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Timesheets

Auto-populate from task time and/or fill with additional activities using work codes.

Steven Quayle avatar
Written by Steven Quayle
Updated yesterday

Each active Maintainly user has a unique timesheet that, if used, can represent all the time & activities performed by the user, with either time auto-populated from tasks, or with time added manually using work codes.

There are two types of time that can be captured in timesheets:

  1. Task time - time entered via tasks will automatically populate each user's timesheet. This time cannot be varied via the timesheet; it can only be varied via the actual task where the time was originally captured. Task time will appear in yellow.

  2. Work code time - entered manually on the timesheets, effectively representing all work time that is otherwise not captured via timesheets (see work codes help for more detail). Time added using work codes can be varied, subject to the current status of the timesheet (see below). Work code time will appear in blue.


Add time manually

Time can be manually added to a timesheet to represent time spent performing particular activities that would otherwise not be captured on a task. For this purpose, users select from a list of pre-defined work codes.

To add partial-day time:

  1. Navigate to the timesheet that is to be edited and select the appropriate user from the dropdown;

  2. Click the mouse and drag out the appropriate time block;

  3. Select a Work Code from the dropdown;

  4. Select the most appropriate Site;

  5. Nominate both the start and end times, or modify the existing time, as necessary;

  6. Click Confirm.

To add all-day time:

(TIP: All-day selections will apply a pre-defined quantity of hours modifiable only by an Administrator user within organisation settings.)

  1. Click the date that sits above the daily calendar column;

  2. Select a Work Code from the dropdown;

  3. Select the most appropriate Site from the dropdown;

  4. Click Confirm.


Payroll module

Additional data fields may be available when users make an all-day selection (ie. y clicking the date that sits above the daily calendar column) if the organisation has the timesheets add-on enabled.

Check payroll module help for instructions on how to set up payroll module data fields.

Additional data fields include:

  1. Allowances - select one or multiple allowances applicable on a daily basis, from the list provided. Each allowance can only be selected once per day;

  2. Overtime - various overtime rate fields may be available. For each available overtime rate, enter only the quantity of hours that should be considered to be overtime, from the hours that have already been entered on the timesheet (ie. these overtime hours are not in addition to hours entered on the timesheet);

  3. Banked hours - (check with your employer on correct usage for your organisation) nominate the number of hours that should be 'banked' (ie. not paid) for use as future paid time off.

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