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Timesheet Matrix

The Timesheet Matrix is the primary view for reviewing, approving, and managing worker timesheets. It displays all submitted timesheets in a grid format — workers on the left, dates across the top — giving administrators a complete picture of hours worked across the organization for any pay period.

Sidebar → Workforce Admin → Timesheets

URL: /timesheets

Overview

Timesheet Matrix — weekly view showing 15 workers with submitted timesheets and status indicators

The matrix view presents a spreadsheet-style grid where:

  • Rows — One per worker who has timesheet records in the selected date range, showing their name, avatar, and trade classification (Journeyperson, Foreman, Apprentice, Superintendent)
  • Columns — One per day in the date range (Sunday through Saturday)
  • Cells — Total hours for that worker on that day, with status indicators
  • Totals — The "Worked Hours" column on the right shows the total hours per worker for the period
  • Status Summary — The top bar shows aggregate counts: Approved, In Review, and Rejected with percentages

Viewing a Timesheet

1. Select a Date Range

Use the date range selector at the top of the matrix to choose the pay period you want to review. The current range is displayed between left/right navigation arrows (e.g., "2026-03-29 – 2026-04-04").

  • Click the left arrow to move back one week
  • Click the right arrow to move forward one week
  • Click This Week to return to the current week
  • Click the calendar icon to select a specific date

2. Click a Cell to Open the Timesheet Slideout

Click on any cell in the matrix to open the timesheet detail slideout panel on the right side of the screen.

Timesheet slideout — showing worker name, date, job breakdown, expenses, notes, and approval actions

The slideout displays the full detail for that worker's timesheet entry:

SectionDescription
Worker Name & DateWorker identity and the specific workday (e.g., "Dave Mitchell — Tue March 31, 2026")
Job Breakdown TableColumns for Job, Submitted hours, 1X (regular), 1.5X (overtime), 2X (double-time), Total, and Zone
+ Log time to another jobLink to add a second job entry for split-day work
Travel ExpenseToggle to include travel allowance (auto-calculated from union hall to job site)
Board ExpenseToggle for board/accommodation allowance
Parking ExpenseToggle for parking allowance
Total ExpenseCalculated dollar amount for all expense categories
Worker NoteNotes entered by the worker or foreman describing the day's work
Admin NoteInternal admin-only notes (not visible to the worker)
Leave TimeTable showing any leave entries (Leave Type, Duration, Paid/Unpaid, Status)
Timesheet StatusCurrent approval status with Reject and Approve action buttons

3. Approve or Reject the Timesheet

From the slideout panel:

  • Click Approve to mark the timesheet as approved. Hours lock and flow to payroll export.
  • Click Reject to mark the timesheet as rejected. A note explaining the reason is required. The worker receives a notification and can revise and resubmit.
  • Click Save to save any changes without changing approval status.
  • Click Cancel to close the slideout without saving.

Status Indicators

Each timesheet entry has a status visible both in the matrix cells and in the status summary bar:

StatusColorMeaning
Submitted / In ReviewBlueWorker has submitted, awaiting administrator review
ApprovedGreenAdministrator has approved — ready for payroll
RejectedRedAdministrator has rejected — worker must revise and resubmit
DraftGreySaved but not yet submitted

The status summary bar at the top of the matrix shows: 0 Approved / 0%, 0 In Review / 0%, 0 Rejected / 0% with a colored progress bar for quick visual reference.

Cell Indicators

Within the matrix grid, cells display different indicators:

IndicatorMeaning
Number (e.g., 8)Total hours for that worker on that day
0Timesheet record exists but with no hours logged
(dash)No timesheet record exists for that day
Not a scheduled workday (Sunday/Saturday typically)
Blue note iconTimesheet has worker notes attached — hover or click to view

Filters

Use the filter bar above the matrix to narrow the view:

FilterOptionsDescription
UserWorker name searchShow timesheets for a specific worker
Employee AgreementDropdownFilter by workers under a specific collective bargaining agreement
Trade LevelDropdownFilter by classification (Journeyman, Apprentice, Foreman, Superintendent)
StatusSubmitted / Approved / Rejected / AllFilter by timesheet approval status
JobJob name/number searchShow only timesheets for a specific job
ProjectProject name searchShow only timesheets for a specific project

Bulk Actions

Bulk Approve

Select multiple timesheets using the checkboxes on each row, then click Approve Selected to approve all at once. This is the standard workflow after a foreman or superintendent has reviewed their crew's time.

Create Timesheet

Click the Create Timesheet button at the top right to manually create a timesheet entry for a worker. This opens a form where you select the worker, date, job, and enter hours.

How Timesheets Connect to Workforce Data

When a timesheet is submitted, the system automatically resolves rates and allowances based on the worker's configuration:

Data PointSourceExample
Base wage rateWorker's trade level + employment agreement$45.00/hr (Journeyman under Local 95 CBA)
Burdened rateAgreement contract wage table$64.20/hr (includes vacation, benefits, pension)
OT rulesEmployment agreement1.5× after 8 hours daily
Travel allowanceWorker's union hall + job site + travel rate card$55.00 (Zone 3 — 85 km from hall)
Board allowanceTravel rate card zone$140.00 (if in board zone)
Cost allocationSelected cost codeLabour posts to the job's financial summary

Export

Click the export button to download timesheet data for the current view:

FormatUse Case
CSVImport into payroll software or spreadsheets
Sage 50 formatDirect import into Sage 50 payroll
PDFPrintable timesheet summary for records

The export includes all visible columns plus calculated fields (wage rates, travel, OT).

What's Next?