Open the Timesheets Section
From the left-side menu, click Time Sheets.
The Timesheets page will open in the Table view by default.
[Add screenshot: Timesheets page in the CRM]
Timesheet Status Tabs
Use the tabs at the top of the page to view timesheets by status:
All displays all timesheet entries.
Approved displays entries that have been reviewed and approved.
Pending displays entries waiting for review.
Rejected displays entries that have been rejected for correction.
The number next to each tab shows how many timesheet entries currently have that status.
Filters & Controls
Use the options above the timesheet table to find and organise entries:
Search bar – Search for a crew member or timesheet entry.
Date range selector – View timesheets for the selected date range.
Previous and next arrows – Move between date ranges.
Group by team member – Group timesheets under each crew member.
Group by date – Group timesheets according to the work date.
Filtering Timesheets
Click Filter to refine the displayed results.
Available filters include:
Status – View Pending, Approved, or Declined entries.
Employee – View timesheets for selected employees.
After selecting the required options, click Apply.
To remove the selected filters, click Reset all.
[Add screenshot: Timesheet Filter panel]
Team Member Panel
The Timesheets panel on the right-hand side displays timesheets by individual team members.
For each team member, you can quickly see:
Number of timesheet entries
Total hours worked
Click a team member to view only their timesheet entries.
Select All team members to view the total entries and hours for the whole team.
[Add screenshot: Team Member panel]
Approval Workflow
Submitted timesheets can be:
Approved – Confirmed for payroll.
Rejected – Sent back to the crew member for correction.
When rejecting a timesheet:
Open the available actions for the timesheet.
Select Reject.
Enter the reason in the Rejection Reason field.
Click Reject to confirm.
The crew member can view the rejection reason, make the required corrections, and submit the timesheet again.
[Add screenshot: Reject Timesheet window]
Downloading Timesheets
To download a timesheet report:
Select the required date range.
Select a specific team member if required.
Apply any required filters.
Click Download.
The downloaded report will contain the timesheet records for the selected period and team members, including their recorded working hours.
[Add screenshot: Download button]