🟡 This feature is currently limited to select Planday organisations or regions, with full availability gradually extending to all.
🔓 Access level in Planday: Administrator, Schedule manager.
🌐 Subscription plan: All
⏱️ Set up time: 0 min. Reading time: 3 min.
ℹ️ Important read:
If you use the old approval method, please see managing and approving Punch Clock entries or approving shifts on the schedule.
How to edit a timesheet
You can correct an entry's missing information right from the Timesheets page or change additional details by clicking the Edit icon on the right.
How to view or modify the Shift type of split shifts
To view or modify the Shift type of a timesheet entry:
Go to the timesheet entry you wish to modify.
Click on the drop-down located under the heading Shift type and select a new one.
Where split shifts are suggested, such as in the case of Time off in lieu or overtime:
Go to the timesheet entry you wish to modify.
The shift(s) split based on Punch Clock deviation rules will show the breakdowns between the Normal and overtime Shift types.
These can be updated to another Shift type as needed.
How to manage breaks in timesheets
To view, add or edit a break:
Click the edit icon on a timesheet entry that you wish to add or edit a break.
Under the section titled Break, you can take the following actions:
View existing breaks, including whether they were paid or unpaid, their start and end times, and duration.
Add a new break by clicking on the +Add button, selecting either Paid or Unpaid, and entering the approved time for the break.
Edit existing breaks by toggling between Paid and Unpaid or adjusting the start and end times as necessary.
Depending on the type of breaks added, you can view a summary under the timesheet. It includes total hours worked, unpaid hours (such as breaks), and paid hours that will be approved for payroll.
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How to edit an approved timesheet
To edit an approved timesheet:
Go to the timesheets page and switch the status filter to Approved.
Locate the entry you want to modify and press the edit icon.
You will see a locked entry. Click the Unapprove button to make it editable.
You can now make corrections to this timesheet.
Press Approve to confirm your changes or Cancel to discard.
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