Manage Timesheets

Timesheets are a record of every time entry that has been tracked for an agent on your account. You can make adjustments to the recorded time so that if for example, an agent forgets to clock into lunch, you can easily fix it for them.

• Access Timesheets 
• Edit Timesheets
• Add Timesheets
• Delete Timesheets

Access Timesheets

To access a full list of active Timesheets, simply follow these steps:

1. Go to Admin .
2. Select Manage Timesheets.

Edit Timesheets

You can edit Timesheets for your agents from a ticket inside of the Zendesk App or from the admin interface inside of the tymeshift WebApp.

In Zendesk:

1. Open the ticket you want to edit.
2. Expand the Ticket Time total in the tymeshift App for Zendesk.
3. Expand the user whose time you want to edit.
4. Hover over the time you wish to edit.
5. Select the pencil button.
6. Edit the criteria.

In tymeshift:

1. Go to Admin .
2. Select Manage Timesheets.
3. You can find the Timesheet you need by filtering the data using the following parameters:

      4. Once you have located the Timesheet you would like to edit, click on the pencil icon .

      5. You are able to shift the agent into another Ticket, General Task, or Untracked Time. You can add session notes that you need to include in the Timesheet and you can determine whether or not the agent should be clocked in or adjust their start and end time.

Add Timesheets

To add Timesheets, follow these steps:

1. Go to Admin .
2. Select Manage Timesheets.
3. Select Add Timesheet by clicking on the button.
4. Fill in the requested criteria: select the agent along with the Ticket, General Task, or Untracked Time. Select the Clock In and Clock Out time. 
5. Click on the Add button.

Note: if you chose the Clocked In option, the agent will be clocked into the activity you set up for them, and they will have to Clock Out or you will need to clock them out later.

Delete Timesheets

You can delete Timesheets for your agents from a ticket in the Zendesk App (there are two ways to do this), or from the admin interface inside the tymeshift WebApp.

In Zendesk (method 1):

1. Open the ticket where you want to delete time.
2. Expand the Ticket Time total in the tymeshift App for Zendesk.
3. Expand the user.
4. Hover over the time you wish to remove.
5. Select the red X button.

In Zendesk (method 2):

1. Open the ticket where you want to delete time.
2. Select the Settings Menu in the tymeshift App for Zendesk.
3. Select Timecard from the drop-down menu.
4. Locate the time entry you wish to remove.
5. Hover over the time you wish to remove.
6. Select the red X button.

In tymeshift:

1. Go to Admin . 
2. Select Manage Timesheets.
3. You can find the Timesheet you need by filtering the data using the available parameters.
4. Once you have located the Timesheet you would like to delete, click on the Delete icon .