updating your timesheet template with new categories or subcategories

Updating Your Timesheet Template with New Categories or Subcategories

TWO IMPORTANT NOTES:

1. If you have no sub-categories under Service (Direct Service), and you want to start tracking Teleservice with a subcategory, you will need to create two categories(see screenshot below): 
   • Service (on Site) - This will allow reporters to continue to track on-site service, when appropriate.
     The America Learns Support Team can connect hours in the previous main category to your new "on site" service sub-category. Just let us know if you need this support.
   • Teleservice  - This will allow reporters to track teleservice time and activities.
     
     
2. If you have sub-categories that will not be relevant you can hide them. This will prevent reporters from accidentally allocating time to them. Get guidance on this here.  (Please only do this when you are confident that timesheets with time allocated to subcategories you are hiding will not need to be returned for edits.)
   

To update a template, follow these steps:

1. On the left, in your Mission Control, click Timesheets.
   
   

2. On the right, click Create & manage timesheet templates.
   
   

3. On the right, select the template that you’d like to update.
   
   

4. Find the section of the template called Time Allocation Categories and find the category to which you would like to make additions or changes. Click Edit.
   
   You can also add a new category by clicking Create a Category.
   
   

5. Once you've added the required details click Update to save your changes.

TEMPORARY CATEGORIES AND SUBCATEGORIES: If you area adding a temporary category or subcategory, you can always return to the template management page to click the Hide on Template link to remove the category or subcategory.