Creating Timesheets for a Team | iOS

Hi! 

Welcome to the Official tutorial on Creating Timesheets for your Team on the iOS App (phew, that's a mouth-full)

In this article, we’ll show you how to record a timesheet for your team on the iOS Hectre app Timesheet module.

Video below followed by written instructions

We've split this into 4 parts:

• Part 1 - Creating Timesheets for your Team
• Part 2 - Record a Lunch Break for your Team
• Part 3 - Clock out your Team
• Part 4 - View Timesheet Summaries

If you want to know how to record sick/annual leave, check out our article   Recording Sick Days or Leave Types for Personal Timesheets.
To learn about editing or deleting a timesheet check out our article on Editing and Deleting a Timesheets on the iOS App.

So let's get straight into it!

Part 1 - Creating Timesheets for your Team

Step 1

• Click on the menu icon in the top left 
• Click on  Timesheet

Step 2

• Head to the Clocked Out tab on Timesheet
• Choose team members to assign to a job by clicking their name (learn how to add people to your team here)
  
• If they’re all doing the same job at the same time, you can use the Select All button at the top of the team member’s list
• Click the + icon on the top right to add a job.

Step 3

• Select the job your team members will be working on

Step 4

• Choose a job location
• Click Select Time

Note
You’re only required to choose the Orchard / Ranch, but for some jobs you may want to choose the block, row, or even tree numbers.

Step 5

• Choose a Start Time for the job.
• Click Clock In.

Note
Make sure the date and AM / PM are correct!

Step 6 - Add another job

If your team has worked on multiple jobs or in multiple locations we can record that on their timesheet.
(If they're done for the day; head to Part 2 to add a lunch break, Part 3 to View Timesheet Summaries or Part 4 to Clock out your Team).

• Head to the Clocked In page of the Timesheets module
• Click on team members you want to move or record another job for.
• Click on Edit.
• Click Change Job 

Or

• Click Change Location
• You’ll be prompted to follow steps 3, 4, and 5 above. 

Part 2 - Record a Lunch Break for your Team

Step 1

Record a lunch break for your team.

• Head to the Clocked In page of the Timesheets module
• Click on team members you want to record a lunch break for or click Select All if recording for the whole team.
• Click Edit
• Click Lunch Break

Step 2

• Choose lunch break Start Time
• Optional choose Lunch Break Length (this feature can be turned off / on via the Hectre Web Dashboard by a manager)
• Click Update Lunch Break

Part 3 - Clock out your Team

Step 1 

• Head to the Clocked In page of the Timesheets module
• Click on team members you want to clock out or click Select All if clocking out the whole team
• Click Edit
• Click Clock Out

Step 2

• Choose the clock out time
• Click Clock Out

Note
Make sure the date and AM / PM is correct!

Part 4 - View Timesheet Summaries

Reviewing your teams timesheet summaries is a great practice to get into at the end of each day, so you can catch any mistakes that have been made while the day's work is still fresh in your mind.

There are 2 ways to review your teams timesheets that are outlined below.

Option 1 -  View timesheets for your whole team

• Head to the Summary tab of the Timesheet module (bottom right of screen)

• Scroll through to see all team member’s timesheet details

OR 

• Use the Search Bar to jump straight to someone's name

Note
If anything needs changing, follow the steps outlined in Editing or Deleting Timesheets on the iOS App

Option 2 - View timesheets for just one team member

• Find your team members on the Clocked Out or Clocked In page on Timesheet module
• Click the i icon next to the name of the staff member you want to view to see a summary of just their day's work

If you need to edit or delete a timesheet item, follow the steps outlined in Editing or Deleting Timesheets on the iOS App

If you still have questions, feel free to email us at support@hectre.com and we'd be happy to help out!