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Timesheet settings control how everyone in your Beebole account records time: the period they fill and submit, the unit and format for entries, what they can track time on, which restrictions apply, and when Beebole sends reminders. While people use the timesheet itself from the sidebar (see Timesheets), you configure it from the Timesheet and Planning Settings panel.
Every change in the Timesheet and Planning Settings panel is saved automatically — there is no save button.

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Opening Timesheet and Planning Settings

1

Open the Settings menu

Click the button with your initials at the bottom of the left sidebar.
2

Go to Account Settings

Click Account Settings to open your organization’s settings.
3

Open the Timesheet and Planning Settings panel

Open the Timesheet and Planning Settings panel. Its options are grouped into five tabs: Period & submission, Categories, Time entry, Reminders, and Auto Timesheet from Planning.
Settings made here apply account-wide. The same panel also exists on each person’s profile and on tags, so you can override any setting for one team or one person — see Different settings for different teams.

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Period & submission

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Timesheet period

The Timesheet period defines the stretch of time a timesheet covers — the period people fill in, submit, and have approved as one unit. It is not just a display preference: each period is one timesheet.
Weekly and bi-weekly periods start on the day set as First day of the week in the Localization panel of Account Settings.

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Auto-submit

Auto-submit timesheets after X days submits unsubmitted timesheets automatically once the configured number of days has passed since the period ended. The auto-submitted timesheet enters the approval workflow like a manual submission. Leave the value at 0 to disable auto-submit. It does not apply when the timesheet period is Daily.

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Lock date

The Lock date freezes every time record on or before the chosen day. Locked records can no longer be created, edited, moved, or deleted — by anyone, administrators included. Attempts are refused with the message Timesheet and Planning Settings prevent any change to the locked date. Use it to close accounting periods: once payroll or invoicing for a month is done, set the lock date to the end of that month and the underlying data can’t drift. The freeze applies everywhere time records change hands, including the BambooHR time-off sync.
To correct data in a locked period, move the Lock date back first, make the fix, then restore it. Like every timesheet setting, the lock date can also be set per person, team, or project — see Different settings for different teams.

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Restrictions

The Restrictions list controls what time entries the timesheet accepts. By default there are none — the panel shows No restrictions configured. Pick a rule from the Add restriction menu to activate it; click the × on a restriction’s chip to remove it. Restrictions with variants — daily and period, or warning and block — show each active variant as a tag on the chip, and you can activate one or both. Independently of any restriction, a submitted or approved period is always locked while it waits in the approval workflow, and records on or before the Lock date can’t change at all.

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Time entry

The Time entry tab defines what people type into a timesheet cell.

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Unit for time entry

Unit for time entry sets the unit for every timesheet cell:

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Duration format

When the unit is Hours, two more options appear:
  • Duration format — how hour values are displayed and typed: 3:15 (hours and minutes), 3.25 (decimal hours), or 3h15 (compact hours-and-minutes notation).
  • Minimum time interval accepted — the smallest increment the timesheet accepts. Durations are rounded up to the nearest multiple of this interval; new accounts start at 15 minutes.

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Timer, start and end times, and comments

  • Enable timer adds a timer button to each timesheet row so people can time their work as it happens — see Using the timer. Check Mandatory next to it to require the timer: durations can then only be recorded by running it.
  • Record start and end times adds Start time and End time fields to each entry’s details, and Beebole calculates the duration. Check Mandatory next to it to require start and end times on every entry.
  • Require comments for submission requires a note on time entries before the timesheet can be submitted.
Checking Mandatory switches its parent option on automatically, and disabling a parent option clears its Mandatory checkbox.

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Categories

The Categories tab decides what people can track time on. Each choice becomes a section of rows in everyone’s timesheet.

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Project categories

Record time on these project categories lists the project categories available in the timesheet. Each row of the list is one timesheet section:
  • A row with a single category — for example Clients — lets people pick one project from that category per timesheet row.
  • A row with chained categories — First Clients, then Activities — makes people pick one entry for each level: first a client project, then an activity.
  • Click Add a row to offer an alternative section, and pick its categories with Pick a category.

