How do I find and filter timesheets?
Open the Timesheets page and use the row of filter buttons under the tabs. The page starts on the current pay period, and you can change the dates with the date button.
Steps
- In the left menu, under Field Operations, click Timesheets.
- Use the filter buttons to narrow the list:
- Status – for example Pending or Approved.
- Employment Type – Employee, Internal Subcontractor or External Subcontractor.
- Pay Item – one pay item, such as a regular or overtime rate (list view only).
- Projects – tick projects, or search by name.
- Workers – tick workers, or search by name.
- Click the date button to open the Date Range window.
- Choose the Pay Period tab to pick one of your pay periods, or the Custom tab to pick any start and end date.
- Click Apply. Click Reset to go back to the current pay period.
Pick a view
- List view (list icon) – one row per timesheet. This is the default.
- Weekly view (calendar icon) – one row per worker and pay item, with a column for each day of the week.
Good to know
- If you plan to create a pay run, choose a Pay Period rather than custom dates.
- In the list view, use the column settings button to choose which columns you see, and Rows per page, Previous and Next to move through the list.
- The Flags column warns you about unusual timesheets: Manual, Forced, Auto, Outside and +1d. Click the blue question-mark button at the top left of the panel to see what each one means.
Related questions
- What is a timesheet?
- How do I edit hours on a timesheet?
- Why can't I edit a timesheet?
- How do I add a timesheet by hand?
- Why can't I add a timesheet by hand?
- How do I delete a timesheet?
- How do I approve or reject timesheets?
- Why can't I approve a timesheet?
- How do I unapprove a timesheet?
- How do I view timesheet reports?