Edit a Time Entry in the Company Level Timesheets Tool
Objective
To edit time entry information in the company's Timesheets tool.
Things to Consider
- Required User Permissions:
- 'Standard' permission or higher on the Company level Timesheets tool.
AND - To edit any time entry, 'Admin' permission on each time entry's Project level Timesheets tool.
- To edit a time entry that you created, 'Standard' permission or higher on that time entry's Project level Timesheets tool.
- 'Standard' permission or higher on the Company level Timesheets tool.
Prerequisites
- The time entry that you want to edit must be in the 'Pending Approval' status
Video
Steps
- Navigate to the company's Timesheets tool.
- Locate the time entry you want to edit.
Notes
- Time entries are grouped by person. Narrow your results by selecting a specific Work Week and using the Search and Filter functions.
- Your work week is determined by the default work week configuration chosen in the company's Time Tracking settings. See Manage Time Tracking Settings.
- You may not see all the time entries listed for a user if you do not have the required permissions on all the Project level Timesheets tools. However, the Total Time will include all entered time for the user.
- Click into any of the following fields on the timesheet to modify the information:
Note: The information will automatically save once selected.- Classification. Enter or select from the drop-down menu the employee classification associated with the time entry. To learn more, see Add a Classification.
- Sub Job. Enter or select from the drop-down menu the sub job associated with the time entry.
- Cost Code. Enter or select from the drop-down menu the cost code(s) associated with the time entry.
Note: If you are an admin on the Company Admin tool, you can limit the cost code selections that appear in this list. To learn more, see Manage Time Tracking Settings. - Location. Select from the drop-down menu the location where the work was performed by that user.
- Start Time. Enter or select the time the user began working.
- Stop Time. Enter or select the time the user stopped working.
Note: You will only see the Start and Stop fields if you have configured your settings to show these fields. See Configure Advanced Settings: Timesheets. - Lunch Time. Select one of these options from the drop-down menu to define the amount of time taken for a lunch break:
- 0 min (Default)
- 30 min
- 45 min
- 60 min
Notes
- The amount of time selected will be subtracted from the Total Time.
- This field will only be available if Start Time and Stop Time is enabled.
- Time Type. Select from the drop-down menu the type of pay being entered. Select from the following options:
Note: If you are an 'Admin' on the Company Admin tool, you can add custom time types and/or exclude time types in this list. See Manage Time Tracking Settings for more information.- Regular Time
- Double Time
- Exempt
- Holiday
- Overtime
- PTO
- Salary
- Vacation
- Description. Enter a description and click Add.