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Edit a Timecard Entry in the Company Level Timesheets Tool

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Objective

To edit a timecard entry from a project using the company's Timesheets tool.

Background

Users who are granted the required user permissions can edit project-specific timecard entries and timesheets using the Company level Timesheets tool. If you are collecting employee signatures, editing a timecard entry that has already been signed will remove the signature. The timecard entry will need to be signed again.  

Things to Consider

  • Required User Permissions:
    • To gain access to the Company level Timesheets tool and mark timecard entries 'Completed', 'Admin' level permissions or higher on the Company level Timesheets tool.
      AND
    • To edit a timecard entry from a specific project when it's in the 'Pending' or 'Reviewed' status, 'Admin' level permissions on the Project level Timesheets tool. You can also switch a timecard entry's status between 'Pending', 'Reviewed' and 'Approved' as needed. 
      OR 
    • To edit a timecard entry from a specific project in the 'Pending' status and change its status to 'Reviewed', 'Read Only' or 'Standard level permissions on the Project level Timesheets tool with the Review & Edit Timesheets granular permission on your project permissions template. After an item is 'Approved', you will not be able to edit or change the status of a timecard entry or timesheet. 
  • Important:
    • When you edit a signed timesheet, Procore removes the signature. The employee must sign it again. See Sign a Timesheet (Android) and Sign a Timesheet (iOS).
    • Zero (0) hour entries are supported. This provides your team with the flexibility it needs to enter time off and per diem. 
  • Additional Information:

Video

 

Steps

  1. Navigate to the company's Timesheets tool.
  2. Locate the timecard entry to edit.
     Notes
  3. Update the following fields:
    • Optional: Classification: Select a classification from the drop-down list. To learn which Procore tools interact with classifications, see Which Procore tools support 'Classifications'?
    • Optional: Sub Job: Select from the drop-down list. The selections are added by a tool administrator. See Add 'Sub Job' Segment Items to a Procore Project.
    • *Cost Code: Enter or select from the drop-down list the cost code(s) associated with the timecard entry.
       Tip

      The selections that are available in the 'Cost Codes' drop-down list depend on how the 'Limiting Cost Codes by Cost Types' setting is configured in your Company level Timesheets tool. See Configure Advanced Settings: Company Level Timesheets. In addition, one (1) of the following items must also be true on your project:

      • The cost code/cost type combination must be included on a budget line item in the Procore project. See Add a Budget Line Item.
        OR
      • The cost code/cost type combination must have been imported to the budget using the 'Unit Quantity Based Budget' page of the Company Admin tool. See Import a Unit Quantity Based Budget.
    • Location: Select from the drop-down list. This entry corresponds to the location where the user performed the work. If you have the appropriate permissions to add a location, see How do I add a multi-tiered location to an item?
    • Time Entry
      Depending on the 'Time Entry' method set on your project (see Configure Advanced Settings: Project Level Timesheets), you'll see the following fields:
      • Start and Stop Time Entry Method:
        • *Start Time: Enter or select the time the employee began working.
        • *Stop Time: Enter or select the time the employee stopped working.
        • Lunch Time: Select from the drop-down list the amount of time taken for a lunch break. Your options are:
          • 0 min (Default)
          • 30 min
          • 45 min
          • 60 min
      • Total Hours Entry Method:
        If your company is configured to use this 'Time Entry' method, enter the total number of hours worked in the Hours field.
    • Time Type: Select the type of pay being entered from the drop-down list. Select from the following options:
      Note: To add custom time types for this list, see Configure Advanced Settings: Company Level Timesheets.
      • Regular Time
      • Double Time
      • Exempt
      • Holiday
      • Overtime
      • PTO
      • Salary
      • Holiday
    • Billable: Select Yes or No from the drop-down list to indicate whether the hours are billable or not.
    • Add Description: Click to enter additional comments to the timecard entry.
    • Add Line Item: Click this link to add a new timecard entry to the timesheet. 
  4. Click Update.