Remember that you have four points of entry where you can create timesheet entries.
- Contact Logs - when any client Contact Log is created for emails, file notes or contact records. An very effective way to record Opportunity and shorter time tasks like client queries.
- Work Status updates - any time the work flow status of the client file is updated you can enter the task and duration.
- Calendar - when making appointments
- Timesheet module - direct entry if any of the above do not cover or not entered by the above.
It is important to remember that until you “Submit” your timesheet the time and any allocated costs or billable time will not be formally recorded against your work schedules.
It is strongly recommended that you submit at the end of each working day, and no later than the end of each week as your last task of the week.
There are a couple of important notes to remember:
The Submit button will warn you if any time allocations overlap, ideally they should not occur, please review and if necessary edit for accuracy.
When you click [Submit] only what is visible on the Time Sheet screen will be submitted (setting dependent on Day, Working Week, Full Week). You need to be sure you are capturing all entries and are submitting them correctly.
Note you can see if you have any previously unsubmitted time by looking at your Dashboard Widget. Use the filters to select {Submitted} - [No] and select a {Date Range} - [Last 12 Months] and {Base Unit} - [Weeks]
Submitting Timesheets
You must be in the Timesheets Module view to review your timesheet entries and to submit your confirmed entries to the CompleteEmpire Human Resource system.
Access via the Main Menu>{Timesheets}
Top Right Panel
- [Submit] - click to submit your timesheet for the day/week or period since last submission.
There are a couple of important notes to remember:
- The Submit button will warn you if any time allocations overlap, ideally they should not occur, please review and if necessary edit for accuracy.
- Click [Yes] to submit - this action cannot be reversed.
When you click [Submit] only what is visible on the Time Sheet screen will be submitted (setting dependent on Day, Working Week, Full Week). You need to be sure you are capturing all entries and are submitting them correctly.
Note you can see if you have any previously unsubmitted time by looking at your Dashboard Widget.
Dashboard Widget
The Time Sheet dashboard widget can be added via your dashboard screen view and it is found under the HR section of widgets.
You will be able to review your personal time sheet activity and anyone in your team under your supervision, including 4 views for tasks, projects, accounts etc over different time periods and a variety of search criteria.
You can also select whether to view all time, just submitted or just unsubmitted.
It is strongly recommended that you make this visible in your Dashboard for reference.
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