Timesheet Templates List Page

The Timesheet Templates list page serves as the central hub for managing all timesheet templates in the system. From this page, you can create new templates, view or edit existing ones, apply filters, search using various criteria, and export data to Excel. You can also copy or delete templates, customize column visibility, and quickly identify suspended templates (displayed in red). This page offers a full set of tools to help you efficiently maintain your organization’s time entry configurations.

This article details how to access the Timesheet Templates list page and outlines the available actions you can perform from it.

Accessing Timesheet Templates list page

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Timesheet.
  3. From the available options select Timesheet Templates.
  4. View the Timesheet Templates page that lists existing templates, from where they can be managed, and where you can create new ones.

    5. View the Timesheet Templates

Available options from the Timesheet Templates list page

View the Timesheet Templates

  1. Click New to create a new Timesheet Template.
  2. Click Refresh to reload the page.
  3. Delete selected Timesheet Template(s)
  4. From the Tools context menu access the Timesheet Exempt List page..
  5. Filter the list based on Active and Suspended Timesheet Templates.

    Note: By default, both options are selected, and the filter icon is grey. If either or both selection boxes are unchecked, the Filter button turns blue. For further details refer to On-page basic Filter (Simple Filter).

  6. The Export to Excel
  7. Access Column Selection Column Selection dialog box. By default, the following columns are displayed: Name, Id, Start Date, Period Type, Is Default, Suspend, Timesheet Workflowand Density.
  8. By default you can Search for Timesheet Templates based on Name, Id, and Timesheet Workflow. The following options can also be added as search criteria from column selection: Start Date, Period Type and Is Default.
  9. Pagination is available top right corner of the page to facilitate easy navigation across multiple pages.
  10. Copy Timesheet Template.
  11. Suspended Templates are displayed in red.
  12. Access the Timesheet Template edit page by clicking on a template name.