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How to Manage Timesheets in Dashpivot

Manage timesheets in Dashpivot with digital forms, approval workflows, automated calculations, and payroll integrations to track work hours accurately.

Written by Sam

Introduction

Dashpivot replaces paper timesheets with digital forms that can be completed on any device, routed through approval workflows, and stored in a searchable register. Use formula fields, analytics charts, and payroll integrations to track work hours accurately and ensure nothing gets missed.

How it works

Key Features

  • Keep timesheet creation, approval, and tracking consistent across your entire company

  • Track which timesheets have been created, approved, processed, and closed using the workflow feature

  • Send automatic notifications when a timesheet moves to the next workflow stage for electronic sign-off

  • Use advanced formulas to calculate overtime hours based on your employment agreements

  • Generate a register of all timesheets automatically

  • Build charts that update in real time to track hours per person, project, cost code, and more

  • Let your workforce create and submit timesheets using the Dashpivot or Sitemate mobile app

  • Export approved timesheets as CSV or PDF, or connect directly with your accounting software for payroll

Best Practices

  • Set up your timesheet template as a workflow to keep the review and approval process consistent. Include an "approved/closed" column as the final stage to clearly indicate forms that need no further action

  • Set up workflow notifications to alert the right person for sign-off at each step, including your client if they have a Dashpivot account

  • Set up conditional logic for approval signatures to ensure only the relevant personnel can sign off at each step

  • Use formula fields to auto-calculate hours, overtime, and totals

  • Use category fields set as dropdown menus where applicable (e.g. person, cost codes) to make it easy to find and filter records in the register view and filter by list items in analytics charts

  • Mark fields as required if they must be completed to submit the timesheet

  • In template settings, sort forms by the date on the form rather than the creation date

  • Set up analytics charts to track hours visually and identify anomalies, mistakes, and trends

  • To prevent team members from viewing each other's timesheets, create a project folder called "Employees" with individual team folders per person. Set up your timesheet template in your Template Library so the same template can be deployed across all team folders, with a register auto-generated in your Home Folder. Deploy the template to each team folder, add the relevant person and approvers, and configure workflow notifications per folder

Storm AI Templates

Use Storm AI Templates to generate timesheet templates tailored to your project or workforce needs.

Getting Started

Browse free templates in Dashpivot to get started with timesheets. Go to Templates > Browse free templates.

Learn more

Learn more about time and materials software.

FAQs

Can workers submit timesheets from their phone?
Yes. Timesheets can be created and submitted from the Dashpivot or Sitemate mobile app on any phone or tablet.

Can Dashpivot calculate overtime automatically?
Yes. Use formula fields to auto-calculate overtime hours based on your employment agreements and award conditions.

Can I connect Dashpivot timesheets to payroll software?
Yes. Export approved timesheets as CSV or PDF, or integrate directly with your accounting software for a seamless payroll workflow.

How do I stop team members from viewing each other's timesheets?
Create individual team folders per person under a parent "Employees" project folder, deploy the same timesheet template to each, and add only the relevant person and their approvers to each folder.

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