If you are a Metis Administrator, you will have access to the Manage Zone. This is particularly useful as you can see at a glance information for everyone across the business.
This article contains:
Navigating to the Timesheets tab
The Timesheets tab allows you to find and manage all timesheets from everyone in the business. You can reach this view by selecting the Zones tab at the top of the Homepage and then choosing Manage > Timesheets.
Setting the filters
Once here you can choose your criteria for finding the timesheets you’re looking for, by selecting Show Filters on the Find Timesheets bar.
The filters panel allows you to filter by the following information:
- You can select either Date range from a list or select date range by selecting the Calendar boxes
- Choose from the list of People whose timesheets you wish to view. You can also type their name to begin searching. Repeat the process to add as many people as you need to find timesheets for
- You can select one or more Clients.
- You can select one or more Jobs from the list. You can also tick the Internal jobs box to filter the list to only show Internal jobs.
- You can choose from the possible Approval statuses of a timesheet
- To find claims matching your criteria, select Find Timesheets.
Reviewing the timesheets
You will then see the screen update to show all items which match your filter criteria.
Click the dropdown button to see the timesheet in more detail.
You'll then see the following:
- The Person who this timesheet belongs to
- The week which this timesheet is for
- The status of this timesheet
- The total time on this timesheet (in days)
- All jobs contained on this timesheet. This will include client jobs, internal jobs and time off.
Timesheet comments are included on the timesheets csv export. To find out how to download the timesheets export, click here.
You'll see the breakdown of the time submitted against each job, and whether it is chargeable or non-chargeable. You can see any comments against each job by hovering over the speech bubble icon.
Editing someone else's timesheet
If you are a Metis Administrator, you will have access to the Manage Zone. This is particularly useful as you can see at a glance information for everyone across the business.
This article contains:
Navigating to the Timesheets tab
The Timesheets tab allows you to find and manage all timesheets from everyone in the business. You can reach this view by selecting the Zones tab at the top of the Homepage and then choosing Manage > Timesheets.
Once here you can choose your criteria for finding the timesheets you’re looking for, by selecting Show Filters on the Find Timesheets bar.
Setting the filters
Once here you can choose your criteria for finding the timesheets you’re looking for, by selecting Show Filters on the Find Timesheets bar.
The filters panel allows you to filter by the following information:
- You can select either Date range from a list or select date range by selecting the Calendar boxes
- Choose from the list of People whose timesheets you wish to view. You can also type their name to begin searching. Repeat the process to add as many people as you need to find timesheets for
- You can select one or more Clients.
- You can select one or more Jobs from the list. You can also tick the Internal jobs box to filter the list to only show Internal jobs.
- You can choose from the possible Approval statuses of a timesheet
- To find claims matching your criteria, select Find Timesheets.
Reviewing the timesheets
The Person who this timesheet belongs to
The week which this timesheet is for
The status of this timesheet
The total time on this timesheet (in days)
All jobs contained on this timesheet. This will include client jobs, internal jobs and time off.
If you want to edit any items on this timesheet on behalf of the other person, you need to do so in ghost mode. Read how to edit timesheets/expense claims in ghost mode.
As a Metis admin, you can approve any item (timesheet or expense claim) without being the designated approver. If you approve any item through Manage, it will be removed from the approver's list of approvals to be actioned (on their Homepage and Timesheets & Expenses area). You will then be listed as the approver where the status is shown (see above image).
Didn't find what you need in this article? You can submit a support ticket or send an email to support@getmetis.com.