When you open the Timesheets overview screen, the app displays employee time information for the current day. By default, the app displays employees that report directly to you and any employees that are eligible to work at your primary location.
You can review timesheet information by category on the Categories tab, by custom team on the Teams tab, or search for a specific employee.
Search for Specific Employees
To search for a specific employee in a list, tap the search bar at the top of the screen and then enter all or part of their name. The app updates the search results as you type. Tap a name to perform an action for that employee, or tap the Mass Actions selector to perform an action for multiple employees at once.
The Categories Tab
The Categories tab displays information listed by category. For example, all employees, those who are on break, or employees who are late. To the right of each category name, the app displays the number of employees included in that category for the selected day. Tap a category to open the list of employees and then tap an employee's name to view their shift details, edit their timesheet, or call in a replacement. If a listed employee is scheduled to work that day, the app includes a shift overview below their name.
You can rearrange or hide categories to customize your list:
- On the Timesheets overview screen, tap to open the Context menu. Tap Configure Categories. The app displays the Configure Categories screen with a description below each category.
- Tap and hold a category and then do one of the following:
- To hide the category, drag it into the Available Categories section.
- To make the category visible on the list, drag it into the Categories to Display section.
- To rearrange the list of visible categories, drag it into a new position in the Categories to Display section.
- Scroll to select employees, or tap the search icon to search by employee name.
- Tap Save.
The Teams Tab
The Teams tab displays your customized lists of employees, which you can create based on unique criteria that isn’t already a pre-configured filtering parameter or category. For example, a restaurant manager can create a team that includes servers who are only available to work weekday dinner shifts. The manager can then select all or some of the servers on that team list to assign weekday dinner shifts to multiple servers at a time using mass actions. See Add Custom Teams Lists below.
To add a new team:
- On the Timesheets overview screen, tap the Teams tab.
- Tap Create Team.
- Enter a team name and then tap Add Members.
- Scroll to select employees, or tap the search icon to search by employee name.
- Tap Save.
The app returns to the Create Team screen and displays your list of team members. - Tap Save again.
Additional Parameters
Depending on your role, you might also be able to select new parameters to view employee timesheets by date, location, manager, or project:
- To change the date, tap a different day or tap the arrows. You can also swipe the calendar left or right to move forward or backward by week. To return to the current day, open the Context menu and tap Today.
- To view by location, tap Location and select from a list of available locations.
- To see the direct reports of managers below you, tap Manager.
- To view by project, tap Project and select from a list of available projects.