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Plannings

Record time on these plannings does the same for tasks: people can add timesheet rows for tasks in the selected plannings (task categories). Add one with Pick a planning.

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Time off

Allow recording time off controls whether a Time Off section appears in the timesheet, where people add rows for absence types. See Time off.
Removing a category here does not delete any time entries. Existing entries remain visible in timesheets and reports — people just can’t add new rows for that category.

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Reminders

The Reminders tab configures two kinds of follow-up.

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Reminding people to submit

Remind to submit sends a reminder — by email or push notification, following each person’s notification settings — to anyone who hasn’t submitted their timesheet. Choose when it goes out:
  • Start of next period — on the first day of the new period, about the period that just ended.
  • End of current period — on the last day of the period being filled.
Then pick the hour. The reminder is sent at that hour in each person’s time zone, includes a summary of their timesheet, and lets them submit directly from the email. People who already submitted are skipped, and reminders don’t apply when the timesheet period is Daily.

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Reminding approvers

Remind approvers after a number of days if not yet approved follows up on submitted timesheets that are still waiting for review. The first reminder goes out the configured number of days after the approver’s initial notification; while the timesheet stays pending, Beebole keeps following up at increasing intervals. Leave the value at 0 to disable approver reminders.

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Warning about unassigned tasks

Notify everyone involved a number of days before an unassigned task starts warns about planned work nobody has picked up. The task manager and the people assigned to the task are notified — the admins when the task has no manager. This setting exists account-wide only, and 0 disables it.

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Auto Timesheet from Planning

The Auto Timesheet from Planning tab turns work planned on tasks into timesheet entries, so people who did what was planned don’t have to fill their timesheet by hand.
1

Enable it

Check Enable Auto Timesheet from planning.
2

Pick a planning

Add a planning with Pick a planning, then choose its Start and End statuses from the planning’s Kanban workflow. Moving a task to the start status starts its clock; moving it to the end status generates the time entries. Remove a planning with the × on its row.
3

Choose how entries land

By default, generated entries arrive as suggestions the person reviews and accepts. Check Fill timesheet directly on a planning’s row to write the records straight into the timesheet instead.
When several tasks finish the same day, the day is split between them. Entries the person logged manually are never touched — automatic entries rebalance around them.

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Different settings for different teams

Timesheet settings cascade. Values set on Account Settings apply to everyone, but the same Timesheet and Planning Settings panel appears on every tag and on every person’s profile:
  • Set a value on a tag to override the account default for everyone under that tag — for example, a monthly Timesheet period for one department.
  • Set a value on a person to override both the tag and the account default for that one person.
Next to each setting, an icon shows where its current value is inherited from. After overriding a value, you can reset it to fall back to the inherited one.

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Related content

Timesheets

How your team uses the timesheet: adding rows, entering time, the timer, and submitting.

Approvals

Submission, multi-stage approval workflows, and reviewing your team’s timesheets.

Work schedules

Define the expected hours that schedule-based restrictions check against.

Account Settings

Organization-wide settings, including localization and the first day of the week.

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Frequently asked questions

Open Account Settings from the button with your initials at the bottom of the sidebar, open the Timesheet and Planning Settings panel, and on the Period & submission tab set Timesheet period to Monthly. The change applies account-wide unless a tag or person overrides it.
In Beebole’s Timesheet and Planning Settings, on the Period & submission tab, open Add restriction and pick Don’t allow time entries in the future. Work entries on future dates are then blocked, while time off can still be requested ahead of time.
Yes. The Timesheet and Planning Settings panel also appears on tags and on each person’s profile in Beebole. A value set on a tag overrides the account default for everyone under that tag, and a value set on a person overrides both. Everything else stays inherited.
Two Beebole settings cover this. Remind to submit emails anyone who hasn’t submitted, at the hour you choose, with a link to submit directly from the email. Auto-submit timesheets after X days then submits the timesheet automatically once the configured number of days has passed since the period ended.
The first day of the week is a regional setting, not a timesheet setting. In Account Settings, open the Localization panel and set First day of the week. Weekly and bi-weekly timesheet periods in Beebole start on that day.