Timesheet (user)
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Transcript of Timesheet (user)
TimeTracker
1TimeTracker
Web based app designed to efficiently track timesheets
for Staff & Consultants
User Guide
This KnowHow Explains
2TimeTracker
Overview
Timesheet Entry & Submission
Timesheet Approval
Timesheet Reports
Overview
Our intuitive layout makes filling out timesheets on-time every-time a hassle free experience.
Designed to suit both internal staff as well as consultants.
Timesheets can be submitted daily, weekly, fortnightly & monthly, as per your business requirement.
A task/project can be assigned to multiple users.
Facilitates tracking estimated cost for projects & tasks with the actual.
Supports hourly as well as unit time entry.
Time spent can be entered either through a manual process of time entry or through an automatic
check-in check-out process.
„Check-in Check-out‟ feature allows you to pause & resume tasks at anytime.
Provides comprehensive timesheet reports.
Export timesheets to Excel & PDF formats.
Print consolidated user-wise timesheets of projects at one go through Batch Print functionality.
TimeTracker app can be integrated with MBPCloud‟s Leave app.
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Timesheet Entry & Submission
Log into MBPCloud.com „TimeTracker‟ application.
You‟ll be directed to TimeTracker application.
(refer screenshot in next slide)
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Enter your MBPCloud login
credential
Timesheet Entry & Submission
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User information
Edit user information
Click to go to timesheet application
TimeTracker Application
Dashboard
Timesheet Entry & Submission
Go to TimeTracker application by clicking “TimeTracker” icon in Home page.
You‟ll be taken directly to Timesheet Entry section, where in you enter your daily timesheet details.
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Go to Dashboard (Home)
Timesheet Entry & Submission
Timesheet Entry
Here enter the following details:
• select the Date for which timesheet is submitted,
• select Client for which timesheet is submitted from dropdown,
• select a Project from dropdown,
• select a Task from dropdown,
Note: All projects & tasks allocated to you will be listed in respective dropdowns.
• click start button when you commence the task,
• click stop button when you finish the task,
• pause/resume task anytime using buttons provided
Note: Time entered can overwritten or entered manual.
• enter your notes (if any), and click button to add the timesheet data entered.
• based on start, stop, play & resume time, break & worked hours will be auto-calculated.
• repeat same steps to add more timesheet entries for the selected date.
• then click “Save” button.
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Timesheet Entry & Submission
Saved timesheets will be listed in timesheet “List” in „Pending‟ status, which can be updated by clicking
the “Edit” button provided.
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Update timesheet
information
Timesheet Entry & Submission
Once timesheet details are completely entered, Submit the timesheet for approval.
Timesheet Submission explained latter in this document (Slide # 12).
Note:
1. For Daily timesheets:
submissions are done directly through the “Timesheet Entry” section, through the “Submit” button
provided.
2. For Weekly/Fortnightly/Monthly timesheets:
daily timesheet entries are made in the “Timesheet Entry” section, and
consolidated timesheets for that period are submitted through the “Timesheet Submission” section.
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Timesheet Entry & Submission
Copy Timesheet
“Copy Timesheet” feature allows you to copy timesheet details from a past period to current/future period.
You thereby avoid data re-entry & save time.
To copy timesheet, go to Timesheet Entry section and click “Copy Timesheet” button.
Copy functionality is also provided under Timesheet Submit section.
cont..
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Timesheet Entry & Submission
cont..
In the section that opens:
• select timesheet type,
• select the source timesheet ,
• select the destination timesheet and click “Copy” button.
Same details from source timesheet replicates into the destination timesheet (date selected).
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Timesheet Entry & Submission
Timesheet Submission
To submit your timesheet details entered, go to Timesheet Submission section.
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Print timesheetSelect period to submit timesheet
Click to drill down details
Timesheet Entry & Submission
Here select the following:
• client ,
• period for which you would like to submit the timesheet (for approval).
Based on your selections, the respective timesheet will be displayed.
Click “Submit” button.
Submitted timesheets will be listed in timesheet “List” in „Submitted‟ status.
