Timesheets offer a streamlined way for users to document their activities and engagement in a consolidated manner. Timesheets are best for users who are regularly volunteering/working with the same agency over a period of time. Typically, users will create timesheets on a weekly or monthly basis, depending on preference.
This article will cover the following:
How to Record a Timesheet Impact
Users can take the following steps to record a Timesheet Impact. The guide below provides a step-by-step tutorial with images:
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From the User Dashboard, click your User Icon in the top right corner, then select Add Impact in the dropdown menu.
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Next, select the group/event for which you wish to add your timesheet. If you have an existing draft timesheet you wish to update, it will be present at the top of the page.
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GivePulse Pro Tip: If the group and/or event, for which you wish to add an impact, doesn't populate in the suggested list, click None of these? to search for the group/event.
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After selecting the group/event, you will enter the add impact workflow. Select Switch to Timesheet to enter Timesheet mode.
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Enter a descriptive title for your timesheet in the Title section.
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GivePulse Pro Tip: When creating timesheets, use a naming convention that will help you easily identify timesheets. For example, you can use the naming convention: [Organization Name] (Date Range for Timesheet).
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Click Add to begin adding singular entries to your timesheet.
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Select the date range, start, and stop times for the singular log. Next, provide a brief reflection/description of the activity. Finally, answer any additional questions that are requested of you.
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Once complete, click Submit & Return to Timesheet.
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Click Add to add additional logs within your timesheet as needed.
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GivePulse Pro Tip: If you need to update a singular log within a timesheet, click the Pencil icon to make updates. If you need to delete a singular log within a timesheet, click the Delete icon.
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In the Verification section, use the dropdown menu to select the verifier for your timesheet.
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GivePulse Pro Tip: Use the Switch to Write-In option if you need to manually type in the name and email of the verifier. (Note: If that option is not present when you are recording your timesheet, this is because your network has this function disabled).
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Click Next to progress to the next section.
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Alert: A timesheet should only be submitted once all entries have been submitted. If you are not ready to submit the timesheet, you can click Save Draft to save the timesheet in draft mode. This will allow you to come back to it later to make updates.
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In the Share section, indicate which groups and/or courses the timesheet should be shared with. Click Add Impact once complete.
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After submitting your timesheet, an email will be sent to your verifier for approval!
After filling out the the form, you have two options for saving/submitting:
- Save Draft - If you intend to add more timesheet entries to this timesheet, click this button to save the timesheet, but not submit it.
- Add Impact - If you do not intend to add additional timesheet entries to this timesheet, click this button to submit it and wait for verification.
Additional Resources for Impact/Timesheet Management
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Consider the linked articles below for additional resources related to timesheet impacts:
- Update, Track or Delete Your Impact - Learn more about how to track and manage impacts you've already created.
- Impact Verification Statuses Defined - Learn about the different status impacts can have after being submitted.
- Managing Timesheet Impacts as an Admin - Learn more about how to verify timesheets if you are an admin and/or verifier.
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