Break up timesheet entries for a group

Prev Next

Overview

You can break up timesheet entries for a group into multiple timesheet entries. This is useful if, for example, a team of technicians log 8 hours of time in a given day, but you want to know what types of activities were performed during that period.


Who uses this feature

  • Administrators, office employees

  • Primarily for Commercial Service and Replacement business types.

Break up time entry

  1. On the Timesheets screen, locate the timesheet entry you want to break up. 

  2. On the timesheet entry, click Edit synchronized timesheet entries.
    Menu options for editing timesheet entries with highlighted actions.

  3. On the Edit Timesheet Entry screen that opens, click Break Up Entries.
    Editing timesheet entries for multiple users with project details and time slots.

  4. On the Break Up Entry screen that opens, select the people whose timesheets will be edited. By default, it selects everyone who was included in the original group timesheet. When you’re finished, click Continue

  5. On the Break Up screen that opens, add details about the activity to break it into smaller time entries. You can:

    1. Edit the Duration, Activity, Job #, Project #, Labor Type, Tags, and Memo. The Start Time and End Times are automatically modified based on the Duration you enter for the activity. 

    2. When you’re finished adding details about the activity, click Add Entry. Repeating these steps can break up the timesheet entry into multiple entries.

    3. Reorder the timesheet entries by selecting an entry and dragging it to where it should appear in the entry list. This automatically updates the start and end times for the entry.
      Reorder the timesheet entries by dragging and dropping

    4. If you’ve split up the timesheet entry into multiple entries but still have remaining time, you can click Fill remaining hours. This automatically fills in the remaining Duration for the original timesheet entry. Select an Activity for the remaining time, and click Add Entry.
      Form for entering job details including duration, activity, and project information.

  6. When finished, click Continue

  7. On the Review screen that opens, review the details of new timesheet entries. If further edits are needed, click Back. If all looks good, click Save.

  8. On the confirmation message that pops up, confirm you want to break up the remaining timesheet entries by clicking Break Up Entries.
    Confirmation dialog asking to break up remaining timesheet entries for team members.


Want to learn more?