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Timesheets

Record employee's time entries and move that data between systems

Updated over 2 months ago

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.

Adding Timesheets

To add a timesheet:

  1. Click Data Management > Timesheets. iPaaS.com displays Timesheets.
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  2. Click Add Timesheet.

  3. Select an employee from the list in the Please Select Employee dialog and then click Choose. iPaaS.com opens the New Timesheet form.
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  4. Click Start Date. You can use the calendar control or manually enter the date and time. The format is MM/DD/YYY HH:MM and AM or PM.

  5. Enter the Total Hours and any Notes.

  6. Click Apply. The employee's timesheet is updated.
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Editing Timesheets

You can edit existing timesheets to add additional entries, such as overtime, hours not reported, etc.

To edit a timesheet:

  1. Select an employee and time period on the Timesheets form and click the Edit button. iPaaS.com displays the Edit Timesheet form.
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  2. Edit any entries in the Edit Timesheet section. When complete, click Apply. iPaaS.com applies the changes and returns you to the Timesheet form.

  3. To add additional time entries, click Add. iPaaS.com displays the Add Time Entry dialog.

  4. 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.

  5. (Optional) You can add or edit Custom Fields and External IDs. See Custom Fields and External IDs for those procedures.

  6. When complete, click Apply, and the record is updated.

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