Timesheets Tab Within A Job.

The Timesheets tab in job management provides a concise overview of time-related information for a specific job. This article will guide you through the key features of the Timesheets tab, including budgeted hours, remaining hours, and filtering options.

Budgeted Hours: If you enabled budgeted hours when setting up the job, you can view the allocated hours and monitor the remaining hours available for the job.

Filtering Options: The Timesheets tab allows you to filter timesheet entries by staff, start and end dates, and approved timesheets. These filters help you narrow down the displayed information and focus on specific aspects of the job.

Access "Add Time": Click on the "Add Time" button in the Timesheets tab of the job management interface.

Fill in Timesheet Fields: Provide the necessary information, including staff, trade, shift type, start and end dates, assets used, start and end times, description, scope of work completed, and consumables used. Tick the meal allowance box if applicable and upload any relevant photos.

Save Entry: Review the details and click "Save" to store the timesheet entry

Viewing Submitted Timesheets: Submitted timesheets can be found in the Timesheets tab of the job. They are listed below for easy access and review.

Editing and Expanding Timesheets: To make changes, click on the pencil icon to edit a timesheet entry. The last icon allows you to expand the timesheet to view all the details at once.

Viewing Timesheet Description: Click on the eye icon to view the description associated with a timesheet entry.

Checking Approval Status: Easily determine if a timesheet has been approved by the client or manager within the Timesheets tab.

Emailing Timesheets to Clients: When ready to send timesheets to clients, collect the necessary files and details, then email them using your preferred email client or platform.

NB. Enabling Automatic Daily Claim Sheet Emails: To streamline the process, consider enabling the automatic daily claim sheet email feature. This feature sends the daily claim sheet to clients automatically after every sign-off. Refer to the provided link for instructions on enabling this feature.

To export daily claim sheets for your staff, follow these simple steps. Exporting claim sheets as PDF files allows for easy sharing and record-keeping.

Select Staff and Claim Sheets: In the Timesheets tab, tick the box next to the staff members for whom you want to export claim sheets.

Export to PDF: Locate the "EXPORT to PDF" option and click on it. The system will generate the daily claim sheets in PDF format for you to send to your client.

Daily claim sheets contain important information regarding a job, such as client details, site information, job number, contact information, and purchase order number. They also include a description of the work, staff details, shift types, start and end dates, and the approval status. A digital signature is visible if both your staff and the client have signed off on the claim sheet.

Contents of Daily Claim Sheet:

• Client information: Name of the client.
• Site details: Location where the job is taking place.
• Job number: Unique identifier for the job.
• Contact information: Details of the client or representative.
• Purchase order number: If applicable.
• Description of work: Summary of the tasks completed.
• Staff details: Names or identification of staff members.
• Shift type: Type of shift worked.
• Start and end date: Date range covered by the claim sheet.
• Approval status: Indicates if the claim sheet is approved by the client.
• Digital Signature: If both your staff and the client have signed off on the claim sheet, a digital signature will be visible. This confirms agreement and authorization.

Daily claim sheets provide comprehensive information, ensure transparency, and serve as a record of approved work completed by the client and staff.