Loading
Feature Degradation | Agentforce Voice Read More
Asset Service Lifecycle Management
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            How Timesheets Management Works

            You are here:

            1. Salesforce Help
            2. Docs
            3. Asset Service Lifecycle Management

            How Timesheets Management Works

            Use the Timesheets Management app to efficiently review and approve technicians’ work hours. Improve the accuracy of your financial processes by using the approved timesheet data to calculate employee pay and client billing. To make informed decisions and strategic plans, supervisors can generate reports from the aggregated timesheet data. Crew leaders can submit their own hours and those of their crew members, and monitor their submitted timesheet status, all within the web browser.

            Required Editions

            Available in: Lightning Experience
            Available in: All editions of Field Service Plus for Energy & Utilities, and all editions of Asset Service Lifecycle Management

            Access to the Timesheets Module

            Feature access in the Timesheets module varies by user roles and permissions. Organizations use permission sets to control user access and actions.

            Field technicians can access timesheet functions on the Salesforce Field Service (SFS) Mobile App to log hours and manage records on the go. Field technicians can view the timesheet summary and review their timesheets and timesheet entries. If the two-step submission process is enabled, they can verify their timesheets before submission and also verify if the automatically assigned details are accurate.

            Supervisors can review and approve timesheets for their team. Crew leaders can submit timesheets for themselves and view timesheets for their crew.

            Timesheet Status Definitions

            Timesheet statuses track the progress of a timesheet through its lifecycle, from initial creation to final approval or rejection. Each status indicates where the timesheet is in the review process and what actions are required next.

            • New:The timesheet is created but the employee or crew leader is yet to submit it.
            • Submitted: The employee or crew leader has submitted the timesheet for review and approval.
            • Approval Pending: The timesheet is submitted and is awaiting review and action (approval or rejection) by the supervisor.
            • Error: The timesheet can’t be approved due to some validation errors.
            • Approved: The Supervisor has reviewed the timesheet and has approved the recorded work hours.
            • Rejected: The Supervisor has reviewed the timesheet and has found discrepancies or issues, requiring corrections.
            • Verification Pending: The supervisor hasn't yet verified the timesheet.
            • Verified: The supervisor has verified the timesheet.
            • Verification Failed: The supervisor verified the timesheet and there are some errors.
             
            Loading
            Salesforce Help | Article