Manage Timesheets

Use the Timesheets and Labor Cost Optimization app to track and manage employee hours, especially the hours of your field technicians. Supervisors can approve and review timesheets, and ensure accurate record-keeping and payroll. Use timesheet data to generate reports with insights into labor costs, project efficiency, and resource allocation trends.

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

Timesheets and Labor Cost Optimization includes a flexible data model that integrates with third-party applications. The integration ensures accurate payroll calculations, compliance with labor laws and union regulations, and efficient operational cost analysis.

  • How Timesheets Management Works
    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.
  • Create Timesheets for Technicians
    In the Timesheet Management app, supervisors can create the timesheets and timesheet entries.
  • Create Timesheets and Timesheet Entries in Bulk
    Supervisors can create timesheets for a crew and its active members. The user selects a crew and its members, and then create new timesheets or timesheet entries.
  • Review and Approve Timesheets and Timesheet Entries
    In the Timesheet Management app, supervisors can review the timesheets and timesheet entries, and approve or reject the timesheets.
  • Verify Timesheets in Bulk for Technicians
    Supervisors can verify timesheets for a crew and its active members. Select a crew and its members, and then verify the submitted timesheets.
  • Review and Approve Timesheets in Bulk
    Supervisors can review multiple submitted records, identify records that fail validation, fix issues, update shared fields for multiple entries, and approve or reject in bulk with comments on the Timesheet Management app.
  • Run an Over or Under Hours Report
    For teams that require technicians to work a certain number of hours per week, supervisors can create an Over or Under Hours report which includes the details of the total hours of each technician.
  • Configure Timesheet Entry Fields
    Create custom fields on the TimeSheetEntry object and update page layouts to make sure that technicians can enter the necessary details during their shifts.
  • Configure Timesheet Entry Item Fields
    Create custom fields on the TimeSheetEntryItem object and update page layouts to make sure that technicians can enter the necessary details during their shifts.
  • Extend Data Capture with Custom Forms
    Enhance your data collection by creating Data Capture Forms and associating them with Timesheets or service resources.
  • Manage Informational Timesheet Validations
    Review non-blocking informational messages regarding your shift and entry consistency while proceeding with your timesheet verification.