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Create a Timesheet group

How to add a Timesheet group.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

If you need to create a new timesheet group, this can be easily done in the Timesheets settings by an admin or timesheets admin.

  1. Click your name in the top right, then click Settings.

  2. On the settings menu click Timesheets, then click Timesheet groups.

  3. Click Add new group, then name the group.

  4. Select the settings you want to apply to this Timesheet group.

    • Send a monthly reminder to submit timesheets

    • Allow employees in this group to click in through API

    • Allow employees to clock in from a mobile device - This does not mean within the Sage HR app but when you access Sage HR on a mobile device's internet browser.

  5. Click Save.

  6. You are then prompted to assign employees and managers to the timesheets group.

    If you want to assign employees or assign managers to this group later, click Cancel.

    📎NOTE: Employees don't have access to timesheets until assigned to a timesheets group.

    To do it now:

    1. For employees click on the Employees tab, select the relevant employees.

    2. To select a manager, click on the Managers tab select the relevant person.

    3. Once done, Click Save.

Your new group will be listed in your Timesheet groups settings.

📌TIP: To edit the group, click the pencil ✏️.

To delete it click the rubbish bin 🗑️.

To assign or unassign employees/managers to the group, click Eligibility.

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