Streamlines timesheet and time-off management

Key Features

Work modes

The app handles both timesheet and time-off requests, but you don't need to use all the modules.
The app can work in one of three work modes:

  • Time-Off + Timesheets management (default option) - integrated timesheet and time-off tracking
  • Timesheet management only - time-off tracking disabled
  • Time-Off management only - timesheet tracking disabled
work modes

Products comparison

Area Feature Work Time Pro Time-Off Manager Pro Timesheet Plus
General User roles & team management
General Built-in e-mail notifications with templates
General 2-level approval workflow
General Substitute approvers
General Reporting with export to Excel
General Attachments
General Integration module
General Modern SharePoint UI
General Multi-level approval workflow
General Advanced, role-based email notifications
General Custom branding (color theme)
General Language translations
General Tracking changes history
General Assigning user to more than 1 team
General Assigning 2nd line Manager
Time-Off Time-off tracking
Time-Off Auto-calculation of work days
Time-Off Customizable time-off types&policy
Time-Off Customizable request form fields
Time-Off Time Off in Lieu (TOIL) support
Time-Off Automatic balance accruals (monthly/yearly)
Time-Off Seniority based auto accruals
Time-Off Public Holidays per location (office)
Time-Off Negative balance support
Timesheets Timesheet tracking
Timesheets Custom timesheet fields
Timesheets Tracking projects & costs
Timesheets Project-specific tasks
Timesheets Custom project fields
Timesheets Calculating overtime hours
Timesheets Calculating hours base on start/end time
Timesheets Adding a comment for each timesheet cell
Timesheets Two integration modes (create&update)

Approval Workflow

Approval workflow routes a timesheet or time-off request to one or more people for their approval or rejection.
Multi-level approval paths for timesheet and time-off type can be configured under Administration->General->Settings->Approval Paths .
Timesheet workflow consists of the following states: Draft->Pending Approval->Approved or Rejected.
Time-off workflow consists of the following states: Pending Approval->Approved or Rejected (+ option "Canceled")
The approver(s) receives an email notification when a request is submitted.
The requester receives an email notification when a request is approved or rejected.


Integrations

Integrated calendar for time-off

When this feature is enabled, approved leave requests are automatically exported to the native Sharepoint Calendar List on the parent SharePoint Site. Sharepoint Calendar List can be displayed on Outlook, overlaid with SharePoint company calendar or integrated with numerous other systems via Microsoft Flow. Click here for more information.

Integrated list for timesheets

When you enable integrated list, timesheets are automatically exported to the native SharePoint list on the parent SharePoint Site. Sharepoint list can be integrated with numerous other systems via Microsoft Flow, used as a data source for Power BI (reporting services) or displayed on different site via Web Part. Click here for more information.

User Roles

App offers three predefined user roles:

  • Regular user - can submit timesheet and time-off requests and see only own data
  • Manager - can see data of assigned subordinates under "Team Management" section
  • Administrator - can see all data under "Administration" section

Quick steps to start using Work Time Pro

Support

If you have any question or issues, please email us at

Please read the below Product FAQ and General Troubleshooting FAQ before sending email with an technical question.

Product FAQ - General

  • Where app data is stored?

  • How to pin the app to the SharePoint menu or Office 365 app launcher?

    After successful installation, app is located on the SharePoint Site Contents. If you use modern view in Site Contents, please temporarily switch to classic view by click on "Return to classic SharePoint" in the bottom-left corner (image below)
    PinApp1

    To copy app URL click right mouse button on app icon area, afterwards click "Copy link address" (name of this option might be different depends on the browser)
    PinApp2

    Pin app to the SharePoint Site menu
    Step 1) Go to the SharePoint Site
    Step 2) Click "Edit" on left or top SharePoint menu and add link to the app
    PinApp3

    Pin app to the Office 365 app launcher
    You can add custom tile to the app launcher under Office 365 Admin Center->Settings->Organization profile page.
    PinApp4

    Details are described in this document. To get logo URL required to create new tile on app launcher you can click right mouse button on app icon (SharePoint Site Contents) and select "Copy image address"
    PinApp5

  • How to customize the logo and colors?

