How to Set Up Custom Timesheet Hour Categories

Setting up tailored pay and hour types helps businesses track standard hours, overtime, and weekend rates without confusion. This guide explains how to set up custom timesheet hour categories step by step to streamline staff reporting and ensure accurate payroll exports.

Why Custom Timesheet Hour Categories Matter for UK Businesses

Understanding how to set up custom timesheet hour categories is essential for any organisation operating outside a rigid nine-to-five schedule. Generic timesheets that only capture total daily hours cause significant headaches when calculating overtime, weekend allowances, night shifts, or bank holiday pay. When employees enter vague figures into an unstructured form, managers spend unnecessary time querying breakdowns before signing off weekly submissions.

By creating tailored hour categories that match your company's actual pay rates and operational agreements, you ensure staff log hours accurately from day one. Clear categories eliminate ambiguity, speed up approval workflows, and allow finance teams to extract clean data for payroll calculations without manual re-entry.

Step-by-Step: How to Set Up Custom Timesheet Hour Categories

Step 1: Audit Your Pay Structures and Work Types

Before configuring your software settings, list every distinct rate of pay or work type your business uses. Review employment contracts, overtime agreements, and operational requirements. Common examples include:

  • Basic standard hours
  • Time-and-a-half overtime
  • Double time for Sundays or bank holidays
  • On-call allowances or emergency call-outs
  • Unpaid breaks or travel time between client sites

Group similar roles together so you do not create dozens of overlapping, redundant categories. The goal is clarity, not complexity. Having three to six well-defined hour types is usually far more effective than an exhaustive list that confuses employees.

Step 2: Choose Simple, Unambiguous Wording

Staff should instantly recognise which category applies to their shift. Avoid internal shorthand or obscure codes like "CAT-B-RATE-2" unless every worker is formally trained on them. Instead, use plain British English terms such as "Standard Hours", "Weekday Overtime (1.5x)", or "Weekend Night Shift".

If your organisation uses specific terminology (for example, "Bank Worker Shift" in healthcare or "Site Travel" in trade services), customise the wording so it feels natural to your team. Clear wording reduces submission errors and minimises back-and-forth queries.

Step 3: Configure Custom Categories in Your System

Once you have determined your labels, configure them inside your timesheet system. In TidyTimeSheets, setting up custom hour types takes just a few clicks within your organisation settings. You can define exact labels and custom wording so staff see terms tailored to your workplace.

Because TidyTimeSheets sends staff a simple link via email without requiring logins or passwords, workers see your custom categories directly on their web form. For more advice on password-free workflows, see our guide on how to track employee hours without passwords.

Step 4: Test and Review Submission Workflows

Before rolling out new hour categories across your entire workforce, test the submission process with a small group or team leader. Submit a test timesheet containing standard hours, overtime, and special categories.

Check that line managers can review, amend, and approve these entries without confusion. If a manager needs to correct an entry, TidyTimeSheets allows them to adjust hours directly while recording a clear audit trail and reason for the change. You can also explore how to streamline staff overtime sign off for further tips on manager approval workflows.

Popular Custom Hour Categories by Industry

Different sectors require unique category structures. Below is a breakdown of common hour types used across UK organisations:

Sector / Organisation TypeCustom Hour CategoriesTypical Use Case
Trades & ConstructionStandard Hours, Overtime (1.5x), Call-Out Time, Travel TimeTracking site work versus travel time between client locations
Healthcare & AgenciesCore Shift, Weekend Rate, Night Allowance, Bank HolidayDistinguishing unsocial hours for agency or bank staff
Warehousing & LogisticsBasic Hours, Evening Shift, Weekend OvertimeLogging extra peak-season shifts and rate uplifts
Charities & Non-ProfitsGrant Project A, Core Duties, Unpaid Voluntary TimeSplitting billable grant hours from general operations
Retail & HospitalityStandard Shift, Bank Holiday, Floor PrepManaging peak weekend cover and opening preparations

Setting up relevant categories for your sector ensures accurate records whether you manage charity staff or auto repair shop mechanics.

Best Practices for Managing Custom Timesheet Hour Categories

1. Keep the List Focused: Do not overwhelm staff with dozens of options. Aim for between three and six primary hour types. 2. Provide Clear Guidance: Ensure staff know when a category applies. For instance, clarify whether "Overtime" begins after 37.5 hours or applies to any hours worked after 6:00 PM. 3. Align Categories with Payroll Exports: Ensure your category names map easily to your accounting software or payroll provider. Once approved, TidyTimeSheets allows managers to export clean CSV files with all category breakdowns included. Read more in our guide on how to export staff timesheet data to CSV. 4. Review Categories Annually: As your business grows or pay agreements change, review your category list to retire obsolete options and add new ones if necessary.

Flexible, Uncluttered Custom Categories with TidyTimeSheets

Many software platforms force businesses to adopt complex modules, expensive per-user fees, and complicated setup processes just to customise basic timesheet fields. TidyTimeSheets takes a practical, uncluttered approach designed for UK small and mid-sized organisations.

With TidyTimeSheets, organisations can:

  • Customise hour types (such as Standard, Overtime, On-Call, or Bank Holiday) and exact wording easily.
  • Send timesheets directly via an emailed link so employees never need to set up accounts or remember passwords.
  • Enable a standard manager sign-off or switch on an optional second-stage approval by a senior leader.
  • Edit submissions with a logged reason if an incorrect category was selected by an employee.
  • Generate instant reports and export structured CSV files for payroll.
  • Pay a transparent fixed fee per organisation rather than per user, starting at just GBP 5 per month plus VAT (Lite plan) up to GBP 59 per month plus VAT for Business use.

Whether you operate a single site or manage multiple teams, setting up custom timesheet hour categories should be simple, efficient, and tailored to your operational needs.

Start Setting Up Custom Categories Today

Ready to simplify your timesheet approval process? TidyTimeSheets gives you complete control over your custom hour categories, manager sign-offs, and CSV reporting without clutter or user logins.

Explore our straightforward pricing plans or start a 14-day free trial today at TidyTimeSheets to build custom timesheets suited to your UK workforce.

Frequently asked questions

Do staff need logins to select custom hour categories?
No. Staff complete their timesheets using a secure link emailed directly to them. They do not need to set up an account or remember passwords to submit hours under your custom categories.
Can we change the wording of our hour categories later?
Yes. You can edit the labels and wording of your hour categories at any time in your organisation settings to match changes in pay rates or operational structure.
What happens if an employee selects the wrong hour category?
Line managers can reject the timesheet and request more information, or amend the entry directly while recording a clear audit reason for the change.
Is pricing calculated per user or per organisation?
Pricing is flat per organisation, not per user. Plans range from Lite at GBP 5 per month plus VAT up to Multi-site at GBP 99 per month plus VAT.
Can we set up a second approval stage for custom overtime categories?
Yes. An optional second approval stage by a senior leader can be switched on per organisation if you require additional oversight for overtime or special hour categories.

Try TidyTimeSheets

Send a timesheet by email, staff complete it on their phone, you approve it. Plans from GBP 5 a month plus VAT for the whole organisation.

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