If employees are configured to use timesheets, they are able to view, create and delete timesheets from within the WorkZone app. This feature is available for both iOS and Android phones.
If you want employees to access timesheets in WorkZone they need to be configured to use timesheets in the Employee File > Pay Run Defaults page, and also Payroll Settings > Business Management > Employee Portal Settings. You will need to select the appropriate option for your business from the drop down menu as pictured below:
Once in WorkZone, timesheets are accessed in two ways. Firstly, you can select the timesheet icon on the bottom of the screen or, you can tap on the timesheet area of the homepage.
Viewing Timesheets
Employees are able to change the view of timesheets to weekly or fortnightly by pressing on the drop down box at the top of the screen, and then scrolling down the screen to view further dates if necessary.
Timesheets are displayed with the following information:
- Date
- Start/End time
- Status (approved, rejected, submitted or processed)
- Location (employee default if none selected)
- Work Type (if selected).
To view a different timesheet period, click on the left or right arrows in the date field box.
Creating Timesheets
To get started, click on the + symbol in the top right hand corner of the leave screen. The data available to be entered is:
- Work Type (optional, unless the business has marked this timesheet setting as compulsory)
- Location (optional, unless the business has marked this timesheet setting as compulsory)
- Shift Conditions (optional, this field will only appear for iOS users if shift conditions have been set up for you or the location you are working at)
- Date (required)
- Enter Hours instead of Start/Stop times (optional if configured to allow hours instead of start/stop times)
- Start/End Time (required)
- Break/s (optional)
- Classification (optional, this field will only appear if you are able to select a higher classification when working higher duties)
- Notes (optional).
If you want to pre-fill additional days with the same timesheet info, select the 'Apply this timesheet to' option and simply tap on the required days and select 'Done' when finished.
You can add additional timesheet lines to the same day if you click on the '+' button and select the date. This will allow you to add another timesheet on a day that already has a timesheet. This applies for both iOS and Android.
The timesheets will then be sent to the approving manager/s.
Deleting a Timesheet
Find the timesheet that needs to be deleted and select it. Click on the 'Delete this timesheet' line.
Timesheets that have the status of submitted or rejected are able to be deleted. Processed and approved timesheets cannot be deleted.
For more information on getting started with WorkZone click here.
For more information on how to apply for leave from WorkZone click here.
If you have any questions or feedback, please let us know via support@yourpayroll.co.uk