Edit non-job timesheets from the Payroll DashboardLast updated on 09/09/2022
While reviewing payroll on the Payroll Dashboard, managers and administrators can edit non-job timesheets, which track paid time when technicians are not working on jobs.
Things to know
You must have the appropriate permissions enabled to view and edit timesheets.
To change paid hours tied to a job, edit timesheets on the job record.
After you edit a job or non-job timesheet, make sure to click Update Now on the technician’s payroll details screen. If the employee has already signed off on payroll, the employee status for that pay period changes from Approved to Pending. This allows the employee to review the changes and sign-off again.
Edit a non-job timesheet
You can edit non-job timesheets while reviewing an employee’s payroll.
To edit a non-job timesheet:
In the right corner of the navigation bar, click your Profile icon, then click Payroll Approval.
The Payroll Dashboard opens listing the employees you manage.
Use the dropdown to select the pay period you want to view.
Click View Actions in the Action column for the employee whose timesheet you want to edit.
The employee’s payroll details screen opens.
In the Report Details section, click Edit Timesheets.
The editable timesheet for that pay period opens in a new tab.
From the timesheet you can take the following actions:
Click Delete to remove a timesheet event.
Click Edit to change an existing timesheet event.
Click Add to create a new timesheet event.
Note: Click Inactive Timesheets to view previously deleted timesheet events.
When you add or edit a timesheet event, edit the fields as needed:
Click the Type dropdown and select the timesheet event type.
Use the calendar and time fields to set the dates and times for the Start and End of the timesheet event.
Use the Memo field to add any additional information about the event.
When you’re done, click Save for the edited event.
When you’re finished, close the timesheet tab.
In the technician’s payroll details screen, click Update Now.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.