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Admin – Add Timesheet Policy (Manage Timesheet Tab)

Summary

 Admins can create and manage timesheet policies for employees by using the Manage Timesheet tab. This allows them to define whether the timesheet policy applies to all employees or specific users, and choose the frequency of the timesheet period (monthly or weekly).

In this article

  •  Before you begin
  • Step 1: Navigate to the "Manage" Tab
  • Step 2: Add a Timesheet Policy
  •  Frequently Asked Questions (FAQ)

Before you begin

  • You must be logged in with admin permissions to access and add a timesheet policy.
  • Ensure you are familiar with the company's timesheet structure and policy requirements.

Step 1: Navigate to the "Manage" Tab

  1. Log in to your Plumm account.
  2. Go to the Timesheet page in the dashboard.
  3. Select the "Manage" tab to open the timesheet management section.

Step 2: Add a Timesheet Policy

  1. Click on "Add Timesheet Policy": This will open a sidebar for creating a new policy.
  2. Timesheet Name: Enter a name for the timesheet policy. This will help identify the policy later.
  3. Description:
    • Enter a description manually to explain the policy.
    • Alternatively, click the "Generate" button to auto-generate a description based on the selected options.
  4. Assign To: Choose one of the following options:
    • All Employees: This will apply the policy to all users.
    • Select by Name: This option allows you to manually select specific users. If you choose this option, a new field "Select Members" will appear, allowing you to pick individual users for assignment.
  5. Is Monthly (Toggle Button):
    • If ON, the timesheet policy will be based on a monthly period.
    • If OFF, it will be based on a weekly period.
  6. Timesheet Period:
    • Select the desired timesheet period from the dropdown.
    • This will define when the timesheet will start appearing for the user, based on the selected date/time.

Frequently Asked Questions (FAQ)

1. Can I apply a timesheet policy to only certain users?

Yes, by selecting the "Select by Name" option, you can manually assign the policy to specific users.

2 .  What happens if I toggle the "Is Monthly" button ON?

 If the "Is Monthly" toggle is ON, the timesheet will be based on a monthly period, meaning the policy will reset every month.

3.  What does the "Timesheet Period" dropdown define?

 The Timesheet Period dropdown defines the starting date/time for the timesheet. It specifies when the timesheet will begin for the selected user(s).
 
 

4. Can I change the description after generating it?

Yes, you can manually edit the description after it is auto-generated to match your specific needs.
 
 

 5. Is the "Generate" button required to create a description?

No, the "Generate" button is optional. You can manually enter a description or use the auto-generated one
 
 
This functionality enables admins to efficiently set up and assign timesheet policies, helping to streamline timesheet management for employees based on different periods and specific user needs.