 

     

    Edit Timesheet this will allow you to edit the Start and End Date of a Timesheet record. This is the date range by which Time Entries are included in the Timesheet. By default, the Start and End Dates of a Timesheet record are set to Sunday to Saturday of a week. This means that it will contain only time entries where the work date falls within the week. If you adjust the start and end dates of the Timesheet, then it will also adjust the time entries to include all time entries where the work date falls within the date range you specified.

     

    Submit will update the Timesheet Status to "submitted" and time entries can no longer be created or edited within the dates encompassed by the Timesheet.

     

    Recall will update the Timesheet Status to "open" and time entries can be created or edited within the dates encompassed by the Timesheet.

     

     


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