Generate timesheets

Learn how to generate timesheets


Overview

Timesheets are generated from the Accepted activities in the weekly planner (proposed and cancelled activities are not included in timesheets). It is essential to ensure that the weekly planner is up to date before creating and sending timesheets to candidates and clients.

Generate candidate timesheet

Navigate to Timesheets > Candidate

The candidate timesheet list page shows you a list of all candidates with accepted activities for the selected week.

Candidate timesheet list

You can use the status filter to find timesheets based on their status:

  • None
  • Sent - it’s been sent to the candidate. This is set when the timesheet is emailed to the candidate.
  • Confirmed - the timesheet has been confirmed by the candidate (this can happen via a secure link in the timesheet email
  • Paid - you have paid or settled the timesheet (set manually by you)
EduTeam doesn’t implement any payroll functionality other than providing an export of data for you to import into your preferred payroll system.

Click the Add button for a candidate

Review the timesheet and click save.

Candidate timesheet

If you need to update the timesheet, click cancel and then adjust or create activities in the planner before recreate the timesheet. If you need to adjust the timesheet once it has been created or sent to the candidate, you need to delete it before making updates in the planner (This generates a new identifier for the timesheet which helps to maintain an audit trail of which timesheet version was confirmed by the candidate.)

Click the Download button on candidate timesheet

You will see a pdf rendering of the timesheet based on your configured template and colour scheme:

Example candidate timesheet

Click the Send button on a candidate timesheet

The candidate will recieve an email similar to the following:

Example candidate timesheet email

The status of the timesheet will change to Confirmed once the candidate clicks on the confirmation link.

Generate client timesheet

Client timesheets following the same workflow as candidate timesheets:

Client timesheet list
Client timesheet
Example client timesheet

The client will recieve an email similar to the following:

Example client timesheet email

Once you have generated and confirmed your timesheets, you can export the list to a spreadsheet and use as the basis for invoicing or payroll.

Client timesheet list in Excel

There is an option to generate and send all candidate timesheets in one batch. Please ensure you are happy with individual timesheet creation process before proceeding with this batch option to avoid sending incorrect timesheets to candidates or clients.

To customise the content and layout of candidate and client timesheets, see:

Timesheet configuration



Next

Managing candidates

Learn how to onboard and manage candidates

Managing clients

Learn how to onboard and manage clients

Ensure compliance

Learn how to manage and ensure candidate compliance

Schedule activities

Learn how to schedule activities

Send booking forms

Learn how to generate and send booking forms

Managing contacts

Learn how to manage contacts

Analyse performance

Understand how to analyse and report on your consultant and agency performance