⏰ Timesheet Management
Understanding Timesheets
Timesheets are used to log hours worked on projects and tasks. This is essential for tracking time, billing clients, and resource planning.
Accessing Your Timesheet
Navigate to HRMS → Timesheet from the left sidebar
Your timesheet for the current week will be displayed
Timesheet Structure
The timesheet is organized by week (Monday to Sunday):
- Date Column: Each day of the week
- Project/Task Rows: Each row represents a project-task combination
- Hours Cells: Enter hours worked for each day
- Total Column: Weekly total for each project-task
Entering Time
Step-by-Step Time Entry
Select Week
Use the date picker at the top to navigate to the week you want to enter time for
Add Project-Task Row
Click "Add Row" or "Add Time Entry" button
Select Project
From the dropdown, select the project you worked on
Select Task
Select the specific task/deliverable within that project
Enter Hours
Click in the cell for each day and enter hours worked (e.g., "8", "4.5", "2.25")
Add Description (Optional)
Click on the description area to add notes about what work was done
Save
Click "Save" or the system may auto-save as you type
Timesheet Features
Copy Previous Week
To quickly copy time entries from the previous week:
Click "Copy from Previous Week" button
Review and adjust the copied entries
Save changes
Bulk Time Entry
For entering the same hours across multiple days:
Select multiple day cells (hold Ctrl/Cmd and click)
Enter hours - it will fill all selected cells
Time Validation
The system validates:
- Total hours per day (may have limits)
- Hours are positive numbers
- Project-task combinations are valid
Submitting Timesheet
Review all entries for accuracy
Ensure all required days have time entries
Click "Submit Timesheet" button
Confirm submission in popup dialog
Timesheet is locked and cannot be edited (may require approval to unlock)
⚠️ Important: Once submitted, timesheets typically cannot be edited. Review carefully before submitting.
Editing Submitted Timesheets
If you need to edit a submitted timesheet:
Contact your manager or administrator
They may need to unlock it for editing
Make corrections
Re-submit if required
Viewing Timesheet History
Use the date picker to navigate to past weeks
View submitted timesheets (read-only)
See approval status if applicable
Syncing with External Leave Systems
If your organization uses external leave management:
Click "Sync Leaves" button (if available)
System fetches leave data from external system
Leave days are automatically marked in timesheet
👥 Employee Management
Accessing Employee List
Navigate to HRMS → Employees
List of employees is displayed
Viewing Employees
Grid View
Employee cards show:
- Profile picture
- Name
- Employee code
- Team/department
- Role
- Status (Active/Inactive)
List View
Table format with columns:
- Name
- Employee Code
- Team
- Role
- Status
- Actions
Filtering Employees
Filter by:
- Status: All, Active, Inactive
- Team: Select specific teams
- Search: Search by name, code, or email
Creating New Employees
Click "CREATE EMPLOYEE" button
Fill in employee form:
- Name (required)
- Email (required)
- Employee Code (required)
- Team assignment
- Role
- Phone number
- Start date
- Other details
Click "Create"
Editing Employees
Find employee in list
Click "Edit" from dropdown menu
Update information
Save changes
Activating/Deactivating Employees
Find employee
Click "Activate" or "Deactivate"
Confirm action
Setting Employee Exit Date
Edit employee
Set exit date field
Employee will be marked inactive after exit date
Viewing Employee Details
Click on employee name
View detailed information:
- Personal information
- Project assignments
- Timesheet history
- Skills and certifications
- Performance metrics
📅 Attendance Management
Understanding Attendance
The Attendance module tracks employee attendance, leaves, and time off.
Accessing Attendance
Navigate to HRMS → Attendance
Calendar view of attendance is displayed
Viewing Attendance Calendar
The calendar shows:
- Working days
- Leaves (marked with different colors)
- Holidays
- Absences
Marking Attendance
Select date(s) on calendar
Click "Mark Attendance" or similar
Select status (Present, Absent, Leave, etc.)
Add notes if required
Save
Applying for Leave
Select date range
Click "Apply Leave"
Select leave type (Sick, Vacation, Personal, etc.)
Enter reason
Submit for approval
Viewing Leave Balance
Check your available leave balance:
- Navigate to Attendance page
- View leave balance summary
- See breakdown by leave type
💰 Invoice Management
Understanding Invoices
The Invoice module manages client invoices, billing, and payment tracking.
Accessing Invoices
Navigate to HRMS → Invoices or Project → Invoices
List of invoices is displayed
Viewing Invoices
Invoice list shows:
- Invoice number
- Client/Account name
- Project
- Amount
- Status (Draft, Sent, Paid, Overdue)
- Due date
Creating Invoices
Click "CREATE INVOICE"
Select project
Select billing period
Review time entries and billable hours
Adjust rates if needed
Add line items
Review total amount
Click "Create Invoice"
Invoice Details
Click on an invoice to view:
- Full invoice details
- Line items breakdown
- Time entries included
- Payment history
- Download PDF
Updating Invoice Status
Open invoice details
Change status (e.g., Draft → Sent → Paid)
Add payment details if marking as paid
Save changes
👤 Profile & Settings
Accessing Your Profile
Click your profile icon (top right)
Select "Profile" from dropdown
Viewing Profile Information
Your profile shows:
- Personal information (name, email, phone)
- Profile picture
- Team memberships
- Roles and permissions
- Project assignments
- Skills and certifications
Updating Profile
Click "Edit Profile"
Update information
Save changes
Changing Password
Go to Profile → Settings
Find "Change Password" section
Enter current password
Enter new password
Confirm new password
Click "Update Password"
Updating Profile Picture
Click on current profile picture
Select image file
Crop/resize if needed
Save
Application Settings
Access application configuration:
Navigate to HRMS → Settings or Application Config
Configure:
- Email notifications
- Default preferences
- Display options
- Integration settings