Add, edit, or delete timesheet rules

Companies often have rules that specify how much and when employees can work. By setting up timesheet rules, you can enforce your company's policies when an employee enters the timesheet. Timesheets that don't meet the rules can't be submitted.

The Timesheet Rules list displays any rules that you've set up for timesheets submitted by employees. For example, you might set up a timesheet rule that indicates that employees can't work more than 10 hours per day or can't work on holidays.

Timesheet rules can apply to everyone, or to only certain employees. For example, if you have another office that has different rules, you can set up a separate timesheet rule for those employees.

Create a timesheet rule

1. Go to Time > Setup > Time options > and select Add (circle) next to Timesheet rules.

2. Enter a Rule name.

3. Select or enter a Start date.

4. Select or enter an End date.

5. Complete the timesheet rules information.

6. Select Save.

Edit a timesheet rule

1. Go to Time > Setup > Time options > Timesheet rules.

2. Find the timesheet rule you want to edit.

3. Select Edit at the end of the row.

4. Make your changes.

5. Select Save.

1. Go to Time > Setup > Time options > Timesheet rules.

2. Find the timesheet rule and select Edit.

3. Make your changes.

4. Select Save.

View a timesheet rule

1. Go to Time > Setup > Time options > Timesheet rules.

2. Find the timesheet rule you want to view.

3. Select More actions > View at the end of the row.

1. Go to Time > Setup > Time options > Timesheet rules.

2. Find the timesheet rule and select View.

Delete a timesheet rule

1. Go to Time > Setup > Time options > Timesheet rules.

2. Find the timesheet rule you want to delete.

3. Select More actions > Delete at the end of the row.

4. Select Delete to confirm.

1. Go to Time > Setup > Time options > Timesheet rules.

2. Find the timesheet rule and select its checkbox.

3. Select Delete.