Use the Timesheets Management app to efficiently review and approve technicians’ work hours. Improve the
accuracy of your financial processes by using the approved timesheet data to calculate employee pay and client billing.
To make informed decisions and strategic plans, supervisors can generate reports from the aggregated timesheet data.
Crew leaders can submit their own hours and those of their crew members, and monitor their submitted timesheet status,
all within the web browser.
Required Editions
| Available in: Lightning Experience |
| Available in: All editions of Field Service Plus for Energy & Utilities,
and all editions of Asset Service Lifecycle Management |
Access to the Timesheets Module
Feature access in the Timesheets module varies by user roles and permissions. Organizations
use permission sets to control user access and actions.
Field technicians can access timesheet functions on the Salesforce Field Service (SFS)
Mobile App to log hours and manage records on the go. Field technicians can view the
timesheet summary and review their timesheets and timesheet entries. If the two-step
submission process is enabled, they can verify their timesheets before submission and also
verify if the automatically assigned details are accurate.
Supervisors can review and approve timesheets for their team. Crew leaders can submit
timesheets for themselves and view timesheets for their crew.
Timesheet Status Definitions
Timesheet statuses track the progress of a timesheet through its lifecycle, from initial
creation to final approval or rejection. Each status indicates where the timesheet is in the
review process and what actions are required next.
- New:The timesheet is created but the employee or crew leader is
yet to submit it.
- Submitted: The employee or crew leader has submitted the
timesheet for review and approval.
- Approval Pending: The timesheet is submitted and is awaiting
review and action (approval or rejection) by the supervisor.
- Error: The timesheet can’t be approved due to some validation
errors.
- Approved: The Supervisor has reviewed the timesheet and has
approved the recorded work hours.
- Rejected: The Supervisor has reviewed the timesheet and has found
discrepancies or issues, requiring corrections.
- Verification Pending: The supervisor hasn't yet verified the
timesheet.
- Verified: The supervisor has verified the timesheet.
- Verification Failed: The supervisor verified the timesheet and
there are some errors.
