Standard and In/Out timesheet template options

When adding a timesheet template using the Standard or In/Out formats, you'll need to choose which format to use and set the options in the template. Once the template is created, you can assign it to users in their user profile.

If you are using the Configurable format, see this topic instead.

Should we use the Standard or In/Out format?

There are actually three types of timesheets that can be created using the Standard and In/Out formats:

Standard

Users enter the duration of time they worked on each task or activity, each day

In/Out

Users enter the time they started and stopped working on each task or activity throughout the day

Clock In/Out

A variant of the In/Out timesheet. Users click a button in the timesheet when they stop and start working.

Enable this format by selecting the Enter Time using In/Out Button option in the In/Out template and, typically, deselecting the Edit Time on Timesheet option.

The following diagram may help you decide which of these formats to assign.

About the timesheet options

After choosing your format, set the options in the template based on your requirements. Each option is outlined below.

Option name

This field...

Show Projects and Tasks

Displays projects and tasks in the timesheet, and allows users to enter time against them

Project/Task Selection is Required

Requires the user to select a project in each timesheet row before they can submit their timesheet

Select Projects By

Filters projects in the timesheet by either client or program, depending on the option selected.

Set this option to Do not filter if you’d like only projects and tasks to appear without their associated clients or programs.

Show Billing Options

Displays a Billing column in timesheets from which the user can select a billing rate, if applicable

View Task Progress

Shows a task progress bar, showing hours worked versus hours estimates, on the right-hand end of each task row.

Available in the Standard format only.

Show Activities

Displays an Activities column in the timesheet, that the user can select activities from

Activity Selection is Required

Requires the user to select an activity in each timesheet row before they can submit their timesheet

Enter Breaks

Allows the user to enter breaks in their timesheet.

Available in the In/Out format only.

Enter Time using In/Out Button

Displays a Clock In/Clock Out button in the timesheet that the user must click to enter their start and end times.

Available in the In/Out format only.

Edit Time on Timesheet

Allows the user to edit time they’ve entered in their timesheet.

Available in the In/Out format only.

Use Stopwatch

Lets the user to use a stopwatch to enter work times for the current day in their timesheet.

Available in the Standard format only.

Allow Blank Timesheet Comments

Allows the user to submit their timesheet without entering comments. If this option is deselected, they must enter a comment for each timesheet entry before they can submit.

Allow time entry beyond start and end date of the task

Lets the user to enter time against tasks to which they are assigned before the task’s start date, and after its end date

Allow time entry beyond start and end date of the project

Lets the user to enter time against projects to which they are assigned before the task’s start date, and after its end date

Allow Copying from Previous Timesheets

Allows the user to copy data entered in their saved timesheets

Allow Overlapping Time Entries

Allows the user to submit timesheets that include overlapping time entries.

Available in the In/Out format only.

Reopen Timesheet before Approval

Allows the user to reopen their timesheets that are awaiting approval in order to make corrections

Reopen Timesheet after Approval

Allows the user to reopen their approved timesheets in order to make corrections.

Timesheets that have been invoiced cannot be reopened.

Allow Blank Resubmission Comments

Allows the user to resubmit a timesheet that was reopened without entering any comments in the comments field that displays. Deselect this option to require resubmission comments.

Notice Acceptance is Required

Requires the user to accept the timesheet notice before they can submit their timesheet

Auto-submit timesheet on due date

Submits the timesheet automatically when it is due.

This option is often enabled for CloudClock users, so they don’t need access to the Replicon web app.

Choose whether to Bank Overtime Hours

Displays a Bank Overtime Hours option in the timesheet. The user can select this option to bank any overtime hours they worked that weren’t banked automatically based on their overtime rule.

Calculate pay using Pay Rules

Applies the user's assigned pay rule to calculate overtime, rather than their overtime rule.

This option is only available to customers who have pay rules functionality included in their products.

Keep timesheet in sync with resource allocation

Adds the user’s project allocated hours to display automatically in their timesheet. Timesheet hours update when allocations are updated.

Show Timesheet Entry Custom Field#1-5

Display the timesheet entry-level custom fields corresponding to the field numbers you select.

Entry-level custom fields display in comment bubbles or in a timesheet column, depending on how these fields were configured.

Show Timesheet Custom Field#1-5

Display the timesheet-level custom fields corresponding to the field numbers you select.

Timesheet-level custom fields display beneath the main timesheet data entry table.