Timesheets

How to set up, manage, and use the Timesheets module to record hours worked by employees.

+1

31 articles in this collection
Written by Kaspars Upmanis, Daniels Korens, Oliver Cook and 1 other

Timesheets - the basics

About Timesheets

Written by Oliver Cook
Updated over a week ago

Overview about Timesheets module (video)

How to manage Timesheets

Written by Kaspars Upmanis
Updated over a week ago

Set up Timesheets

Set up Timesheets

A collection of guides to set up timesheets, including your timesheets permissions, working patterns and timesheet groups.

Written by Oliver Cook
Updated over a week ago

Set up timesheets permissions

Allow who you want access use timesheets, timesheets settings and reports.

Written by Oliver Cook
Updated over a week ago

Timesheets general settings

Choose which settings you want to apply to your timesheets.

Written by Oliver Cook
Updated over a week ago

Set up clocking in

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

Written by Oliver Cook
Updated over a week ago

Set up working patterns

Set what hours employees should be working by creating working patterns and assigning employees to them.

Written by Oliver Cook
Updated over a week ago

Set up timesheet groups

Create groups to allow employees access to use timesheets, and to assign group managers who can approve submitted timesheets.

Written by Oliver Cook
Updated over a week ago

Set up overtime

Track overtime hours worked by employees.

Written by Oliver Cook
Updated over a week ago

Optional Timesheets settings

Allow employees to turn overtime into TOIL

You can set up overtime settings so that employees can move worked overtime hours to a selected time off policy.

Written by Daniels Korens
Updated over a week ago

Change timesheet periods

Choose how you want your timesheets period to show between weekly, bi-weekly or monthly.

Written by Kaspars Upmanis
Updated over a week ago

Link your Timesheets to Shift Scheduling

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

Written by Oliver Cook
Updated over a week ago

How to enable Clocking In and Out in the Sage HR Mobile App

This article explains steps to enable the clock in/out functionality in the new Sage HR Mobile app.

Written by Daniels Korens
Updated over a week ago

Manage Timesheets module

Add a Timesheet group manager

How to assign a manage to a timsheet group.

Written by Oliver Cook
Updated over a week ago

Create a Timesheet group

How to add a Timesheet group.

Written by Oliver Cook
Updated over a week ago

Add employees to a timesheet group

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

Written by Oliver Cook
Updated over a week ago

Add a timesheets administrator

How to give someone admin access in the Timesheets module.

Written by Oliver Cook
Updated over a week ago

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

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

Written by Oliver Cook
Updated over a week ago

Create or edit a working pattern

How to add a new working pattern or edit an existing one.

Written by Oliver Cook
Updated over a week ago

Assign employees to a working pattern

How to add employees to a working pattern.

Written by Oliver Cook
Updated over a week ago

Configure clock in and out notifications

Choose how to inform employees and managers of clock in and out infractions.

Written by Luis Garcia
Updated over a week ago

Employees using Timesheets

Enter and submit your timesheet hours

How to enter and submit the hours that you have worked.

Written by Oliver Cook
Updated over a week ago

Clock in and out for work

How to clock in for a working shift.

Written by Oliver Cook
Updated over a week ago

Managers using Timesheets

Approve timesheet hours

Approve or decline timesheet hours submitted by employees

Written by Oliver Cook
Updated over a week ago

Project timesheets

What are project timesheets?

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

Written by Oliver Cook
Updated over a week ago

Set up projects

Set up projects and work packages to start tracking the time spent by your employees on specific tasks or activities.

Written by Daniels Korens
Updated over a week ago

Add new work packages to a project

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

Written by Daniels Korens
Updated over a week ago

Control when projects and work packages are available for time tracking

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

Written by Daniels Korens
Updated over a week ago

Log hours for projects

Employees can log the time spent on the different activities, tasks or deliverables of the projects they work on with project timesheets.

Written by Daniels Korens
Updated over a week ago

Review your employees' submitted project timesheets

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

Written by Daniels Korens
Updated over a week ago

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

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

Written by Daniels Korens
Updated over a week ago