How to use the Timesheets App?

Proper time management of employees is important to any manager.  Many times, a manager is compeltely unaware of where their subordinates’ time is spent, or what they are accomplishing!  Needless to say, this is not good; managers need an easy method for employees to log the work they have completed, and then review this time track and judge whether it was spent appropriately.  This is why every manager, business owner, and contractor should use some sort of flexible software that manages their timesheets, preferably in the cloud.

Apptivo allows employees to create timesheets from the different activities they perform while working.  Not only this, but employees can submit their timesheets easily, so managers can quickly review the work being done; and approve or reject the amount of hours spent.  Both manager and employee will be able to access their timesheets anywhere they have an internet connection, and the process is very simple.

Here’s how to do it

First off…

  • Both the employee and the manager need to be created in the Employees App.  See how to manage employees here.
  • View the employee, and edit the section of information on the overview tab.  Then use the search tool to locate and select the proper manager

That’s it, easy setup!  Now here are the steps the employee takes…

  • Log in to Apptivo, and go to the Timesheets App

  • Create a new work time sheet
  • Select the date period you want
  • Activities during this period will appear
  • Add any Activities, and save

  • Now add any extra tasks needed for this Timesheet

  • Now review your Timesheet, then submit it!  You will then select to whom the Timesheet will be delivered to for review.

  • All done, the manager will be notified of your Timesheet via email, and it will appear in their Timesheets App.

Now that the employee has submitted the Timesheet, it is time for a manager to approve it…

There are two different ways to accomplish this.  The first is through Apptivo itself:
  • Log in to Apptivo, and go to the Timesheets App

  • Now you will see any Timesheets that have been submitted to you.  Look under the “Timesheets Awaiting Approval” section.

  • If you want, click on a Date to view the details of a Timesheet

  • Once you are ready, just select to Approve or Reject the Timesheet from your Dashboard.

The other way for manager to approve Timesheets is directly via email…

  • As soon as the employee submits the Timesheet, the manager will be sent an email.  This email contains a link to view the details of the Timesheet.

  • Clicking on this links shows you a detailed report of what is on the Timesheet, and allows you to accept or reject the sheet with a comment.

And that’s it!

Start managing your employees time, and making sure your team stays on task.

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