Enable Timesheets Option for your Field Service Mobile Workers

Keep Track of Time on the Job with Time Sheets:

Gain visibility into the hours that your mobile employees are working. Managers can create, review, and take action on employee time sheets. Define templates so that you can generate time sheets automatically.

To Achieve this-

Enable mobile time sheets. From Setup, enter Field Service Mobile Settings in the Quick Find box, then select Field Service Mobile Settings. Click Edit next to your Field Service Mobile Settings configuration. Select Enable mobile time sheets.

Here is the Relevant article: Enable Mobile Time Sheet

Before your mobile workers can start logging their hours using time sheets, lay down the foundation. Enable time sheets on the Field Service mobile app, set up an approval process, and customize time sheet fields.

Details can be find here: Get Started with Time Sheets

NOTE: When a mobile worker submits a time sheet, it initiates your approval process. If you don't have an approval process set up, workers can't submit their time sheets.

To Test: Login to your Field Service Mobile app 

  1. To access mobile time sheets, tap Profile, then tap the time sheets clock icon.
  2. View your current time sheets or use the drop down menu to view past time sheets. To view time sheet details, such as time sheet entries and related lists, tap View Time Sheet.

    The Current Time Sheets list view shows time sheets that are within the current time period. Once the time period is over, time sheets are moved to the Past Time Sheets list view. For example, if your time period ends on Friday, a new time sheet appears in the Current Time Sheets list view on Monday.

  3. To create time sheet entries, navigate to the time sheet overview screen. Then tap + next to a date in the time sheet, and enter the time sheet entry details.


Here is the Relevant article:Use Time Sheets in the Field Service Mobile App

NOTE: If the Salesforce admin hasn't set up an approval process, users don't see the Submit button.

Post a Comment

2 Comments

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    ReplyDelete
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    ReplyDelete
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