OfficeSeries Timesheet Entry and Approval

Keeping track of your work hours is essential for project management and billing purposes. The OfficeSeries application offers a comprehensive timesheet management feature that allows you to enter, view, and manage your timesheets with ease. This guide will walk you through the process of using the timesheet feature in OfficeSeries.

This page serves as an index for all resources related to timesheet entry, approvals, and project allocation in the OfficeSeries application. Whether you are a team member logging hours, a project manager reviewing entries, or an administrator overseeing the entire process, the links below will guide you to the relevant documentation and workflows. (../ManageTimesheetApprovals/UnderstandingTimesheetApprovalProcess.md)

Quick Links

Accessing your timesheet

Once logged in to the OfficeSeries application, navigate to the "Timesheet" section from the left menu.

Upon clicking "My Timesheet", you will be directed to the current week's timesheet display. You can navigate week to week using the "Previous week's timesheet" and "Next week's timesheet" buttons.

In this section, you can:

• Enter hours: Log your work hours for each day.
• View timesheets: Review your logged hours.
• Submit time entry for approval: Send your timesheet for approval.
• Edit timesheets: Update your logged hours to reflect any changes or corrections.
• Delete project time entries: Remove any incorrect or unnecessary entries.

For step-by-step instructions on entering your timesheet data and submitting it for approval, refer to the guide on How to Enter and Submit Timesheets for Approval. If you need to view, edit, or manage your submitted timesheets, the View and Manage Timesheets resource will be helpful. In case you encounter any rejections, learn how to manage and correct them by consulting the Handling Timesheet Rejections guide.

Timesheet Approval Process

Approvers play a crucial role in ensuring the accuracy and compliance of timesheets. They are responsible for reviewing and approving submitted timesheets. The approval process involves verifying the hours worked, project allocations, and ensuring that the timesheet adheres to the organization's policies and guidelines.

OfficeSeries allows multi-layer approval process. Typically, the approval process involves the Team or Project Approver, who reviews and approves timesheets submitted by team members or project resources.

For a comprehensive understanding of the entire timesheet approval process, from submission to final approval, see the Timesheet Approval Process. Project managers can find detailed workflows for reviewing and approving timesheets in the Project Timesheet Approvals Workflow, while team managers can refer to the Team Timesheets Approval Workflow.

Understanding Timesheet Status

Your timesheets can have various statuses based on their progress and approval. Each status is represented by a different icon, making it easy to quickly identify the current state of your timesheet. These status icons help you quickly understand the status of your timesheet at a glance, allowing you to take appropriate actions based on its current state. Common statuses include:

• In Progress Timesheet is being worked on, saved as a draft, and not yet submitted.

  

• Pending Timesheet is submitted and awaiting approval.

  

• Approved Timesheet has been reviewed and approved.

• Rejected Timesheet has been rejected and requires corrections. If your timesheet is rejected, you can make the necessary changes and resubmit it for approval. Refer to Handling Timesheet Rejections Guide for more information.

  

Managing project allocations

The Project Allocations section provides an overview of the user's allocated projects and tasks for the current week. It offers a daily breakdown of allocated and utilized hours for each project. Only users with the appropriate access rights can edit or make changes to the project allocation. Typically, this is the project manager or administrator.

If you need to view and manage your project assignments and allocations, refer to the How to View Project Time Assignments and Allocations guide.

Timesheet Reporting

OfficeSeries provides various types of employee timesheet reports to help users, managers, and administrators track and analyze time spent on projects. The reporting feature allows users to generate detailed reports based on their role and access level. Managers can view more detailed information than regular employees, enabling them to make informed decisions based on the data.

To generate detailed timesheet reports for your logged hours, check out the How to Generate Employee Timesheet Reports. For insights into team performance and project progress, the Team Timesheet Reports Overview and Project Timesheet Reports Overview will be useful.

Exporting Timesheet Reports

The OfficeSeries application allows you to generate, download, and print detailed timesheet reports. This feature is essential for maintaining accurate records, facilitating project management, and ensuring compliance with billing requirements. An employee may need to export timesheet reports in cases where they are required by a vendor upon invoice. Follow the steps below to export your timesheet reports.

Summary

By following the steps outlined in this guide, you can efficiently manage your timesheets, ensuring accurate billing and project management. This includes:

• Accessing and managing your timesheets: Enter, view, submit, and edit your work hours.
• Understanding the timesheet approval process: Learn about the multi-layer approval process and how to handle timesheet rejections.
• Managing project allocations: View and edit your project assignments and allocations.
• Generating and exporting timesheet reports: Create detailed reports for personal, team, and project timesheets.

If you encounter any issues or have questions about the timesheet feature, consider reaching out to OfficeSeries support for assistance.