Timesheet Templates function as a collection of predefined properties that establish default configurations, assignments, views, options, rules, and reminders tailored to meet specific time entry needs. Each timesheet user must be assigned a timesheet template before they can record time they spent working.
Templates allow you to manage different settings for different types of users. For instance, if you want to restrict billable time entry to specific users for project-related tasks in a monthly basis, you can create a monthly timesheet template. This template would allow users to select the relevant project and input notes for Non-billable Time Entries, tailored to their needs.
Default timesheet templates are available that you can use or edit to meet your requirements. You can also create as many new templates as you need.
Caution: The articles outlined here apply to the new My Timesheet. For information on the legacy Timesheet refer to Configuring Timesheet Templates - legacy Timesheet.
The set up of a Timesheet Template include the following components:
- Basic settings that establish primary data. For further details refer to Timesheet Template Edit page - General tab.
- Assigning of the template to user(s), group(s), resource type(s), security profile(s), site(s). For further details refer to Timesheet Template Edit page - Assignments tab.
- What and how to display the timesheet for entry by end users, that is the layout, columns, rows and summaries. For further details refer to Timesheet Template Edit page - Setup tab.
- Options to handle such settings as time entry units, timesheet cycle, overtime (at the global level), documents, notes, and copying period entries. For further details refer to Timesheet Template Edit page - Options tab.
- Rules such as enforcing minimum and maximum hours, notes and entries. For further details refer to Timesheet Template Edit page - Rules tab.
- Reminders to complete, approve/reject and escalation of timesheets. For further details refer to Timesheet Template Edit page - Reminders tab.
The out-of-the-box Timesheet Templates are:
- Billable
- In/Out
- Summarized
- Work