Dynamics 365 HR time tracking helps organizations monitor working hours, ensure policy compliance, and streamline payroll. The platform offers intuitive tools for employees to enter time and robust approval workflows for managers, ensuring accuracy and accountability across your workforce.
Here’s a simple step-by-step explanation of how employees can clock in, clock out, and log project time:
How Employees Can Enter Timesheets in D365 F&O
🕒 1. Clock In / Clock Out
If your organization uses Time and Attendance, follow these steps:
Path:
Common > Time and Attendance > Electronic Timecard
Steps:
- Open the Electronic Timecard form.
- Click Clock-in to start your workday.
- Record Break times using the Break registration (if applicable).
- Click Clock-out when you finish your shift.
⏳ Note: Depending on your setup, breaks can be paid or unpaid and may require manual or automatic registration.
📅 2. Enter Project Time
If you’re working on specific projects, you can register hours under those projects:
Steps:
- In the same Electronic Timecard or Project Timesheet, enter:
- Start and End Time
- Project ID
- Activity / Task
- Category (e.g., development, consulting, testing)
- Description (optional, for detailed notes)
⛑ 3. Submit Timesheet
After filling out your working hours:
- Review entries for each day.
- Click Transfer to Send for Approval.
- Your manager or designated approver will receive a notification to review and approve.
Review and Approval Processes for Managers
Once a timesheet is submitted by an employee, managers can go to below path to approve it.
Path:
Time and Attendance > Review and approve > Approve.
Click OK to proceed
Select the worker from the list and click on calculate.
You can see all overview and line details.
🎯 Print specification
Use the ‘Print’ function on the approval screen to generate a report showing:
– Registered hours
– Pay rates
– Project breakdown
