Timesheet Management in CRM Leaf

A Timesheet in CRM Leaf is a digital tool used to track and record the time employees spend on various tasks and projects. It helps streamline time tracking, improve billing accuracy, and simplify payroll processes. Whether you’re a manager or an individual contributor, CRM Leaf’s Timesheet module supports clear and efficient time management.

How to Log Time (Manual Entry)

To manually log time:

1. Navigate to Work > Timesheets.
2. Click Add Time Entry.

Fill in the following fields:

Field	Description
Project	Select the project associated with the task.
Task	Choose the task the time is being logged against.
Employee	Select the employee entering the time.
Start Date/Time	Specify when the task began.
End Date/Time	Specify when the task ended.
Memo	(Optional) Add notes or context about the work performed.
Total Hours	Auto-calculated based on the entered time duration.

Timesheet Overview

All submitted timesheet entries are listed in a tabular format for quick reference and review.

Column	Details
Code	Unique identifier for the timesheet entry.
Task	The task associated with the time entry.
Employee	Who logged the time.
Start Time / End Time	Time window during which work occurred.
Total Hours	Duration of work logged.
Earnings	Automatically calculated using hourly rate × total hours (if applicable).
Action	Options to edit or delete the entry.

Weekly Timesheets

The Weekly Timesheet feature enables users to log multiple time entries across different days in one go, simplifying time tracking for employees who work on recurring or multi-day tasks.

How to Add a Weekly Timesheet:

1. Go to Work > Timesheets > Weekly Timesheet.
2. Click Add Weekly Timesheet.
3. Select:
4. Employee: Who the entries belong to.Project and Task: The task/project for the week.
5. Enter time entries for each day of the week (e.g., Monday to Sunday).
6. Click Submit to save.

Advantages:

• Efficiently log time in batches.
• Reduces repetitive data entry.
• Ideal for regular schedules or long-term projects.

Approving Timesheets

Managers or supervisors can review and approve weekly or individual time entries before processing invoices or payroll.

• To Approve Timesheets:
• Navigate to Work > Timesheets > Approval Panel.
• Review submitted time entries.
• Click Approve to confirm or Reject with comments for revision.
• Approval ensures validation of work done before it’s billed or paid.

Employee Timelogs

The Employee Timelogs section provides a historical view of all time entries made by an individual user. It helps supervisors monitor productivity and HR/payroll teams verify logged hours.

• Details Include:
• Dates and duration of time worked.
• Associated tasks and projects.
• Whether entries are billable or non-billable.
• Approval status.

Billing Workflow Integration

CRM Leaf seamlessly integrates timesheets into project billing and invoicing:

• Work is performed by employees.
• Time is logged via individual or weekly timesheets.
• Entries are marked as Billable or Non-Billable.
• Approved billable entries are included in invoices.
• Invoices are generated, sent, and payments collected.

Conclusion

CRM Leaf’s Timesheet and Weekly Timesheet features offer a powerful yet flexible way to manage work hours. From logging time to generati
ng invoices, the module ensures transparency, accountability, and operational efficiency for teams of all sizes.