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Workflows

Timesheets

Timesheet lifecycle, statuses, entries, review, approval, and calculations.

Timesheets

Timesheets are the central workflow object. Each timesheet is a weekly envelope owned by a user and project. Each entry records a day or work segment.

Status lifecycle

TimesheetStatus values:

StatusMeaning
draftEditable by electrician owner. Not recalculated into allowance/award output by the subscribers.
submittedSent for supervisor review. Eligible for allowance and award recalculation.
acceptedAccepted by supervisor. Eligible for payroll/client approval and recalculation.
approvedApproved by payroll or client admin. Eligible for invoice/Xero flows and recalculation.
rejectedReturned for correction. Electrician owner can edit.

TimeEntryStatus values are draft, submitted, approved, and rejected.

Entry payload

Entries hold the operational detail:

  • date
  • startTime
  • endTime
  • jobCode
  • costCode
  • vehicleType
  • shiftWork
  • description
  • materialInStock
  • allowances
  • materials
  • workConditions

The browser portal and API v2 normalize these into TimeEntry records. Mobile API docs describe the V2 entries[] shape and require cost codes to match the selected project client cost-code list.

Calculation dependency

Timesheets have three separate calculation-related children:

  1. TimesheetAllowanceLine for allowance matrix results.
  2. TimesheetCalculation for award preview/application snapshots.
  3. TimesheetRiskAssessment for risk scoring output.

This means a submitted timesheet is not only an input record. It is also the root for derived payroll, invoice, allowance, risk, and audit data.

Review and approval surfaces

SurfaceResponsibilities
Electrician portal/APICreate/update draft/rejected timesheets, submit work.
Supervisor portal/APIReview submitted work, accept/reject, sign approval sheets, edit allowed code fields.
Payroll portalReview accepted work, approve/reject, view award calculation, pay summary, reports.
Client portal/Admin client managementClient-scoped timesheet creation/edit/review and approvals where allowed.
Finance portalReview finance-scoped timesheets and invoice-related cost-code adjustments.

Locking and audit

TimesheetEditPolicy prevents broad edits after submission/approval except for role-specific code/signature/location/status fields. TimesheetChangeLogger records field-level old/new values, labels, role, actor, and timestamp.

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