If you want to enter daily time worked by any staff members on a specific job, you can use the job's Timesheets tab for that purpose.
To enter time in this way, you will need Full Access to the General Privileges > Job Timesheets privilege in your Staff Settings.
Enter time
To enter time for any staff member on a specific job:
- Select Jobs > Jobs.
- On the Job Manager screen, drill down on the job number of the job that you wish to enter time against.
- Select the Timesheets tab.
- Provide the following information, as required:
Field Description Date The date that the Time (below) was worked. Select the required date by:
- leaving the default of today's date unchanged.
- clicking in the Date field and using the drop-down calendar to select the required date.
Select Staff Select the staff member that you wish to enter time for. Staff members must have been assigned to the job to be listed here. Task The specific task in the selected job that the time will be recorded against. By default, tasks are displayed in the drop-down list in alphabetical order of task name. Tasks can be displayed in the order they occur in the job by changing the Organisation Settings > Task Order setting.
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I want to record time against a task - why can't I see that task in the task drop-down list?
Once a task has been added to a job, that task will appear in the job's information screen. The Organisation setting Staff Task Allocation controls which tasks you can record time against. If it's set to:
- Explicit, you can record time against only those tasks that have been specifically allocated to you.
- Inherit from Job, you can record time against any task that has been specifically allocated to you. You can also record time against any tasks that are not allocated to other staff members.
Also, you won't be able to record time against a task if the task has been flagged
as completed.
Time
or Start Time and Finish Time
The time spent working on the selected job/task.
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More on entering time...
You can enter the time as hr:min (for example: 7:30) or as decimal 7.5 (7½ hours in both cases). The decimal value is converted automatically to minutes. By default, the time is not rounded, but it can be rounded to the nearest five minutes (or other values) by changing the Organisation Settings > Round up to Nearest Minute setting.
You can enter a maximum of 24 hours for any one time sheet entry. If a task has taken more than 24 hours to complete, you need to split the time into the hours worked in each day.
By default, time is input as the overall number of hours worked (duration). For daily input, this can be changed to using a start and finish time by changing the Organisation Settings > Entry Mode setting.
Billable The Billable switch
is visible only if you have full access to the Financial Privileges > Flag time sheet entries as billable or non-billable at time of entry.
This switch controls whether you can choose to flag each timesheet entry as billable, or not. By default, each timesheet entry is billable unless the switch is toggled OFF
.
Note Any notes or comments about the timesheet entry. - Save your changes. The time sheet information you have entered is displayed at the foot of the screen.