Timesheets

1. Double click a date in the calendar view, or click the add button .
2. The 'Add Timesheet' screen opens. Click into the 'Project' field.
3. The 'Select Project' window opens. Click on a row or click the checkmark on the right on each row to use that project. Find the project to use for the timesheet entry from one of the following options:
   1. My ProjectsPick the project name from a list of your favourite or most worked upon projects. You can add items to your 'My Projects List' from within the Project Details tab.
   2. RecentUse the history to re-enter a timesheet (or expense) that you have entered on another recent date. Use the toggle buttons to control how much history is shown: 1 week, 2 weeks, 1 month, 2 months.
   3. ScheduleSelect a project from the list of items you are scheduled to work on. The projects shown are the ones you are schedule to work on in the week shown for timesheet entry. Scheduling staff to complete tasks is part of the 'Resource Management module' in the Synergy Desktop application (available for Enterprise clients only*).
   4. OfficeChoose one of the <Office> sub projects that you want to track your internal time against. i.e. Select 'Leave' to enter annual or sick leave, or select 'Administration' to enter time for 'General Admin' or 'Meetings'. (Note: The internal tasks can be customised by your system administrator to include extra custom office tasks for your company).
   5. SearchLookup a project name that isn't appearing in any of these tab using the 'Search'. Type a keyword into the search box and press 'enter' to run the search.
4. Select a sub project.
5. Select a rate.
   Tip: This defaults to your primary rate selected on your staff record in the desktop application. Select an alternate value from the list if required.
6. Select a task.
7. (Optional) Select an overtime rate.
   Tip: This is only shown if overtime rates are activated in the desktop application. The default rate shown is 'Standard'. Change this field if the time you are entering was for additional hours worked outside your standard time.
8. Using the week calendar view, enter the number of hours spent on the task. i.e. 1 hour on Monday and 1.5 hours on Wednesday if you completed the same task on both days.
   Tip: If 'start and end times' option is enabled in the desktop application, then you will be required to enter the start time of the task and the end time of the task instead of a number of hours.
9. Type a note describing the task.
   Tip: This note will be added to each of the days that you have entered time against for that week.
10. Click save.

1. Double click a date in the calendar or click the 'Add' in the top toolbar to add a new timesheet entry.
2. Click the arrow in the 'Projects' field.
3. The 'Select Project' window is shown.
4. The search box is shown in the top right of the window.
5. Type a keyword to search for into the Search box.
6. Press the enter key or click the search button to run the search.
7. Select a row or click the checkmark to choose a project from the search results list.
8. This project name will be brought back for you to use in your timesheet entry.

Use the 'Recent' panel in the project look-up pop-up to find the history of your entered timesheets. Reuse the history items for the next week/months timesheet entry when you continued working on the same project tasks.

The 'recent panel' shows the timesheets or expenses that have been entered in the last 2 weeks by default. Click the row or the checkmark on the row to use that recent timesheet entry, and the project - sub project - task - rate will be automatically completed to match the selected timesheet.

Use the toggle buttons to adjust the amount of history shown: 1 week, 2 weeks, 1 month, 2 months.

The Hours panel on the timesheet entry page lets you check the number of hours already entered for each day. Before adding extra records for a day check the total number of hours in the top right corner of the day of week box.

You can also check the number of hours already entered in the calendar view. The total number of hours entered is shown for each day in the calendar. The hours are shown in green if they have been submitted for approval or are approved. The number of hours is shown in yellow if they are not yet submitted for approval. To learn more view this topic: Using the calendar view.

Use the submit day button in the calendar view to save the entered timesheets for that day into WIP. The Undo submit timesheet button will remove the items from WIP, to allow the user to edit/update the transactions. The Undo Submit Timesheet button will only function for items that are not in declined, invoiced, written-off, or queried status.

1. The calendar opens and displays the current month by default, or the month of the last entered timesheet.
2. Select a day in the calendar (single click) to view the entered timesheets for that day.
3. To view the entered timesheets for a different day:
   1. Click another date in the calendar view. Days with entered timesheets are shown in green or yellow in the calendar.
   2. Or click the previous or next months button, to locate a different month in the calendar.
   3. Return to viewing the timesheet entered for today's date using the 'Today' button above the calendar.
4. The entered timesheets panel refreshes to show your existing timesheet entries for the date you choose in the calendar.
5. If no timesheets are shown then follow the steps to add a new timesheet entry.

1. When entering your timesheet, click the rate drop down.
2. If inspection rates have been setup as allowed for use on your staff record, then a list of site inspection rates will appear.
3. Select the required inspection rate.
4. Enter the number of hours spent on site.
5. The standard charge against the project will be as per the amount of the inspection rate.

1. StaffThis show the name of the logged in user for which the timesheets are being entered. This is read only.
2. ProjectThe project that the task or work was related to.
3. Sub ProjectThe sub project that the task was for. When entering timesheets the <Office> sub projects are displayed in alphabetical order, and the Projects > Sub Projects are displayed in the sort order defined on the Sub Projects tab in the Synergy desktop application.
4. RateThe rate that the work will be charged at, when the work is invoiced via the project. This defaults to your primary rate defined in the desktop application. Other rates that are setup for you to use on your Synergy staff record are shown in this drop down list if they are also allowed for use on the project / sub project.
5. TaskA category of the type of work completed. Only 'active' tasks are shown in this list. If 'specific tasks' has been enabled for the sub project in the desktop application, then only the 'custom tasks' that are active will be shown.
6. OvertimeThis field is only shown if 'overtime rates' have been enabled in the desktop application, and are enabled for use on your Synergy staff record. This field will default to the 'standard' rate meaning it is not for overtime hours. Select an overtime rate from the list if this timesheet entry is for additional worked hours.
7. HoursThe week shown under the 'hours' heading lets you enter the time spent to complete the task across multiple days of the week at once. i.e. enter 1 for 1 hour of work, or 1.5 for 1 1/2 hours of work. Tip: If 'start and end times' option is enabled in the desktop application, then you will be required to enter the start time of the task and the end time of the task instead of a number of hours. e.g. 9:00 am start time and a 2:30 pm end time for task A.
8. NotesType a description of the task completed. This note will be used for all the days you have entered time for in the Hours panel above. The note can be seen by your manager when approving the timesheet, and by the project manager inside the project.