Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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 so, complete the steps below:

  1. Open the record of the task you work on.

  2. Click Specify Time Spent in the top right corner.

  3. In the modal window that appears, specify the time spent on the task and add a comment if necessary.

    • You can only specify the time spent on a task during the current day.

  4. Click Save.

Image Removed

After saving, 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

See the Work and Time Management article to learn how an employee works with the solution.

Timesheet

Timesheet


The Timesheet page displays the widget that helps to create timecards and stores data. 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:

  1. Date range of the current week.

  2. 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.

  3. Dates and days of the week, with total time spent on tasks each day.

  4. Time cells with comments for each activity, each day of the week.

  5. Total time spent on all tasks in general and on each task separately.

NoteData is stored

All data entered by employees is stored in the Timesheet (wtm_timesheet) table.

Note

Only

admin

users

or users

with the

wtm

 admin or 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 Timesheet, complete the steps below:

Navigate to Time Entry Management Timesheet

in this table.

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
      Image Removed

  • 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.

    Image Removed

  •  Timesheet page itself, only employees can edit the data. Employee managers and system administrators do not have access to the page with the widget.

    Approve a timesheet


    When an employee click Submit, the timesheet is sent

    If there is a comment to the task, you will see a green triangle at the corner of the time cell.

    To leave a general comment to the activity, click the dialog icon Image Removed in the Total cell on the right. To remove the timecard, click on the basket icon Image Removed.

    Note

    Only 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.

    Image Removed

    The copied activities appear with the time spent specified and in the New state. 

    Note

    Comments are not copied. 

    After activities are copied, a toast message The timesheet is copied appears. 

    Approve a timesheet

    Click Submit to send the timesheet

    to the manager for approval.

     The

    The following

    toast

    message

    appears

    pops up: The timesheet for {date} is submitted for approving.The

    states

    states of activities change from New to Approving.

    If a manager who received a timesheet

    Then, the manager should approve or reject it. If they approved it, the activity states change to Approved. If it is rejected,

    otherwise

    the activity states change to Rejected

    Info

    The timecards are approved automatically after clicking Submit for the employees who do If an employee does not have a manager, or who are managers themselves. The following toast message appears: they are a manager, timecards will be approved automatically after they click Submit. The following message pops up: The timesheet for {date} was submitted successfully.

    In

    the My Work 

    the menu category

    , there is a

    My work, the menu item Timecards Approvals

    item,

    is available that

    navigates

    leads to

    the lists of approvals of employees

    a list of approval tickets of employee timecards.

    Timecard


    The Timecard (wtm_timecard)tablestores the information about the time spent on specific tasks during the week.

    The records have the following view:

    1. Date range of the week and the Display Name of the employee that created a timecard.

    2. State of the timecard.

    3. Activity type or name of the task and a link to task record.

    4. Date and days of the week with comments, if any.

    5. Time spent on the activity for each day of the week.

    6. Total time spent on the activity.

    7. 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 Managers can open employees timecards via the the Subordinates Timecards menu item.

    Info
    • In the Timecard (wtm_timecard)table, employees can only read their timecard records.
    • Managers can read their personal timecards and employees timecard records.
    • Admins can read all created timecard records.


    Table of Contents
    absoluteUrltrue
    classfixedPosition
    printablefalse