How to Record a Timesheet (User)

Timesheets offer a streamlined way for users to document 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
• Recording & Reviewing Timesheet Drafts
• Additional Resources for Impact/Timesheet Management

How to Record a Timesheet 

Users can take the following steps to record a Timesheet Impact. 

1. Start by adding an impact from the group, event, or user dashboard.
2. Within the Add Impact workflow, select “Switch to Timesheet.”
3. From there, you’ll be able to, add a title for the timesheet, enter the associated dates and times, and description of activities.
4. Next, set the verifier either by, writing them in manually, or selecting them from the available list, depending on how the event is configured.
5. Once completed, continue through the workflow by filling out the remaining default and custom questions as prompted.

The guide below provides a step-by-step tutorial with images:

GivePulse Pro Tip: Each individual line entry within a timesheet is limited to and cannot exceed a maximum of 24 hours.

After filling out the the form, you have two options for saving or submitting your timesheet:

• 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 have added all entries and completed all other requirements in the impact, click this button to submit it and wait for verification.

Recording & Reviewing Timesheet Drafts

Timesheets can be saved as drafts, giving users the flexibility to update their timesheets periodically and submit them all at once when ready.

To save a timesheet as a draft, users can select the Draft button within the impact workflow. This will save the timesheet without submitting it.

GivePulse Pro Tip: Timesheet drafts remain available for up to 90 days and the expiration period resets each time the draft is updated. Users can view the current draft expiration date by navigating to their User Impact Dashboard.

View the slides below to learn how to create and update timesheet drafts. 

Additional Resources for Impact/Timesheet Management

• 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.