Timesheet configuration

Learn how to configure the presentation and distribution of timesheets


Overview

This article explains how to configure timesheet settings to apply your company’s logo and brand.

Pdf template

Navigate to Settings > Company Info and click the Timesheets tab

Timesheet template settings

Here you can upload a PDF template to be used as branded stationery when generating timesheet documents.

For example:

Example timesheet template

Using a branded template helps ensure all generated timesheets maintain a professional appearance consistent with your organisation’s identity.

Email templates

Continue scrolling to view these additional timesheet options

This section allows you to customise the content of timesheet notification emails sent to candidates and clients.

Timesheet email configuration

Separate email templates can be configured for candidates and clients using the available merge fields shown below.

  • #CANDIDATE.NAME# (e.g. Katie Smith)
  • #CANDIDATE.KNOWNAS# (e.g. Kate)
  • #CLIENT.NAME# (e.g. Warmdale Sixth Form)
  • #CLIENT.BOOKINGCONTACTNAME# (e.g. Robert Bishley)
  • #CLIENT.BOOKINGCONTACTKNOWNAS# (e.g. Rob)
  • #CLIENT.TIMESHEETCONTACTNAME# (e.g. Priti Ramdene)
  • #CLIENT.TIMESHEETCONTACTKNOWNAS# (e.g. Priti)

These tokens are automatically replaced with the appropriate values when emails are generated.

You can also specify an email address that will receive copies of all timesheets



Next

Core configuration

Learn how to configure the core system

Additional configuration

Learn how to configure additional areas of the system

Booking form configuration

Learn how to configure the presentation and distribution of booking forms