Sage HR

Timesheets module

Oliver Cook

Julianna

Use the Timesheets module to record hours worked by employees.

Timesheets

How to submit your timesheet hours using the Sage HR web portal 
once they've been entered.

Submit timesheets

Enter or edit worked hours in Sage HR Timesheets to keep records accurate and ready for approval.

Enter or edit timesheets

Timesheets guides relevant to employee users.

Employee guides

Use Sage HR to clock in and out and record the start and end of your working shift.

Clock in and out for work

How to allow sharing your location on the Sage HR mobile app so you can clock in within your employer's work zone.

Enable location sharing with Sage HR

What to do if you can't clock in or out using Sage HR.

I can't clock in

Clock in/out

How to log the time spent on the different activities, tasks or deliverables of the projects using Project Timesheets in Sage HR.

Log hours for projects

Project timesheets

Approve or decline submitted timesheets in Sage HR using the web portal.

Approve timesheet hours

How to decline a timesheet even if it's been approved.

Decline an approved timesheet

Project managers get a notification to review their project employees' timesheets that have been submitted for approval.

Review submitted project hours

Timesheets guides relevant to manager users.

Manager guides

Guides to help you set up timesheets in Sage HR.

Set up Timesheets

Choose which settings in Sage HR you want to apply to your timesheets.

Timesheets general settings

How to amend when monthly timesheet periods to begin on a specific date.

Choose when monthly timesheet period starts

How to give a user access to approve or decline timesheet hours.

Add a timesheet approver

Set up the Timesheets module

Choose how you want your timesheet period to show in Sage HR.

Change timesheet periods

Allow employees to move overtime hours to a time off policy in Sage HR instead of receiving overtime pay.

Move overtime to a time off policy

​Pre-fill your timesheets from the Shift Scheduling module if you have it set up.

Link your Timesheets to Shift Scheduling

Enable timesheet pre-filling in Sage HR so timesheets use working patterns or shift schedules instead of manual entry.

Enable timesheet pre-filling

How to allow an employee to leave a comment on their timesheet in Sage HR.

Allow employees to enter comments on timesheets

Optional timesheet settings

Create groups in Sage HR to allow employees access to use timesheets, and assign group managers to approve submitted timesheets.

Set up timesheet groups

How to create a new Timesheet group in Sage HR.

Add a Timesheet group

How to assign employees to a timesheet group to give them access to use Timesheets in Sage HR.

Add employees to a timesheet group

How to edit the settings of an existing timesheet group in Sage HR.

Edit a timesheet group

How to delete a timesheet group in Sage HR.

Delete a timesheet group

Ways to remove an employee from a timesheet group in Sage HR.

Remove employees from a timesheet group

Timesheet groups

How to set up up how you track overtime hours worked by employees in Sage HR.

Set up overtime

Create an Overtime Category

How to assign overtime categories to relevant timesheet groups in Sage HR.

Assign a timesheet group to an overtime category

How to use the overtime report to export overtime data.

Extract the overtime data for employees

How to choose the way your company tracks overtime in Sage HR.

Configure how you track overtime

An overview of overtime polices in Sage HR and how to manage them.

Overtime policies

How to assign a timesheet group to an overtime policy in Sage HR.

Assign employees to an overtime policy

How to make changes to an overtime policy in Sage HR.

Edit an overtime policy

How to create a new overtime policy in Sage HR.

Add an overtime policy

What this message means when creating an overtime policy in Sage HR.

'No overtime categories'

How to remove an overtime policy in Sage HR.

Delete an overtime policy

How to remove an overtime category in Sage HR.

Delete an overtime category

How to make changes to an existing overtime category in Sage HR.

Edit an overtime category

How to add a new overtime category in Sage HR.

Create an overtime category

How to assign an overtime category to an overtime policy in Sage HR.

Add an overtime category to an overtime policy

An overview of how tracking overtime works in Sage HR.

Processing overtime in Sage HR

Overtime

What to check if employee can't enter or amend their timesheets entries

Employee can't enter or edit timesheets

How to access an employee's timesheet if they've been terminated.

View timesheets for a terminated employee

How to make changes to timesheets that have already been approved.

Edit a submitted or approved timesheet

Why a policy doesn't appear to split overtime into time off when submitting or approving a timesheet.

Time off policy doesn't appear when submitting a timesheet

What to do if you see this message when approving a timesheet.

'Employee not eligible for time off policy'

Processing timesheets

How to edit clock in and clock out entries in Sage HR.

Edit clocked times

Clocking in

Set up employees to be able to clock in and out of work using Sage HR.

Set up clocking in

How to enable the clock in/out functionality on the Sage HR mobile app.

Enable 'Clocking In' on the Sage HR App

How to enable employees to clock in and out on their phone.

Allow employees in a timesheet group to clock in using their phone

Set up clock in/out functionality 

What to check if an employee doesn't have a clock in option, either on their dashboard on the website version or on the Sage HR app.

Clock in option doesn't appear for employee

How to add a break when using the clock in function in Sage HR.

Adding breaks when clocking in and out

Using clock in feature

Geofencing and work zones

Add a work zone for checking employees are on site when they clock in or out on the Sage HR mobile app.

Create a work zone

How to add or remove employees from a work zone.

Assign employee to work zone

Edit or delete a work zone

Geofencing

Find out more about this new feature in the Timesheets module.

What are project timesheets?

How to add employees to a project so they can log hours for it.

Assign employees to a project

What someone can process in project timesheets, depending on whether they're an admin, employee, or project manager, in Sage HR.

Project timesheet permissions

Set up projects in Sage HR so employees can track time against tasks, deliverables, and activities.

Set up projects

Create a new project

How to assign a project manager to a project in Sage HR.

Add a project manager

Project managers can specify the different activities, tasks or deliverables employees can log time against for their assigned project.

Add new work packages to a project

This guide explains what Limit Project Hours is and how to set it up

Limit project hours

Project managers can decide when their project's work packages are available on their project employees' timesheets

Control when projects and work packages are available for time tracking

Set up project timesheets

Learn how admins and project managers can generate reports to visualise time spent on projects based on different criteria.

Generate reports to understand how much time is spent on your projects

Using project timesheets

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