Timesheets

A quick guide to successfully navigate Building Swell's Timesheets features!

Introduction

Prerequisites

• Created a Shop in Building Swell

Step-by-Step Instructions

1. Go to the "Timesheets" tab located on the left of your home screen under "Insights"

2. Navigate to the top of the page and select the appropriate shop from the tabs available.

   

3. Next, you'll notice the two options "Check In / Out" AND "Sessions"

• Check In / Out: Refers to the tracking of individual employee hours, showing when they clock in and out.
• Sessions: Refers to scheduled blocks of time for specific activities or events, detailing when they occur.

Tips & Best Practices

Check In / Out

1. Filter View by Teams:
   • Use the dropdown list to select the desired team for filtering the view
2. Select Desired Week:
   • Navigate to the calendar or week selector to choose the week you wish to view
3. Search for People:
   • Use the search feature to find specific employees by name or ID.
4. Select a Time Cell:
   • Click on the relevant cell for an employee’s check-in/out to access further options.
5. Approve Errors:
   • Review and approve any discrepancies in hours recorded.
6. Modify Check In Hours:
   • Change the recorded check-in or check-out times as necessary.
7. Add/Delete/Modify Check In/Out:
   • Use the appropriate options to add new entries, delete existing ones, or modify current entries.
8. Add/Delete/Modify a Session:
   • Similarly, manage sessions by adding new ones, deleting, or modifying existing sessions.
9. Export Timesheet:
   • Use the export feature to download or share the timesheet data.

Sessions

1. Filter View by Teams:
   • Utilize the dropdown list to filter sessions by specific teams
2. Select Desired Week:
   • Choose the week you wish to view using the week selector.
3. Search for People:
   • Find specific individuals using the search function.
4. Use Filters:
   • Apply additional filters to narrow down the session view.
5. Add a New Session:
   • Click the “+ Add” button to create a new session, filling in necessary details.
6. Edit a Session:
   • Select an existing session to make edits as required.
7. Delete a Session:
   • Use the delete option to remove sessions that are no longer needed.
8. Export Sessions:
   • Export session data using the provided export function.

Conclusion

Incorporating the Timesheets feature into daily operations not only enhances management practices but also contributes to a more efficient and accountable work environment.

Have additional questions? Contact Us