Create time cards and log time through Worker Portal

After you create time cards in Worker Portal, log time in the time cards.

Before you begin

Role required: timecard_ user

Procedure

  1. Navigate to Time Sheets > Worker Portal.
  2. Create time cards in the Logged Time Cards section using any of the following options:
    OptionSteps
    Generate time cards for assigned projects or project tasks
    1. Click next to Submit.
    2. Select Generate Time Cards. This option also appears in the center pane of the page when a user has no time cards for the selected week in the Logged Time Cards section.
      Note:
      • If a time card exists for a project task during the selected week, a duplicate time card is not created.
      • Time cards are generated only for those project tasks that are in progress or planned for the selected week.
      • The Allow time card reporting on field on the project form determines the level at which the time cards are created for project tasks.
    Copy time cards from a previous time sheet
    1. Click next to Submit.
    2. Select Copy from previous Time Sheet. This option also appears in the center pane of the page when a user has no time cards for the selected week in the Logged Time Cards section.
      Note:
      • Time cards for all the project tasks that are in progress or planned in the current week are copied from the selected time sheet. If a time card for a project task exists, a duplicate time card is not created while copying.
      • Time cards for all the non-task categories, such as meetings and trainings, are copied from the selected time sheet. If a time card for a non-task category exists, a duplicate time card is created while copying.
    Create a time card from the Tasks or Other tab
    1. On the Tasks or Other tab, point to any task (card) that you want to create a time card for.
    2. Click Add to Time Sheet.
      Note: Add to Time Sheet creates a time card with the default rate type of the user, if it exists.
    Create multiple time cards from the Tasks tab
    1. On the Tasks tab, select multiple tasks (cards) that you want to create time cards for.
    2. Click Add selected to Time Sheet.
    Create a time card with logged time
    1. On the Tasks or Other tab, point to any task (card) that you want to create a time card for.
    2. Click Quick Add.
    3. Select a project time category. This step is optional.
      Note: This field is displayed only for a project or project tasks.
    4. Select a day and add hours and notes, if any.
    5. Select a rate type.
      Note: This field is visible only when the Allow multiple rate types check box is selected in the time sheet policy of the user.
    6. Click Add Time.
    Note:
    • When a time card exists for the same task and project category, Quick add adds hours to the existing time card.
    • You can create multiple time cards for the same task using Quick Add. Each time card is differentiated by the value in the Rate type column.
    Create a time card from the Logged Time Cards section
    1. Click Add unassigned tasks to Time Sheet.
    2. In the search bar, enter the task number or short description of the task you worked on during the selected week.
    Based on the Allow time card reporting on field settings in the Preferences tab of a project, the Add to Time Sheet,Quick Add, and Add selected to Time Sheet options are displayed in Worker Portal.
  3. To log time in a time card:
    OptionSteps
    Through edit
    1. Point to a row in the Logged Time Cards section and click the Edit icon .
    2. Enter hours on the time card form.
    3. To add notes, click the Notes icon .
    4. Click Save.
    Through inline editing
    1. Select a row in the Logged Time Cards section and press Enter. You can also double-click a row.
    2. Edit the values in the row and click .