Time sheet configuration

Nov 15, 2019

Overview:

The Timesheet Configuration page in HRStop allows HR and Admins to define how employees interact with the timesheet module. You can set rules for time entry, assign clients, control visibility, and enforce time-tracking standards.


Navigation Path:

Control Panel → Settings → Modules → Search for Timesheet


Step-by-Step Configuration:


1. Enable the Timesheet Module

  • Locate Timesheet under the Modules section.
  • Toggle it to Enabled.
  • This will make the Timesheet tab visible in the Control Panel and Employee Portal.

Key Configuration Options Explained:


Enable Clients

  • Lets you assign clients to projects.
  • Allows billing and reporting by client.
  • Once enabled, a “Clients” section appears in Timesheet settings.

Tip: Useful for companies managing billable work for multiple external clients.


Enable Project Tasks

  • Allows breakdown of projects into tasks (e.g., Development, Testing).
  • Helps with granular tracking of time spent on each task.
  • Employees will see tasks listed when filling timesheets.

Optional setting: “Make all assigned tasks mandatory” to force timesheet entries for each assigned task.


Restrict Backdated Entry

  • Prevents employees from filling timesheets after a certain number of days (e.g., 30 days).
  • Set the number of days using “Restrict employees to fill timesheet after __ days”.

Example: If set to 30, employees won’t be able to fill timesheets older than 30 days.


Auto-Populate Task Titles/Descriptions

  • Saves time and improves consistency.
  • Based on selected project and client, task titles or descriptions can auto-fill using pre-defined patterns.

Two settings available:

  • Auto-populate task title
  • Auto-populate task description

Restrict Hours Beyond Shift Duration

  • Prevents unrealistic entries (e.g., logging 14 hours when shift is 9).
  • Enable Timesheet Restriction Based on Hours.
  • Users will get a warning when exceeding shift duration.

Allow Future Timesheet Entries

  • Lets employees fill in timesheets in advance (e.g., for planned leaves or pre-scheduled work).
  • Enable only if your workflow permits future planning.

Mandatory Detailed Timesheet (Daily) vs Weekly Summary

  • Enable Detailed Timesheet to make it compulsory for employees to fill daily work logs (tasks, hours, etc.).
  • If disabled, employees will have the option to fill a Weekly Summary instead.

Detailed logs give better insight but require more effort. Weekly summaries are quicker but less descriptive.


Final Step: Click "Update"

After configuring, scroll down and click Update to save your changes.


Best Practices:

  • Use detailed timesheet for high-accountability projects.
  • Enable project tasks if multiple roles or actions are part of a project.
  • Set reminders manually if needed, as HRStop may not trigger automatic alerts for timesheet delays.