Custom Timesheet Fields

Updated on January 12, 2018

Custom Timesheet Fields allows you to create and customise fields within your employee’s timesheets.

Creating Custom Timesheet Fields

To create a Custom Timesheet Field, head to your ‘Global Settings’.

Highlight Global Settings

Now click the ‘Misc’ tab, then click ‘Timesheet Custom Fields’.

Global Settings: Custom Timesheet Fields

A pop-up will appear. Here, you can add the new field, where you can create the field name, the new API name, if validation is required, and any tooltip help text you may want to add to the custom timesheet field.

create_customfield

In this box, you can also select which areas to apply this field to. In the example above, a ‘Tips received’ field was created. Naturally, this would apply to floor staff and servers. In the below image, we’ve selected the relevant areas to apply this custom field to.

customfield_locations

When you are done, click ‘Save This Custom Field’ at the top of the page to confirm your changes.

save_customfield

Custom Timesheet Fields

This is a list of ways to enter data into these fields:

Web App

Submitting Timesheets

After clicking ‘End Shift’ on the Me tab, you will see the following modal, which allows you to enter a custom field into the timesheet.

ctsf_web

Approving Timesheets

To view these new fields in the web app, head to the ‘Timesheet Approval’ screen:

customfield_approval

In the image above, we can see the employee is working in one of the areas selected previously. In the image, the tooltip help text also appears next to the custom field.

Android

Submitting Timesheets

After tapping ‘End Shift’, the custom timesheet field will appear on the ‘End Shift’ screen.

cstf_android

Approving Timesheets

To view the field, head to an eligible timesheet. The new field will appear under the total shift time.

customfields_android

iPhone

Submitting Timesheets

When submitting a timesheet, you may be presented with the option to add a value to a custom field. The field will be in the image as displayed below.

ctsf_ios_submit

Approving Timesheets

To enter a value in a custom field, head to the Schedule tab on your iPhone, then tap an unapproved timesheet. Scroll to the bottom to find the field.

iPhone_CTF

iPad

Submitting via iPad Deputy Kiosk

When ending your shift, you can enter a value into the custom fields.

ctsf_kiosk

Submitting via iPad Deputy App (non-kiosk)

When ending your shift via the iPad Deputy app (non-kiosk version), simply end your shift, then, on the following screen, enter the value in the Custom Timesheet Field.

cstf_ipad_submit

Approving via iPad Deputy App (non-kiosk)

You can approve timesheets that contain custom timesheet fields as well, as seen in the screenshot below.

cstf_ipad

Custom Timesheet Field Trigger

Triggers can be activated to display the created custom field. To do this, create/edit a custom field. Under the ‘Display with Script’ section, you can select three triggers:

  • N/A – Will show the custom fields
  • Display custom field when timesheet has no break – Will show the custom field if no value is added under break, or the employee has not started a break
  • Display custom field when timesheet is 60 minutes shorter than scheduled – Will display the custom field if the shift ends early, e.g. employee clocks off at 4 pm when the scheduled shift ends at 5 pm

CTSF_trigger

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