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Timesheet Management

Detailed guide to timesheet workflows, approvals, and configuration.

Overview

Timesheets aggregate time logs into reviewable periods (weekly/bi-weekly/monthly) for manager approval.

Timesheet Lifecycle

Timesheet Periods

PeriodDescription
WeeklyMon–Sun aggregation
Bi-weeklyTwo-week periods
MonthlyCalendar month

Configured in SettingsTime TrackingTimesheet Period.

Submitting a Timesheet

  1. Navigate to Time TrackingTimesheets
  2. Select the period
  3. Review logged hours
  4. Click Submit for Approval

Approving Timesheets (Manager)

  1. Navigate to Time TrackingTimesheet Approvals
  2. Review submitted timesheets
  3. Check hours against projects and tasks
  4. Click Approve or Deny with comments

Configuration

SettingDescription
Auto-submitAuto-submit at period end
Require projectMust link to project
Require taskMust link to task
Min daily hoursMinimum hours per day
Max daily hoursMaximum hours per day