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Create a time sheet

Create a time sheet

As a time card user, you can create a time sheet to group all your time cards for the given week and submit them in a single step.

Before you begin

Role required: timecard_user

About this task

A user can create only one time sheet per week.
Note: When a user creates a time card for a week, a time sheet is also automatically created for that week.

Procedure

  1. Create the time sheet with one of these options.
    OptionSteps
    From the time sheet menu Navigate to Time Sheets > My Time Sheets > Current (This Week).

    The time sheet form for the current week opens.

    From the time sheet list
    1. Navigate to Time Sheets > My Time Sheets > All > New.
    2. Click New.
  2. On the form, fill in the fields.
    Table 1. Time Sheet form
    Field Description
    Week starts on Starting date of the week for which the time sheet is created.
    Note: The time sheet policy Week starts on controls the start day of the week.
    Total Hours Number of hours the user has worked in that week. This field is automatically populated from the hours recorded for associated time cards.
    User Name of the user for which time sheet is created.
    State Current state of the time sheet. All new time sheets begin as Pending.

    Default states: Pending, Submitted, Approved, Processed, and Rejected.

    Comments Comments related to the time sheet.
    Notes Any additional information.
  3. Click Submit.

What to do next

Add time cards to the time sheet. You can use the following related links and related list to add time cards. You can also add time cards using the Worker Portal.
Table 2. Time sheet form related links and lists
Field Description
Related links
Generate Time Cards Link to generate time cards for the assigned project tasks.
Copy from previous time sheet Link to open the Copy Time Sheet window for you to copy the time cards from previous time sheets.
Related lists
Time Cards List of the time cards that are part of the time sheet.

To create a time card, click New.