How to Setup Timesheet and Jobsheet Entry Settings
This article will explain the Timesheet and Jobsheet Entry Settings features
Note: Timesheet and Jobsheet Entry Settings are configurations that determine how timesheets and Jobsheets are managed within a system or organization. Enabling or disabling these options or features will have an impact on the user interface of the Timesheet and Jobsheet forms.
- On the left-hand main menu, select Timesheet-> Timesheet Settings
- Go to Timesheet and Jobsheet Entry Settings
- Allow Multiple Projects Per Jobsheet: Multiple tasks can be included in 1 timesheet or Jobbsheet Entry
- ☑️Allow Multiple Staff Per Jobsheet: The feature "Allow Multiple Staff Per Jobsheet" would allow users to add multiple staff members under tasks within a Jobsheet. By enabling this option, the system would support assigning and tracking multiple staff members who are involved in completing tasks in a Jobsheet
- ☑️Only Allow Entry for Assigned Project: The Staff member can only see the projects that are assigned to them in the Timesheet or Jobsheet
- ☑️Only Allow Entry from Login Field Staff: Enabling this feature means when submitting a timesheet or Jobsheet, a field staff member cannot change the staff selected.
- ☑️Combine Dates and Times: The feature "Combine Dates and Times" would involve merging the start date and time fields of a Timesheet into a Start Time field.
- ☑️Allow Comments in Tasks: Enabling this feature will add a Notes Section under each Task on Jobsheet
- ☑️Allow Comment in Timesheets: Enabling this feature will add a Comment Section under Timesheet
- ☑️Allow Manual Entry of Hours into Jobsheets: When this feature is enabled, the task no longer requires the entry of a start time or end time. Instead, you can simply specify the labour hour in Jobsheet
- ☑️Allow Timesheet Entries Across Multiple Days: This feature allows users to enter task entries that span across multiple days. It proves particularly useful for users who work night shifts
- ☑️Jobsheet End Date Always Same as Start Date: When Enabling this feature Jobsheet will have only Start Date but no End Date
- ☑️Select Project in Timesheets: Enabling this feature allows you to choose the project for the timesheet when creating it.
- ☑️Allow Timesheet Entry Overlaps: When this option is enabled the start and end Time of the task can be overlapped with each other
- Update Settings to Save
Related Articles
How to Create Timesheet when Timesheet Contain Jobsheet Entries and Task Entries Create Payroll Hours
Please follow the steps below to create Timesheet when when Timesheet Contain Jobsheet Entries and Task Entries Create Payroll Hours Navigate to the Web Portal and login Go to Timesheets and Leaves->Timesheet Settings to setup the condition under ...How to Setup Timesheet Settings
Timesheet settings refer to the configurable options and preferences that can be adjusted to customize the behavior and functionality of a timesheet, Jobsheet and Leave Request forms Navigate to the Web Portal and login On the left-hand main menu, ...How to Recalculate Timesheet
Follow the steps below to Recalculate Timesheet Navigate to the Web Portal and login Go to Timesheets and Leaves-> Timesheets Click on the check box of the Timesheet Entry Then click on the Recalculate button from the top menu The Timesheet hours ...How to Reject a Timesheet
Please follow the steps below to Reject a Timesheet Navigate to the Web Portal and login Go to Timesheets and Leaves-> Timesheets Click on the check box of the Timesheet Entry Click on the Reject button You need to choose the Reject Timesheet Options ...How to Setup Timesheet and Jobsheet Operation Settings
Please follow the steps below to configure Timesheet and Jobsheet Operation Settings Navigate to the Web Portal and login On the left-hand main menu, select Timesheet-> Timesheet Settings Go to the TImesheet and Jobsheet Operations Settings. Select ...