Salesforce Native Timesheet

Smarter Time Tracking for Modern Teams

A powerful native Salesforce solution for Time Tracking, Approvals, PTO Accrual, Absence Tracking, Client Billing, and on-the-go capture via Mobile.

Timesheet Management

  • Weekly Timesheets auto-created every Monday for all active employees
  • Timesheet entry via Salesforce Lightning app on Desktop and Mobile
  • Copy previous week's timesheet data to save time
  • Generate PDF timesheets for approval and record-keeping
  • Employee timesheet PDF for any custom date range
Weekly Timesheets Auto-created
Timesheet Entry on Mobile
Desktop & Mobile Enabled

Approval Process

  • Submit timesheets for Manager approval at end of week
  • Timesheets lock automatically once submitted or approved
  • HR Admin can unlock and edit timesheets in exceptional cases
  • Managers can track and approve subordinate timesheets
Submit for Approval
Manager Review

Employee Overview Dashboard

  • Contribution heat map showing daily activity across the year
  • Weekly bar chart with target hours, worked hours, and absences
  • Overall time donut chart by Day / Week / Month / Year
  • Manager view to see data for own team members
Employee Overview Dashboard

Project & Billing Management

  • Track Billable and Non-Billable projects separately
  • Assign employees to projects with hourly billing rates
  • Auto-calculate Billable Amount from hours worked
  • Charge Codes and Project Charge Codes for accurate billing
Project & Billing Management
Employee Assignment & Rates
Billable Amount Auto-calculation

Absence & PTO Accrual

  • Vacation, sick leave, and holiday absence tracking
  • Absence hour limits enforced per day (max 8 hours)
  • Automated alerts when employees exceed allotted absence
  • PTO Accrual calculation based on Accrual Start Date and Accrual Divisor
Absence & PTO Accrual

Automated Reminders & Notifications

  • Friday reminder emails to employees who haven't submitted
  • In-App Guidance prompts for timesheet submission
  • Sunday follow-up emails for overdue timesheets
  • Absence overage alerts sent to employee and manager
Automated Reminders
Overage Alerts

Role-Based Permissions

RoleAccess
Timesheet UserEnter and submit own timesheets
Timesheet ManagerApprove team timesheets, view subordinate data
HR AdminFull access to all objects, flows, and configurations

Desktop and Mobile Enabled

  • Full Lightning Experience on desktop
  • Mobile capture and editing via Salesforce app
  • Supports switching from Classic to Lightning on mobile

Product Comparisons

Simple Timesheet vs Projectivity: Free vs Paid PSA

Evaluating Salesforce time tracking options? Read our in-depth comparison of Simple Timesheet (a free, employee-centric timesheet solution) versus Projectivity (a paid Professional Services Automation platform) to help you decide which tool fits your organization's needs.

Simple Timesheet vs PK4 Time Tracker: Free vs Paid Workforce Management

Comparing timesheet apps inside Salesforce? Read our review of Simple Timesheet (a completely free employee time tracking solution) versus PK4 Time Tracker (a paid, full workforce and project management platform).