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Process Timesheets

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Process Timesheets

Within this section you are to confirm timesheets, print out timesheet and export to excel

Within this screen, you select your date range and it will show all the timesheets as shown above

You are able to filter by selecting what is shown below and this will only show the timesheets pending client approval!

The Coloums are

  • Select

  • Docket Number - If you select this - it will download the single docket for you

  • Member Name - This will bring up the member card

  • Service Location - If you select this if will bring up the contact information

  • Area

  • Qual

  • Expertise

  • Shift Date

  • Timesheet submitted date/time

  • day

  • shift

  • start

  • end

  • break

  • hours worked - If this is in red it means there has been a change of time when the timesheet has been submitted.

  • client action? - This will show whether it has been approved, disputed or pending for Client Approval

 

From here you have 3 options once you have selected your timesheets

  • Confirm docket - This will confirm the docket and it will leave this section

  • Print Uploaded Dockets - This will allow you to export to PDF all timesheets selected within the one file for you to save as well as allow you to use to manually import to your payroll etc.

  • Export to Excel - This will export a summary of all timesheets within that period

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