Congratulations! You have entered orders and jobs into your portal and timesheets have been created, either through your Crew Members clocking in and out or by the system depending on your company's processes and configurations.


You are ready to process timesheets and prepare for payroll.


First, navigate to the Operation section in the sidebar.  Then select Timesheet from the dropdown to navigate to the Timesheet page.


Filtering Timesheets/Editing Grid:


Before you get started on processing timesheets for payroll, you will want to filter and edit the grid so that you are seeing the timesheets and details that you would like to see.


To edit filters, click on the blue Filter button next to quick search to open the filters flyout.


Then, set the filters you would like by opening each section and selecting your desired filters.  



For dates in particular, remember to press the "OK" button on the bottom right of the calendar dropdown to save the selected dates.



Filters will appear at the top of the flyout.  

All but the dates can be removed by clicking the "x" icon next to the filter that you would like to remove.



Once your desired filters are selected, press the blue Apply Filters button at the bottom of the flyout to apply your selected filters to the Timesheet grid.


You may also want to edit the columns that are visible in the grid based on the information that you need visible to process your payroll.  To do so, select the cog and the check fields to include them and uncheck to hide the corresponding columns from the grid.



You can also use Templates to make timesheet review quicker and easier, rather than manually setting filters and columns in the grid each time you review.  For more information on how to use templates, see the template tutorial here.

Quick Search:

Quick search is available on the Timesheet page to the right of filters.  

Available Quick Search options on this page are:

  • Crew Name
  • Position
  • Client Name
  • Tag
  • Department


To use Quick search, select which quick search you would like to use by opening the dropdown.

Then type in a full or partial name of the item you are searching by and press enter to search.

Timesheet Flyout Details:


Coming Soon

Editing Timesheets:


Coming Soon

Creating New Timesheets:


Coming Soon