The purpose of Work and Time Management solution is to track the exact time employees spend on specific tasks during a certain period of time.
This solution helps managers to record start and end times for tasks and identify areas that delay completion of work.
In SimpleOne, there are two ways to create timecards:
via the form of any object inherited from the Task (task)table.
via the Timesheet page.
Time spent
You can write off labor costs via Task or any child table record form.
To do it, complete the steps below:
Open the record of the task you work on.
Click Specify Time Spent in the top right corner.
The In the modal window that appears where you can , specify the time spent on the task and add comment to make some notesa comment if necessary.
You can only specify the time spent on a task during the current day.
Click Save.
After saving, the a toast message Time spent is saved appears.
The specified time and comment are transferred to the form of the timecard in the corresponding field of the day. If today is Monday, then the Monday field is filled in.
Field changes are also displayed in the related fields on the Timesheet page.
If you open the modal window the same day, the fields will contain previously specified the values. When you change values, the new values will be transferred to the relevant cell of the Timesheet page.
Timesheet
Use the widget on the Timesheet page to create timecards and store data. This widget is available only for the users added to the Employee table.
Timesheet consists of the following parts:
Date range of the current week.
Activity names and their states. If an activity is a record from the Task (task)table, then the name of the activity consists of the Display Name of the task record and has a link to this record form.
Dates and days of the week, with total time spent on tasks each day.
Time cells with comments for each activity, each day of the week.
Total time spent on all tasks in general and on each task separately.
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Data is stored in the Timesheet (wtm_timesheet) table. Only admin users or users with the wtm_admin role can create, delete, edit and read the Timesheet (tm_timesheet)table records. |
Fill in a timesheet
To create a timecard in the timesheetTimesheet, complete the steps below:
Navigate to Time Entry Management → Timesheet.
On the page appeared, click +Create in the top right corner.
Choose the appropriate activity type. If you choose the Task activity, you need to specify the task record that you or your group is working on:
- Task
- Meetings/Assembly
Company event
Day off
Training / Exam
Self-study
Sick leave
Vacation
Click Save.
Specify the time spent in the relevant cell. You can also leave a comment by clicking on the dialog icon near the time.
If there is a comment to the task, you will see a green triangle at the corner of the time cell.
You can also To leave a general comment to the activity by clicking on , click the dialog icon 
in the Total cell on the right, or remove . To remove the timecard by clicking , click on the basket icon 
.
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Only the employee employees can edit their data specified on the Timesheet page. |
Copy a timesheet
When you move to the next week, you can copy the activities from the previous week. Click Copy from the Previous Week.
Activities will The copied activities appear with the time spent specified and in the New state.
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Comments will are not be copied. |
After activities are copied, the a toast message The timesheet is copied appears.
Approve a timesheet
When you click Submit, Click Submit to send the timesheet will be sent to the manager for approval. The following toast message appears: The timesheet for {date} is submitted for approving. States The states of activities change from New to Approving.
Then, your manager should approve or reject it. If they If a manager who received a timesheet approved it, the activity states change to Approved. If it is rejected, activity , otherwise the states change to Rejected.
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If an employee does The timecards are approved automatically after clicking Submit for the employees who do not have a manager, or they are a manager, timecards will be approved automatically after they click Submit. The who are managers themselves. The following toast message appears: |
In the My Work menu category, there is a Timecards Approvals item, that navigates to the lists of approvals of employees timecards.
Timecard
The Timecard (wtm_timecard)tablestores the information about the time spent on specific tasks during the week.
When you open any record, the form will The records have the following view:
Date range of the week and the Display Name of the employee that created a timecard.
State of the timecard.
Activity type or name of the task and a link to task record.
Date and days of the week with comments, if they were leftany.
Time spent on the activity for each day of the week.
Total time spent on the activity.
Activity Feed that shows the history of the field changes.
To open the list of your timecards, navigate to Time Entry Management → My Timecards.
If you are a manager, you can open employees timecards via the Subordinates Timecards menu item.
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