Labor Timesheet Entry

The Labor Timesheet Entry tool allows technicians to quickly enter labor time for the week. If configured to do so, the tool also allows for entry of labor time off (for example, vacation and sick days), providing a mechanism for the technician to account for all time during a given week.

A labor preference is available to set the start of the work week for this feature. For instructions on modifying preferences, see Module Preferences.

Access the Labor Timesheet Entry tool:

  • Select Tools > Labor > Labor Timesheet Entry from the Main Menu.

    The tool appears with your name listed at the top of the dialog box. Users with permission to enter time on behalf of other labor records also have a field at the top of the page from which to select the record to update. The tool always opens with a view of the current week. Use the red arrows to view different weeks.

    The Labor Timesheet Entry tool has the following components:

    • The top row is where you can add a new record.

    • The optional Time Off pane shows time off hours recorded, if entered.

    • The Open Work Orders pane shows time recorded for the week for all work orders remaining open. Records tied to open work orders can be edited as needed (using the Pencil button).

    • The Closed Work Orders section shows time recorded for the week on work orders that have been closed.

    • The total hours for all time entered is shown in the Totals row at the bottom. The panes can be collapsed as needed to make it easier to view the totals for the week.

ClosedAdd New Time to Work Orders

  1. Ensure that the correct week is selected.

    Use the red arrows to navigate to another week if necessary.

  2. Select the type of time you want to record from the Type field.

    If you need to enter regular and overtime hours for the same work order, you must enter two separate records.

  3. Enter the work order number in the WO# field.

    You can enter the value directly into the field or open the Work Order lookup to select one of your work order assignments.

    After entering a WO#, the Account and Category fields populate if values exist for these fields in the work order.

  4. Enter the hours worked under the appropriate date column.

    The total hours are calculated after each entry.

  5. Click Save.

    The record appears in the Open Work Orders pane and Totals for each day and for the week are calculated.

  6. When you are finished entering time, click Close to exit the tool.

ClosedAdd New Time Off Record

  1. Ensure that the correct week is selected.

    Use the red arrows to navigate to another week if necessary.

  2. Select the type of time you want to record from the Type field.

    Fields that do not apply to time off are disabled.

  3. Enter the number of hours to be taken off under the appropriate date column.

    The total hours are calculated after each entry.

  4. Click Save.

    The record appears in the Time Off pane and Totals for each day and for the week are calculated.

  5. When you are finished entering time off, click Close to exit the tool.

ClosedEdit Existing Time

  1. Click the Pencil icon for the record you want to edit.

    The record opens in a new window.

    Every field (other than the Labor Type field) is editable for open work order and time off records. You can also access the Complete/Close window for an open work order time record.

    To remove hours for a record, set the hours to 0.

  2. Click Save.

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