Timesheets

Last updated 9 days ago

A quick guide to successfully navigate Building Swell's Timesheets features!

Introduction

Prerequisites

Active Shops or Departments in Building Swell

Step-by-Step Instructions

  1. Go to the "Timesheets" tab located on the left of your home screen under "Insights"

  2. Navigate to the top of the page and select the appropriate department from the tabs available.

  3. Use the "Type" dropdown to switch between "Check In / Out" and "Sessions" views.

  1. Check In / Out: Refers to the tracking of individual employee hours, showing when they clock in and out.

  2. Sessions: Refers to scheduled blocks of time for specific activities or events, detailing when they occur.

Tips & Best Practices

Reviewing Hours

  1. Use the week navigation arrows or click "This week" to jump to the current week.

  2. Use "Search people" to find a specific team member.

  3. Click "Filters" to narrow by team, status, date range, stage, worker, task, or project.

Both the Check in/out and Sessions views support these controls, so start here regardless of which view you're in.

Correcting Hours

In Check in/out, click any time entry in the grid to open the detail panel for that employee and day. From here you can:

  • Review the total Check in hours

  • Edit or add timestamps using the inline time fields

  • Click "+ Add new entry" to log an additional check-in record

  • Click "+ Add Work Session" to manually attach a session to that day

Entries flagged in red indicate a discrepancy, like a clock-in before shift start. Click "Approve all errors" in the detail panel to resolve them. Use the "Show errors only" toggle to focus on what needs attention.

In Sessions, click any row to open the edit panel. You can update the date, start and end times, duration, build order, stage, and cost code. Red entries here follow the same logic - use "Show errors only" to filter down.

Managing Sessions

  1. Click "+ Add" to create a new session.

  2. Select the person, choose the session type (Order Session or Overhead Session), and fill in the relevant details.

  3. To edit an existing session, click any row to open the edit panel and make your changes.

Exporting Data

In either view, click the ⋮ menu in the top right and choose "Download as .csv" or "Download as .xlsx."

Conclusion

Timesheets gives you a clear picture of where your team's hours are going, and the tools to fix anything that looks off. If you've got questions, reach out and we'll help you get sorted.

Have additional questions? Contact Us