Sage HR

Timesheets - the basics

Overview about Timesheets module (video)

Oliver Cook

Daniels Korens

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

Timesheets

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

Set up Timesheets

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

Set up timesheets permissions

How to give someone admin access in the Timesheets module.

Add a timesheets administrator

Choose which settings you want to apply to your timesheets.

Timesheets general settings

Track overtime hours worked by employees.

Set up overtime

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

Choose when monthly timesheet period starts

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

Change timesheet periods

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

Allow employees to turn overtime into TOIL

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

Link your Timesheets to Shift Scheduling

You can have timesheets automatically be pre-filled based on a working pattern or shift schedule.

Enable timesheets to be pre-filled

Optional timesheet settings

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

Set up timesheet groups

How to assign a manage to a timsheet group.

Add a Timesheet group manager

Create a Timesheet group

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

Add employees to a timesheet group

Timesheet groups

How to manually enter or amend the hours you've worked into your timesheet.

Enter or edit your timesheet hours

How to submit your timesheet hours once they've been entered.

Submit your timesheet hours

Approve or decline timesheet hours submitted by employees

Approve timesheet hours

Processing timesheets

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

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

Configure clock in and out notifications

Set up clock in/out functionality 

Clock in and out for work

What to do as an employee user if you can't clock in or out.

I can't clock in

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

Using clock in feature

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

What are project timesheets?

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

Set up projects

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

Log hours for projects

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

Review your employees' submitted project timesheets

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

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