Enter Time for Employees

Depending on your role in WorkBook, you can enter time for other employees in Resources.

Note: You must have permission to add, delete, and modify resources to complete this task.

To enter time for an employee:

  1. On the main toolbar, click Resources .
  2. On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
  3. Select the employee for which you want to enter time by completing any of the following actions:
    • In the Search in Grid field, enter the name of the employee, then select it from the grid.
    • Click the Filter field next to the Search in Grid field, select Employees as your filter, and select the employee from the grid.
  4. On the grid toolbar, click Resource Information / to display the employee card.
  5. On the side toolbar of the employee card, click Tasks .
  6. Click the Grid View tab .
  7. Click on the top toolbar of the employee card, then click View Schedule on a Subpage.
  8. In the top grid, select a job.
  9. In the middle grid, select the employee task for which you want to enter time.
    Make sure to select the task assigned to the selected employee.
  10. On the top toolbar of the top grid, click Time Entry .
  11. In the Time Entry dialog box, select a date, enter the number of hours, and add a comment.
  12. Click Save.
    WorkBook displays the hours on the employee's time sheet in Time & Expense.