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Timesheet Template

https://www.cluedoo.com/web/image/product.template/6581/image_1920?unique=6f446c8

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Timesheet Template

US$ 1.00 1.0 USD US$ 1.00 VAT Excluded

US$ 1.00 VAT Excluded

Not Available For Sale

This combination does not exist.

STORY BEHIND THE FEATURE

ODOO BEHAVIOR

You have each week to select back your project and your tasks, even if you are working on the same one for several weeks
 
CLUEDOO BEHAVIOR
Each employee has a template which can be configured at the beginning and then is dynamically modified based on the previous week
MODULE +

Time-sheet template will help you to plan your weekly work easily


CLUEDOO RECOMMENDATIONS

We recommend creating 2 templates for each employee. A default template which will be the dynamic template with the update of the structure after each time-sheet validation and a generic template which is the initial template to come back on the initial structure. For instance, the default template after 1 week of holidays will have only a Holiday line and so the generic template will give back the classic lines of the employee


​ ​ ​ ​ ​ ​ ​ ​ ​ ​  HOW TO USE THIS MODULE


1

(Take Time-Sheet as Template)
To create time-sheet template fill the information: 
Name: Template name 
Employee: Employee name 
Type: Time-sheet period 
Day by Day: details task for daily time-sheet
Whole Week: same task for whole week
Start Date and End Date : when the time-sheet is active.(keep empty if template is always the same) 
Is Automatic Update ? : check mark if new activity will be put to this template
Time-sheet Line Template: Add project for your time-sheet template

Note: The "Start Date and End Date" no longer exists in v17 and v18


2

Create Time-sheet Template From Weekly Activity

  1. on the Time-sheet Activity Form View, click on button Take Time-sheet as Template"
  2. Go to Setting / Time-sheet Template
  3. Your template will be created


3

Your template will be created

4

(Create Time-sheet from Time-sheet template)

Go to Time-sheets → Configuration → Time-sheet Template - Create new Time-sheet Template.
Then when we create a timesheet report, we can choose the template


Update v18​

I. Day-by-Day Timesheet Template

1. Update Automatically

1.1

Check the Is Automatic Update checkbox > Open the detailed pop-up for Monday > Look at the detailed information in the second picture 



1.2

Create a new Timesheet Sheet based on the above timesheet template > Try changing some information > Submit to Reviewer > Approve

EX: Edit the information for Monday - 6/1/2026

1.3

Go back to the Timesheet Template from which the above timesheet sheet is created > Can see the corresponding detailed information automatically updated here

Note:  All information on the template needs to remain after submitting and approving the timesheet if there are no changes in the timesheet


2. Not Update Automatically

If the check box Is Automatic Update is not selected, all information on the Timesheet Template will remain unchanged after the timesheet sheet is modified, submitted, and approved

II. Whole Week Timesheet Template

1. Update Automatically

In this case, should not change any information in the timesheet sheet which is created from a whole week timesheet template because changing the information would not align with the logic here

2. Not Update Automatically

If the check box Is Automatic Update? is not selected, all information on the Timesheet Template will remain unchanged after the timesheet sheet is modified, submitted, and approved