Monday, June 6, 2022

Enhanced Auto Timesheet

Hello everyone, today we have an awesome update related to creating auto timesheets; we have added new functionality to make this feature much more robust. You will now be able to create timesheets with multiple tasks during the same day, make them recurrent, and even skip weekends if needed!

To enable this functionality, first we need to go to Administration tab:

Then, you can start adding timesheets, just go to the Field Workers tab, find the employee you wish to generate timesheets for and click the "Update Roster" button:

Then, you can select the start of the week, click on "Get Roster", then click the "Edit" button on the day you wish to add your changes:

You will find multiple options on the top section:

  • Auto Timesheet: enable this so that the system generates the timesheet automatically as the hours of the day pass by, simulating the generated entries as if they were added by the employee.
  • Recur Daily: use this if the employee will work on the same set of tasks on a daily basis.
  • Include Weekend: leave this unchecked if the employee won't work during the weekends so there are no punches generated on Saturdays and Sundays.
  • No End Date: click this option so that the tasks are created indefinitely.
  • End By: if the specific set of jobs you are entering are supposed to end at some specific date, then you can use this so the system stops at that day.

The next section is where you will create the actual punches, it's as easy as selecting the start and end times, then the task and subtask, if available, and clicking the "Save" button. If you need to add multiple tasks, use the "Add Change" button to add new rows until you have added everything  you need, then Click "Save" at the bottom.

Alternatively, use the red X button to remove a row. Once the changes have been saved, you can go back and view the whole timesheet preview:

Click on image to enlarge

Make notice of the fact that we chose to exclude weekends on this employee's timesheets, so Sundays and Saturdays are blank. You can also do any necessary edits after creating the auto timesheet, just click the edit button and follow the same process we just described.

That's all for now, make sure to use this wonderful time saving feature to your advantage and let us know if you have any questions or need any help setting it up.

Until next time...

--Econz Team

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