Timesheets in OpenAir Mobile

You can use timesheets in OpenAir Mobile to record your time and submit it for approval. Your timesheets in OpenAir Mobile are synchronized automatically with your timesheets in OpenAir.

In a timesheet list view, tap a timesheet summary to see your time entries in a week view.

Timesheets in OpenAir Mobile for iPhone and Android

1

Timesheet header — The timesheet header shows the name and dates of the timesheet you are viewing in the center, a back arrow and a Select link (iPhone) or a back arrow Back arrow icon for Android, a select icon Select icon for Android and a search icon Search icon for Android (Android). If you are viewing a timesheet awaiting your approval, the header also includes the name of the employee who submitted the timesheet.

Note:

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

  • To return to the list view, tap the back arrow Back icon in OpenAir Mobile for iPhone (iPhone) and back icon Back arrow icon on OpenAir Mobile for Android (Android). From the list view, you navigate to other timesheets, navigate back to the dashboard, or perform actions on single and multiple timesheets. See Timesheets List Views in OpenAir Mobile.

  • Tap the Timesheet header to view and edit the Timesheet properties.

  • Bulk edit — OpenAir Mobile lets you edit multiple time entries at one time. Tap Select (iPhone) or the select icon Select icon on OpenAir Mobile for Android (Android) to enter the bulk-edit mode. See Time Entry Bulk Edit.

    Note:

    The bulk-edit mode may not always be available depending on your OpenAir account configuration. For example, if your time cards are associated to a project but not to a specific task, and if you can select different tasks for each time entry, you will not be able to edit multiple time entries in one go. If this is the case, the timesheet screen does not show the Select link (iPhone) or the select icon (Android).

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

2

Time total and Timesheet navigation — The total time recorded in the timesheet is indicated in bold.

To navigate to the previous timesheet or the next timesheet, tap Prev or Next. If the link and arrow icon appear in light gray color, you have reached the first or last available 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.

3

Week view and week navigation — The week view shows the time entered for the selected week. Each day is a column in the timesheet grid with time entries aligned under each day of the week. The calendar shows the total time entered for each day.

The day, date and total time entered for the day show in one of the following colors:

  • Green color if the day is today.

  • Dark gray color if the day is a week day and there is at least one time card in the timesheet with an enabled time entry cell for that day.

  • Medium gray color if the day is a weekend day and there is at least one time card in the timesheet with an enabled time entry cell for that day.

  • Light gray color if there are no time cards in the timesheet with an enabled time entry cell for that day.

If your timesheet period covers more than one week, swipe the calendar or any time card row right or left to view the next or previous week. Dots under the calendar indicate the number of weeks covered by the timesheet and the week you are currently viewing — e.g. Week navigation icon indicates the third week of five weeks covered (fully or partially) by the timesheet period.

Note:

If the timesheet status is open or rejected and there is at least one time card in the timesheet, the timesheet week view scrolls automatically to the first week with time entry cells that you can edit. This would happen in the following example scenarios, depending on your account configuration:

  • You open a timesheet covering the later part of a split two-week period including a month change in the second week. The timesheet includes both weeks but you can only edit time entries from the 1st day of the month in the second week — the week view scrolls automatically to show the second week.

  • You open a timesheet covering a full calendar month with one time card and the time card is associated to a task starting part through the month. The time sheet includes all weeks in the calendar month but you can only edit time entries for the dates associated with the task — the week view scrolls automatically to show the week including the task start date.

4

Time entry drafts — The time entry drafts are available on all editable timesheets. The time entry drafts shows all drafts created in the draft inbox, which are associated with the specific timesheet. Drag draft time entries to a time card on your timesheet. See Moving a Time Entry Draft to a Timesheet.

5

Time cards — Time cards are subdivision of timesheets associated to a specific project and/or task. All time entries are added to a time card. See Time Cards.

6

Actions toolbar — The actions toolbar includes all the actions available for the timesheet you are viewing:

  • To view the history of your timesheet and any errors associated with your timesheet, tap the history icon History toolbar icon on OpenAir Mobile. On iPhone, the history icon shows a red dot History error icon on OpenAir Mobile if there are any errors associated with the timesheet. See Timesheet History and Timesheet Errors.

  • To edit or view the timesheet properties, tap the edit properties icon Edit icon on OpenAir Mobile.

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

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

  • To approve the timesheet, tap the check mark icon Approve icon for Android.

  • To reject the entire timesheet or selected time entries, tap the reject icon Red icon.

  • To view the navigation drawer, tap the menu icon Navigation drawer Android.

Note:

On iPhone, 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.

Time Cards

Time cards are subdivision of timesheets. You can use time cards to keep your time entries organized. Each time card is associated to a specific project or task. It shows all your time entries and other useful information such as service and job code tags. All time entries are added to a time card.

