Edit entries for Workspace members
As an Admin or Workspace Owner, you have the ability to edit time entries on behalf of your team members, whether it’s to fix errors, add missed time, or ensure accuracy in the timesheets. This guide will walk you through the process of adding, editing, and managing time entries for others, as well as managing time submissions and approvals.
Key features and permissions #
Who can edit time entries? #
- Workspace Owners and Admins can add or edit time entries for any team member, including their own
- Team Managers can edit time entries if this functionality is enabled in the workspace settings
- Regular Users can only edit their own time entries
Editing permissions for time entries: #
- Proprietário: Can see and edit the timesheets of all members and themselves
- Administrador: Can see and edit the timesheets of all members and themselves
- Gerente de equipe: Can edit time for their assigned team members if enabled by the Owner in the workspace settings
- Usuário comum: Can only edit their own time entries
How to edit time entries for others #
To add or edit time for a team member’s timesheet, follow these steps:
- Navegue até a página Planilha page from your workspace sidebar
- Clique nos integrantes .
- Choose the teammate whose timesheet you want to view (you can select from Ativo, Inativo, ou Tudo users)
- Choose the project or task to which the time should be added or edited.
- Enter or modify the hours worked, the date, and any additional details
- Clique em Salvar para registrar as alterações
If you do not see the Planilha page in your sidebar, it may need to be enabled in your workspace Configurações.
Add time from Detailed reports #
For more granular control over time entries, you can add time for a team member directly from the Detailed reports .
To add time from Detalhado reports:
- Hover over Relatórios in the sidebar and select Detalhado
- Clique no botão Adicionar tempo para os outros button at the top of the page
- Clique em Selecionar usuário and choose individual team members or user groups for whom you wish to add time
- Enter time details:
- Add the hora de início, hora do término, e date
- Optionally, you can also:
- Add a descrição for the time entry
- Select a projeto
- Adicionar etiquetas for easy categorization
- Mark the time as faturável or not
- Once you’ve entered all the details, click Adicionar to finalize the time entry
Add time from the Calendar page #
You can also add time for a teammate directly from the Calendário page, which offers a visual way to manage time entries.
Steps to add time from Calendar:
- Navegue até a página Calendário na barra lateral
- Clique no botão integrantes button and select the teammate whose calendar you want to view
- Add time:
- Click on any open time slot in the calendar to add a time entry
- Alternatively, you can click and drag the cursor up or down on the calendar to create a time entry
Manage team members’ time entries #
As a Workspace Admin or Team Manager, you have the ability to oversee and manage the time entries and expenses submitted by your team members. This includes ensuring the accuracy of tracked hours and expenses.
Manage time entries and expenses: #
- Time tracking management is available on Standard and higher plans, and can be performed by Workspace Admins e Gerentes de equipe
- Expense management is available on Pro and higher plans, and can also be handled by Workspace admins e Os gerentes de equipe.
You can review each team member’s time to ensure they are logging the correct hours, adjusting any inaccuracies, and verifying that the time aligns with project budgets and client agreements.
Unsubmitted time entries #
Sometimes, team members may forget to submit their time entries. As an Admin or Team Manager, you can review unsubmitted time entries and send reminders.
Steps to review and remind team members: #
- Vá para Aprovações na barra lateral
- Clique nos Não enviado tab to view users who haven’t tracked or submitted their time entries
- If you find any users with unsubmitted time, click Lembre-se de enviar
- Email reminders will be sent to those users
- Alternatively, you can click the three dots on the unsubmitted time
- Selecionar Enviar to submit the timesheet for the user
- Acesse a Relatório semanal page and filter by Status to find users who have no approved time
Withdraw and edit approved time #
If there is an error in an approved time entry, you as an Admin can withdraw approval and edit the time.
Steps to withdraw approval and edit time:
- Vá para Aprovações and go to the Arquivar .
- Find the time period to edit
- Withdraw approval:
- Click on the approval request and select Rejeitar aprovação in the top-right corner
- Add a note explaining why the approval is being withdrawn and what changes are needed
Once approval is withdrawn, all time entries for that period will become editable again. You can then modify the time entries in the Detailed Reports .
After withdrawing approval, a permanent copy of the approved time entries will be stored in the Withdrawn tab for auditing purposes.
Benefits #
Editing time entries for others provides your team with accurate and up-to-date time tracking. Whether you’re adding time, editing errors, or managing unsubmitted time, these tools give you the flexibility to keep your team organized and productive. By understanding the permissions and available features, you can effectively manage your team’s timesheets and ensure that all time entries are properly tracked and approved.
Next steps:
- Get familiar with the Timesheet (link) e Detailed reports (link) pages
- Make sure your workspace settings are configured to allow Team managers to edit time (if desired)
- Review the Aprovações section regularly to manage unsubmitted or incorrect time entries
Perguntas frequentes #
Who can edit time entries for others? #
Workspace Owners and Admins can edit time entries for all team members, including themselves.
Team Managers can edit time for their assigned team members if enabled by the Workspace Owner in the settings.
Regular Users can only edit their own time entries.
Can I edit time entries from the Detailed reports page? #
Yes! From the Detailed Reports page, you can add or edit time entries for team members:
- Hover over Relatórios in the sidebar and select Detalhado
- Clique em Adicionar tempo para os outros
- Select the user or group
- Enter the time details (start time, end time, description, tags, project, and billable status)
- Clique em Adicionar to save the time entry
How do I add time for a teammate from the Calendar page? #
To add time from the Calendário:
- Acesse a Calendário na barra lateral
- Clique nos integrantes button and select the teammate’s calendar
- Click on an open time slot or drag to create a time entry
- Enter the time details and save
What happens after I withdraw approval for time entries? #
After withdrawing approval, the time entries for that period will become editable again, and you can modify them. The withdrawn approval will be stored in the Withdrawn tab for auditing purposes.
Can I manage time tracking and expenses for my team? #
Yes, if you’re a Workspace Admin ou Função de Gerente with the right plan:
- Time tracking management is available on Standard plans and above
- Expense management is available on Pro plans and above. You can review time entries, adjust inaccuracies, and ensure that time is in line with project budgets
Can Regular Users view or manage the time entries of others? #
No, Regular Users can only view and manage their own time entries. They do not have permissions to edit or manage the time of other team members.
Do I need to enable any settings to allow Team Managers to edit time entries? #
Yes, the Workspace Owner must enable this functionality in the Configurações do espaço de trabalho for Team Managers to edit time entries.