Overview
Here’s an example of how you might set up a timesheet for a carer. In this case, the worker may have different pay rates depending on the type of work they’re doing, so we’ll create a separate CFT for each.
Step 1: Create the Custom Field Types (CFTs)
First, create the CFTs. For this example, we want to record two types of time:
- Day shift
- Night shift
- Travel time
- Sleep-in shifts
Each of these will allow you to track time separately, so they can be paid at the correct rate.
Step 2: Create the Timesheet Template
Now that the CFTs are set up, add them to a new Timesheet Template.
Choose a clear name that makes sense to both you and the worker. Something like “Carer timesheet” works well.
When adding the CFTs:
- The order you add them is the order they will appear on the timesheet.
- You can choose whether each CFT is visible by default or hidden using the toggle on the right.
If a CFT is visible, the worker will always see it on their timesheet.
If it’s hidden, they can still add it by selecting “Add new row”, but it won’t appear automatically.
For example, if sleep-in shifts are only used occasionally, you may prefer to keep that CFT hidden by default.
Making this template a default
If most of your workers are drivers, you can set this template as the default. That way, any new worker added to the system will automatically be assigned to it. You can always change a worker’s template later if needed.
This help article was last updated on February 19, 2026
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