Timesheet Templates

Creating a Timesheet Template

To create a new Timesheet Template:

1. Go to the Custom field types tab in your admin dashboard (Settings > Timesheets > Timesheet templates > Timesheet templates tab).
2. Click ‘Create timesheet template’.
3. Fill in the fields. See below for details:

Template Name - This is visible to all roles.

Choose a clear, descriptive name.

Many organisations name Templates based on:

• Type of job being carried out
• Team or department
• Client
• Submission frequency
• Type of worker

For example:

• Weekly Carers
• Monthly Office Staff
• Project Alpha Contractors

Enter timesheets (Submission Frequency)

You can choose:

• Weekly
• Monthly (calendar)

This determines how often workers must submit their timesheet and how many days they'll see on their timesheet (as long as those days fall within their contracted period).

Daily Custom Field Types - CFTs that are available for each day within the timesheet.

Select which Custom Field Types will appear on this Template.

Only the CFTs added here will be available to workers assigned to this Template.

You can include:

• Common time categories shown by default
• Occasional time categories that remain hidden unless selected

This keeps timesheets clean and relevant.

If the Custom Field Type you want hasn't been created yet, click here to learn how to create a custom field type.

Timesheet Custom Field Types - fields that are available once per timesheet

At the moment, you can add:

• Notes
• Documents - If you don't see the documents option, you will need to allow this at the agency level (only available to Super Admins).

Make default

If you would like to make this timesheet the one that's automatically assigned to new workers by default, toggle this to 'Yes'.

Editing a Timesheet Template

To edit a CFT:

1. Go to the Custom field types tab in your admin dashboard (Settings > Timesheets > Timesheet templates > Timesheet Templates tab).
2. Click on the Timesheet Template you'd like to edit.
3. Make any changes you need.
4. Click 'Save template'.
5. You will now see a warning advising that these changes will be applied to any workers who have this Template assigned to them as well as any new ones. If you're happy with that, choose "accept"

⚠️ Beware Changing a Timesheet Template will change it for anyone who is using it so please make sure that you are sure you want to make that change.

Deleting a Timesheet Template

To delete a timesheet template:

1. Go to the Timesheet template tab in your admin dashboard (Settings > Timesheets > Timesheet templates > Timesheet template tab).
2. Select the template you'd like to delete. Make sure it isn't a default template otherwise you won't see the 'Delete template' button
3. Click 'Delete template'.
4. If you have existing workers who have this timesheet assigned to them, the system will ask for you to select another template that they can be assigned to. Select the one you want and the system will then move everyone across. If you have a large number of workers/contractors on this template. you may see the number on the right hand side reduce while the reassignment is happening and then the template will disappear.