TrackerRMS Help

Your one-stop shop for help on TrackerRMS

Back to Topics

Help Topic: Create a Timesheet from Start to Finish

This lesson explains how to create a Timesheet from Start to Finish.

*Once you have updated job dates & fees in the placement record of the candidate, you are ready to convert the job to a Project/Assignment (since Tracker is customisable you may use different language within your database).

1. Convert Job to Project

  • Click into the blue action menu at the top right of your screen, select Convert to Project
  • Click Yes to convert and then open the new project record

2. Assign Tasks to Candidate

  • Now that you've created a project, you will want to assign tasks to the candidate so they can schedule time against them
  • Click on the Tasks & Activities tab within the project (keep in mind your tab may be labeled something different or tasks & activities may reside elsewhere)
  • Click on the green Add Task button
  • Add the task name, the Task Status, and make sure to add the Expected Start Date & Expected End Date (the same dates the candidate starts and ends the assignment)
  • Choose whether the task is billable, and what rate the task will be billed at
  • You can also add rollover time to tasks (if you want regular hours to rollover into overtime hours)
  • Once you have finished entering in the task details, budget & rates, click Ok
  • You can now see Regular Hours under Planning Tasks

3. Apply Tasks to Candidate

  • Click into the placement record of the candidate that's on the Project Team
  • Click on the Timesheets tab and check off Regular Hours
  • Only check off the timesheet tasks that should be applied to this candidate
  • Make sure to hit Save & Close once you've made all of the necessary changes

4. View the Candidate's Timesheet

  • Click on the candidate's timesheet icon
  • Now you can view what the candidate will see when they login to their timesheet portal and input an entry
  • If this is the first time that you have placed a candidate, and this is their first time logging into their timesheet, there is one more step to complete!

5. Send Candidate Timesheet Welcome Email

  • Open candidate record
  • In this demo example, our candidate's portal information is located in the Back Office tab on their candidate record
  • Please keep in mind that your candidate portal information may be located elsewhere (as all databases in Tracker are customisable)
  • Make sure the 'Enter Timesheets' field is checked, so the candidate has the ability to add time
  • To send an email to the candidate with their timesheet portal credentials and URL, hit the blue action button and click 'Send an Email'
  • Select the email template that includes the candidate's timesheet portal login information
  • Once you have sent the email, the candidate will be able to access their timesheet portal and successfully add time

#start to finish