This section is accessed under the 'Time & expenses' heading in the left hand navigation panel:
If you are new to timesheet entry, the table (pictured below) will initially appear empty, ready for you to add job phases to. This table will always appear with a summary at the bottom of your daily and weekly totals, which includes weekly hours required, chargeable and non-chargeable weekly hours submitted:
Adding a job phase can be done one at a time from the 'Add job' button in the top left corner, which takes you through to select the job / phase / stage (if applicable) / charge code to add to the table:
The same job / phase / stage can be added for different charge codes if needed.
Once you have the line(s) you require, you can enter the hours worked along with any comments (pencil icon below the number of hours worked).
It's important to note that time is entered in decimal format. So quarter of an hour is 0.25, half is 0.5 and three quarters is 0.75 (eg one and a quarter hours would be input as 1.25).
Note that the weekend columns and the columns for Monday and Friday are coloured yellow. These are non-working days for this user. You can specify the normal working days for a resource in file maintenance, see this article for more information. You can hide the non-working days from the actions button:
This will change the weekly display to only show columns for working days:
Note that if a timesheet exists on a non-working day that will force the column to be displayed.
Entries are saved automatically, periodically, but you can trigger an immediate save of your data without having to submit it by clicking the save button in the top right corner.
If you navigate around pages within Synergist, then data is automatically saved.
Once you are happy with your entries, you can submit a day at a time via the button at the top of each column. You can also submit all entries currently displayed by clicking the 'Submit all' button in the top left corner.
NOTE:
If you are not using timesheet approval, your system buttons will say 'Post' rather than 'Submit'. Your timesheets will be posted directly onto the job phase.
If you are using timesheet approval, your timesheets will then be submitted into the approval process.
Any unsubmitted time in previous weeks can be submitted via the 'Submit all previous (x)' button. Alternatively, the 'Actions' button gives you a drop down menu, which allows you to 'Submit all' in the week or 'Submit all previous (x)' if unposted timesheets exist in other weeks.
If you wish to remove a row from your weekly view tick the box to the left of the row and click the Remove selected button. Note that rows with timesheets in the week being viewed cannot be removed.
Each row also has a copy menu where you have options to copy the row but change the job, phase, or charge code. Click on the three dots within the row to open the menu.
This is handy if you need to submit time to the same phase but using different charge codes, for example.