Creating Custom Timesheet Fields
To create a Custom Timesheet Field, head to your 'Global Settings'.
Now click the 'Timesheets' tab, then click 'Timesheet Custom Fields'.
A pop-up will appear. Here, you can add the new field, where you can create the field name, the new API name, if validation is required, and any tooltip help text you may want to add to the custom timesheet field.
In this box, you can also select which areas to apply this field to. In the example above, a 'Tips received' field was created. Naturally, this would apply to floor staff and servers. In the below image, we've selected the relevant areas to apply this custom field to.
When you are done, click 'Save This Custom Field' at the top of the page to confirm your changes.
Custom Timesheet Fields
This is a list of ways to enter data into these fields:
After clicking 'End Shift' on the Me tab, you will see the following modal, which allows you to enter a custom field into the timesheet.
To view these new fields in the web app, head to the 'Timesheet Approval' screen:
In the image above, we can see the employee is working in one of the areas selected previously. In the image, the tooltip help text also appears next to the custom field.
After tapping 'End Shift', the custom timesheet field will appear on the 'End Shift' screen.
To view the field, head to an eligible timesheet. The new field will appear under the total shift time.
When submitting a timesheet, you may be presented with the option to add a value to a custom field. The field will be in the image as displayed below.
To enter a value in a custom field, head to the Schedule tab on your iPhone, then tap an unapproved
Submitting via iPad Kiosk
When ending your shift, you can enter a value into the custom fields.
Submitting via iPad Deputy App (non-kiosk)
When ending your shift via the iPad Deputy app (non-kiosk version), simply end your shift, then, on the following screen, enter the value in the Custom Timesheet Field.
Approving via iPad Deputy App (non-kiosk)
You can approve timesheets that contain custom timesheet fields as well, as seen in the screenshot below.
Custom Timesheet Field Trigger
Triggers can be activated to display the created custom field. To do this, create/edit a custom field. Under the 'Display with Script' section, you can select three triggers:
- N/A - Will show the custom fields
- Display custom field when timesheet has no break - Will show the custom field if no value is added under break, or the employee has not started a break
- Display custom field when timesheet is 60 minutes shorter than scheduled - Will display the custom field if the shift ends early, e.g. employee clocks off at 4 pm when the scheduled shift ends at 5 pm