🟡 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: 6 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.
Timesheets access
What changes are there in Planday with the new Timesheets feature?
What changes are there in Planday with the new Timesheets feature?
Timesheets combine various features from Planday into one place.
The Punch Clock approval page is now part of Timesheets approval.
The Timesheets report page replaces the Punch Clock report.
Also, you can now approve shifts only using the Timesheets page instead of the Schedule page. Approved shifts will still appear green on the Schedule.
Who can approve timesheets? And who can approve pay?
Who can approve timesheets? And who can approve pay?
Admins and Schedule managers can approve timesheets, including working hours for payroll. The existing payroll export page and access levels have not been changed.
Will employees be able to access timesheets?
Will employees be able to access timesheets?
No, employees should continue using Punch Clock for time tracking as before.
Which Planday plans are Timesheets available for?
Which Planday plans are Timesheets available for?
Timesheets are available for all plans.
Managing Timesheets
Will a timesheet be created if an employee punches in without a scheduled shift?
Will a timesheet be created if an employee punches in without a scheduled shift?
Yes. See how to allow employees to punch in for an unscheduled shift.
Can you edit or "unapprove" a timesheet once it has been approved?
Can you edit or "unapprove" a timesheet once it has been approved?
As an admin, you can unapprove a previously approved entry and make corrections. See How to edit an approved timesheet.
Can you delete a timesheet entry?
Can you delete a timesheet entry?
Yes, you can delete a timesheet entry from either the Schedule or the Timesheets page.
From the Schedule: Click on the shift, then click the Delete button.
From the Timesheets page: Select the appropriate date range and status, edit the timesheet entry, then click the Delete button.
Timesheets and breaks
Why are automatic break rules disabled and manual breaks added when I approve shifts from Timesheets?
Why are automatic break rules disabled and manual breaks added when I approve shifts from Timesheets?
When a shift is approved in Timesheets, the automatic break rule applied to the shift is disabled, and the break is removed. A manual break is then added to replace the automatic break. This ensures that break times are maintained and prevents potential future changes applied to the break rule settings from affecting previously approved shifts.
Additionally, this does not affect the payroll export as the manual breaks are copies of the automatic breaks and are included in the payroll calculations.
Timesheets on Planday app
Is it possible to approve Timesheets from the Planday app?
Is it possible to approve Timesheets from the Planday app?
If you are an Admin or Schedule manager, you can view and approve Timesheets from the Requests widget on the Overview page of the Planday app. However, it is recommended that you use the Planday web interface to manage timesheets in detail.
Are you unable to see Timesheets on the Planday app?
Are you unable to see Timesheets on the Planday app?
Update your Planday app to the latest version from the app store.
Make sure that you have an Administrator or Schedule manager access level.
You'll find Timesheets in the Requests widget on the app's Overview page.
See related articles:
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