Submitting Timesheets in Odoo

Overview

Odoo’s Timesheet module allows you to log work hours and track the time spent on different tasks and projects. This guide will walk you through how to submit timesheets and manage your work hours effectively within the system.

Important Note: Palmate has no liability for any loss of data or system downtime caused by unauthorized changes made by end users. Always consult your system administrator before attempting any changes or configuration adjustments.

Key Timesheet Features for End Users

• Track Time: Log hours worked on specific tasks or projects.

• Manage Tasks: Link time entries to tasks or projects.

• Approval Process: Submit your timesheet for approval by your manager or team lead.

• Reporting: View your timesheet history and track total hours worked.

Step 1: Accessing the Timesheet Module

1. Navigate to the Timesheets module on your dashboard.

2. You will see an overview of your logged hours and any tasks or projects you’ve worked on.

3. To start entering time for a new task or project, click Create or Log Time.

Step 2: Logging Your Work Hours

1. Click Create to add a new timesheet entry.

2. Select the Project/Task you worked on. You can link the time entry to a specific project or task if applicable.

3. Enter the number of hours you worked during the given time period.

4. Optionally, add any Notes or descriptions regarding the work completed during those hours.

5. Select the Date when the work was performed.

6. Click Save to record the entry. Repeat this process for additional tasks or days.

Step 3: Submitting Your Timesheet for Approval

1. After logging your hours, go to the Timesheet overview.

2. Check the box next to your entries or select the Submit button (if available).

3. Your manager or team lead will receive a notification for approval.

4. Once approved, your timesheet is finalized and cannot be edited without permission.

Step 4: Viewing and Editing Submitted Timesheets

1. To view a previous submission, click on the Timesheet tab and select the entry you’d like to review.

2. You can view the total hours worked per day or project.

3. If you need to edit a submitted timesheet, you must contact your manager or administrator to make any necessary adjustments.

4. Use the Reporting option to generate detailed timesheet reports for any specific date range or project.

Step 5: Timesheet Approvals and Notifications

1. If you are a manager, you can review and approve timesheets by navigating to the Timesheets menu and selecting the Approvals option.

2. Timesheet entries are typically approved on a weekly or monthly basis depending on your organization’s workflow.

3. You will receive a notification if your timesheet requires any revisions or if approval is needed.

Best Practices for Submitting Timesheets

1. Log your time regularly to ensure accuracy and avoid missing hours.

2. Always select the correct project/task when logging time.

3. Add clear and concise notes to describe the work you completed.

4. Submit your timesheets on time, according to your organization’s deadline (e.g., weekly or monthly).

5. Follow up with your manager if your timesheet remains unapproved for an extended period.

Common Issues and Solutions

• Issue: Unable to submit timesheet.

• Solution: Ensure all required fields (e.g., hours, project, date) are filled out. If the problem persists, contact your administrator.

• Issue: Timesheet entry was not approved.

• Solution: Check if your manager has received the submission and whether they need additional information or revisions.

• Issue: Unable to edit a submitted timesheet.

• Solution: Submitted timesheets require admin approval for any changes. Contact your system administrator if edits are necessary.

Palmate Disclaimer

Palmate has no liability for any loss of data or system functionality caused by unauthorized changes made by end users. Always consult with your system administrator for any modifications or issues with the Timesheet module.