Note:

There cannot be two time cards with exactly the same header information (main information) and tags (additional settings) on the same timesheet.

Time cards must contain time entries to be saved. Any empty time cards will disappear if you close the timesheet and open it again.

Timec card

1

Time card header — The time card header can include the following information: Task name, Customer name and Project name.

Note:

Depending on your OpenAir account configuration, your recorded time may be associated to a customer, project and task at the time card, or the time entry level. If the customer, project and task association is at the time entry level, the time card header shows the text “Multiple values”

2

Time card tags — Time card tags can include additional information associated with the task or the time card: Service Type (e.g. Data migration), Job Code (e.g. “PM”), Payroll Type.

3

Actions — The following actions are available:

  • To hide the time card tags, tap the collapse icon Collapse icon in OpenAir Mobile or to show the time card tags, tap the expand icon Expand icon in OpenAir Mobile.

  • To show a context menu with time card actions, tap the more icon More icon in OpenAir Mobile then:

    • To add a new row to the time card, tap Add row (iPhone) or Add new time card row (Android).

    • To create a copy of the time card with the same values as the current time card, tap Clone time card.

    • To edit the time card properties, tap Edit time card.

    • To delete the time card, tap Delete time card.

4

Time card row — Single row of time entries. It contains one time entry cell for each day of the week (each day corresponds to a column in the timesheet week view grid). This is roughly equivalent to the timesheet row in the OpenAir web application.

You can add multiple rows to the time card if you want to add multiple time entries for the same day in the same time card. If you enter time entries on multiple rows, a time entry cell will automatically move to the row above if the time entry cell immediately above is empty.

5

Time entry cell — Time entry cells are displayed in a grid with a column for each day of the week and a row for each time card row. Time entry cells show:

  • The time entry value in hours and minutes when a value is present — For example, Time entry example icon in OpenAir Mobile shows 7 hours and 45 minutes.

    Note:

    The possible values for the number of minutes are determined by your OpenAir account configuration.

  • The add icon Add icon in OpenAir Mobile (in green color for working week days or in gray color for weekend days) when the time entry cell is empty (no value).

  • A notes icon Notes icon in OpenAir Mobile in the top right corner of the cell when there are some notes for the time entry.

  • A gray background color with a disabled cell icon Disable time entry icon in OpenAir Mobile when you cannot add a time entry — for example, if the day is out of the timesheet period or if time entries are not permitted for that day.

Tap a cell to add or edit a time entry. The time entry form appears at the bottom of the screen. The time entry cell you are currently editing is highlighted with a solid green background if there are no errors or with a solid red background if there are errors in the time entry. See Time Entry Form and Time Picker.

If there is an error in the time card properties, the more icon shows in red color and all the time entry cells are disabled. This may happen after synchronization if some required information was missing in the data downloaded from the OpenAir server. In the example pictured below, the Task is a required field but it is missing from the time card properties. The time card tags include a red tag indicating the missing required information. If you tap the more icon to open the context menu, the Edit Time card menu option shows in red color and with a “Required” tag.

Editing a time card

Time Entry Form and Time Picker

The time entry form and time picker let you enter and edit all time entry information. See also Using the Time Entry Form and Ti me Picker.

Tap a cell to add or edit a time entry. The time picker screen appear in the bottom part of the screen.

Note:

The time entry cell you are currently editing is highlighted with a solid green color background if there are no errors

Time entry form and time picker

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Time Entry Method — Depending on your time entry preferences, you may need to choose a time entry method. To change your time entry preferences, tap Change time entry preferences. You can change these preferences at any time, see Time Entry.

2

Time Picker - Duration — The time picker lets you enter the number of hours and minutes you worked.

  • Tap a digit from 0–9 on the left to set the number of hours.

  • Tap an option on the right to set the number of minutes.

    Note:

    The possible values for the number of minutes are determined by your OpenAir account configuration.

  • Tap Plus/minus icon in OpenAir Mobile to change the time entry to a negative or positive value.

  • Tap Plus icon in OpenAir Mobile or Minus icon in OpenAir Mobile to increase or decrease the number of hours by one hour. You can use this to set time entries of 10 hours and over.

After you have entered a value:

  • The time entry cell you are currently editing may be highlighted with a solid red color background if there are any errors. In the example pictured above, some additional information is required in the Details tab. Time entry errors are indicated by a red color dot Red dot icon in OpenAir Mobile next to the tab title. You will not be able to save and close the time entry form until all errors are resolved.

  • To save and close the time entry form, tap Done or tap another time entry cell. The Done link appears in green color when there are no errors on the time entry form and in gray color when there are errors on the form and saving the form is disabled.

