Set up Flows for Timesheets and Labor Cost Optimization

Use the Flow Builder templates in your org to set up Timesheets and Labor Cost Optimization. Clone these flow builder templates. When you clone a template, you can customize and then activate the cloned template. Alternatively, you can create a flow from scratch, and add the required flow actions to it.

  • Set up Automatic Time Sheet Entry Creation
    Set up the flows and actions that create time sheet entries on the start and end of a service appointment, based on technician geolocation.
  • Set up Bulk Time Sheet Actions
    To bulk approve timesheets and automatically update the associated time sheet entries and time sheet entry items, set up the flows and buttons in the record page and list layouts.
  • Set Up Automatic Meal Calculation
    Set up the flows and Business Rules Engine components that you can use to automatically calculate the meals and supplementary compensation earned by mobile workers for approved time sheets.
  • Set up Automatic Vacation Time Updates
    Set up the flows that you can use to automatically update the time sheet records when any resource absence records are modified.
  • Set up Automatic Time Sheet Validation
    Set up the expression set and records that are used to automatically validate a timesheet submitted by the technician. Automatically create the time sheet entry items and time sheet wage type summaries associated with the submitted timesheet.