Understand the Mobile Timesheet screen layout, including the action bar, header details, and timesheet item sections, and how each button behaves based on the timesheet status.
Open and View a Timesheet
From any timesheet list screen (for example Available Timesheets or Submitted Timesheets), click the required timesheet in the list.
View the full timesheet screen, including the Action Bar at the top, the Timesheet Header Information in the middle, and the Timesheet Items sections at the bottom.
📌 Note: The actions available in the Action Bar depend on the status of the timesheet you opened (Available, Incomplete, Submitted, Approved, Released, or Rejected).
Use the Timesheet Action Bar
The Action Bar contains buttons that allow you to perform different actions on the open timesheet. The table below summarises each action exactly as described.
Button | Action |
Back | Navigates back to the previous page. This action is available for all timesheets. |
Timesheet Notification | Opens the Timesheet Notification screen so you can write and send a notification message to the timesheet initiator, approvers, or escalatees. This action is available for all timesheets. |
Save | Saves any changes that have been made to the timesheet. If the timesheet was opened from the Available Timesheets list, the status changes from Available to Incomplete and the timesheet is moved to the Incomplete Timesheets list. This action is unavailable for timesheets opened from the Submitted Timesheets list (status Submitted). |
Submit | Changes the status of the timesheet to Submitted and moves it to the Submitted Timesheets list so an approver can approve it. This action is unavailable for timesheets opened from the Submitted Timesheets list (status Submitted). |
Approve | Approves the timesheet, changing its status from Approved to Released. This action is only available for timesheets opened from the Submitted Timesheets list (status Submitted). |
Reject | Rejects a timesheet that has been submitted for approval, changing its status from Submitted to Rejected and moving it to the Rejected Timesheets list. This action is only available for timesheets opened from the Submitted Timesheets list (status Submitted). |
Recall | Recalls a timesheet that has been submitted for approval, changing its status from Submitted to Incomplete and moving it to the Incomplete Timesheets list so it can be edited. This action is only available for timesheets opened from the Submitted Timesheets list (status Submitted). |
Help / Show Me How | Opens Show Me How items for mobile timesheets. |
📌 Note: For more detail on specific actions, see related articles such as Mobile Timesheet Notifications, Editing a Mobile Timesheet, Submitting a Mobile Timesheet for Approval, Approving Mobile Timesheets, and Recalling a Submitted Mobile Timesheet.
View Timesheet Header Information
The Timesheet Header displays information that identifies the timesheet you have opened. It can show and/or allow keying of:
The name of the client who owns the job.
The type of timesheet rates (for example Agreement Rates or Standard Rates).
The job order code.
The cost centre code (where applied).
The order by contact name.
The start date of the work period.
The end date of the work period.
The Timesheet Code field.
The Timesheet Code is a unique code that identifies each timesheet. Depending on the job order:
You may be required to key in a timesheet code before the timesheet can be saved or submitted.
The code format is determined by your configuration (for example, it may include parts of the payee’s name and the week number).
Work with Timesheet Items
The Timesheet Items section is divided into sub-sections that allow you to view and add different types of items on the timesheet:
Section | Description |
Attendance | View and edit information about each shift worked during the work period, including shift start and end times, breaks, and project codes. |
Manual Items | View and edit information about standard rates items that apply to the job, and additional items such as allowances that the payee may have claimed for the period. |
Reimbursements | View and edit information about any reimbursements being claimed for the period. |
Attachments | View and edit files attached to the timesheet, such as medical certificates or copies of receipts for reimbursement claims. |
Comments | Allow timesheet initiators and approvers to add comments to a timesheet, which can also be seen in the interpreter. |
To work with items:
Click the expand arrow (/) next to a section (for example Attendance or Reimbursements) to view the items in that section.
Click the Add icon next to the relevant section to add new items to that part of the timesheet.
⚠ Important: You cannot edit or add timesheet items if the timesheet has been opened from the Submitted Timesheets list and therefore has a status of Submitted.
Best Practices
Use Save to move an edited timesheet from Available to Incomplete so you can continue working on it before submitting.
Use Submit only when all attendance, manual items, reimbursements, attachments, and comments are complete for the work period.
Use Recall if a submitted timesheet needs changes, then edit items in the Incomplete status before submitting again.
FAQs
Q1: Why can’t I edit timesheet items on a submitted timesheet?
Answer: Timesheet items cannot be edited when the timesheet is opened from the Submitted Timesheets list and has a status of Submitted. You must recall the timesheet so it returns to Incomplete before you can edit it.
Q2: What happens when I save changes to an available timesheet?
Answer: When you click Save on a timesheet opened from the Available Timesheets list, its status changes from Available to Incomplete and the timesheet is moved to the Incomplete Timesheets list.
Q3: Where can I add comments about a timesheet?
Answer: Use the Comments section in the Timesheet Items area to add comments. These comments can be seen by timesheet initiators, approvers, and in the interpreter.
Q4: How do I open the Timesheet Notification screen from a timesheet?
Answer: Click the Timesheet Notification button in the Action Bar to open the Timesheet Notification screen and send a message to the initiator, approvers, or escalatees.