Adding time includes any hours that a worker spends completing work for a client.
These hours are billable to the client organization and must be entered into the system
using the parameters of the engagement, which are presented to the worker in the
timecard interface. See Time Card Types.Time is always entered
using a date range. The date range corresponds to the work period set up on the
engagement.
Note: If you are adding time for a period that has identical values
to a previously submitted timecard, you can click
at the bottom of the timecard page. This applies
the configured timecard to the empty timecard. You can also click
on an timecard at the day level to copy timecard
values from the previous day (above it on the page). See
Copy From Previous Function.
This process describes entering time in the Worker view. You
can add time and expenses for a worker on the Billing tab of
an engagement or in in the MSP view. See Add a New Billing Item.
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Navigate to the Home page in the
Worker view.
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Scroll to the Add Time & Expense section of the
Home page, or click Time &
Expense.
Note: Both methods have the same workflow.
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From the Engagement section, click the engagement number
tile for the engagement to add the time to.
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In the Type section, click
Time.
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From the Date Range drop down, select an applicable date
range. Date ranges depend on the work period configured for the
engagement.
Note: If you did not work any hours for a date range, select that range and
toggle the Enter Service Period Not Worked switch to
on. This indicates that the timecard will be submitted, but will not include
any billable hours.
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Click .
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For each day worked, enter the time on the card.
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If you need to add notes to the time entered (for any business reason), click
Add Billing Notes. This displays a free text section
for your notes.
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After entering time for the days in the date range, click .
After submitting a timecard, the details for the pending time display. You can
modify this information by clicking
.