As an admin or manager, you can view your team member's timesheets on a daily, weekly, or monthly basis, as well as open the team member's specific log to view or modify details. If the team member clocked in or clocked out via the mobile app, you can also access the geotagged location to confirm their location at the time of their clock in.

Before you can use Timesheets, make sure the following is in place:

To begin using employee timesheets, you'll first need to enable it. Start by clicking on Company Settings and selecting Features & Plugins. Navigate to Employee Timesheets and select Enable. Now you're ready to begin tracking your employees' hours!

Next, click into Settings on the Employee Timesheets icon. You can now customize your timesheet experience.

Now, you can select whether or not you'd like to give your Service Agents the ability to manually adjust their timesheets. If you'd prefer to remove the access to manually edit a timesheet, you can deselect Service Agent from the ability to edit their Clock In/Clock Out times.

Next, you have the option to select how you want to gather your team's timesheets. FieldPulse offers two time tracking capabilities.

FieldPulse allows your team members to clock in and clock out to track time. Each time a team member clocks in or clocks out from their mobile app, their location is automatically tagged for you to verify their location. While this is the most common method, you can also clock in and out from the WebApp.

Begin by selecting My Timesheets from the left-side menu. (Note this walkthrough is from the Service Agent view. Team Managers and Admin will have a similar process, but more options in the left-side menu.

You can now select General or Job Tracking to determine which timesheet you'd like to clock into. Once you've selected your timesheet, click Clock In.

You can now add your clock-in details . You can modify the title, time, or add notes. If the time is modified, it will be noted that the time was modified. If you selected the Job Tracking timesheet, you will also have the option to select a related job for your clock-in. When you've finished entering your details, click Save.

When you're ready to clock out from your general timesheet or a specific job, navigate to the appropriate timesheet and click Clock Out.

You can now add or edit your time log before pressing Save and recording your timesheet details.

To begin, select Timesheets in the left-side menu. You can view your timesheets or your team's timesheets by toggling between My and Team, as well as select the timesheets displayed by General or Job Tracking. You can also view your team's timesheets in a variety of ways. When reviewing timesheets under Day, you can display your timesheets in Overview, Dispatch, or Map view.

Timesheets can be displayed in a weekly view:

Timesheets can be displayed with weekly timesheet totals:

Timesheets can be displayed with monthly timesheet totals:

When a team member clocks in or out on the mobile app, their location will be geo-tagged. You can view their location at the time of the clock in/out by clicking on their name, and then clicking the blue location marker that indicates their clock-in or clock-out. That will open a map of the clock-in or clock-out location.

In the web app, users can log backdated timesheets even when a team member is currently clocked in.

To clock in to your general timesheet in the mobile app, use the bottom menu to navigate to Timesheets. Then, select Clock In under General Timesheet. You will repeat this process when you're ready to clock out.

After selecting Clock In, you will have the option to add notes or tags to your clock in. Be sure to press Save Clock-In or Save to ensure your time is recorded.

To clock in for a job, begin by clicking the Schedule tab on the bottom of the screen. Here, you will see a list of your jobs for the day. To clock in for a job, select the three dots on the right side of the job.

A short menu will appear, and you should select Clock-In to Job.

From here, a clock in page will appear where you can add notes or tags. Notice that the related job field contains the title of the job you are clocking in for. Be sure to press Save Clock-In or Save to ensure your time is recorded.

To clock out of a job, return to the Schedule tab and again select the three dots next to the job. You can now select Clock-Out to Job to finish tracking your time for this job.

To clock out of a general timesheet or a job-specific timesheet, navigate to the Timesheets tab at the bottom of the screen. You can now select clock out for either timesheet, as well as view your previous timesheets by selecting a day or week from the top of your screen.

This section allows you to easily view your timesheets by day or week, which can be changed at the top of your screen. You can also clock in or out from this view using the Clock In or Clock Out buttons at the bottom of your screen.

If you'd like to view the timesheets for your team, click the arrows next to the My Timesheets to switch your view to Team Timesheets.

Now you can see your team member's timesheets sorted into General Timesheets and Job Timesheets. You can also view timesheets by day or week, just like in My Timesheets.

If you'd like to look more closely at a timesheet, simply click on the team member's name.

This allows you to view the details, as well as to adjust the clock-in and clock-out times if necessary. To make these changes, click on the recorded time.

Here, you can manually adjust the timesheet data for your team members. You can change the clock-in and clock-out times, as well as select a related job for this timesheet to be attached to. Note that when changes are made to clock-in or clock-out times, the Clock-In Method on this record will change from Automatic to Manual. Be sure to press Save Time Entry after making changes.

In the mobile app, set up triggers to prompt you to clock in or clock out when you select specific custom statuses on jobs and site visits.

To begin, select your photo or initials in the top corner of the mobile app.

Next, click My Settings.

You will now see the option to prompt a clock-in or clock-out based on a status change. Select the field you'd like to edit first.

Once here, select all the statuses under Job and Site Visit for which you'd like to be prompted to clock in. For example, you may select In Progress as the status that triggers you to clock in for a job. If you have multiple custom status workflows, you'll need to select the applicable statuses on each workflow. Press Done to save your selections.

Repeat this process for clock out status triggers. Select all the statuses under Job and Site Visit for which you'd like to be prompted to clock out. For example, you may select Completed as the status that triggers you to clock out for a job. If you have multiple custom status workflows, you'll need to select the applicable statuses on each workflow. Press Done to save your selections.

When you change the status of a job or site visit to one of the statuses you selected above, the mobile app will now prompt you to clock in/out.