Edit or delete timesheet entries for a group

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Overview

Edit or delete group timesheet entries, either across all synchronized entries at once, or for an individual employee only.


Who uses this feature

  • Administrators, office employees

  • Primarily for Commercial Service and Replacement business types.

Edit a timesheet entry for a group

  1. On the Timesheet screen, find the group timesheet you want to edit. Group timesheets show the group timesheet icon on them. 

  2. Click Edit on the timesheet you want to modify, then click Edit synchronized timesheet entries.

    Note: If you only need to edit an individual’s timesheet entry, see Edit timesheet entry for an individual

    Menu options for editing timesheet entries with highlighted actions.

  3. On the Edit Timesheet Entry screen that opens, make your changes. Note that you can’t remove the employees from the timesheet. You can only edit the details of the timesheet itself.
    Editing timesheet entries for training, including duration, start and end times, and participants.

  4. When you’re finished, click Continue

  5. On the Review screen, review the timesheet details. If there are any errors, you can fix them on this screen.
    Timesheet review showing updates, errors, and pending activities for team members.

  6. When finished, click Save

  7. On the Confirm timesheet updates window that opens, review the summary of your changes. If all looks good, click Confirm.
    Confirmation screen for timesheet updates with pending additions and updates listed.

Edit group timesheet for an individual

If you edit a timesheet that was created for a group to apply to an individual employee, the sync icon is removed from that individual’s timesheet, as that timesheet is no longer in sync with the group timesheet. The timesheet entry still shows the group timesheet icon to indicate it was originally created as part of a group timesheet.

Schedule for June 14, detailing onsite job for customer Mr. Titan.

Delete timesheet entries for a group

  1. On the Timesheet screen, locate the group timesheet you want to edit. Group timesheets will show the group timesheet icon on them. 

  2. Click Deleteon the timesheet you want to delete, then click Delete synchronized timesheet entries.

    Note: If you only need to edit an individual’s timesheet entry, see Edit or delete timesheet entry for an individual.

    Options to delete individual or synchronized timesheet entries are displayed in the interface.

  3. On the Delete Timesheet Entry screen that opens, review the details of the timesheet entry you’re deleting. When finished, click Delete Entries.

  4. On the pop-up message that opens, click Confirm to confirm you want to delete the timesheet entries.
    Confirmation prompt for deleting timesheet entries with cancel and confirm options.

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