How to Create a Timesheet Entry
Create a Timesheet Entry
Click on the ‘Timesheet’ app which is located in the Project Cloud in the App Drawer screen.
Fig. 1: CloudOffix App Drawer page, Click the Timesheet App to begin.
In the timesheets screen, all timesheets will be listed. Filters can be used to narrow in and find a specific timesheet entry.
Click on the ‘New’ button to create a new entry.
Fig. 2: New Timesheet Entry button
Select the date for the timesheet entry. The employee name will appear automatically. However, if for example a manager is entering the timesheet entry on behalf of an employee, they can select the employee from the dropdown list.
Write a description for the timesheet entry..
Fig. 3: Timesheet Entry
The Project and Tasks can be selected from the list or, a new one can be created by selecting Create and Edit in the dropdown list.
Fig. 4: Project and Task selection
The pop up screen will appear for the new task or Project to be created and edited. Create the new project or task and click ‘Save’ to return to the timesheet screen.
Fig. 5: Create and Edit Project
Enter the amount of hours spent on the task, then click ‘Save’.
Fig. 6: New Timesheet Entry created
Congratulations! You have
just created a Timesheet Entry!.