Action: Create a Group Timesheet

Action: Create a Group Timesheet

If you have Supervisor account permission or above, QicWorks allows users to create a group timesheet for your Team within the webserver, as well as the companion app. Timesheets can be done daily, weekly or for a custom date range. Once completed your timesheet will appear within Time and Attendance as a time document, with your data automatically appearing as a Job costing, and for manager approval within Time Approval.

Navigation to creating your group timesheet can be undertaken a number of ways based on the Users Permission. (Individual timesheets can also be created via the companion app. For full details see APP: Action Create a Timesheet - Group )

Via Your Dashboard
Click on Create a Timesheet


Via Job Menu
Click on   Job   from the main menu, then click on Job Management. Click on the blue hyperlink Job number to open that specific Job. Under Navigation menu click on Time Entries, then click on Add Group Timesheet.


Via Job Task Menu

Click on   Job   from the main menu, then click on Job Management. Click on the blue hyperlink Job number to open that specific Job. Under Navigation menu click on View Tasks, then click a blue hyperlinked Task Number. Under the Book Menu click on Timesheet.



Via Business Menu

Click on Business from the main menu, then click on Time and Attendance. From the Book Time Menu click on Group Timesheet.


Overview


 Navigation Breadcrumbs: Click on hyperlinks to jump to that screen
B  Page Toggle Width: Click to increase or decrease the page width
C  Controls: Click Print icon to print your Timesheet
D  Select Resource: Click to select who this Timesheet is for. See Select Resource below for full instructions
E   Period: Select date from dropdown Select from Today, Yesterday, This Week, Last Week or Custom. (Default is set at current Pay period.)
F   Autofill Task Values: Click your first line of time data, then click Autofull Task Values to prepopulate the balance of your Timesheet
To activate autofill, you need to enter your first resources first line of data (ie select task, start time, end time or duration) and then click autofill. This will then prepopulate all other resources with this data, for editing by exception.

G   Available Tasks: Click to show all available Tasks regardless of whether you are an assigned Resource to that specific task
 Timesheet Entry Table. See Timesheet Entry Table below for full instructions
I   Save and Cancel  

Select Resource

Click on Select Resource button to view the following screen.
 Employment Type Filter: Click to filter which Resources appear as Available. (Default is all employement types are ticked)
B  Assigned Resources Only: Click to filter show only Resources who have been assigned to your Jobs. (Default is off)
C  Selected Table: Names listed below will appear on this Timesheet
D  Available Table: Names listed below are available Resources based on above filters
E   Save

 Click one individual names to move that Resource from Available to Selected and from Selected to Available
Click on arrows to move ALL names from Available to Selected and from Selected to Available

Click Save to move the Resources selected to your Group Timesheet

Timesheet Entry Table


 Resource Name: Prepopulated based on Selected Resource above
B  Leave Button: Click to expand and select.

For full details on how to enter leave see Action: Recording Leave on Timesheet 
For details about who has access to view Staff leave balances see Action: Show Leave Balance

  1. Add new.
  2. Delete entry - removes the time entry only. 
  3. Delete entry group - deletes time plus any allowances.
Expanded View

Your Leave Module must be activated to enable this type of time entry. For more details see Leave Data

C  Select Task: Select Task name from the dropdown to allocate your time to.
D  Start/ Finish/Break/Paid Time: Enter start, end and break times in 24hour clock format. Paid Time is automatically calculated based on your time entries.
E   Control: Click to expand and select.
  1. New time entry 
  2. Add a task note
  3. Add an allowance
  4. Delete entry - removes the time entry only.
  5. Delete entry group - deletes time plus any allowances and notes.
Expanded View:

Don't forget to click save to save your Group Timesheet. You will then be asked to Edit or Lock this Timesheet. 

For more information about how to view Time Sheet Entries see Time and Attendance
For information about how to approve time see Time Approval and Payroll Approval

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