Timesheets for Administrator
Timesheet enables users with admin access in a service organization to define and manage the timesheet configurations for the field service technicians. Timesheet is a defined set of processes for tracking, summarizing, and reporting time spent activities of a field service technician. Timesheets allow field service technicians to record time spent details, define the type of labor and travel, and record calendar events for non-Work Order related work. The Timesheets option in ServiceMax allows determining the relevant technician activities, processing timesheets, and scheduling intervals for processing.
Prerequisites
Before setting up the Timesheet feature, ensure you complete the following prerequisites:
• Enable Timesheet. The Timesheet option is disabled by default.
• Before defining Timesheet records, configure the following fields in the Salesforce and ServiceMax Setup pages.
• In the Salesforce setup, enable the following Salesforce objects:
◦ Task: For capturing date, time, and duration.
◦ Business Hours: For identifying the working hours of the field service technicians, time entry records auto-created from Work Detail, Salesforce Event, ServiceMax Event, and Task records. It is recommended to assign business hours to the technician.
• Enable the following fields in the ServiceMax setup:
◦ SFM Expressions: For identifying Work Detail, Salesforce Event, ServiceMax Event, and Task objects.
◦ SFM Mappings: For identifying Work Detail, Salesforce Event, ServiceMax Event, and Task objects to Time Entry object: You can configure the SFM mappings depending on the details of the Time Entry records.
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Ensure you configure the fields depending on your plan to create Time Entry records.
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Reference Topics
The following topics provide detailed instructions for defining and configuring the Timesheet Configuration Template for various groups of ServiceMax users: