Create a time sheet
As a time card user, you can create a time sheet to group all your time cards for the given week and submit them in a single step.
Before you begin
Role required: timecard_user
About this task
A user can create only one time sheet per week.
Note: When a user creates a time card for a week, a time sheet is also automatically created for that week.
Procedure
- Create the time sheet with one of these options.
| Option | Steps |
|---|---|
| From the time sheet menu | Navigate to Time Sheets > My Time Sheets > Current (This Week).The time sheet form for the current week opens. |
| From the time sheet list |
|
- On the form, fill in the fields.
| Field | Description |
|---|---|
| Week starts on | Starting date of the week for which the time sheet is created.Note: The time sheet policy Week starts on controls the start day of the week. |
| Total Hours | Number of hours the user has worked in that week. This field is automatically populated from the hours recorded for the associated time cards. |
| User | Name of the user for which time sheet is created. |
| State | Current state of the time sheet. All new time sheets begin as Pending.Default states: Pending, Submitted, Approved, Processed, and Rejected, Recalled. |
| Comments | Comments related to the time sheet. |
| Notes | Any additional information. |
- Click Submit.
What to do next
Add time cards to the time sheet. You can use the related links and related list to add time cards. You can also add time cards using the Time Sheet Portal.
| Field | Description |
|---|---|
| Generate Time Cards | Link to generate time cards for the assigned project tasks. |
| Copy from previous time sheet | Link to open the Copy Time Sheet window for you to copy the time cards from previous time sheets. |
| Time Sheet Portal | Link to open the Time Sheet Portal to view and manage the time sheet. |
| Field | Description |
|---|---|
| Time Cards | List of the time cards that are part of the time sheet. To create a time card, click New. |
Parent Topic:Time Sheets