Timesheets

Timesheets shows one row per person for a day or a pay period: the time card, the hours scheduled against the hours worked, what each hour pays, and anything that needs a look. A manager approves the hours before they go to payroll.

Steps: approve the pay period

1. Open Team & Time, Timesheets. Pick Day or Pay period at the top left.
2. Step with the arrows, or press Last period, This period or Custom dates.
3. Read the tiles: Scheduled, Actual, Overtime, Needs review, To approve and, for those who see pay, Est. wages. Press Needs review or To approve to show only those people.
4. Press a person's name to open their days, one row each, with the punches behind the time card.
5. Press Approve on their row, or Approve N with nothing to review to approve everybody whose hours have no problem and no clock still running.
6. Press Export for payroll to download the costed period as a spreadsheet.

The columns

• Time card: the first clock-in and last clock-out of the day.
• Actual vs scheduled, Scheduled, Actual: the hours worked against the shifts.
• Total paid: actual hours plus paid time off.
• Meal breaks: the unpaid break minutes taken.
• Regular, OT, Holiday: the hours split by your overtime line and your state's rules, inside each payroll week.
• PTO and Sick: approved time off, in two separate columns.
• Est. wages: the hours at each person's rate, overtime and holiday hours at their rates, and paid time off at the plain rate. Only for those who see pay. A salary or a day rate is left for payroll.
• Press Columns to pick which columns show, and in what order. Filters finds a person, a team, or only the people who need review or approval.

Steps: fix a punch or add a time card

1. Press Time card on a person's row to add one, or open their days and press the pencil on an entry, or the add button on a day.
2. Set Clocked in, Clocked out and the Unpaid break (minutes).
3. Say Why it was changed. A corrected entry always records who changed it.
4. Press Save the correction or Add it.

Good to know

• Needs review counts days with a clock never closed, a clock-out the system made that nobody approved, or a possible missed meal break under your state's rule.
• Nobody edits their own hours. The person they report to (their team leader, HR or Ops Admin) or an admin fixes them, and nobody approves their own hours.
• Overtime follows your overtime line on Settings, HR, Time, Pay and holidays, and your state's daily overtime rules where it has them. See State wage and hour rules.
• Holiday hours are hours worked on one of your company holidays, paid at your holiday rates. The holidays are on Settings, HR, Time, Pay and holidays.
• With QuickBooks connected, Send to QuickBooks posts each approved day once. See QuickBooks.
• Each person sees their own hours only.

If something goes wrong

• Est. wages is empty for a person. They have no hourly rate on file, or are paid a salary or a day rate. Add a rate on the Pay tab of their record, or leave it for payroll.
• A day shows "running". Their clock is still open. Fix the entry, or ask them to clock out.
• "Not linked to QuickBooks yet". Link the person on Settings, HR, People, QuickBooks.