Timesheets allow you to record employee work hours and transfer this data between systems. Adding a timesheet requires an existing employee. Add the employee first.
How iPaaS.com Thinks About Timesheets
A Timesheet is a time-tracking record for an employee over a period - a start and end, total hours, notes, and a collection of dated entries. Each entry is a line with a type, start and end time, and a status. Other systems call it a Time Card, Time Sheet, Shift Record, or Hours.
A timesheet is its own record that references an employee (rather than being a child of the employee), which is what lets time data sync on its own cadence into payroll and workforce-management systems. Entry-level status supports approval workflows, and the timesheet rolls its entries up into total hours. A typical flow pushes approved clock-in/out entries from a POS or time-clock into payroll for wage calculation.
Related concepts: Employee, Timesheet Entries.
Adding Timesheets
To add a timesheet:
Click Data Management > Timesheets. iPaaS.com displays Timesheets.
Click Add Timesheet.
Select an employee from the list in the Please Select Employee dialog and then click Choose. iPaaS.com opens the New Timesheet form.
Click Start Date. You can use the calendar control or manually enter the date and time. The format is MM/DD/YYYY HH:MM and AM or PM.
Enter the Total Hours and any Notes.
Click Apply. The employee's timesheet is updated.
Editing Timesheets
You can edit existing timesheets to add additional entries, such as overtime, hours not reported, etc.
To edit a timesheet:
Select an employee and time period on the Timesheets form and click the Edit button. iPaaS.com displays the Edit Timesheet form.
Edit any entries in the Edit Timesheet section. When complete, click Apply. iPaaS.com applies the changes and returns you to the Timesheet form.
To add additional time entries, click Add. iPaaS.com displays the Add Time Entry dialog.
Enter the Date of the change, the Start Date, and the End Date. You can add options such as Entry Type, Status, and Notes. Click Apply.
(Optional) You can add or edit Custom Fields and External IDs. See Custom Fields and External IDs for those procedures.
When complete, click Apply, and the record is updated.