3.1 Timesheets

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3.1 Timesheets

After you have completed the setup process, users can begin entering billable and non-billable time and expenses and tracking when they start and stop work. You will be able to track project costs and client billing, timesheet submission status, time off usage, and available vacation.
This topic will explains the actions involved in daily usage of UNItekTIME, including:
  • Entering, saving time record using time entry day view. (Submit button is only available in period view).
  • Entering, saving, and submitting time record using time entry period view (generally its a Week View).

More about UNItekTIME timesheet entry

  1. Timesheets are used to enter time against specific projects and tasks or activities and time off using either day-view or week-view.
  2. Users complete and submit their timesheets from week-view to supervisors, project leaders, and/or clients for approval.
  3. The timesheets are then reviewed and either approved. When all items are approved, the time information is saved to the database.
  4. Once a timesheet is submitted, the data can be analyzed by project leaders and supervisors to determine project status and costs, and to make more efficient resource planning decisions.
  5. Billing detail can be generated after submitting of the timesheet.

Timesheet formats:

UNItekTIME provides two timesheet formats for entering time entry record in UNItekTIME.
  • Standard Timesheet (just with total time of a time entry record. It is useful in an organization where only TotalTime information is required for billing and analyzing)
  • Time entry with the Start time and End time (additional start time/end time field with standard total time field can be enabled from Admin Options > Preferences > Timesheet > “Show Clock Start/End”)

Entering hours in Timesheet for the first time.

After creating Client, Employees, Project and its Tasks, billing rates, employee rates and assigning employees in Project and the task, users can book their hours through below steps,

Filling Timesheet with Day View:

  1. Navigate to My Timesheet.
  2. Click on Day View.
  3. Click on the Edit Icon on the left of the screen.
  4. Select Client, Project, Task from the drop-down.
  5. Enter the Total Time (Start/End Time if enabled from Preferences) and the description (optional).
  6. Click + Add Time Item Row if required for more hours to enter.
  7. Click + Add Time Off Row if required for Time Off hours to enter.
  8. Click Save button on the top.

Filling Timesheet with Period View(Weekly View):

  1. Navigate to My Timesheet.
  2. Click on the Edit Icon on the left of the screen.
  3. Select Client, Project, Task from the drop-down.
  4. Enter the Total Time (Start/End Time if enabled from Preferences) and the Description (optional).
  5. Click + Add Time Item Row if required for more hours to enter.
  6. Click + Add Time Off Row if required for Time Off hours to enter.
  7. Click Submit button on the top to save the Timesheet and submit it for the approval process.

Filling Timesheet with Timer:

  1. Navigate to My Timesheet.
  2. Click on the Start Timer button.
  3. Select the Date, Client*(if enabled from *Admin Options > Preferences) Project, Task.
  4. Click Start Timer button.
  5. Click End Timer when you are done with the task and want to save the worked hours.
  6. Click Submit button on the top to save the Timesheet and submit it for the approval process.
Article ID: 18, , Modified: 3/24/2021 at 3:31 AM

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