Getting Started
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.
Below is an example of a Service Agent manually adjusting 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.
Below is an example of a Service Agent without the ability to manually edit their timesheets in our mobile app.
Next, you have the option to select how you want to gather your team's timesheets. FieldPulse offers two time tracking capabilities.
General Timesheets
The 'General' timesheet is used to clock in and out for the day usually for payroll purposes. General timesheets are not tied to any specific job.
If you select Only use one timesheet system for time tracking, then your team will only have the option to clock into the General Timesheets.
Job Tracking Timesheets
If you want to enable separate timesheets for job and general tracking, select Use two timesheets system for separate job and general tracking from the dropdown menu.
The Job Tracking timesheet is tied to a specific job and is used to track the amount of time spent on that job.
Where To View Your Teams Timesheets
To view your teams timesheets navigate to the Management tab and select Timesheets. We have a variety of viewing options for both General and Job Tracking. Please note that manually adjusted time will appear in red.
Day View (General)
Weekly View (General)
Month View (General)
If you'd like to see your team's Job Tracking timesheets, select the Job Tracking tab.
Day View (Job Tracking)
Weekly View (Job Tracking)
You also have the option of clicking a team member's time to view the jobs associated with those hours.
Timesheet Reporting
Under the Management tab select Reporting. From the reporting tab, you can select Timesheets. From here you have several reporting options to select from.
If you'd like to see a breakdown of each Service Agent and their total hours per job, follow along with the video tutorial below.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.