This article applies to the New Timecards Experience in Wrapbook.
Most companies are using this version
If your company is still using the Legacy Timecards Experience, refer to the documentation in Timecards (Legacy Experience)
Creating a timecard for a project worker is permission based.
To create a timecard for a project worker, your account must have one of the following roles enabled:
Role: Company Admin, Company Manager, or assigned Project Coordinator
Custom role with: Projects, People & Approvals/Project management - Full access, or Manage; Payroll & Financials/Timecards - Full access, or Create and manage
Overview
Once a project worker has been invited to the project, you can create a timecard for them from the project’s Timecards dashboard.
How to create a timecard for a project worker
Production administrators can use the following steps to create a timecard for a project worker:
At the top of the project’s Timecards dashboard, click the + Create timecard button
In the Create timecard drawer on the right-side of the screen, use the search bar and the filters to find the project worker that you want to create a timecard for
You can search by worker:
Name
Title
Department
You can click the filter buttons to display project workers by:
Week ending
Show - All workers, Workers with timecards, Workers without timecards
Union - The options displayed depend on what’s been set in the Project settings/Unions, guilds, and health plans
Department
Job title
Once you’ve found the worker, click the Create button next to their name
Click on the fields to enter the project worker’s information and time worked. To learn more, see Using the admin view of a project worker's timecard.
On the project's Timecards dashboard, click the + Create timecard button
In the Create timecard drawer, use the search bar and the filters to find the project worker that you want to create a timecard for, and then click the Create button next to their name
Keeping wages and allowances on separate timecards
In the New Timecards Experience, a project worker's wages and allowances appear together on a single timecard. If your company prefers to keep wages and allowances separate for tracking or review purposes, you can create two timecards for the same worker for the same workweek — one for wages and one for allowances only.
To do this:
Follow the steps above to create a first timecard for the worker and enter their time worked
Then, repeat the process to create a second timecard for the same worker and workweek. On the second timecard, leave the wages grid blank and use it solely to add the worker's allowances.
Notes:
Only authorized company team members can create multiple timecards for a worker in the same workweek. Project workers cannot create more than one timecard per workweek.
Both timecards will appear on the project's Timecards dashboard and will need to be submitted and approved separately