Add Jobs and Tasks to Timesheets for Time Entry

Use the Cost Entry submodule in the Finance & Administration module to add jobs and tasks to your timesheets for time entry. Depending on your role in WorkBook, you can also add jobs and tasks to other employees' timesheets for time entry.

Note: To complete this task, you must have access to Finance & Administration and Time & Expense as defined in Employee Cross-Company under Settings.

To add a job and task for time entry:

  1. On the main toolbar, Click Finance & Administration .
  2. In the left pane, click Cost Entry > Time Sheet.
  3. On the grid toolbar, click Show Employee List and select the employee to whom you want to add a job and task for time entry.
    To add a job and task to your own timesheet, select your name from the list. Alternatively, you can add jobs and tasks to your own timesheet in Time & Expense.
    To include inactive employees in the list, click Show Inactive Employees in List on the grid toolbar.
  4. On the grid toolbar, click Add New Job or Task .
    Alternatively, you can click Show More Options on the grid toolbar and click Add Job or Task from the drop-down menu, or you can enter the job number, client name, or job name in the Search Job field on the grid toolbar.
  5. In the Add Job to Time Entry dialog box, select the job and task.
  6. Click OK.