Manage Timesheet Templates

Timesheet templates control how timesheets behave. You can create multiple templates and assign them to different user groups.

Create templates

1. Go to Timesheets > Settings > Templates.

2. Select Add New.
3. Enter a name and optional description.
4. Configure the template settings:
   • Maximum Working Hours (Daily): Set the maximum number of hours a technician can log in a timesheet. Technicians can't submit a timesheet that exceeds this limit.
   • Approval for submitted timesheets: Choose whether a submitted timesheet requires approval.
     • Required: An admin or dispatcher must approve the timesheet in Timesheets > Open (web) or Open Timesheets (mobile).
     • Not required (Disabled): The system automatically approves the timesheet and moves it to Timesheets > Closed (web) or Closed Timesheets (mobile).
   • Timesheet template associated to: Select whether to associate activities with a work order or a task.
     When you add activities, you must select the associated work order or task based on this setting. This setting applies only to activities configured to allow association.
   • Activities: Add the activities technicians can select when completing a timesheet. Activities represent daily events such as task work, breaks, and overtime. You must create activities before you can add them to templates.
   • Calculate activity durations by: Choose how users enter time for an activity.
     • Entering the duration: You enter a single duration value in minutes.
     • Entering Start Time / End Time to calculate the duration: You enter start and end times. The system calculates the duration automatically in minutes.

5. Select the assigned technicians to include in the template. Each technician can belong to only one template.

6. Select Save to activate the template.
   The status changes to Active, and the system generates open timesheets daily for the assigned technicians.

Timesheet auto-creation

For assigned technicians, Accruent Field automatically creates timesheets between midnight and 1:00 AM for each scheduled workday.

Deactivate templates

Deactivate the template to stop automatically creating timesheets. Deactivating a template does not affect existing timesheets. The system does not delete previously generated timesheets.

1. Go to Timesheets > Settings > Templates.
2. In the grid, select the template.
3. In Bulk Actions, select Deactivate.
   The template status changes to Deactivated.

To reactivate the template and resume automatic timesheet creation, select Activate in the side panel.