Set Up Time Sheets

Time sheets in Business Central handle time registration in weekly increments of seven days. You can use them to track the time used on projects, and you can use them to record simple resource time registration. Before you can use time sheets, you must specify which users will submit time sheets and how you want to configure time sheets.

[!TIP] In Business Central, the users of time sheets are resources. This way, you can use time sheets to track the work of non-employees, for example. To track the work of your own employees, or to use time sheets to track employee absence, you must associate employees with resources in the setup guide.

Optionally, specify if and how time sheets are approved. Depending on the needs of your organization, you can designate:

One or more users as the time sheet administrator and approver for all time sheets.
A time sheet approver for each resource.

When you have set up time sheets, you can create time sheets for resources, and the resources can post time sheet lines. Optionally, assign time sheets to job planning lines. For more information, see Use Time Sheets.

Set up time sheets with the assisted setup guide

--- author: edupont04

ms.topic: include ms.date: 10/01/2021 ms.author: edupont

APPLIES TO: Business Central 2021 release wave 2 and later

Starting in 2021 release wave 2, you can use an assisted setup guide to help you set up time sheets.

[!TIP] You must enable the Feature Update: New time sheet experience feature in the Feature Management page to use this capability.

The same feature also makes it easy to manage time sheets on a mobile device.

Open the Set Up Time Sheets assisted setup guide from the Assisted Setup page.

The assisted setup guide takes you through the following steps:

Set up the participants in the time sheet processes

The first page in the guide shows you the number of users in your Business Central. It also shows other required and optional information.
Specify the first day of a work week in this organization

The first day of a work week will be the default first day for all time sheets.
Specify the person who administers time sheets

This person can edit and delete all time sheets. Optionally, add the same role to other people in the User Setup page.
Set up the resources who will use time sheets, and the people who will approve time sheets

At the end of the setup guide, you can choose to let Business Central create time sheets based on your configuration. View the new time sheets in the Time Sheets page, which you can open here. Alternatively, run the assisted setup guide again, or complete the setup manually.

Set up time sheets manually

The following sections describe how to set up time sheets if you do not use the Set Up Time Sheets assisted setup guide.

To set up general information for time sheets manually

Choose the icon, enter Resources Setup, and then choose the related link.
Fill in the fields as necessary. Hover over a field to read a short description.
For the Time Sheet by Job Approval field, select one of the following options.

Option	Description
Never	The user in the Time Sheet Approver User ID field on the resource card approves the time sheet.
Always	The user in the Person Responsible field on the job card approves the time sheet.
Machine Only	If the machine time sheet is linked with a job, then the user in the Person Responsible field on the job card approves the time sheet. If the machine time sheet is linked with a resource, then the user in the Time Sheet Approver User ID field on the resource card approves the time sheet.

To assign a time sheet administrator manually

Choose the icon, enter User Setup, and then choose the related link.
Add a new user if the user list does not include the person who you want to be the time sheet administrator. For more information, see Assign Permissions to Users and Groups.
Select a user to be a time sheet administrator, and then select the Time Sheet Admin. check box.

[!TIP]
It is recommended that you designate only one user to be the time sheet administrator for a company. In the following procedure, you set up a time sheet owner and approver where the time sheet approver is assigned for each resource.

To assign a time sheets owner and approver manually

Choose the icon, enter Resources, and then choose the related link.
Select the resource for which you want to set up the ability to use time sheets, and then select the Use Time Sheet check box.
In the Time Sheet Owner User ID field, enter the ID of the owner of the time sheet. The owner can enter time usage on a time sheet and submit it for approval. In general, when the resource is a person, that person is also the owner.
In the Time Sheet Approver User ID field, enter the ID of the approver of the time sheet. The approver can approve, reject, or reopen a time sheet.

[!NOTE]
You cannot change the ID of the time sheet approver if there are time sheets that have not yet been processed and have the status of Submitted or Open.

ms.topic: include ms.date: 12/20/2021 ms.author: edupont

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