creating time sheet templates for supervisors

TABLE OF CONTENTS

• Step 1: Create your time sheet association
• Step 2: Create your template
• Step 3: Create reporter-level accounts for supervisors (using the same email address as their staff accounts)
• Step 4: Train folks on how to complete time sheets

Your program may need to capture time for your Site Supervisors in addition to your reporters. This article covers the two most common setups for these folks.

Step 1: Create your time sheet association

Follow these steps to create a new Time Sheet Association for your staff reporters completing time sheets:

1. On the left, in your Mission Control, click Time Sheets.
   
   

2. On the right, click Manage your time sheet association.
   
   

• To Add a New Option
  
  1) Give the option a name (Staff Time Sheet Completer, Supervisor, etc.).
  
  2) Add the minimum number of hours that the reporter must accrue. (This is like "0".)
  
  3) Click Add.
  
  
  4) To save your changes, click Update & Apply Edits. The new settings take effect immediately.

Step 2: Create your template

Check out this article for steps on creating your Time Sheet Template.

When you get to the section called Time Allocation Categories, we recommend one of the two options.

1. Super-duper simple. Two Categories: AmeriCorps Time, Non-AmeriCorps Time
   
   
   
2. Track for Match and Billable Time. Two Categories: AmeriCorps Time (two subcategories: Billable Time, Match Time), Non-AmeriCorps Time
   
   

Step 3: Create reporter-level accounts for supervisors (using the same email address as their staff accounts)

Here's an article that reviews creating reporter accounts using Excel. 

Please remember to use the same email address that you used to create the supervisor's account. This will ensure that they'll be able to toggle between their accounts using the 'my accounts' drop-down menu:

Step 4: Train folks on how to complete time sheets

For most supervisors all they'll need is the short video: https://vimeo.com/166579064/ca815bf099

If you need custom training materials, please email us at support@americalearns.net..