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Version: 1.21.3

Work and Time Management

The purpose of the Work and Time Management solution is to track the exact time employees spend on specific tasks during a certain period of time.

In SimpleOne, the time tracking is carried out with the help of timecards. There are two ways to create timecards:

  • via the form of any object inherited from the Task (task) table.

  • via the Timesheet page.

Time spent​

You can write off the time spent via Task or any child table record form. To do so, complete the steps below:

  1. Open the record of the task you work on.
  2. Click Specify Time Spent in the top right corner.
  3. A modal window appears where you can specify the time spent on the task and add a comment.
    • You can only specify the time spent on a task during the current day.
  4. Click Save.

After saving, the message Time spent is saved pops up.

The specified time and comment are transferred to the timecard form in the corresponding field of the day. If today is Monday, then the Monday field is filled in, respectively. 
Field changes are also displayed in the related fields on the Timesheet page. 

If you open the modal window on the same day, the fields will contain the previously specified values. When you change values, the new values are transferred to the relevant cell of the Timesheet page. 

Timesheet​

The Timesheet page displays the widget that helps to create timecards and stores data. 

Timesheet consists of the following parts:

  1. Date range of the current week.

  2. Activity names and their states. If an activity is a record from the Task (task) table, then the name of the activity consists of the Display Name of the task record and has a link to this record form.

  3. Dates and days of the week, with total time spent on tasks each day.

  4. Time cells with comments for each activity, each day of the week.

  5. Total time spent on all tasks in general and on each task separately.

Fill in a timesheet​

To create a timecard in the timesheet, complete the steps below:

  1. Navigate to Time Entry Management → Timesheet.

  2. On the page that appears, click +Create in the top right corner.

  3. Select the applicable activity type. You can specify the Task record you work on in the relevant field, or select another activity type:

    • Company event
    • Day off
    • Training / Exam
    • Self-study
    • Sick leave
    • Vacation

  4. Click Save.

  5. Specify the time spent in the relevant cell. You can also leave a comment by clicking the dialog icon near the time.

If there is a comment to the task, you will see a green triangle in the corner of the time cell.

You can also leave a general comment to the activity by clicking the dialog icon in the Total cell on the right, or remove the timecard by clicking the bin icon .

Copy a timesheet​

When you move to the next week, you can copy the activities from the previous week. Click Copy from the Previous Week.

Activities will appear with the time spent specified and in the New state. 

caution

Comments will not be copied. 

After activities are copied, the message The timesheet is copied pops up. 

Approve a timesheet​

When you click Submit, the timesheet will be sent to the manager for approval. The following message pops up: The timesheet for {date} is submitted for approving. The states of activities change from New to Approving.

Then, your manager should approve or reject it. If they approve it, the activity states change to Approved. If it is rejected, the activity states change to Rejected.

note

If an employee does not have a manager, or they are a manager, timecards will be approved automatically after they click Submit. The following message pops up:

The timesheet for {date} was submitted successfully.

Timecard​

The Timecard (wtm_timecard) table stores the information about the time spent on specific tasks during the week. When you open any record, the form has the following view:

  1. Date range of the week and the Display Name of the employee who created the timecard.
  2. State of the timecard.
  3. Activity type or name of the task and a link to the task record.
  4. Date and days of the week with comments, if any.
  5. Time spent on the activity for each day of the week.
  6. Total time spent on the activity.
  7. The Activity Feed that shows the history of field changes.

To open the list of your timecards, navigate to Time Entry Management → My Timecards.

note

In the Timecard (wtm_timecard) table, employees can read only their timecard records. They cannot edit them.