How to configure the timesheet?

Help Center DreamzFSM - Field Service Management Lesson 9 - Timesheet How to configure the timesheet?

How to Configure the Timesheet in DreamzFSM

DreamzFSM allows organizations to track employee work hours using the Timesheet configuration feature. By enabling and configuring timesheets, administrators can ensure that technician work hours, labor time, and job-related activities are properly recorded and managed.

Timesheets help organizations maintain accurate work records, monitor productivity, and simplify payroll or reporting processes. DreamzFSM’s built-in time tracking tools allow employees to log hours directly from job assignments, ensuring accurate records without manual tracking.


Overview

The Timesheet configuration section allows administrators to control how technician work hours are captured and recorded within the system.

Once configured, technicians can log time spent on jobs, allowing managers to review work hours, monitor performance, and maintain accurate records for reporting or payroll purposes.

Timesheet settings typically determine how time entries are created, validated, and displayed across the platform.

Here is a reference link:



How to Configure the Timesheet

Step 1 – Navigate to Admin Settings

From the main menu, click Settings > All Settings to access system configuration options.


Step 2 – Open Timesheet Configuration

Within the Admin section, locate and select Timesheet Settings.
This will open the configuration page where timesheet preferences can be adjusted.



Step 3 – Configure Timesheet Options

Administrators can define how timesheets behave within the system by configuring options such as:

  • Allowing technicians to log work hours

  • Enabling manual time entry

  • Configuring approval or validation requirements

  • Setting default time tracking preferences

These settings help ensure time entries remain accurate and consistent across the organization.


Step 4 – Save Configuration

After adjusting the necessary settings:

  1. Review all configuration options.

  2. Click Save to apply the changes.

Once saved, the timesheet configuration becomes active and technicians can begin logging work hours.


Tips for Configuring Timesheets

  • Enable timesheet tracking before assigning jobs to technicians so time entries are captured correctly.

  • Review timesheet settings periodically to ensure they align with company policies.

  • Use timesheet data to monitor technician productivity and job duration.

  • Ensure technicians understand how to log their work hours accurately.

Accurate timesheet configuration helps organizations maintain reliable work records and improve operational visibility.


Frequently Asked Questions

Can technicians log time directly from a job?

Yes. Once timesheets are enabled, technicians can log time spent on jobs directly within the system.


Do timesheets help with payroll or reporting?

Yes. Timesheets provide detailed records of work hours, which can be used for performance tracking, payroll calculations, and reporting.


Can administrators edit timesheet entries?

Yes. Administrators typically have permission to review and edit timesheet entries if corrections are required.


What happens if the timesheet feature is disabled?

If timesheets are disabled, technicians will not be able to record work hours, and time tracking data will not be captured in the system.


Related Articles


Liquid error: No such template 'elements/article_feedback'