Enter time for any staff member – multiple jobs

You can enter timesheet data directly into for other staff on a daily or weekly basis.

To view or enter timesheets for other staff members you need Full Access to the Financial privilege in your Staff settings.

Time can be entered on a weekly basis by default. If weekly timesheet entry is not required, it can be disabled in Organisation Settings > Weekly Timesheet Entry.

Enter time

To enter time worked against a job task:

1. On the Business > Timesheets screen, use the filter at right to select the date and staff member.
2. Drill down on the name of the staff member you want to enter time for. The <name> Timesheet screen is displayed.
3. Select how you want to enter time.
   • Daily
     1. On the <name> Timesheet screen, click the + Enter Timesheet button.
     2. In the Enter Timesheet dialog, 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.
        Job	The job that the time will be recorded against. By default, jobs are displayed in the drop-down list in alphabetical order of client name. Jobs can be displayed in job-number order by changing the Organisation Settings > Job Order setting.
        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. 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. 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 when editing a daily timesheet entry and 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.

     3. Save your changes. The Enter Timesheet dialog closes and displays the total of your times for each day in the Weekly Summary.
     4. Repeat Steps a–c for another date, job or task, as required.

   • Weekly
     1. In the <name> Timesheet screen + Enter Timesheet drop-down, select + Enter Weekly Timesheet. The Enter Weekly Timesheet screen displays time entered for each day in the current week.
     2. (optional) To select a different week to enter time for, click the previous or next buttons to the right of the weekly summary date range heading.
     3. (optional) To add a new Job/Task to the weekly summary list, click the + Add A Task button:
        1. Select the job that contains the task you want to enter time for.
        2. Select the task you want to enter time for.
        3. Click Save. The job/task and client details are displayed to the left of seven data-entry boxes.
     4. On the Enter Weekly Timesheet screen, provide the following information, as required:

        Field	Description
        [time1]–[time7]	Data-entry boxes for the time spent working on the selected job/task for each day of the selected week. 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. For weekly input, time can entered only as duration regardless of the Organisation Settings > Entry Mode setting.

     5. Save your changes.
     6. Repeat Steps a–e for another week, job or task, as required.

What to do next

• Submit a timesheet