People Resources

Timesheets

Timesheets are basically used for client billing, payroll processing, project tracking and management etc., Zoho People Timesheet enables you to log time and generate timesheets for various recorded jobs. The generated timesheets can be later send for approval, used for Billing purpose and the data can be used for payroll processing too.

Create Timesheet

A timesheet is a group or summary of time logs. It is generated and send for approval process. At least one time log should be available for a job item in order to create a timesheet. Click the following link to know more about Jobs and Work Items. A generated Timesheet will give you a detailed summary of work items accomplished throughout the project.

How to generate timesheet

  1. Go to 'Time Tracker' tab at the top of the page.
  2. Click 'Timesheets'.
  3. Click 'Create Timesheet' button at the right side of the page.
  4. 'Create Timesheet' window will appear on your screen as shown in the image below.
  5. Type in the Timesheet name.
  6. Type in the description for the timesheet.
  7. Details like total time log hours, billable hours, rate and amount will be automatically calculated and displayed based on the Settings.
  8. After reviewing, you can send the timesheet either for approval or you can can save it as a draft.
  9. To send the timesheet for approval, click the check box, 'Send for Approval' and click 'Submit'.
  10. To save the timesheet as draft, just click 'Submit' without clicking the approval check box.

Alternatively, you can also create timesheets directly from the Time Logs page as mentioned in the steps below.

  1. Go to 'Time Tracker' tab at the top of the page.
  2. Click 'Time Logs'.
  3. Specify your filter criteria.
  4. Filtered time logs will be displayed.
  5. At the end of the list, 'Total Hours' will be displayed. Click on the + icon next to 'Not Submitted' hours as shown in the image below.

  6. 'Create Timesheet' window will appear on your screen.
  7. Type in the Timesheet name.
  8. Type in the description for the timesheet.
  9. Details like total time log hours, billable hours, rate and amount will be automatically calculated and displayed based on the Settings.
  10. After reviewing, you can send the timesheet either for approval or you can can save it as a draft.
  11. To send the timesheet for approval, click the check box, 'Send for Approval' and click 'Submit'.
  12. To save the timesheet as draft, just click 'Submit' without clicking the approval check box.

Draft Timesheet

You can create a timesheet and just save it as a draft without sending it for approval process. While generating, you can determine whether the timesheet should be submitted for approval or just saved as a draft. The drafted timesheet will always be available under 'My Requests' tab. You can any time send the drafted timesheet for approval, if needed.

How do I draft Timesheet.

  1. Go to 'Time Tracker' tab at the top of the page.
  2. Click 'Time Logs'.
  3. Specify your filter criteria.
  4. Filtered time logs will be displayed.
  5. Click 'Create Timesheet'.
  6. Type in the Timesheet name.
  7. Type in the description for the timesheet.
  8. Details like total time log hours', billable hours, rate and amount will be automatically calculated and displayed based on the Settings.
  9. Make sure the 'Send for Approval' is not checked.
  10. Click 'Submit' to save the timesheet as draft.

timesheet-draft

My Timesheets

My Timesheets lists all your timesheets that you generated and sent for approval, timesheets that you saved as draft, timesheets that are still pending for approval and timesheets that are rejected. The list gives an overview of the user, submitted hours, approved hours and the status of the timesheets.

My Approvals

My Approvals lists all timesheets that are waiting for your approval. The list gives an overview of the user, submitted hours, approved hours and the status of the timesheets.

How do I approve a timesheet

  1. Go to 'Time Tracker' tab at the top of the page.
  2. Click 'Timesheets' and go to 'My Approvals'.
  3. Click on a timesheet to approve.
  4. You will get a complete summary of the timesheet.
  5. If you have a single item, just select the check box and click 'Approve'.
  6. If you have multiple items, select the items that you want to approve and click 'Approve'.
  7. All other unselected items will be automatically rejected. See image below.

How do I reject a timesheet

  1. Go to 'Time Tracker' tab at the top of the page.
  2. Click 'Timesheets' and go to 'My Approvals'.
  3. Click on a timesheet to reject.
  4. You will get a complete summary of the timesheet.
  5. To reject, you need not select the work items.
  6. Just click 'Reject All' and the timesheet(s) will be rejected at once irrespective of the selected items.

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