Overview
Resources can check in and out of tasks to measure how long it took them to complete the task.
This functionality is flexible and can be activated for specific task types and resources only, if required.
Enabling Task check-in/out
This functionality requires activation on Task type and Resource levels.
Enable for the required Task type from: Administrator > Tables > Task types > magnifying glass of a Task type OR Enable task check-in/out column in the grid
Enable for the required Resource from: Manager > Rolodex tables > Resources > Magnifying glass >Enable task check-in/out (Reports by tasks timesheet)
How to use
Once enabled, the following Check-in column will appear on “My tasks” page.
Click on the icon when starting work on a task to check-in.
The icon will change to Red to indicate you’e checked-in to theh task
You can only check-in to 1 task at a time
Click on the button again to check out of a task.
These steps can be repeated as necessary.
Tasks timesheet
Reported task times can be seen from My menu > Tasks timesheet.
Administrators can see all users in this page.
Other users need the Department supervisor role and to have subordinates and/or to be a manager of a Production team. “Is manager” from the user profile is also needed.
This page shows the start and end times registered (1), as well as time invested (with “1” being one hour).
A line is created each time a user marks a start and end time, so the same task can have multiple lines.
To approve a timesheet:
Select the month
(Requires permissions) Select the user
A user with the necessary permissions can see all task timesheets by selecting All.
Click Apply
If all is correct, click Approve timesheet
Editing reported times
Users can edit the start/end time of a task using the Edit icon.
A prompt will appear:
After editing, click Save & close.
The corrected times will be populated (1).
This edit needs to be approved by a manager (2). This icon shows the current status (pending approval, approved or rejected).
Approving or rejecting edits
Users with the necessary permissions can see and approve edits requested by users from My menu > Tasks timesheet.
Select the right month and resource (1) and click Apply.
Click on the Edit icon (2) of the report pending approval.
The manager can edit, approve or decline the correction.
Approving edits
Once approved, the Info icon will change to green (1) and the start/end time and Time invested columns will be updated. The corrected check in/out time columns will also be cleared.
Rejecting edits
If the request is rejected, the Info icon will change to blue (1) and the corrected check in/out times (2) will be cleared.
Task timesheet approval status
From Finance > Task timesheet approval status, all existing Task timesheets and their current status.
Choose the month and resource and apply the filtering
Show the approval status of the task timesheet. Can also be approved via this page
Mark the Task timesheet as Processed by accounting
Send the user a reminder that they didn’t approve their timesheet