In this section:
Tuesday, 27 June 2017
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In this manual
Themodule is designed to track time of work hours by company. Within a company you may track hours by any hierachical structure you choose, such as Project, Phase, Task. Timesheets can break hours into chargeable and non-chargeable cost codes.
The Timesheet document has been developed for use with an approval process and can be configured for pre-addressing to Payroll or other relevant parties.
The workflow of the timesheet is:
Note: The Due Date of the timesheet will automatically calculate based on the Week Ending Date. It is a specific number of days (set up in the document type configuration) added to the Week Ending Date.
TIMESHEET EDIT TOOLS
TAB will move the cursor from cell to cell within the timesheet grid. A pop-up box for a description of will display between each move. Enter a description and hit TAB again to move to the next cell.
Shift-TAB will move you backwards within the grid.
ENTER can be used to move one line down.
When the Timesheet is submitted for approval, it will appear on the Approver's Notification List. It will also appear on the Hotlist of both the Approver and the Author. It may then be approved or declined. If it is declined, it is resubmitted and returned to the Author's Hotlist under DRAFTS.
Note: Once the Timesheet is approved, it cannot be edited. However, if a mistake is detected you can withdraw a timesheet and re-submit a new one in its place.
You can create a report listing all timesheets to be approved, and then approve the timesheets from the report using in-line editing. This saves time because you do not have to edit each timesheet individually.
To use this function, you will need to create and Save a search
If a timesheet has been approved, you are not longer able to edit it. If an error is detected on a timesheet after it has been approved, you may withdraw the timesheet. You may also then split from the withdrawn timesheet to correct the mistake. To withdraw a timesheet:
If you find an error on an approved timesheet, you may withdraw the timesheet and then split from the withdrawn timesheet to fix the error and re-submit.
You may also create a new timesheet from a approved timesheet. This is useful if the timesheet for this period is similar to one of a recent time period.
Once the Pay Office processes the Timesheet, they can reply and close the Timesheet.