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            Set Up Time Sheets

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            Set Up Time Sheets

            Before your mobile workers can start logging their hours using time sheets, lay down the foundation. Enable time sheets on the Field Service mobile app, set up an approval process, and customize time sheet fields.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To enable time sheets: Customize Application
            1. Enable mobile time sheets.
              1. From Setup, enter Field Service Mobile Settings in the Quick Find box, then select Field Service Mobile Settings.
              2. Click Edit next to your Field Service Mobile Settings configuration.
              3. Select Enable mobile time sheets.
              4. Click Save.
            2. Create an approval process.
              1. From Setup, enter Approval Processes in the Quick Find box, then select Approval Processes.
              2. Select Time Sheet from the dropdown menu.
              3. Click Create New Approval Process | Use Jump Start Wizard.
              4. Create an approval process with the Jump Start Wizard.
              Note
              Note When a mobile worker submits a time sheet, it initiates your approval process. If you don't have an approval process set up, workers can't submit their time sheets.
            3. Customize fields for time sheets.
              1. In the Object Manager, enter Time Sheet in the Quick Find box, then select Time Sheet.
              2. Select Page Layout | Time Sheet Layout.
              3. Under Time Sheet Detail, add or remove fields. Up to four fields can be shown on the Field Service mobile app.
              4. Click Save.
            4. Create time sheet templates.

            Considerations for time sheets:

            • Users can view up to 100 past time sheets offline on their mobile devices.
            • The first field on Time Sheet Detail displays as the header. Three more fields can be displayed as details below the header.
            • Sharing button isn’t available for time sheets.
            • Create Time Sheet Templates
              You can automatically create time sheets from a template so that service resources can track their time and work. Specify the time period each time sheet covers, such as a week or month, and track specific tasks, travel time, and break time. Time sheets are created one day before their start date. You can only create time sheets for service resources of the type Technician.
             
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