Timesheet

Timesheet in field sales is used to track the time spent by sales representatives on various tasks, jobs, or customer visits. It is crucial for monitoring productivity, calculating billable hours, and ensuring accurate payroll or expense allocation. Timesheet also provide insights into time management, helping optimize workflows and improve efficiency in field sales operations.

Here is a reference video:

Follow these steps to access the timesheet:

From the menu click on Timesheet.

This is the timesheet page that will appear where you will be able to see and track the check-in and check-out time of all your employees.

Other than just keeping an eye on the in and out time you can also check and approve their Overtime requests and timesheets as well.

When you click on the overtime request, you will see a pop-up having a list of all the requests submitted by the employees. you can choose to approve or reject from the View action.

Once you approve the request, it will be visible under OT Approval Request.

You can also see the location of the employee from where they have checked-in from the Map option under the Action column.

Additionally, user can submit their timesheet for approval which is shown under Timesheet Approval Request where the Admin can Approve or Reject the timesheet.