After admin creates the timesheet configuration template by configuring the schedule for a weekly frequency, the timesheet headers and daily summary records are generated based on the configured schedule. For more information, see Creating a Timesheet Configuration Template.

Let’s take an example where the admin configured the timesheet template with the weekly schedule as shown in the below screenshot:

Based on the above configuration, the Timesheet records are generated as described below:

Created on: Every Wednesday, from 1st August 2024 to 31st December 2024, at 9 AM GMT

Created for users (eligibility): For all active Salesforce users, whose Salesforce profiles are associated with the ServiceMax group profiles assigned to the timesheet configuration

Count of records created per user: Two timesheet records are created, including one for the current Timesheet Period and the other for the next Timesheet period. The timesheet start and end dates will generate dynamically based on the days the Timesheet Header process runs, as the "Period Days are Static for All Timesheets" setting is not enabled.

If the Period Days are Static for All Timesheets option is not selected in the above timesheet configuration, the current and next Timesheet periods are based on the timesheet header process’s run. Each of the above timesheet records (and their related Timesheet Daily Summary records) is created only if there is no existing record for that Timesheet Period, with Status = Open. Timesheet record (and its related Timesheet Daily Summary records) for the next Timesheet Period is created only if the next Timesheet Period Start Date is less than or equal to the timesheet creation schedule Continuing Through date.

In the above configuration, If the Timesheet engine is scheduled to run on Wednesday, and the Period Start Day and Period End Day are set to Monday and Sunday, the timesheet will be dynamically generated based on the timesheet header process’s run date (Wednesday), regardless of the Period Start and End Days.

The Timesheet records are generated as shown in the following table:

The two Timesheet records are created when the timesheet header process completes processing of the timesheet configuration for the first time – one for the current period and one for the next period. From the subsequent timesheet header process, one Timesheet record is created, and it is dynamically generated for the next period based on the previous timesheet’s period.

If the Period Days are Static for All Timesheets option is selected in the above configuration, the current and next Timesheet periods are based on the configured Period Start Day and Period End Days regardless of when the timesheet header process runs.

In the above configuration, If the Timesheet engine is scheduled to run on Wednesday, and the Period Start Day and Period End Day are set to Monday and Sunday, the timesheet period will be determined statically based on the Period Start Day and End Day.

Timesheet records are generated as shown in this table:

Timesheet Daily Summary records get created for each generated Timesheet record. The screenshot below shows a Timesheet record with its child Timesheet Daily Summary records.