Once a timesheet is submitted by a worker, it needs to be approved by a manager in the office. Before approving the timesheet, you can view the timesheet detail and make any necessary edits.

How to edit a timesheet

There are a number of different things you can do when editing a timesheet:

Edit timesheet details

  1. Click Timesheets & Dockets > Timesheets > Edit 
  2. Click to update the timesheet date by selecting from the drop-down calendar.
  3. Click to update the fieldworker’s Assignar username by selecting from the drop-down list.
  4. Click to select a different client from the drop-down list. When you select a client, the project field will default to the first available option (if specified), but you can change the selection.
  5. Click to select a different project from the drop-down list 
  6. Enter or update the project location (optional). NB. If a project address is specified, the location will populate automatically.
  7. Click to select a different task from the drop-down list.
  8. Click to add or update the asset used for this timesheet by selecting from the drop-down list (optional).
  9. Add or update the work order (WO) number for this timesheet (optional).
  10. Tick or untick the Approved box to indicate whether this timesheet is approved (ticked) or not approved (unticked).

Editing Timesheet Activity Details 

  1. Click the red Delete button next to an activity to remove it from this timesheet.
  2. Click the blue Add button next to an activity if you need to add another activity for the timesheet on this date, then click to select an activity from the drop-down list as well as the start and finish times for the activity.
  3. Click on the toggle switch for each allowance type to include (blue) or exclude (white) it for this timesheet.
  4. Update the number of minutes taken in breaks on the date of this timesheet.
  5. The system will calculate the Total Time based on adding together all the activities and taking off any breaks. NB. Some activities (e.g. Grease & Refuel) are excluded from the calculation of Total Time.
  6. Enter comments for your own reference (optional). NB. If the fieldworker has created a timesheet using the check in/out function in the Fieldworker app, this will automatically be noted here.
  7. If you’re attaching a docket now (optional), enter the Docket Number. You can add a new docket image by clicking the Choose File button to browse your files for the docket, or you can add an existing docket by clicking the Add Existing Docket button to select a docket from the dockets list.
  8. View the fieldworker’s signature (only available if your Dashboard is set to require a signature for timesheets in View/Edit Settings).
  9. View a map of the fieldworker’s location if/when they checked in/out for the allocation (only available if your Dashboard is set to enable check in/out from allocations in View/Edit Settings).
  10. Enter notes for office use only (optional).
  11. Click Save Timesheet and Docket when you’ve finished updating the timesheet. You will see a message to confirm that the timesheet has been updated.

Approve a timesheet

There are two ways to approve a timesheet:

  1. Click Timesheets & Dockets > Timesheets > Approve

OR

  1. Click Timesheets & Dockets > Timesheets > Edit 
  2. Tick the Approved box in the timesheet detail screen.
  3. Click Save Timesheet and Docket.

Either way, you will see a message saying ‘Timesheet Approved’. In the timesheets list, the approved timesheet will be highlighted in green and the green approval tick button will no longer be visible next to that timesheet.

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