  • To discard the changes made and return to the timesheet, tap Cancel (iPhone) or the close icon Cancel icon in OpenAir Mobile (Android) then tap Discard in the confirmation dialog.

  • To delete the time entry and return to the timesheet, tap the delete icon Delete icon in OpenAir Mobile then tap Delete in the confirmation dialog.

3

Time Picker - Start time and end time The time picker lets you select a start time and end time using sliders.

The time picker shows the start time, duration, and end time at the top. When adding a new time entry, the time picker shows default values based on the default start time and duration set in your preferences. For more information about setting your time entry preferences, see Time Entry.

  • Flick the start time slider and scroll to the left or right to set the start time. If you did not change the end time before changing the start time, note that the end time changes with the start time to match the default duration.

  • Flick the end time slider and scroll to the left or right to set the end time. The end time is highlighted with a gray color while you scroll the slider.

    You can tap the left and right arrows on the start and end time slider for more precision. Each tap changes the value by one minute.

4

Notes — Enter any time entry notes in the Notes tab, if required.

5

Details — Depending on your OpenAir account configuration, additional details may be required when adding a time entry. You need to enter all the required details to save and close the time entry form. Required fields show a red “Required” tag.

The size of the time entry form is optimized to fit the time picker and to let you view the time entry you are editing. You can swipe to scroll the time entry form to view all fields in the Details tab. You can also drag the bar Modal drag bar icon in OpenAir Mobile at the top of the form (iPhone) or anywhere on the form (Android) to maximize or minimize the time entry form.

Resizing time entry form

Time Entry Bulk Edit

The time entry bulk-edit mode lets you add or edit multiple time entry cells with the same information.

To select multiple time entry cells in the timesheet you are currently viewing, tap Select (iPhone) or the select icon Select icon for Android (Android) then tap to select or unselect time entry cells across one or multiple time cards. Use the time picker to set the same value for selected time entry cells, or add the same notes and details to all selected time entries.

Note:

The bulk-edit mode may not always be available depending on your timesheets configuration. For example, if your time cards are associated to a project but not to a specific task, and if you can select different tasks for each time entry, you will not be able to edit multiple time entries in one go. If this is the case, the timesheet screen does not show the Select link (iPhone) or the select icon (Android).

  • You can select multiple time entry cells across multiple rows, multiple time cards and multiple weeks in the same timesheet.

  • You can select and unselect time entry cells at any time when in bulk-edit mode. This allows to add or edit different sets of time entries and to make the same changes to as many or as few time entry cells as required.

  • The number of time entry cells selected shows at the top, in place of the timesheet title.

  • The time entry form appears if you select one or more time entry cells. The time entry form shows any values (hours, minutes, note and details fields) which are the same for all selected time entry cells. It shows the text “Multiple values” for Note and Details fields if the field values are different across the selected time entry cells.

  • The selected time entry cells are highlighted with a green color outline if there are no errors for these time entries.

  • The selected time entry cells are highlighted with a red color outline if there are errors for these time entries. If a time entry is highlighted with a red color outline, some required information is missing — a time value or a required field in the Details tab. A red color dot Red dot icon in OpenAir Mobile next to the tab title indicates there is an error in the tab for any of the selected time entries.

  • Modified time entry cells which are not currently selected show a red color dot Red dot icon in OpenAir Mobile in the top right corner if there are errors for these time entries.

  • To clear the selected time entry cells, tap the delete icon Delete icon in OpenAir Mobile. All time entry information in the selected cells will be cleared immediately.

  • To save all changes made, exit the bulk-edit mode and return to the timesheet, tap Done in the top right corner of the timesheet screen.

  • To discard all changes made, exit the bulk-edit mode and return to the timesheet, tap Cancel (iPhone) or the cancel icon Cancel icon for Android (Android) in the top left corner of the timesheet screen then tap Discard in the confirmation dialog.

Time entry bulk edit

Timesheet History and Timesheet Errors

To view the history of a timesheet or any errors associated with a timesheet, go to that timesheet screen and tap the history icon History icon in OpenAir Mobile in the timesheet toolbar. On iPhone, the history icon shows a red dot History error icon in OpenAir Mobile for iPhone if there are any errors.

The history screen shows the submission and approval history of your timesheet. On iPhone, the history screen shows the History and Errors tabs. The Errors tabs lists warnings or errors, if any, preventing your timesheet from being submitted or preventing your OpenAir Mobile timesheet data from being synchronized with the OpenAir server data. To close the history screen and return to the timesheet, tap Cancel (iPhone) or the back arrow icon Back icon in OpenAir Mobile for Android

(Android).

Timesheets history and timesheet errors

On iPhone, the timesheet summary is highlighted with a red color outline on the list view if there are any warnings or errors associated with a timesheet.

Timesheet listview

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