Intuit

Manager's getting started guide for TSheets

This guide describes tasks that only managers and account administrators are authorized to perform for their team members.

Create team member timesheets

On a computer

Time Entries > Timesheets

  1. Go to Time Entries > Timesheets > Add Time. The Timesheet Editor displays.
  2. Enter the team member's name.
  3. If the team member is still working, check the Currently working box.
  4. Enter the dates and times, and select Save. The new timesheet displays at the top of Timesheets.

Manual time card

  1. Go to Time Entries > Manual Time Card.
  2. Select the date range.
  3. If you are entering hours worked for someone else, at the top right, select Switch User, and enter a name.
  4. If you track time against a job or customer, select (no job) or (no customer), and select from the list.
  5. Select inside the cell to enter the number of hours worked. (For example, to enter 8 1/2 hours, type 8.5 or 8:30.)
  6. If you'd like to, in the Notes box below, enter your notes for that day.
  7. Continue adding hours and notes to each day.
  8. Before closing or proceeding to a new week, select Save.

Time Slider

  1. Go to Time Entries > Time Slider tab.
  2. Below Timezone, enter the team member's name, and select Add User.
  3. At the top right, select the date the team member worked.
  4. Select the clock-in time, hold and drag the bar to the clock-out time, and release.
    The Timesheet Editor displays.
  5. If necessary, adjust the displayed clock-in and clock-out times, and fill in the required fields.
  6. If the team member is still working, select Currently working.
  7. Select Save.

Who's working

  1. From the Who's Working window, select a team member.
  2. Select the edit icon (). The Timesheet Editor displays.
  3. If necessary, adjust the displayed clock-in and clock-out times, and fill in the required fields.
  4. If the team member is still working, select Currently working.
  5. Select Save.

On a mobile device

Crew

Create a timesheet for a team member

  1. In TSheets, at the bottom of the screen, tap Crew or More Crew.
  2. Select a team member, and tap Clock In.
  3. Toggle Enter Hours Only to On (green), then select the date and hours.
  4. If shown, tap the currently displayed job code or customer, Select Job, or Select Customer, and, from the list, make a selection.
  5. Tap Clock In. A "Timesheet created for 1 user" message displays. Tap OK. (Note: The team member is not actually clocked in.)

Clock team members in

  1. On the bottom of the screen, tap Crew or More Crew, select the crew, and at the top right, select Next.
  2. Complete the remaining fields, and at the top right, select Clock In.

Edit and delete team member timesheets

On a computer

Time Entries > Timesheets

  1. Go to Time Entries > Timesheets.
  2. To edit the timesheet:
    1. At the right of the timesheet, select the pencil icon (). The Timesheet Editor displays.
    2. Make the edits, and select Save.
  3. To delete the timesheet, select the .

Manual Time Card

  1. Go to Time Entries > Manual Time Card.
  2. Select the date range.
  3. At the top right, select Switch User, and enter a name.
  4. Edit the job, customer, and/or the number of hours, and select Save.
  5. To delete a timesheet, clear the hours and select Save.

Reports

  1. Go to Approvals OR Reports > Payroll Report
  2. Enter the report filters (report dates, tea member, etc.), and select Run Report. The report window displays an overview of team member hours worked.
  3. Open the detailed view:
    • From the approvals report, select View Details.
    • From the payroll report, select either Show Details for All Team Members or on an individual name.
  4. Hover the cursor over an individual time entry.
  5. At the left, select the appropriate icon next to the timesheet.
    • To edit the entry, select , make the changes, and select Save.
    • To delete the entry, select .

On a mobile device

Edit a timesheet

  1. At the bottom of the screen, tap Timesheets > All Timesheets, and select a timesheet.
  2. At the top right, tap the pencil icon ().
  3. Tap Start Time or End Time and make the changes.
  4. Make any other changes needed and tap SAVE.

Delete a timesheet

  1. At the bottom of the screen, tap Timesheets > All Timesheets, and select a timesheet.
  2. At the top right, tap the three dots > Delete.
  3. On the "Delete this timesheet?" pop-up, tap Delete.

Time Off

Enter time off for a team member

  1. Go to Time Off.
  2. Navigate to the correct date range.
  3. Enter the team member's name, and select Switch User.
  4. From the drop-down, select the time off code(s).
  5. Enter the hours, and select Save.

Enter time off for multiple team members

  1. Go to Time Off.
  2. Navigate to the correct date range.
  3. Select Switch to multi-user entry mode > all team members.
  4. From the Select Team Members/Groups pop-up, choose groups and/or individual team members, and select Ok.
  5. From the drop-down, select the time off code(s), and enter the hours.
  6. Select Append (to add hours to previously entered time) or Replace, and select Go.

Approve time

On a computer

Approve timesheets

  1. Go to Approvals.
  2. Select the report dates, team members, and select Run Report.
  3. Select either Check all unapproved, or select individual team members.
  4. Select Approve Selected Users.

Unapprove or reject timesheets

  1. Go to Approvals.
  2. Select the report dates, team members, and select Run Report.
  3. To unlock the team member's timesheet, select Unapprove.
  4. To reject it, select Reject.
  5. Enter the reason for the rejection, and select Send.

On a mobile device

Approve timesheets

  1. Tap Timesheets.
  2. At the top, tap All timesheets.
  3. Tap APPROVE TIME.
  4. At the top, if the date range is correct, leave it as is. If not, tap MORE FILTERS to select a different date range, and tap SAVE.
  5. If you want to review individual timesheets before approval, tap a team member's name.
  6. To approve, do one of the following:
    • For all team members, at the top right, tap APPROVE ALL.
    • For individuals, tap APPROVE under their total hours.

Unapprove or reject timesheets

  1. In the Approve Time screen, find a team member whose time has been approved.
  2. To unapprove, tap UNAPPROVE.
  3. Then, to reject, if necessary, tap REJECT.
  4. Enter the reason for the rejection, and tap REJECT & SEND.