Timesheet Templates (v2.24)

To create a new Timesheet Template:

1. Go to the Custom field types tab in your admin dashboard (Settings > Timesheets > Timesheet templates > Timesheet templates tab).
2. Click ‘Create timesheet template’.
3. Fill in the fields

Template Name - Only shown to you and other Admins within your business

Choose a clear, descriptive name.

Many organisations name Templates based on:

• Team or department
• Client
• Submission frequency
• Type of worker

For example:

• Weekly Carers
• Monthly Office Staff
• Project Alpha Contractors

Enter timesheets (Submission Frequency)

You can choose:

• Weekly
• Monthly

This determines how often workers must submit their timesheet.

Daily Custom Field Types - CFT's that are available for every day within the timesheet

Select which Custom Field Types will appear on this Template.

Only the CFTs added here will be available to workers assigned to this Template.

You can include:

• Common time categories shown by default
• Occasional time categories that remain hidden unless selected

This keeps timesheets clean and relevant.

Timesheet Custom Field Types - fields that are available once per timesheet

At the moment, you can add:

• Notes
• Documents - If you don't see the documents option, you will need to allow this at the agency level (only available to Super Admins).

Make default

If you would like to make this timesheet the one that's assigned to new workers by default, toggle this to 'Yes'.