Automatically generate timesheets for my employees

Related module:

📖 In this article:

• Initiate a timesheet/activity sheet via the First timesheet creation wizard
• Initiate a timesheet/activity sheet for an existing user
• Timesheets are not being generated?

Initiate a timesheet/activity sheet via the First timesheet creation wizard

Access: Admin Area > Paramètres généraux > Ouvrir Salariés et utilisateurs

• Check the box in the “Actions” column for the employees for whom you want to create the first timesheet (in the next step, you can select all items if all employees on the screen are concerned),
• Click the “Actions” button (header of the first column of the table):

• Click “Créer la première feuille de temps”,
• The following window appears:

• Set the periodicity, the date of the first sheet, and the target days,
• Click “Créer”,
• A message confirms the creation of the first timesheet:

Initiate a timesheet/activity sheet for an existing user

Access: Time & Activities > Vue Manager > Feuilles de temps

• Click the button at the top right “+ Nouvelle feuille de temps”,
• Select the employee using the first drop-down menu,
• Describe the timesheet: the entry mode is free. However, we recommend a “template” description, such as “2017 Semaine 1” for weekly format and “2017-01” for monthly format,
• In the box on the right of the screen:
  • Check the “Générer la fiche automatiquement pour les périodes suivantes” box so that sheets are created automatically following the template defined above,
  • Check the “Ne pas envoyer d'email de notification” box if the employee should not be informed of the creation of this sheet. Similarly, if submitting for approval should not alert the approval manager by email,
  • Optional: you can enter a comment in the dedicated box and upload an attachment by clicking the “Parcourir” tab,
• Save to create the first sheet and make it available to the employee.

The employee will be able to declare their CRA (activity reports) on the tracking tabs (time/activity).

If the timesheet is submitted for approval or approved directly, the employee will not be able to fill it in. You should therefore save it first so that the employee can declare their activities in it and submit it for approval.

Timesheets are not being generated?

Check whether any element is blocking the generation of timesheets:

• The employee must not have a contract end date, or it must be in the future,
• The employee must not be archived,
• The employee must have the Time & Activities module activated in their employee record, “Administration” tab,
• The “Générer la fiche automatiquement pour les périodes suivantes” box in the “Général” tab of the latest timesheet to date must be checked (and only on the latest one),

• No timesheet in the future must be created for the employee.

Keywords: sheets · time · activities · generate · automatic · user · hiring · creation