A comprehensive, native Salesforce timesheet management application for tracking employee hours, managing projects and charge codes, and streamlining approvals and reporting.
This project provides a complete timesheet solution built with Salesforce-native technologies (Custom Objects, Apex, Lightning Web Components, Flows, and Salesforce DX metadata). It is designed to be configurable and extensible for most organizations that need time tracking, absence reporting, and simple billing workflows.
Installation Guide: https://docs.google.com/document/d/1z69SRqGj4dCdIHVD0gcvybLHx3uVWflJp3_m82CkbGs/edit?usp=sharing Usage Guide: https://docs.google.com/document/d/16vZrD7bXlWISK9W4C5gFQJtLQh4gXN-25mGs9l3rBKg/edit?usp=sharing
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Employee & Project Management
- Create and manage employee records and project records.
- Define and assign charge codes to projects and employees.
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Weekly Timesheet Entry
- Intuitive weekly entry UI (Lightning Web Components) for logging daily hours per project/charge code.
- Support for multiple lines per day (project + charge code combinations).
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Time Tracking & Categorization
- Mark entries as Billable or Non-Billable.
- Track total hours per week, billable hours, and absence hours.
- Support for common absence categories (Vacation, Sick, Personal, Other).
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Approval Process
- Built-in approval flow for managers to review, approve, or reject timesheets.
- Support for manager hierarchy and bulk approvals.
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Absence Management
- Request time off / record absences directly on the timesheet.
- Capture absence type and hours as part of weekly submissions.
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Automated Reminders & Scheduled Jobs
- Scheduled Flows or Apex scheduled jobs to send reminders for timesheet submission and approval follow-ups.
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Reporting & Dashboards
- Pre-built reports (weekly activity, project-wise time, user summary, approval status).
- Dashboard components (pie charts, weekly charts, contribution charts) for visual insights.
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PDF Generation & Export
- Generate a PDF summary of timesheet entries for record-keeping or invoicing.
- CSV export / data extract for external reporting (via standard export or development hooks).
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Configurable & Extensible
- Built using standard/custom Salesforce objects + LWC + Flows so admins can customize to fit business rules.
- SFDX-ready metadata for deployment between orgs.
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Security & Permissions
- Permission sets and profiles to control who can create/submit/approve timesheets.
- Field- and object-level security respected by UI components.
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Data & Admin Utilities
- Sample data and import scripts for quick setup in a sandbox.
- Admin pages for configuration (work week, default charge codes, reminder schedule).
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Apex & Tests
- Apex classes to support business logic and integrations; included test classes for coverage and CI.
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Mobile & Lightning Ready
- Lightning Web Components are built for Lightning Experience and Salesforce mobile access.
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Audit & History
- Track submission and approval history for audits and compliance (via built-in Salesforce history or custom objects).
- Timesheet (weekly container record)
- Timesheet Line (daily/project/charge-code entry)
- Project
- Charge Code (or Task/Activity type)
- Employee / Resource (linked to User or a custom Employee record)
- Timesheet Approval / Status (metadata or status field)
Admins can extend or rename these objects to meet org conventions.
- Clone the repository or install the AppExchange package (if provided).
- Deploy metadata via Salesforce CLI (SFDX) or the AppExchange package URL.
- Assign permission sets to users who will use the app.
- Load sample data (optional) and configure admin settings (work week, managers, reminder schedule).
- Map Users to Employee/Resource records.
- Create Projects and Charge Codes.
- Configure approval rules and manager hierarchy.
- Review scheduled reminders and modify cadence if required.
- Add/modify reports and dashboards to match organizational KPIs.
- Project is SFDX-compatible. Use
sfdx force:source:deployor CI pipelines to deploy. - Tests: run Apex tests and ensure coverage before packaging.
- LWC code, Apex controllers, and Flows live under
force-app/main/default.
- Bulk importer for timesheet lines from CSV for large teams.
- Integration hooks for external payroll or invoicing systems (Platform Events / REST API).
- Advanced approval routing (delegate approvers, parallel approvals).
- More granular time rounding and validation rules.
- Localization (multi-language) and timezone-aware calculations for global teams.
For issues, raise an issue in the repository or contact the maintainer (project owner) via GitHub.
Specify your license here (e.g., MIT, proprietary).
README generated/augmented using project memory and repository contents.