Logging time
Time logs can be created against a placement through the use of the Add Timelogs quick action, activating the quick action opens up a modal. The modal displays a list of rate cards associated to the placement, allowing a user to log time against one or more rate cards on a day-by-day basis. Any existing time logs for a date/rate card combination will be displayed allowing the user to edit the existing time log.
At least 1 rate card against the placement must be present before time logs can be made.
A single time log record exists for a date/rate card combination, if a user logs time against a rate card on a day where a time log already exists, the existing time log will be updated. Time logs from the previous week can be copied into the current week by clicking on the Copy from Last Week button, which populates the time logs for the current week with the time logs from the previous week but does not save them. The time logs can then be edited as required before saving.
Week periods
By default, the date columns in the modal are based off the current week, with the user's locale determining the start day of the week, i.e. in the UK the week starts on a Monday, in the US the week starts on a Sunday. The week shown can be changed by clicking on the chevrons in the top right of the modal, this will move the week forward or back by 1 week. A user can quickly return to the current week by clicking on the This Week button.
Alternatively, if the business or placement needs to operate on a week that doesn't start on the user's locale's start day, the start day of the week can be configured on the placement by setting the seven20__Timesheet_Start_Day__c to be the day of the week the week should start on.
Do not modify the picklist API values for seven20__Timesheet_Start_Day__c. This will break the functionality custom week start date functionality. Labels can be freely changed.
Timesheets
Time logs will be created against a timesheet which matches the period defined on the placement, through the seven20__Timesheet_Period__c field. The period can be one of the following:
- Daily
- Weekly
- Monthly
No user input is required for the timelogs to be assigned to the correct timesheet, or for new timesheets to be created as appropriate.
Weekly timesheets will have their start date match the week period's.