Creating timesheets on behalf of employees in QuickBooks Online Advanced Payroll
Managers can submit timesheets on behalf of employees who are enabled to use timesheets. This is accessible by clicking on Manage Employees, Create Timesheets tab on the payroll dashboard.
Doing so will show the several controls to enable you to select the employee and date range for the timesheets.
From here you need to:
(Optionally) adjust the week (or fortnight) for which the timesheets are to be entered. You are able to click on the left or right arrows to jump by weeks, alternatively you can click the calendar icon to choose your dates that way.
Select your employee (drop down box). The timesheet grid will then be presented.
Select the employee's Worktype. If Work Type is not specified, the hours recorded will be assigned to the default pay category for the employee when the timesheets are imported into a pay run.
Choose start and end time. When entering start and end times, you can simply type 9a and it will recognise it as 9:00am. Similarly, for example, 530p will be recognised as 5:30pm.
The "Duration" field will confirm to you how many hours have been entered on behalf of the employee.
Enter the break start/stop times for the employee (if any).
Choose from the list of locations that have been preselected for the employee. If Location is not specified, the hours recorded will be assigned to the default location for the employee when the timesheets are imported into a pay run.
To clear the timesheet line, click the red x on the right hand side of the line. (Note: approved/processed/rejected timesheets are unable to be edited or cleared.)
Only relevant rows need to be filled out. If the employee did not work on particular days, those lines may be left blank.
Once all required changes have been made, click Save.
NOTE: If the user has Approve Timesheets permission, the Save button will have an additional option to 'Save and approve' by clicking the arrow to the right of the button.
Some additional timesheet details are not able to be entered via the timesheet grid and must be entered via the timesheet editor. These details include:
Notes for the timesheet.
Additional breaks (if you need more than one).
Higher classification (if an employee is on an employment agreement and works higher duties for a period of time).
If any of these details are required, the timesheet editor may be opened by clicking the 'pencil' icon on the right hand side of the grid.
Doing so will open up the timesheet editor where all aspects of the timesheet may be edited.
Once the required changes have been made, click Apply to close the dialog and return to the timesheet grid.
Clicking on Actions provides several additional features:
Add another timesheet line: If the employee works multiple shifts for the one day, this action will enable the user to add another line for a particular day.
Copy timesheets from last week: This will pre-fill the timesheets for this period with the same timesheets that were entered in the last period. The timesheets may then be modified as required before clicking Save.
Clear timesheets: This will clear all of the timesheets. (Note: Approved/Processed/Rejected timesheets are read-only and may not be cleared.)
Revert changes: This will reload the timesheets for this period, discarding any changes made since the last save.
The fastest method of data entry is to click on a cell and then begin typing. To move to the next cell, either press Tab or Enter or one of the arrow keys.
Copy and Paste is available. You may fill in one timesheet line, then select it, copy to clipboard and then paste it into another line. You may also copy timesheet(s) from a different period and paste them in
Drag-down is available. Notice the little square (fill handle) in the corner of the selected cell. You can drag it (drag-down) to repeat the values from the cell.
For any advanced functions (such as entering additional breaks or notes), click the pencil icon on the right to bring up a timesheet editor.
No changes are saved until you click the Save button.
The following keyboard shortcuts may be used in the timesheet grid.
Navigation
Arrow Up ↑ – move to the cell above current active cell (if exists)
Arrow Down ↓ – move to cell underneath current active cell (if exists)
Arrow Right → – move to the cell on the right side of the current active cell (if exists)
Arrow Left ← – move to the cell on the left side of current active cell (if exists)
Tab – move to the cell on the right side of the current active cell (if exists)
Tab + Shift – move to the cell on the left side of current active cell (if exists)
Home – move to the first cell in a row
End – move to the last cell in a row
Ctrl + Home – move to the first cell in a column
Ctrl + End – move to the last cell in a column
Selection
Ctrl + A – select all
Shift + Arrow Up ↑ – extend selection of the cell above
Shift + Arrow Down ↓ – extend selection of the cell underneath
Shift + Arrow Right → – extend selection of the cell on the right
Shift + Arrow Left ← – extend selection of the cell on the left
Shift + Home – select all cells in the row to the right including the current cell
Shift + End – select all cells in the row to the left including the current cell
Ctrl + Shift + Home – select all cells in the column to the top including the current cell
Ctrl + Shift + End – select all cells in the column to the bottom including the current cell
Editor
Enter – open/close cell editor
F2 – open cell editor
Esc – cancel editing and close cell editor
Backspace – empty cell
Delete – empty cell
Ctrl + C – copy cell's content
Ctrl + X – cut cell's content
Ctrl + V – paste cell's content
Ctrl + Arrow Down ↓ – create another timesheet for the same date as the current line
Ctrl + Enter - fill all selected cells with edited cell's value
Ctrl + Z – undo
Ctrl + Y – redo
NOTE: Now, managers can also create timesheets for all employees that aren't enabled for timesheets in their Employee Details, Pay Run Defaults. To turn on this feature, go to the Company Cog, Payroll Settings, Timesheets, and tick Managers can create timesheets for all employees that aren't enabled for timesheets. If the employee has not been enabled for timesheets in their Pay Run Defaults, a message will appear (if user is an admin) to enable the employee for timesheets.
