How to add time on the Monthly page
How to edit time on the Monthly page
How to delete time on the Monthly page
How to submit your timesheet on the Monthly page
How to revoke your timesheet on the Monthly page
Adding a New Time Record
You can add time entry on the "Monthly" calendar page in two ways
- Clicking the "+" icon on a particular day/block on the calendar.
- Clicking on the day/block on the calendar to view the time details panel, then clicking the "Add Time" link.
1. On the time entry calendar, hover your mouse over the day/block on which you want to add a new time entry.
The system displays the plus ("+") icon on the selected day.
2. You can also click directly on the day/block on the calendar on which you want to add a new time record.
The time details panel populates below the day in which you click, displaying details of the time logged/tracked on that day, if any.
4. Click the plus ("+") icon on the calendar day/block or click the "Add Time" link in the time details panel.
The Add Time Record dialog box displays.
5. Add the appropriate values in the fields.
6. Click the Save button to save the time entry for that day.
Editing a Time Record
1. In the calendar, click directly on the day on which you want to edit a time record.
The Time details panel populates below the day in which you click, displaying details of the time logged/tracked on that day.
2. With your mouse, hover over the time record that you want to edit.
The () icon displays.
3. Click on the () icon.
The system displays the "Add Time" dialog box.
4. Edit the the fields you wish to update.
5. Click the Save button.
Deleting a Time Record
1. In the calendar, click directly on the day on which you want to delete a time record.
The Time details panel populates below the day in which you click, displaying details of the time logged/tracked on that day.
2. With your mouse, hover over the time record that you want to delete.
The () icon displays, along with the edit icon.
3. Click on the () icon.
The system displays a confirmation dialog box.
4. Click the OK button.
Dialog box closes and the time entry is deleted.
Note: If a user is tracking time and edits (removes) the time record currently being tracked by the Windows Client or Web Client, the system will automatically stop tracking.
Submitting your timesheet
One of the ways you can submit your timesheet to your project manager for approval at the end of the work week is via the 7pace Timetracker "Monthly" calendar page. Before doing so, ensure that you have correctly tracked your time for each day of the work week. Best practices also include checking the "Week Total" column for the total number of tracked hours in the week before you submit that week for approval.
1. On the "Time" menu bar, click Monthly.
2. In the "Week Total" column, click the "Week is in progress" icon ().
The "Submit for "Approval" popup displays.
3. Click on "Submit for Approval".
The Time Approval popup box displays.
4. In the "Send for approval to" dropdown, select the manager to whom you want your timesheet approved.
4. On the approval confirmation dialog box, click "Send for Approval".
The icon in the week total column,changes to "Submitted for approval" ().
Revoking Your Timesheet
1. If you need to revoke your timesheet after submitting it to your project manager for approval, in the "Week Total" column of the week that includes the timesheet you want to revoke, click the "Submitted for approval" () icon.
The "Revoke submission" popup displays.
2. On the Revoke Submission Confirmation dialog box, click "Revoke submission".
The "Revoke submission" confirmation dialog box displays.
3. Click the "Revoke submission" button.
The page refreshes and the week is reopened.
Once you revoke the submitted time sheet, that time sheet is removed from the "Approval Pending" list on your manager's "Approval" page, and the submitted icon on your "Monthly" page changes to Week is reopened ().
Related Articles
Comments
0 comments
Please sign in to leave a comment.