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Creating Timesheet Categories

Overview

Timesheet categories are used to classify how a learner records their off-the-job or on-the-job training. These categories help organize learning activities and support accurate reporting.

Who Can Use This Feature?

This feature can be used by the following user roles:

  • Centre Manager

Steps to Create a Timesheet Category

  1. Navigate to Timesheet Categories

    • Click Centre in the navigation menu.
    • Click Look-up Tables.
    • Select Timesheet Categories.
  2. Create a New Category

    • Click Create Timesheet Category.
    • Enter the Name of the category.
    • Tick the relevant settings based on the table below.
    • Click Save.

Settings Explained

SettingDescriptionProduct Availability
Learning ActivityDisplays when creating learning activities in the Learning Journal (a feature of the Learning Hub).Learning Hub Only
Default to Off-the-jobAutomatically ticks the off-the-job checkbox when this category is selected.Eportfolio, Learning Hub
InductionCategorizes time spent inducting the learner onto their apprenticeship. You can report on the Last Induction Date via the Learner Database report.Eportfolio, Learning Hub

What Happens Next?

Once saved, the new category will be instantly available for all users in your Centre.


Troubleshooting

IssueSolution
Cannot create categoryEnsure you have Centre Manager permissions.
Category not appearingRefresh the page or check if the category was saved successfully.

Terminology

Please note that the terminology used in this article may be different depending on your Centre.

Need Help?

If you encounter any issues or have questions, please contact Onefile Support or your internal support channels.

J
Jade is the author of this solution article.

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