Timesheets

Employee Timesheets

Introduction to Employee Timesheets

This page allows tracking of the hours worked by an employee and the projects and activities involved.

To access this page, navigate to the Human Resources Module and click on 'Employee Timesheets' under the Timesheets Submodule, as shown in the image below:

Once redirected, a range of features will be discussed in detail in the following section.

Employee Timesheets Features

The snip below is the high-level view of Employee Timesheets page along with its built-in features.

Employee Timesheets Summary Table

The summary table displays the list of created timesheet with the following columns:

• Item number “#”
• Project Code
• Project Name
• Activity
• Employee Name
• Notes
• Work Hours
• Log Date
• Billable
• Actions
  • pen Edit Timesheet

Filter by Project

To search for the Employees' log for a specific project, choose the desired project name from the Project dropdown.

Filter by Activity

To search for the log of employees for a specific project and activity, select the desired project name from the Project dropdown and the corresponding activity from the Activity dropdown.

Filter by Employee Name

This feature gives the option to filter the specific logs of a certain employee on a specific project and corresponding activity.

Filter by Date Range

This feature gives the option to filter the specific logs of a certain employee on a specific project and corresponding activity on a particular dates.

Create Timesheet

1. Click the plus Create button.
2. Fill in required fields.
   • Project
   • Activity
   • Work Hours
   • Date
   • Type
   • Notes
3. Click the Create button.
4. A successful notification will show.
   Timesheet successfully created
5. Step 3 will successfully add timesheet log, otherwise proceed to Step 6.
6. Click the Cancel button to cancel adding of new timesheet log.
7. The screen closes the modal.
8. System will not proceed on creation of new timesheet log.

Edit Timesheet

1. Click the pen Edit button.
2. Update the fields as necessary. Fields marked with * are required.
   • Project
   • Activity
   • Work Hours
   • Date
   • Type
   • Notes
3. Click the Update button.
4. A successful notification will show.
   Timesheet successfully updated
5. Step 3 will successfully update timesheet log, otherwise proceed to Step 6.
6. Click the Cancel button to cancel updating timesheet log.
7. The screen closes the modal.
8. System will not proceed on updating timesheet log.

Customers

Introduction to Customers

This page allows employees to indicate the client associated with work. The term "customer" typically refers to a client, organization, or entity for whom the work is performed.

To access this page, navigate to the Human Resources Module and click “Customers” under Timesheets Submodule as shown in the image below:

The screen will redirect to the Customers page, showing several features to use that will be discussed in the following section.

Customers Features

The snip below is the high-level view of Customers page along with its built-in features.

Customers Summary Table

The summary table displays the list of Customers with the following columns:

• Item number “#”
• Name
• Address
• Email
• Contact Number
• Actions
  • pen Edit Timesheet

Search by Customer Name

To search for a particular customer, key in the customer name in the search bar as shown in the snip below:

Create Customer

1. Click the plus Create button. Create modal has 2 tabs namely:
   • Customer Info
   • Invoice
2. On Customer Info tab, fill in the following fields. Fields marked with * are required.
   • First Name
   • last Name
   • Contact Number
   • Email
   • Address
   • City
   • Province
   • TIN
3. On Invoice tab, fill in the following fields. Fields marked with * are required
   • Term
   • Invoice Layout
4. Click the Create button.
5. A successful notification message will show:
   Customer successfully created
6. Step 4 will successfully create new customer otherwise, proceed to Step 7.
7. Click the Cancel button to cancel the creation of new customer.
8. The screen closes the modal.
9. System will not proceed on creation of new customer.

Edit Customer

1. Click the pen Edit button. Edit Customer modal has 2 tabs namely:
   • Customer Info
   • Invoice
2. On Customer Info tab, update the following fields as necessary. Fields marked with * are required.
   • First Name
   • last Name
   • Contact Number
   • Email
   • Address
   • City
   • Province
   • TIN
3. On Invoice tab, update the following fields as necessary. Fields marked with * are required.
   • Term
   • Invoice Layout
4. Click the Update button.
5. A successful notification message will show:
   Customer successfully updated
6. Step 4 will successfully update customer details otherwise, proceed to Step 7.
7. Click the Cancel button to cancel the update.
8. The screen closes the modal.
9. System will not proceed on updating customer details.

