The purpose of Time and Work Management solution is to track the exact time employees spend on different 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 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, please complete the steps below:
- Open the record of the task you work on.
- Click Specify Time Spent at the top right corner.
- The modal window appears where you can specify time spent on the task and add comment to make some notes.
- You can only specify the time spent on a task during the current day.
- Click Save.
When you save the values, the toast message Time spent is saved appear.
The specified time and comment broadcast on the form of the timecard in the corresponding filed of the day. If today is Monday then in the Monday field, respectively.
Field changes are also seen in the related fields of the Timesheet widget.
If you open the modal window the same day, the fields will contain previously specified values. When you change values, new values will be broadcast in the timecard and in the Timesheet. All changes are written in the Activity Feed.
Timesheet
The Timesheet page displayes the widget that helps to create timecards and stores data.
To create a new timecard, complete the steps below:
- Navigate to Time Entry Management → Timesheet.
- On the page appeared, click +Create at the top right corner.
- Choose the appropriate activity type. Click Save
- Specify the time spent in the relevant cell of the widget. You can also leave a comment by clicking on the dialog icon near the time.
The activity pops up in the widget, now you can specify the time spent on the activity on any day of the week and leave a comment by clicking the icon near the time field.
You can also leave a general comment by clicking the dialog icon in the Total cell on the right or remove the timecard by clicking the basket icon.
When you click Submit the timesheet will be sent to the manager for approval. If it is approved the state changes to Approved, if it is rejected the state changes to Rejected.
If an employee has no manager, after clicking Submit, timecards will be approved automatically.
When you move to next week, you can copy the activities from the previous week. Click Copy from the Previous Week.
Activities will appear with the time spent specified.
When there is a comment to the time spent, you can see a green triangle at the corner of the cell where you defined a comment.
Timecard
The Timecard table stores the information about the time spent on specific tasks during the week. When you open any record, the form will have the following view.
At the right there is the Activity Feed that shows the history.
At the left there is a timecard that contains the name of the task and the link to it and general comment.
Seven lines for each day of the week with the spent time specified.
