Override Timesheets - Editing Another Timesheet

ClickTime offers administrators and managers with appropriate permissions the ability to edit someone's Timesheet.

Where Can I Launch Timesheet Override?
Features of Timesheet Override
What Permissions Do I Need?
What Types of Entries Can I Override?

 

Where can I launch Timesheet Override?

To launch Timesheet Override, go to Company --> Timesheets and click "Override Timesheets":

On the next page, select the person and date; and press "Override Timesheet":

 

Alternatively, you can override a person's timesheet by clicking on the pencil icon under the "Details" column of the Timesheet Review page.

On the next page, you can click on a specific day to override:

 

Features of Timesheet Override

The time entries of a timesheet can be edited for a single day or for a week at a time by using the Day View and Week View Toggle buttons to switch between views.

When overriding the timesheet of a person with a time entry completion requirement, time entry completion indicators are displayed in each day's column heading.  These are displayed within both Day View and Week View, and help an approver quickly determine if entries for each day have met the minimum requirement.

When overriding timesheets in either Day View or Week View, sidebar buttons give access to details about the person's past timesheet statuses, time off balances, billing foal progress (if applicable), and project assignments.

 

What permissions do I need?

If you are an administrator - you can override any user's timesheet.

If you are a manager, you will need the appropriate permissions, namely: explicit permission to override users' Timesheets; and, if applicable, access to the Division to which a user belongs (applies to companies with Corporate or Enterprise feature sets). These permissions are set in Company --> People --> Person --> Security & Permissions.

 

What types of time entries can I override?

Administrators and Managers with the appropriate permission will be able to override timesheets that are not "approved" (or "locked"). Specifically, they can override timesheets that are either "open", "waiting for approval" or "rejected".

Once the timesheet is "approved", no one will be able to override the timesheet. You will need to "reject" the timesheet or "undo approval" in order to override. Please see here for more information on rejecting timesheets.

Please also note that if a user’s time entry was created with Start/End times, and their current Day View setting for time entry mode is "Without Start/End Times" and vice versa, their timesheet entries are not editable. If this is the case, please reach out to ClickTime Support for further assistance.

The "Display hidden clients, projects, and tasks" option allows you to track time for all active Clients, Projects, and Tasks, regardless of whether you have Project or Task List Controls turned on (more info here), or if the employee has managed their My Projects or My Tasks page (more info here) so that certain options are not available to them. This option will not show any inactive time entry options - you will need to re-activate those Projects or Tasks before you can edit/add time entries for them.

With the Display hidden clients, projects, and tasks option disabled, rows containing time for hidden clients, projects, and/or tasks display a lock icon indicating the row and its entries are not available for the owner of the timesheet to edit.  A corresponding lock icon is displayed in the timesheet owner's view.