    You can custom brand your logo and color under Administration->General->Settings->tab "Logo&Colors".
    To upload own logo you need to:
    a) switch setting "Logo" to the value "Custom"
    b) click on area "Logo File" (or use drag&drop) to upload logo file.
    c) click on button "Save Logo&Colors"

    To change blue theme to another you need to click on color picker (setting "Default color"), select your color and click on the button "Save Logo&Colors".

    Change theme

  • How to translate an app into different languages?

    You can translate an app under Administration->General->Settings->tab "Translations".
    Translations
    Language translation is available for regular user and manager views (except section "Administration").

  • How does subscription work?

    To get more information about subscription and payments please read Billing & Payments FAQ

  • Do you have training materials in Word/PDF?

    Yes, you can download Regular User's Guide and Manager's Guide

  • How to update SharePoint app?

    App update process is described here and also on our Technical FAQ, question "How to update SharePoint app?"

  • I cannot find a user in drop-down list

    User list is pulled from SharePoint User Information List (built-in SharePoint feature, here is more info)
    SharePoint user is added to the User Information List after first login to the SharePoint Site.
    After first login, user will be visible in the user's drop-down list.

  • How to import data?

    Import from MS Excel is supported for the following objects:
    • Teams
    • Locations
    • Users
    • Public Holidays
    • Entitlements

    To import data, click "Create" and select "Bulk Import"

    Bulk import

  • How to export data to MS Excel/CSV/PDF ?

    Table export is supported for all the objects in the app (columns displayed in data tables). To export or print data, click the proper button in the top-right corner, above the data table.
    Table export

    Additionally, objects with supported custom fields (time-off requests, timesheets and projects) allow full data export to MS Excel (all standard fields + custom fields.)
    Full export

Product FAQ - Time-Off

  • How to configure monthly auto accruals for entitlement?

  • How to use TOIL/Compensatory Time?

  • How to track changes history of entitlement?

  • How to to add custom field to the request form?

  • How to display leave calendar on a SharePoint Site by using Web Part?

    Step 1) As app administrator, go to the Administration->Time-Off->Settings->tab "Integrations" and create integration list
    Faq2a

    Step 2) Go to the SharePoint Site, click "Edit" in the top-right corner (you need to have required
    permissions to see edit option), select calendar list and click "Add"
    Web Part - Step1
    Step 3) Click Insert=>Web Part=>Apps, select calendar and then click "Add" to add webpart.
    Web Part - Step2
    Optionally: Filter calendar entries (i.e. display entries only from particular department or time-off type)
    a) Click on Web Part Properties and "Edit current view"
    Web Part - Step3a
    b) On the "Filter" section select filter conditions and click "OK" to save.
    Web Part - Step3b

    Notices:
    • calendar list is added to the parent SharePoint Site (where the app is installed), so calendar can be displayed as web part only on the parent SharePoint Site
    • export works only for newly approved leave requests (doesn't work backward), so after creation calendar list is blank.

Product FAQ - Timesheets

  • How to track flexitime?

  • How integrate with 3rd party systems?

    You can enable integration features in the app and use Microsoft Flow to integrate with 3rd party systems.
    Let say that you would like to export total working hours and billing amount to the external system (i.e. MS Teams,Oracle,SQL Server etc) when the request has been approved:
    Step 1) Go to Administration->Timesheets->Settings->tab "Integrations" and create integration list. Select "Approved" as an export trigger and proper standard fields to export
    Faq integrations

    Step 2) Double click on Sharepoint list name, being on the newly created list click Flow->Create flow (modern list view)
    Faq10

    Step 3) Type "Sharepoint" in the search box and select trigger "Sharepoint - when a new item is created"
    Flow - Step2

    Step 4) Copy&paste Sharepoint List URL, select list name and click "New step"
    Flow - Step3

    Step 5) Click "Add an action" (for example SQL export or MS Teams message)
    Flow - Step4

  • How to to add custom fields?

  • How to add comments to a timesheet cell?

    First, please make sure that comments are enabled on timesheet settings (Administration->Timesheets->Settings)
    Comments 1
    To add a comment to the cell, click the right mouse button on the cell, then select "Add comment" from the context menu
    Comments 2