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How do I create a timesheet with pre-defined period?
Updated on October 28, 2021 06:48AM by Admin
Creating a timesheet with a predefined period allows you to fetch the start date and end date in logging hours for tasks. You can create a timesheet with the predefined period while creating a new timesheet, creating a timesheet using a template, or creating a timesheet from the project.
Create a timesheet using a predefined period
- Log in and access the Timesheets App from your universal navigation menu bar.
- Click on “Create” and choose “Create New Timesheet” from the left navigation panel.
- Fill in the following information:
- Customer – Name of the customer.
- Start Date – Start date of the timesheet.
- End Date – End date of the timesheet.
- Approver – This will be pre-populated as a customer manager. (If the employee who submits the timesheet has customers assigned to them, then the timesheet will be approved by the customer project manager).
- Period – Timesheet period. Select the created pre-defined period.
- Task – Name of the task.
- Click on the “Add Tasks” button to add more tasks, if needed.
- Click on the “Create” button to complete.
- The Timesheet will get created.
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