Timesheet Methods - Overview
The Timesheet Methods section allows you to enable or disable timesheet methods according to your organization’s time tracking preferences. Choose the methods that best suit your timesheet requirements.
To enable or disable timesheet methods:
Navigate to Settings > Timesheets > Configuration > Methods.
- Projects
Projects are work assignments or deliverables that employees contribute to. Each project can include multiple jobs and can be linked to clients for tracking and billing.
Use: Organizes work by project for better visibility, tracks hours per project for billing and reporting, assigns jobs to employees
Example: A Website Redesign project tracks hours from designers and developers for progress updates and client billing.
- Clients
Clients are the customers for whom work is delivered. Multiple projects can be linked to a single client to track effort and billing accurately.
Use: Links projects to clients for clear accountability, generates client-specific reports, and supports accurate invoicing based on actual work hours.
Example: Client XYZ Corp has three active projects. Hours logged by employees on each project are tracked and billed to XYZ Corp. - Timesheets
Timesheets collect employee time logs over a specific period (daily, weekly, or monthly) and allow submission for approval.
Use: Consolidates logged hours for review, supports manager approval workflow and, integrates with payroll for accurate salary calculation.
Example: An employee logs 8 hours per day for a week. The timesheet is submitted at week-end, approved by the manager, and feeds into payroll. - Job Schedule
Job scheduling helps assign jobs to employees using a job schedule calendar, and tracks planned versus actual hours worked.
Use: Assign jobs with specific timelines, compare planned hours versus actual logged hours, monitor productivity and resource utilization.
Example: Implement API for User Authentication | Assigned To: Developer A | Time: 10:00 AM – 1:00 PM, 23rd Dec 2025 Planned Hours: 3 | Actual Hours Logged: 3.5
- Billing
Billing helps track billable and non-billable hours spent on client projects for accurate billing and invoicing.
Use: Tracks billable hours for client or project and helps generate bills and invoice clients.
Example: 10 hours of work for Client XYZ Corp are can be converted into a bill at the defined hourly rate.
- Breaks
Breaks help you define and track break periods in the timesheet. Admins can define breaks based on location, and employees can log them in their timesheets. Breaks can also be set to be automatically logged for employees.
Use: Define break times for employees and helps maintain compliance with labor regulations.
Example: Employees log a 30-minute lunch break scheduled at 1 PM. Break time can be excluded from billable hours but recorded in timesheets.
Learn more: - Timesheets Settings
- Timesheet - Operations
- Job Scheduling
- Billing
- Managing Projects
- Managing Clients
- Setting up Pay Period in Zoho People
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