Timesheet List's actions offer an effortless way to manage your timesheets either one by one or in bulk in one go using 'With selected' functionality for one specific period. Use the powerful filters, sorting, and grouping options to look up the timesheets and choose the action that you need to do.
Actions available in the Timesheets List:
Approving timesheets
Unapproving timesheets
Editing timesheets
Changing timesheets to scheduled
Applying timesheet times to shifts
Deleting timesheets
Exporting timesheets
Approving timesheets
In Timesheets List you are always approving 'Actual' hours that are highlighted in blue colour. You can approve a single timesheet, grouped timesheets or all the selected timesheets using 'With Selected' functionality.
Single timesheet - click on the Approve icon or choose the 'Approve' option from the three-dot menu
Grouped timesheets - click on the Approve icon on the Summary row or choose 'Approve' from the three-dot menu
Approve all timesheets - select all and click on 'Approve'
Unapproving timesheets
You can 'Unapprove' already approved timesheet by simply removing the approval from the single timesheet, grouped timesheets, or all timesheets in one go using 'With Selected' functionality. The approval is removed and the previously approved hours will remain on the Timesheet hours row.
Single timesheet - choose 'Unapprove' option from the three-dot menu
Grouped timesheets - choose 'Unapprove' from the three-dot menu - only available if all timesheets are approved for the grouped row
Unapproving all the selected timesheets - select all the timesheets and click on 'Unapprove'
Editing timesheets
You can edit and approve a single timesheet, grouped timesheets or all the timesheets in one go.
Single timesheet - to edit a single timesheet please click on the Actual hours (in blue colour) or use the three-dot menu and choose 'Edit. You can update the timesheet hours manually, use the option to get Scheduled hours, or get Actual hours from the three-dot menu next to the timesheet hours row. Make the changes and click on 'Save' or 'Save&Approve'.
Grouped timesheets - to edit grouped timesheets, please click on the three-dot menu on the summary row and click on 'Edit'. Make the changes and click on 'Save' or 'Save&Approve'.
All the selected timesheets - to edit all the timesheets in one go use 'With Selected' functionality - tick the timesheets and click on 'Edit'. Make the changes and click on 'Save' or 'Save&Approve'.
Changing timesheet to scheduled
You can edit timesheet times to match exactly the original scheduled hours by using 'Revert Timesheets' functionality. This can be done for a single timesheet, grouped timesheets, or for all the timesheets in one go and you can decide what value or if all values should be changed back to scheduled hours.
Single timesheet - click on the three-dot menu and select 'Change timesheet to scheduled'. Choose if you would like to change back to the scheduled start, end, or break times.
Grouped timesheets - click on the three-dot menu and select 'Change timesheet to scheduled'. Choose if you would like to change back to the scheduled start, end, or break times.
All the selected timesheets - select the timesheets and click on the upper bar on 'More' and select 'Change timesheet to scheduled'. Choose if you would like to change back to the scheduled start, end, or break times.
Deleting timesheets
You can delete timesheets and related shifts directly from the Timesheets List and this can be done for single timesheets, grouped timesheets, or all the selected timesheets with one go.
Single timesheet - click on the three-dot menu and select 'Delete Shifts' from the drop-down options. Choose whether you would like to replace it with unavailability, absence or if you would like to delete the shifts permanently or unassign them to open shifts.
Grouped timesheets - click on the three-dot menu and select 'Delete Shifts' from the drop-down options. Make the correct selections and click on Delete shifts permanently/Unassign shifts.
All the selected timesheets - select the timesheets and choose from the upper bar 'More' option and select 'Delete Shifts'. Make the correct selections and click on Delete shifts permanently/Unassign shifts.
Exporting timesheets
Export all your timesheets using the CSV export option on the top right-hand corner. All the visible columns will be exported via CSV file and if you would like to save a CSV export template selection of columns we recommend using Save View functionality.
