Timesheets List Views in OpenAir Mobile

Timesheets list views give you a quick overview of your timesheets by status. You can search for timesheets by name and perform certain actions on one or multiple timesheets at the same time.

To access the list of Timesheets To Approve, Open Timesheets, Submitted Timesheets, Rejected Timesheets or Approved Timesheets, tap the corresponding status row on the in the navigation drawer. See Navigating OpenAir Mobile.

Nanigating timesheets screenshot on OpenAir Mobile for iPhone

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Menu — To view the navigation drawer, tap the menu icon Menu icon in the toolbar from any list views or from the dashboard. See Navigating OpenAir Mobile.

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Title of the current list view.

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Bulk actions — OpenAir Mobile lets you perform actions on multiple timesheets at one time. When the option is available, the app shows a Select link (iPhone) or a select icon Select icon for Android (Android) in the top right corner of the screen. See Bulk Actions in Timesheets List Views.

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Search— To find a timesheet, swipe down to see the search bar (iPhone) or tap the search icon Search icon for Android(Android) and type a few characters. The timesheets are filtered as you type and the list view shows only timesheets with information matching your search string.

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Timesheet summary — The timesheet summary gives a quick overview of your timesheet. See Timesheet Summary in List Views.

To navigate to a timesheet, tap the corresponding timesheet summary. From the timesheet, you will be able to perform all the actions permitted according to your role permissions and to the timesheet status.

The timesheet summary is highlighted with a red color outline if there any submission or synchronization errors (iPhone) for this timesheet. See Timesheet History and Timesheet Errors.

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Actions toolbar — The actions toolbar includes all the actions available in the list view.

  • From the open timesheets list view:

    • To copy an existing timesheet, tap the clone icon Copy icon for iPhone.

    • To create a new timesheet from blank, tap the add icon Add icon for iPhone (iPhone) or the add button Add icon for Android (Android).

    • To view the navigation drawer, tap the menu icon Menu icon in the toolbar to return to the dashboard tap outside of the navigation drawer. From the dashboard or the navigation drawer, you can navigate to other list views in OpenAir Mobile, review the app configuration settings, or synchronize your data. See Navigating OpenAir Mobile

Bulk Actions in Timesheets List Views

To select multiple timesheets in the Timesheets To Approve, Open Timesheets and Rejected Timesheets list views, tap Select (iPhone) or the select icon Select icon for Android (Android) then tap the timesheets you want to select.

  • The number of items selected shows at the top (iPhone), in place of the list view title or on the select icon Multiple select icon on Android (Android).

  • The items selected are highlighted with a green outline.

  • The actions you can perform depend on the list view:

    • For open or rejected timesheets:

      • To submit the selected timesheets, tap the submit icon Submit icon for Android.

      • To delete the selected timesheets, tap the delete icon Delete icon for Android.

      Note:

      These actions may not be available if your device is not connected to the internet and if one of the selected timesheet summaries shows a “To sync” tag. The “To sync” tag indicates that there is already an action pending for this timesheet. You may be able to perform the action after the device is connected to the internet again and the synchronization completes.

    • For timesheets to approve:

      • To approve the selected timesheets, tap the check mark icon Toolbar approve icon in OpenAir Mobile.

      • To reject the selected timesheets, tap the reject icon Red icon.

  • To exit the bulk-action mode and return to the list view, tap Cancel (iPhone) or the close icon Cancel icon for Android (Android).

Bulk actions for iPhone and Android

Timesheet Summary in List Views

The timesheet summary gives a quick overview of your timesheet, and lets you perform certain actions, depending on your role permissions and on the timesheet status.

The timesheet summary is highlighted with a red color outline if there any submission or synchronization errors for this timesheet. See Timesheet History and Timesheet Errors.

Timesheet summary in list views

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Timesheet name & dates — The summary shows the name of the timesheet in bold and the period it covers (start date — end date) underneath it. In the Timesheets to approve list view, the summary also shows the name of the employee who submitted the timesheet.

Note:

The summary does not show the dates if the timesheet name is generated automatically and includes the exact same date.

A “To sync” tag appears under the timesheet name and dates if you made changes to the timesheet using OpenAir Mobile but the updated data has not been sent to the OpenAir server data. This may happen if your device is not connected to the internet or briefly if OpenAir Mobile is preparing or running data synchronization with the OpenAir server. See Synchronizing OpenAir Mobile with OpenAir.

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Days with time entries — The grid of dots shows at a glance the days with time entries (solid green) Solid green dot icon in OpenAir Mobile and the days for which you can (green outline) Green outline dot icon in OpenAir Mobile or cannot (solid gray) Grey dot icon in OpenAir Mobile record time entries. The days with a solid gray dot are not in the timesheet period.

Note:

The length of a timesheet period is set by your OpenAir account administrator. The example pictured above shows a period of calendar month. The time entry grid only displays the weeks covered by the timesheet period.

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Time total — The timesheet summary shows the total time recorded in the timesheet.

If there are timesheet rules set on your OpenAir account defining a minimum or maximum total number of hours for each timesheet, a progress bar shows underneath the time total. The bar gives a visual representation of the time entered on the timesheet and shows the minimum and maximum number of hours.

  • If the number of hours entered is between the minimum number of hours required and maximum number of hours allowed, the progress bar shows in green color.

  • If the number of hours entered is below the minimum required or above the maximum allowed, the progress bar shows either in orange or red color. The orange color indicates that you may submit the timesheet but a warning will appear when you submit the timesheet. The red color indicates that you will not be able to submit the timesheet.

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Actions — You can perform some actions straight from the timesheet summary in the list view. The actions you can perform depend on the timesheet status:

  • For open timesheets:

    • To submit the timesheet, tap the submit icon Submit icon for Andorid.

    • To show a context menu with more options, tap the more icon More icon in OpenAir Mobile.

  • For timesheets to approve:

    • To approve the timesheet, tap the check mark icon Approve icon in OpenAir Mobile.

    • To reject the timesheet, tap the reject icon Red icon.

  • For submitted and approved timesheets:

    To copy the timesheet, tap the clone icon Copy icon in OpenAir Mobile.

  • For rejected timesheets

    • To re-submit the timesheet, tap the submit icon Submit icon for Android.

    • To copy the timesheet, tap the clone icon Copy icon for Android.

Note:

Some of these actions may not be available if your device is not connected to the internet and there is a Submit or Delete action pending for the timesheet. You may be able to perform the action after the device is connected to the internet again and the synchronization completes.

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More actions — For open and rejected timesheets, tap the more icon More icon in OpenAir Mobile then:

  • To copy the timesheet, tap Clone Timesheet.

  • To edit the timesheet properties, tap Edit Timesheet.

  • To delete the timesheet, tap Delete Timesheet.

  • To pin the timesheet to the dashboard, tap Pin to dashboard. See Pinned Timesheets, Expense Reports or Receipts.

    If the item is already pinned to the dashboard, the context menu shows an Unpin from dashboard option instead.

Note:

The more actions icon is not available if your device is not connected to the internet and there is a Submit or Delete action pending for the timesheet.

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