Team's Timesheet

The Team's Timesheets view is designed for team leaders to manage and monitor their team members' logged hours and workloads.

You must have the role of Team Leader. To assign this role, please follow this guideline.

1. Access to the Team's Timesheets

To access the Team's timesheets → At the top of the page, switch to the Team view using the toggle → From the dropdown menu, select the team you want to view.

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2. Review Team's Logged Hours & Status

 

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Key Components

Descriptions

Key Components

Descriptions

(1) Team Selection

Allows you to select a specific team (e.g., "Finance Team") to view their aggregated timesheet data.

(2) Date Range

Use the date range selector to filter the timesheets according to your desired time period.

(3) Filter Dropdown

Filter Timesheet report by categories like "All," "Time log," or "Time off."

(4) Approval History

View the history of approvals and rejections for timesheets within the selected date range.

(5) Export button

Allows you to export the current timesheet report view in CSV format.

(6) Timesheet's Status

  • total- The total number of hours logged by the team during the selected period.

  • UNSUBMITTED- Hours that have been logged but not yet submitted for approval.

  • APPROVED - Hours that have been reviewed and accepted by the approver

  • REJECTED - Hours that were reviewed but rejected, requiring adjustments or resubmission.

  • PENDING - Hours that are awaiting review and approval by the approver.

 

3. Team's Approval History

Review the approval history of your team members’ timesheets for a detailed record of all activities.

Here are some key metrics in Team's Approval History:

Key Components

Descriptions

Key Components

Descriptions

  1. PERIOD

Displays the week or date range for the timesheet entry.

  1. LOGGED

Show the total hours logged by the users for the selected period

  1. STATUS

OPEN - Timesheet has been logged but either not yet submitted or rejected, and requires resubmission.

approved - Timesheet has been accepted.

pending - Timesheet is waiting for approval by the approver.

  1. ACTOR

The user who submitted the timesheet or made changes to it.

  1. MEMBERS

The owner of the timesheet entries

  1. APPROVER

The person responsible for reviewing and approving or rejecting the timesheet.

  1. ACTION

  • Approved: Timesheet has been accepted.

  • Rejected: Timesheet has been declined.

  • Submitted: Timesheet has been submitted but not yet reviewed.

  1. DATE

The date when the action was taken, such as approval, rejection, or submission.

2.4 Export Team Data

TimePlanner enables team leaders to export their team’s timesheet report in CSV format.

To export the report, simply click the Export button to download the timesheet data for your team.

In the Export dialog box, the Member, Date, and Logged Hours columns are selected by default and cannot be deselected. The Time Off column is optional and can be added if needed.

Then click on CSV to explore the file.

 

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