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.
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.
Click Save.
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 user documentationto learn how an employee works with the solution.
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:
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.
All data entered by employees is stored in the Timesheet (wtm_timesheet) table.
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Only adminusers or userswith the wtmadmin or wtm_admin role can create, delete, editand read the Timesheet (tm_timesheet)tablerecords . |
Fill in a timesheet
To create a timecard in the Timesheet, complete the steps below:
Navigate to Time Entry Management → Timesheetin 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
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.
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 
in the Total cell on the right. To remove the timecard, click on the basket icon 
.
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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.
The copied activities appear with the time spent specified and in the New state.
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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 appearspops 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.
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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: |
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:
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 any.
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 Managers can open employees timecards via the the Subordinates Timecards menu item.
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