This article is intended for:
Related module:
You want to change the period of your timesheets from monthly to weekly or vice versa.
Warning!
It is strongly recommended to change the frequency of your timesheets at the end of the month, as you will not be able to create two timesheets overlapping the same period.
📖 In this article:
Switch from weekly to monthly
Generate a transition sheet
This process will allow you to create a sheet covering the missing days between the last day of your weekly sheet and the first day of your monthly sheet.
Access: Admin area > Paramètres généraux > Salariés et utilisateurs
- Select the users concerned by this change by checking the box in the “Action” column,
- Click on the “Action” button,
- Select “Créer la première feuille de temps”:
- This sheet must be created from the last Monday of the month to the last day of the month,
- Click on “Créer”.
Create the new monthly timesheets
Access: Admin area > Paramètres généraux > Salariés et utilisateurs
- Select the users concerned by this change by checking the box in the “Action” column,
- Click on the “Action” button,
- Select “Créer la première feuille de temps”:
- This sheet must be created from the first day of the month to the last day of the month,
- Click on “Créer”.
Note: you can start your monthly timesheet on the first Monday, Tuesday, etc. of the month. In this case, the transition sheet must go up to the day before this day.
Example: you want to switch from a weekly to monthly frequency starting November 1st.
1. Your last timesheet runs from Monday 21 to Sunday 27 October.
2. The transition timesheets must therefore be created from Monday 28 October to Thursday 31 October:
3. Create monthly timesheets starting from the first day of the month:
Switch from monthly to weekly
Generate a transition sheet
This process will allow you to create a sheet covering the missing days between the last day of your monthly sheet (so the 30th or 31st) and the first day of your weekly sheet (usually the first Monday of the following month).
Access: Admin area > Paramètres généraux > Salariés et utilisateurs
- Select the users concerned by this change by checking the box in the “Action” column,
- Click on the “Action” button,
- Select “Créer la première feuille de temps”:
- 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 “Créer”.
Create the new weekly timesheets
Access: Admin area > Paramètres généraux > Salariés et utilisateurs
- Select the users concerned by this change by checking the box in the “Action” column,
- Click on the “Action” button,
- Select “Créer la première feuille de temps”:
- 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 “Créer”.
Example: you want to switch from monthly sheets to weekly sheets starting Friday 1 November. The first Monday of November is 4 November.
1. Your last monthly sheet runs from 01/10 to 31/10.
2. The transition sheets must therefore be created from Friday 1 November to Sunday 3 November:
3. Create weekly timesheets that will now run from Monday to Sunday starting 04/11:
Keywords: timesheet · time · activities · tracking · create · creation · generate · log time · log activities · hours · change period · frequency · monthly · weekly · report · reporting
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