In the Sprintsuite Staff portal, mobilized staff can only enter timesheets on a job in Scheduled with no PO or WIP status (even if their mobilizations have been finalized).
How to enter a timesheet on the staff portal
Step 1. On site / mobilized staff enter timesheet in their staff portal.
The staff member clicks on the job they are entering a timesheet for in the portal.
Click on the My Timesheet tab.
Press +Add time button.
Now fill in the timesheet details like Trade, Shift type, Start date, End Date, Start Time, End Time, the staff can also tick if they were delayed in any way.
Press Save Entry.
This will update your time sheeted hours
What happens next?
Once a staff member has entered a timesheet in their staff portal, it will require approval by management staff as well as to be signed off by the client.
Step 2.
When the staff has finished their job / mobilization on site they will then seek approval from the client to sign off on their timesheets. If this is signed off before the job is finished this stops other timesheets from being submitted.
The mobilized staff will Click on Timesheet approvals tab.
The project manager / administrator will click on the Sprintsuite approval tab
Sign off and then press Approve Timesheet.
Next the client will click on the Client Approval tab.
The client will enter their details and sign off and press approve timesheet. This locks any future timesheets from being submitted by this and any other mobilized staff.
You will see the timesheet entry has been marked as approved by client
If you now go to the timesheets tab in the Job,
How do we organize the manager approval on the timesheet entry?
Step 3. Once a timesheet has been entered by a mobilized staff against a job you can email the timesheet entry individually for manager approval.
Firstly select the timesheets you wish to send for approval by clicking the tick box on the far left of each time sheet entry. Then press the purple Email for Approval button.
13. Fill in the first and last name and email of the client / manager/ HR to approve the time sheet.
As a manager In order to review and approve the timesheets submitted for approval, the management staff will come into Sprintsuite Staff Times Tab on the left hand side.
2. You can use the filters section to narrow down the timesheet entries you wish to review.
3.You can if needed Edit or Delete an individual time sheet entry by pressing the Pencil Icon to the far right of each entry, and actioning the dialog box that comes up.
4. If no editing needs to take place. The processing options are Approve or Unapprove Time.
4a. Choose the time sheet entry you wish to action by clicking on the tick box on the far left side of the time sheet entry. You can select multiple time sheet entries for bulk actions. Tick the Actions button, Approve Time.
The approved timesheet entries now have a green tick in the column after the job number. This has now updated the entries in the time sheets section of the applicable job.
4b. To Unapprove a timesheet entry that has been previously approved, place a tick in the box on the far left on the time sheet entry to be unapproved. Tick the Actions button, Unapprove Time.
The unapproved timesheet entries now have a red X in the column after the job number. This has now updated the entries in the time sheets section of the applicable job.
Once a manager has approved the timesheet entry, the Timesheets tab in the Job will look like the below.
