---
schema_version: "1"
id: 9b870fcfcbd9f6be2bb7d3572405dd58d6e2b1f0c163a3b63dfff5769862b916
title: Set Up Agentforce for Timesheets and Labor Optimization
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/aslm_tmsht_set_up_agentforce_timesheets.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.aslm_tmsht_set_up_agentforce_timesheets.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4b924dd0b1368c8916eab0f0b78ef81143245ad2f966dadaed6a2e1df28e3e48
description: To provide technicians and field employees with powerful generative AI features for managing their schedules, admins must configure Agentforce for Timesheets.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Set Up Agentforce for Timesheets and Labor Optimization

To provide technicians and field employees with powerful generative AI features for managing their schedules, admins must configure Agentforce for Timesheets.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Enterprise, Unlimited, and Developer Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d13509e61">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d13509e61 ">To set up Agentforce:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d13509e61 ">Manage AI Agents AND the admin user permission for the agent type you want to create OR Customize Application</td>

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1. Enable timesheet AI features.
    1. From **Setup**, enter Advanced Timesheets in the Quick Find box, then select **Advanced Timesheets and Labor Cost Optimization Settings**.
    2. Turn on **Enable AI and Agentforce for Timesheets**.
2. Configure the Agentforce Employee Agent.
    1. From **Setup**, enter Agentforce Agents in the Quick Find box, then select **Agentforce Agents**.
    2. Select **Agentforce Employee Agent**.
    3. If the agent already exists, click it to open. If it does not exist, follow these steps to create it:
        
        1. Click **New Agent**.
        2. Select **Agentforce Employee Agent** and click **Next**.
        3. Clear any default topics and click **Next**.
        4. Enter the required agent information and click **Next**.
        5. Click **Create**.
    4. Once the agent is open, click **Open in Builder**.
    5. Remove any pre-existing Topics or Actions that are not relevant to timesheet management.
3. Define Timesheet Management topics and actions.
    1. In the Agent Builder, navigate to the **Topics** tab and click **New**.
    2. Create a new topic named Timesheet Management.
    3. Within the Timesheet Management topic, add the following actions:
        
        - Create Timesheets and Timesheet Entries
        - Get Timesheet Details
        - Verify Or Submit Timesheet
    4. Click **Finish**.
    5. Click **Activate** to enable the agent.
4. Assign agent access.
    1. Open the **Agentforce Employee Agent** record again.
    2. Go to the **Agent Access** tab.
    3. Under **Profiles with Agent Access**, click **Add** to include the specific profiles for which you want to enable the agent (for example, Field Service Technicians).
5. Try the agent on the mobile app.
    1. Log in to the **Field Service Mobile app** using a technician's credentials.
    2. Open the **Actions** menu and launch **Agentforce**.
    3. Test the timesheet actions to ensure the agent is responding correctly.