Change the period of a timesheet (weekly or monthly)

Would you like to change the period of your timesheets from monthly to weekly or the opposite?

 

Who is concerned by this article?

The administrator as HR manager.

 

Attention ! It is strongly recommended to modify the periodicity of your timesheets at the end of the month because you will not be able to create two timesheets overlapping the same period.

 

Switch from weekly to monthly

Generate a transition sheet

This manipulation will create a sheet filling in the missing days between the last day of your weekly sheet and the first day of your monthly sheet.

Access: Admin area > General settings > Employees and users

• Select the users affected by this change by checking the box in the 'Action' column
• Click on the 'Action' button
• Select 'Create first timesheet':
  • This sheet should be created from the last Monday of the month to the last day of the month
  • Click on 'create'

Create the new monthly timesheets

Access: Admin area > General settings > Employees and users

• Select the users affected by this change by checking the box in the 'Action' column
• Click on the 'Action' button
• Select 'Create first timesheet':
  • This sheet should be created from the first day of the month to the last day of the month
  • Click on 'create'

Please note: You can start your monthly timesheet on the first Monday or Tuesday,... of the month. In this case, the transition sheet will have to go up to the day before that day.

 

Example: You want to switch from weekly to monthly frequency starting November 1.

1- Your last timesheet goes from Monday 21 to Sunday 27 October

2 - Transition timesheets must therefore be created from Monday October 28 to Thursday October 31:

 

 

3- Create monthly timesheets from the first day of the month:

 

Switch from monthly to weekly

Generate a transition sheet

This manipulation will allow you to create a sheet filling in the missing days between the last day of your monthly sheet (i.e. the 30th or 31st) and the first day of your weekly sheet (usually the first Monday of the following month).

Access: Admin area > General settings > Employees and users

• Select the users affected by this change by checking the box in the 'Action' column
• Click on the 'Action' button
• Select 'Create first timesheet':
  • This sheet must be created from the first day of the month following your last monthly sheet to the first Sunday of the same month.
  • Click on 'create'

Create the new weekly timesheets

Access: Admin area > General settings > Employees and users

• Select the users affected by this change by checking the box in the 'Action' column
• Click on the 'Action' button
• Select 'Create first timesheet':
  • This sheet must be created from the first Monday of the month following your last monthly sheet to the first Sunday of the same month.
  • Click on 'create'

Example: You want to switch from monthly sheets to weekly sheets starting Friday, November 1st. The first Monday in November is November 4th.

1- Your last monthly sheet goes from 10/01 to 10/31

2- The transition sheets must therefore be created from Friday November 1 to Sunday November 3:

 

 

2- Create the weekly timesheets which will now go from Monday to Sunday from 04/11:

 

 

Keywords associated with this article:

Sheet - time - activities - monitoring - create - creation - generate - declare time - declare activities - schedules - modify period - frequency - monthly - weekly - report - reporting