Load More Customers

To verify if there are more than 20 Customers created, click the Load More button to display other Customers since the default item number displayed in the screen is from count 1-20.

Projects

Introduction to Projects

This page allows users to manage the projects on which employees are working and for which time tracking is needed.

To access this page, navigate to the Human Resources Module and click “Projects” under Timesheets Submodule as shown in the image below:

The screen will redirect to the Projects page, showing several features to use that will be discussed in the following section.

Projects Features

The snip below is the high-level view of Projects page along with its built-in features.

Projects Summary Table

The summary table displays the list of projects with the following columns:

• Item number “#”
• Project Code
• Project Name
• Customer
• Date Updated
• Status
• Actions
  • pen Edit Project
  • power-off Activate/Deactivate Project

Search by Project Name or Code

To search for a particular project, key in the project name or code in the search bar as shown in the snip below:

Filter by Status

To filter projects, select a project status from the dropdown as shown in the snip below:

Create Project

1. Click the plus Create button. Fields with * remarks are required
   • Project Name
   • Code
   • Customer Name
   • Project Description
2. Click the Create button.
3. A successful notification message will show:
   Project successfully created
4. Step 2 will successfully create new project otherwise, proceed to Step 5.
5. Click the Cancel button to cancel the creation of project.
6. The screen closes the modal.
7. System will not proceed on creation of new project.

Edit Project

1. Click the pen Edit button. Fields with * remarks are required.
   • Project Name
   • Code
   • Customer Name
   • Project Description
2. Click the Update button.
3. A successful notification message will show:
   Project successfully updated
4. Step 2 will successfully update project details otherwise, proceed to Step 5.
5. Click the Cancel button to cancel the update.
6. The screen closes the modal.
7. System will not proceed on updating project details.

Project Activities

Introduction to Project Activities

This page allows users to manage the projects on which employees are working and for which time tracking is needed.

To access this page, navigate to the Human Resources Module and click “Projects Activities” under Timesheets Submodule as shown in the image below:

The screen will redirect to the Projects Activities page, showing several features to use that will be discussed in the following section.

Project Activities Features

The snip below is the high-level view of Projects page along with its built-in features.

Project Activities Summary Table

The summary table displays the list of projects with the following columns:

• Item number “#”
• Project Name
• Activity Name
• Allocated Hours
• Date Updated
• Status
• Actions
  • pen Edit Project Activity
  • power-off Activate/Deactivate Project Activity

Search by Project Name or Activity Name

To search for a particular project, key in the project name or activity name in the search bar as shown in the snip below:

Filter by Project Name

To filter project activities by project name, select the desired project name from the dropdown.

Filter by Status

To filter project activities by status, select the desired status from the dropdown.

Create Project Activity

1. Click the plus Create button. Fields with * remarks are required
   • Project Name
   • Activity Name
   • Allocated Hours
2. Click the Create button.
3. A successful notification message will show:
   Project activity successfully created
4. Step 2 will successfully create new project activity otherwise, proceed to Step 5.
5. Click the Cancel button to cancel the creation of project activity.
6. The screen closes the modal.
7. System will not proceed on creation of new project activity.

Edit Project Activity

1. Click the pen Edit button. Fields with * remarks are required.
   • Project Name
   • Activity Name
   • Allocated Hours
2. Click the Update button.
3. A successful notification message will show:
   Project activity successfully updated
4. Step 2 will successfully update project activity otherwise, proceed to Step 5.
5. Click the Cancel button to cancel the update.
6. The screen closes the modal.
7. System will not proceed on updating project details.

Load More Project Activities

To verify if there are more than 20 Project Activities created, click the Load More button to display other Project Activities since the default item number displayed in the screen is from count 1-20.