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Objective
To add a site team to a timesheet using the Project level Timesheets tool.
Background
The Timesheets tool lets you add employees, workers and site teams to a daily timesheet. This allows your team to create timecard entries for site team members. Before you can add a site team to a timesheet, it must be created in the Project level Site teams tool. Then you can use the steps below to add a site team to a timesheet.
Things to Consider
- Required User Permissions:
- To edit any timecard entry when it's in the 'Pending' or 'Reviewed' status, 'Admin' level permissions on the project's Timesheets tool. You can also switch a timecard entry's status between 'Pending', 'Reviewed' and 'Approved' as needed.
- To edit any timecard entry when it's in the 'Pending' status, 'Read Only' or 'Standard' level permissions with the Review & Edit Timesheets granular permission enabled on your permissions template. You can also switch between the 'Pending' and 'Reviewed' status.
- To edit a timecard entry you created when it's in the 'Pending' status, 'Standard' level permissions on the project's Timesheets tool. You cannot change the status from 'Pending.'
- 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:
- 'Approved' timecard entries:
- Can only be edited by a user with 'Admin' permissions on the Company level Timesheets tool.
- Cannot be deleted.
- Can only be marked as 'Completed' in the Company level Timesheets tool.
- 'Completed' timecard entries:
Steps
- Navigate to the project's Timesheets tool.
- Locate the timesheet to modify. Then click the vertical ellipsis
on the top-right of the timesheet and choose Add Employees from the drop-down menu.
- in the left pane of the 'Add Employees' window, highlight the site team's name.
- In the centre pane, choose from these options:
- To add all of the site team members listed, click Select All.
- To add specific site team members, mark the checkbox(es) next to the site team members you want to add to the timesheet.
- Click Add.
This adds a site team members to the timesheet. You can continue editing the timesheet.
