Excel Time Sheet

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Email an Excel Time Sheet to yourself or an employee so they may enter their time into it.  Once they are finished, they can send the file back so that you can Import it into the Design Manager Employee Time.

 

There are two areas within the program to do so:

 

Employee Time Window
Address Book

 

 

Employee Time Window

 

First enter the Employee code and date range that you wish to collect time for.

 

emptimesheetselections

 

Then select the emailExcelSheet Email button.

 

A message will appear to show the Employee and Date range of the file to be emailed.

 

employee time sheet message

 

Select OK.

 

An Email message will appear as shown below.

 

employee time sheet email message

Once you choose Send, the recipient will be able to open and save the Excel file.  The Excel file will appear as below:

 

To change the default Excel file, see Company Advanced Options Window - Time Tab.

 

***NOTE: The default Excel Time Sheet can be opened and manipulated within Microsoft Excel (recommended).  If you do not have Excel, we have found that the file can also be edited in Google Docs/Sheets.  Numbers does not appear to be compatible with the defaulted Excel Sheet as its field validation is too complex for the program. You can, however, create your own file within Numbers that does not include such complexities.***

 

timesheetexcelexample

Here the user can enter their time. Users can select from the Drop down options for Projects & Activities.  The active Projects & Activities from your Design Manager will appear.

Once the user has completed entering their time, they can Import this file (or send the file back to another user to Import for them).

 

 

To Import the file, see Import Data (Time).

 

 

Address Book

 

Open the Address Book and select the Employees as the Contacts to Show .  Then tag the employees you wish to send the time sheet to.

 

address book window-emloyeesSelectedforEmailTimeSheets

 

Select the Send E-mail button

 

ab_send email

 

In the drop down option for What type of email do you wish to send?  Select: Time Sheets

 

Then enter or select the Date range for the Time Sheet.

 

Select OK.

 

An Email message for each Employee tagged will be sent automatically. The email will an include an Excel file attachment that can be opened and saved in Excel.  The Excel file will appear as below:

 

timesheetexcelexample

 

Here the user can enter their time. Users can select from the drop down options for Projects & Activities.  The active Projects & Activities from your Design Manager will appear.

 

Once the user has completed entering their time, they can Import this file (or send the file back to another user to Import for them).

 

To Import the file, see Import Data (Time).