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How to use Timesheets in Teamleaf
In this tutorial you will learn how to use Timesheets in Teamleaf, both on the web and the app.
Step-by-Step Guide
Rotas & Timesheets
Step 1
Go to Timesheets
On the left sidebar, click 'Timesheets'. In the dropdown menu that then opens, click the 'Timesheets' option.
Step 2
Timesheets Page
You will then be taken to the timesheets page, here you can see a list of recent timesheets. You can click a row on the timesheets table to see more details.
Step 3
View Timesheet details
After clicking a row, you will then have a menu open up with all the additional timesheet information.
Step 4
(App) How to Clock In
On the app homepage, there is a yellow banner at the top, and a purple 'Clock In' button which you can click to clock in. Fill out the clock in form, then click the 'Clock In' button at the bottom of the screen, and you will then be returned to the homepage.
Step 5
See Ongoing Shift
Once a user has clocked in, their ongoing shift will be shown on the timesheets table. You can tell if a shift is ongoing if it has a start date but no end date. Like other timesheet entries, you can click the timesheet row to see details
Step 6
(App) How to Clock Out
On the app homepage, click the purple 'Clock Out' button, then fill out the Clock Out form, then click the 'Clock Out' button at the bottom of the form. The user is now clocked out.
Step 7
See updated shift
Once the user is clocked out, the ongoing shift will be finished, and there will now be an end date on the table.
Step 8
Approve, Edit or Delete a Timesheet
You can 'Approve', 'Edit' or 'Delete' a timesheet by using the buttons in the top right of the timesheet details