This article describes how to edit, update and approve timesheets. Below is a diagram explaining each of the key elements on a timesheet.
You can see the total hours, breaks and cost for a timesheet at all times. This information is located at the very top left of the page.
To make adjustments to times or fill in missing times on a timesheet simply click into the field and start typing.
If someone has forgotten to clock in or out that time will be highlighted with a red border around it.
You can also save time by clicking the rostered or clocked time which shows just below the field. This will automatically popular that field with the time you have clicked.
Understanding time highlighting
Depending on how a field has been updated or what sort of time it is it may be highlighted. This highlighting acts as a way of flagging that time for the manager to pay particular attention to when checking the timesheet.
Time entered online instead of using a time clock
If the timesheet has been updated by the employee either on the employee portal at my.tanda.co/portal or by logging in directly to their timesheets at my.tanda.co/timesheets it will be highlighted pink. This is useful as it indicates to managers which fields to pay particular attention to.
Break time entered manually
When the break time has been entered manually i.e. the break total isn’t based from clocking and out it will be highlighted orange.
Where a shift goes overnight it will be highlighted yellow. To enter an overnight shift simply add AM after the entered time. For example, type 2AM and this will be formatted yellow just like the example below.
How to approve shifts
To approve a shift on the timesheet simply click the approve button which sits in the far right section on each row. You will need to have complete times and no validation errors on the timesheet to be able to approve.
Keep in mind, once a shift has been approved the times can no longer be edited. You will need to unnaprove the shift to start making adjustments again.
Once all shifts on the timesheet are approve the timesheet status will update to Approved and you can then export to payroll.
How to clear shift times
To clear all times entered on a shift simply click the eraser icon on the far right. This will remove all times for that shift.
How to add leave
Adding leave to timesheets can be done in two ways. The first is to get staff to apply for leave themselves, once approved the leave will show automatically on the timesheet. Alternatively you can add leave directly to the timesheet (which will be automatically approved) by clicking the small road icon.
This will open the leave window, enter details for the request and click Submit leave request
How to add comments
To add comments simply click the comment icon on the far right. This will open the comments window. Type your comment in the box and click Add Comment. You can also choose to notify specific people about your comment by selecting their name before clicking the add comment button.
Once comments have been added to timesheets the icon will be highlighted in blue.
How to add allowances
If you have shift allowances set up in your account these can be applied to shifts on timesheets in two ways. They may apply automatically based on the rules outlining when they should be applied or they can be applied manually.
Any allowance that is applying automatic or manual will be displayed at the bottom of the shift row. Click the blue + Add button to add an allowance.
This will open the allowance window up. Simply select the allowance from the dropdown, specify the units and click Save allowances.
Adding allowance will update the total shift costs.