Create a Timesheet (iOS)
Objective
To create a timesheet using the Procore app on an iOS mobile device.
Things to Consider
- Required User Permissions:
- 'Standard' or 'Admin' level permissions on the project's Timesheets tool.
- Additional Information:
Prerequisites
- Configure the project's Timesheets tool. See Best Practices For Configuring Timesheets.
Video
Steps
- Navigate to the Timesheets tool using the Procore app on an iOS mobile device.
- Tap Create New
.
- Tap Create New Timesheet.
- Tap Site Teams or Employees.
- Tap the site teams and employees that you want to create a timesheet for. See Add Employees to a Timesheet (iOS).
- To appear in this list, the person must be added to a Directory and a checkmark must appear in the 'Is Employee of <Your Company>' box on their profile. For more information on how to check for this setting in a user's profile, see Edit a User Account in the Project Directory.
- Employees who are only entered in the Company Directory can be selected if the 'Can Company Employees be Tracked on all Projects?' setting is enabled. See Configure Advanced Settings: Company Level Timesheets.
- With the setting "Employees Can Be Tracked On All Projects" enabled, you must have at least 'Read Only' permissions on the Company Directory tool to see all employees and workers.
- To select a site team, a site team must first be created in the Site Teams tool. See Create a Site Team.
- Tap Done.
- Tap the Date field and choose the date that you want to create a timesheet for.
- Tap Done.
- Tap Add Line next to the site team member of employee name to enter the desired information into the timesheet.
- Tap any of the following fields to modify the information for each site team member or employee:
Note
- Required fields are indicated by an asterisk (*).
- Optional fields can be enabled or disabled in the Configure Settings. See Configure Advanced Settings: Project Level Timesheets.
- Classification: Select from the drop-down menu the employee classification associated with the time entry.
- Sub Job: Select from the drop-down menu the sub job associated with the time entry.
- Cost Code*: Tap to select the cost code associated with the time entry.
Note: If you are an admin on the Company Admin tool, you can limit the cost code selections that appear in this list. To learn more, see Configure Advanced Settings: Company Level Timesheets. - Location: Select from the drop-down menu the location where the work was performed by that user.
- Start Time*: Select the time the user began working.
- Stop Time*: Select the time the user stopped working.
Note: You will only see the Start and Stop fields if you have configured your settings to show these fields. See Configure Advanced Settings: Project Level Timesheets. - Lunch Time: Select from the drop-down menu the amount of time taken for a lunch break. Select from the following options:
Notes:- The amount of time selected will be subtracted from the Total Time.
- This field will only be available if Start Time and Stop Time is enabled.
- 0 min (Default)
- 30 min
- 45 min
- 60 min
- Time Type: Select from the drop-down menu the type of pay being entered. Select from the following options:
Note: If you are an admin on the Company Admin tool, you can add custom time types to this list. See Configure Advanced Settings: Company Level Timesheets for more information.- Regular Time
- Double Time
- Exempt
- Holiday
- Overtime
- PTO
- Salary
- Holiday
- Billable: Tap the toggle to indicate whether or not the entry is billable.
- Description: Tap the field to enter additional comments that will show in the timecard entry.
- Tap Apply.
- Choose one of the following:
- Tap Submit.
OR - Tap Submit and Add Quantities. See Add Quantities to a Timesheet (iOS).
- Tap Submit.