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Timesheet Approval
Once submitted, an email will be triggered to timesheet Manager requesting approval of your timesheet.
click here link in email directs to the timesheet “List”.
Approve the timesheet by clicking the “Approve” button provided in “List”.
(refer screenshot in next slide)
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Timesheet Approval
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Approve timesheet
Timesheet List
Timesheet Approval
To Decline the timesheet, click the “View” button in timesheet “List”.
Directs you to the “Timesheet Details” page (refer screenshot in next slide).
Here, click the “Decline” button provided.
To add a question/comment prior to approval, enter it in the comment text box provided.
Then select the user from user dropdown to whom you want to raise the question & click the
“Ask Question” button.
The query/comment will be sent to the recipient as an email message.
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Timesheet Approval
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Decline timesheet
Enter your query/comment
here
Select user from dropdown
Click to send query to user
Timesheet Details
Timesheet Approval
Status of approved timesheets will be listed in the timesheet “ List” as Approved
Status of questioned timesheets will be listed in the timesheet “ List” as Questioned
Status of declined timesheets will be listed in the timesheet “ List” as Declined
Note: Declined timesheets can be re-submitted through the “Re-submit” button provided in the
timesheet List.
Requester will receive the response message (timesheet approved/declined) as an email message.
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Timesheet Reports
To view comprehensive list of timesheet reports, click icon.
You‟ll be directed to the reports section.
Following timesheet reports can be generated:
Reports can be exported as Excel & PDF files.
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Admin Summary reports of staff, company & project.
Client Reports on estimated & actual project cost & time.
Manager Reports of staff & projects within own department.
User Own timesheet reports.
Timesheet Reports
(a) Admin Report
Generate Staff /Company/Project summary reports.
To start generating Admin reports, click icon under “Reports”.
Here select:
• type of report that you want to generate (staff / company/ project summary) from dropdown,
• client from dropdown,
• project from dropdown,
• daily, weekly or monthly report
• year,
• date range within which the data should be pulled, and
• click “Get” button.
Timesheet report based on your selections will be generated.
(refer screenshot in next slide)
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Timesheet Reports
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Print report
Admin Report
Timesheet Reports
(b) Client Report
To generate Client wise reports that gives you details about the estimated/actual cost & time spent on
projects for clients, click icon under “Reports”.
Here select:
• client from dropdown,
• department from dropdown,
• user from dropdown,
• year,
• daily, weekly or monthly report
• date range within which the data should be pulled,
• project from dropdown, and
• click “Get” button.
Timesheet report based on your selections will be generated.
(refer screenshot in next slide)
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Timesheet Reports
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Client Report
Timesheet Reports
(c) Manager Report
Generate timesheet reports of staffs & projects within your own department.
Click icon under “Reports”.
Here select:
• type of report that you want to generate (staff / project) from dropdown,
• client from dropdown,
• project from dropdown,
• daily, weekly or monthly report
• year,
• date range within which the data should be pulled,
• user/staff from dropdown, and
• click “Get” button.
Timesheet report based on your selections will be generated.
(refer screenshot in next slide)
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Timesheet Reports
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Manager Report
Timesheet Reports
(d) User Report
Generate your own timesheet reports. Click icon under “Reports”.
Here select:
• client from dropdown,
• project from dropdown,
• daily, weekly or monthly report
• year,
• date range within which the data should be pulled,
• click “Get” button.
Timesheet report based on your selections will be generated.
(refer screenshot in next slide)
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Timesheet Reports
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User Report
Timesheet Reports
Batch Print
TimeTracker “Batch Print” feature allows you to print consolidated user-wise timesheets of projects at one
go.
To print batch files, click icon.
Here select:
• client from dropdown,
• year,
• project from dropdown,
• date range within which the data should be pulled,
• staff from dropdown,
• click “Get” button.
Timesheets of all staff who has worked on the selected project on the chosen date range will be
generated.
(refer screenshot in next slide)
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Timesheet Reports
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Batch Print
Print batch files
THANK YOU!
TimeTracker
For further information please contact
T : 1300 276 266
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