Before you start
Put the right records and roles in place.
Each employee needs an Employee record whose Username matches their login, and must be on the project's team; otherwise no timesheet line is generated for them. An administrator without an Employee record can walk the flow by acting as an employee.
Documented sequence
From the pre-filled month to the submitted timesheet.
Each stage identifies the action, handoff, or record change that moves the work forward.
- 01
Find the month waiting — Employee
On the 1st, a DRAFT timesheet line is created for every active project the employee is on, with an 8-hour billable day per working day. A Submit task appears in their Inbox, the home page of the Personal workspace.
- 02
Adjust the days — Employee
In My Employee Timesheets the days show as a month calendar: click an empty date to add a day, or an entry to change its hours, Billable flag or task. On an empty month, Fill Month books every weekday in one step.
- 03
Submit — Employee
The Submit task shows the placeholder number, the project-month, the total hours and the status, with no money fields. Submitting moves the line to SUBMITTED and sends it to a manager for approval.
Connected work
Carry the record into the next decision.
Related features and workflows reuse the same business records instead of asking teams to rebuild the context.
Once a timesheet is APPROVED it is locked against edits and deletes; a correction after approval goes through the manager.
A starting point, not a fixed package
Fit the timesheet to how your team works.
Each day carries its own hours, Billable flag and optional project task, and a manager can still book days for someone who is away on the back-office pages. Other day patterns, additional fields or a different approval route can be scoped as a Custom adaptation.
Try BusinessIntentsDecision-stage answers
Fill in your timesheet FAQs
Do employees see their billing rate or the amounts?
No. The rate, each day's amount and the timesheet's billable amount never leave the server for the Personal workspace. Employees see their total hours, recomputed as they edit.
What happens if the timesheet is rejected?
It turns REJECTED, clearly distinct from a fresh draft, and the Submit task comes straight back to the employee's Inbox. They correct the days and resubmit in the same flow.
Can someone else book time for an employee who is away?
Yes. A manager can book the days on the back-office pages, or an entitled user can act as that employee in the Personal workspace. The entry is recorded as the employee's, while the audit log keeps the real login.
Why did no timesheet arrive this month?
Either the project is not ACTIVE, or the employee was not on its team when the month was generated. The project manager can check both.
Review the real workflow
Book one real month of project time in BusinessIntents.
Use a real record or transaction to compare the documented flow with the way your team works today.