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Admin – Configure Timesheet Policy

Summary

 Admins can configure timesheet policies by setting hour-based restrictions, submission rules, and additional restrictions to ensure that timesheets are submitted accurately and on time. This functionality helps maintain consistency and control over timesheet entries.

In this article

  •  Before you begin
  • Step 1: Access and Configure a Timesheet Policy
  • Step 2: Set Hour Settings
  •  Step 3: Configure Submission Settings
  •  Frequently Asked Questions (FAQ)

Before you begin

  • You must be logged in with admin permissions to configure timesheet policies.
  • Make sure you understand the company's timesheet policies before configuring them, including whether hours should be tracked in Effective Hours, Gross Hours, or Custom Hours.

Step 1: Access and Configure a Timesheet Policy

  1. Log in to your Plumm account.
  2. Go to the Timesheet page in your dashboard.
  3. Under the "Manage" tab, find the list of existing timesheet policies.
  4. Locate the policy you want to configure.
  5. Click the three-dot menu next to the desired policy.
  6. Select "Configure" from the dropdown. This will open the “Timesheet Policy Settings” sidebar.

Step 2: Set Hour Settings

  1. Per Day Timesheet Restrictions:
    • Minimum hours per day: Set the minimum number of hours that must be entered per day (e.g., 2 hours).
    • Maximum hours per day: Set the maximum number of hours that can be entered per day. This will depend on the selected hour type (Effective, Gross, or Custom hours).
  2. Timesheet Period Restrictions:
    • Minimum hours per month: Set the minimum number of hours required per month (e.g., 2 hours).
    • Maximum hours per month: Set the maximum number of hours per month, again depending on the selected hour type.
  3. Display Setting:
    • Show Effective Hours captured from the attendance module:
      • ✅ Selected: Effective hours captured from the attendance module will be shown in the timesheet for employee reference.
      • ❌ Not selected: Effective hours will not be shown in the timesheet.

Step 3: Configure Submission Settings

  1. Toggle Options:
    • Allow daily time entry submission:
      • ON: Users can submit timesheet entries daily.
      • OFF: Daily submission is not allowed, and users must submit their timesheets at another frequency (e.g., weekly or monthly).
    • Allow submitting current timesheets even if past timesheets are not submitted:
      • ON: Users can submit their current timesheet entries even if past timesheets are still pending submission.
      • OFF: Users must submit past timesheets first before submitting current ones.
  2. Additional Restrictions (Checkboxes):
    • ✅ Limit submission of timesheets older than X months: Restrict the submission of timesheets that are older than a specified number of months.
    • ✅ Limit submission of timesheets to X future months: Restrict the submission of timesheets for more than a specified number of future months.
    • ✅ Restrict submission of time entries on time offs: Prevent users from submitting time entries for days marked as time off.
    • ✅ Restrict submission of time entries on week offs: Prevent users from submitting time entries for days marked as week offs.
    • ✅ Restrict submission of time entries on holidays: Prevent users from submitting time entries for recognized holidays.

Frequently Asked Questions (FAQ)

1. Can I set a minimum or maximum number of hours for each day?

 Yes, you can configure minimum and maximum hours for daily time entries under Per Day Timesheet Restrictions.

2 .  What happens if I enable the "Allow daily time entry submission" toggle?

Enabling this option allows users to submit their timesheet entries on a daily basis, making it easier to track hours worked day by day.

3.  Can I restrict timesheet submissions for future months?

 Yes, you can set a limit on the number of future months for which timesheets can be submitted by enabling the Limit submission of timesheets to X future months option.
 
 

 4. Can I restrict users from submitting timesheets on holidays?

Yes, you can enable the Restrict submission of time entries on holidays checkbox to prevent users from entering time for days that are designated as holidays.

 5. What happens if I leave a checkbox unchecked in the Additional Restrictions section?

 If a checkbox is unchecked, the restriction will not be applied, and users will be able to submit timesheets or entries without any limitations for that rule.
 
 
This configuration feature allows admins to create tailored timesheet policies, ensuring that submissions are controlled, accurate, and aligned with company policies for tracking employee work hours.