In Insight CRM, the HR Addon’s Timesheet feature helps track employee working hours, tasks, and productivity in real time. The Admin’s role is to create, review, and approve timesheets, ensuring accurate payroll, better performance monitoring, and smarter project management. This makes operations more transparent, reduces errors, and boosts overall efficiency.

 

 

How to Add Timesheet

 

• Log in to the Admin panel and open the Dashboard.

• Navigate to Human Resources from the left menu.

• Click Timesheet from the left menu, and a new window will appear.

• Click the Filter button, and an entry form will appear.

• Fill in the following details:

• Department: Select the department from the dropdown menu.

• Branch: Select the branch from the dropdown menu.

• Shift: Select the shift from the dropdown menu.

• Team: Select the team from the dropdown menu.

• Once all the fields are completed, click the Apply button to show the information.

• Click the Year button and select the desired year from the drop-down menu.

• Click the Month button and select the desired month from the drop-down menu.

• Click the Add New button, and an entry form will appear.

• Fill in the following details:

• Selected Employee: Choose the employee from the dropdown menu.

• From: Select the starting date and time from the dropdown calendar.

• To: Select the ending date and time from the dropdown calendar.

• Work Description: Type the desired description in the respective field.

• Once all the fields are completed, click the Submit button to save the information.

 

 

 

 

How to Edit a Timesheet

 

• Log in to the Admin panel and open the Dashboard.

• Navigate to Human Resources from the left menu.

• Click Timesheet from the left menu, and a new window will appear.

• When you click the three dots in the Options button, a new window will pop up with Edit and Delete.

• Click the Edit button, and an entry form will appear.

• Fill in the following details:

• Selected Employee: Choose the employee from the dropdown menu.

• From: Select the starting date and time from the dropdown calendar.

• To: Select the ending date and time from the dropdown calendar.

• Work Description: Type the desired description in the respective field.

• Once all the fields are completed, click the Submit button to save the information.

• If you click the Delete button, a confirmation window will pop up.

• If you click the Confirm button, the respective will be deleted automatically; otherwise, click Cancel.