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Procore Support (en-au)

Add a Site Team to a Timesheet

Also available on  ios-gray-icon.jpg  android-gray-icon.jpg 

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:

Steps

  1. Navigate to the project's Timesheets tool. 
  2. Locate the timesheet to modify. Then click the vertical ellipsis  icon-ellipsis-options-menu.png  on the top-right of the timesheet and choose Add Employees from the drop-down menu. 
    view-timesheet-options-menu.png
  3. in the left pane of the 'Add Employees' window, highlight the site team's name. 
  4. 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.
      add-employees-to-crew-timesheet.png
  5. Click Add.
    This adds a site team members to the timesheet. You can continue editing the timesheet. 

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