Introducing Timesheets: A New Way to Approve Working Hours
We’re excited to introduce Timesheets, a new and improved way for you to view, approve, and manage all worked hours, shift details, and paid hours.
This article explains what’s changing, how to prepare, and where to find support to ensure a smooth transition for your team.
What’s changing?
Over the coming weeks, we will be rolling out Timesheets to all Planday customers.
To make sure we focus on delivering a consistent experience with this type of tasks, we will also be gradually removing the shift approval methods in the Schedule and Punch Clock.
As part of the phased roll out, these changes will happen on different dates for different customers, but the process will be mostly the same and here’s an overview of what to expect:
Timesheets: This will become the new and exclusive tool for managing, viewing, and approving worked hours for your team.
Schedule and Punch Clock Approval: These current methods of approving shifts will be phased out. Firstly, Timesheets and those approval methods will be both available in your account. However, eventually these older approval methods will be removed.
You will receive an email and an in-product notification confirming the exact dates when these changes will happen for your workspace.
How will this impact You?
Once Timesheets is enabled, all your shift approvals and corrections will be done through the Timesheets feature.
The Schedule and Punch Clock approval functions will no longer be available after the phase-out date.
We are confident that Timesheets will provide a more streamlined and accurate process for managing working hours, making payroll and staffing cost approvals even easier.
To help you transition smoothly, once we announce the phase out of the old approving methods for your account, they will be marked directly in the product so you can easily see where changes will take place.
How to prepare
To make sure your team is ready for the transition, we encourage you to familiarise yourselves with Timesheets before the old methods are removed. Here’s how you can get started:
Help Centre Article: We have created a detailed guide to help you learn how to use Timesheets.
Tutorial Video: Watch this video to see how Timesheets works and how it will fit into your daily workflow.
In-App Tour: When Timesheets goes live on your Planday, you will see a pop-up tour that guides you through the key features.
Important dates
You will receive direct and timely communication via email and in-product notifications from us regarding the exact dates, first when Timesheets will be enabled and then when the older approval methods will be removed.
Be sure to keep an eye out for that information so you and your team are ready for the change.
Share the news with your team
It’s important that everyone on your team is aware of these changes. Please take some time to share this information with your colleagues and ensure that everyone who handles shift approvals is prepared to use Timesheets.
Need help?
We understand that this transition may require some adjustments, and we are here to support you every step of the way.
In your Planday account, you will find Help in the top right corner. This is where you have the in-product source for everything you need. With the help widget in the bottom right corner, you can search for articles, FAQs, read news, and send messages to our support team. We are right here when you need it!
Additionally, the resources below are available to help you get the most out of Timesheets:
Help Centre Article: How to approve timesheets in Planday & Timesheets — FAQs and troubleshooting
Tutorial Video: How to approve, manage and generate Timesheets report in Planday
In-App Assistance: Use the pop-up tour available in Planday to guide you through Timesheets.
Thank you for your cooperation
We appreciate your understanding and cooperation as we work to improve your experience with Planday. We’re confident that Timesheets will make approving working hours more efficient, accurate, and straightforward for your business.
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