Timesheets Help Structure
This section is made up of three connected parts:
[ Timesheets] →[ Custom Field Types
Each part plays a different role in how time is recorded and submitted. You are currently viewing: Timesheets
Timesheets - How Everything Fits Together
Overview
In SaveTrees, timesheets are built using two core components:
- Custom Field Types (CFTs) - what time is being tracked
- Timesheet Templates (TTs) - Which CFTs are being used and how the timesheet is structured
Understanding how these two pieces work together will make everything else simple.
What Is a Timesheet?
A timesheet is what workers complete to record their time.
It can include one or more types of time, such as:
- Standard hours
- Project-based hours
- Night shifts
- On-call time
- Sleep-in shifts
Admins control how timesheets behave. Workers simply complete what they are given.
A typical setup will simply be Standard time + Overtime but you can have anything you want, if you need it.
The Two Layers of a Timesheet
Every timesheet has two layers:
1. Custom Field Types - What is being tracked
Custom Field Types define the categories of time a worker can log.
For example:
- Standard Hours
- Project A Hours
- Project B Hours
- On-call Hours
- Night Shift
- Travel Time
These are reusable building blocks. They describe the type of input, but they do not control how or when a timesheet is submitted.
2. Timesheet Templates - How it is structured
Timesheet Templates decide:
- Which Custom Field Types appear on the timesheet and in what order
- Whether they are shown by default or hidden until selected
- How often the timesheet must be submitted (weekly or monthly)
Put simply; Templates control the structure and rules. Custom Field Types provide the content.
How It Works in Practice
Here’s a simple example:
A care agency might create three Custom Field Types:
- Standard Hours
- Sleep-in Shift
- Travel Time
They then create a Weekly Timesheet Template that:
- Includes those three categories
- Is set to weekly submission
- Is assigned to all carers
Workers complete the timesheet. Managers review and approve it.
That’s it.
Important to Remember Custom Field Types do nothing on their own. They must be added to a Template. Workers only see the Template they are assigned to. You can create multiple Templates for different teams, clients or working patterns.
Where to go next
- To create or edit time categories → see Custom Field Types
- To control submission frequency or assign workers → see Timesheet Templates