Timesheet

The Timesheet shows work hours for every day of the set pay period. It shows all tasks the employee worked on, as well as the number of hours spent on each task each day. These tasks either can be entered manually or imported from Work Orders.

 

Launching a Timesheet

To launch a Timesheet, click the Web_dashboard timesheet icon button in the App Toolbar. If only one Timesheet exists for the user, it launches automatically. If the user has more than one Timesheet, he or she can select the desired timesheet from a drop-down list.

 

General Timesheet Tools

The following tools appear at the top of the Timesheet.

Submit

Advises the Timesheet administrator that the user considers the Timesheet complete.

Enter Design Mode

Enables an administrator to modify the design of the current Timesheet.

security A user must have the Work > Timesheet > Payroll Admin permission to access Design Mode.

Manage User Groups

Enables an administrator to control which user groups have access to a particular Timesheet.

security A user must have the Work > Timesheet > Payroll Admin permission to access the Manage User Groups function.

Pay Period

Identifies the set of days for which employee time is totaled and paid.

date picker

Date Selector

Allows users to navigate between pay periods.

  • Click the calendar to select a date. The Timesheet will jump to the pay period that contains that date.
  • Click the arrows to move to the previous/next pay period.

Android Screenshot

Refresh

Refreshes the data in the Timesheet. This function enables users to see hours added when a Work Order is updated.

Android Screenshot

Report

Runs the Timesheet Report, which:

  • summarizes the daily hours by Time Code for the current employee, and
  • provides a sum of all hours worked for the pay period displayed in the current Timesheet.

Sorting

Sorting

Click a column header to sort data by that column.

 

Grids

Timesheet data is displayed in three related grids, Summary, Additional Time and Linked Work.

Summary

The Summary grid recaps the hours in the Additional Time and Linked Work Grids. The Summary grid, which is read-only, appears at the top of the Timesheet.

Hide Summary

Show Summary

Collapses/expands the Summary grid.

 

Additional Time

The Additional Time grid enables users to add, edit or delete hours worked outside of those logged through Work Orders. To streamline data entry, users can also copy Tasks from the previous pay period in this grid.

Android Screenshot

Add New Task

Adds a new Task line.

Android Screenshot

Copy Records

Copies all Task records from the previous pay period.

save_32

Save Edits

Saves all edits and exits edit mode.

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Cancel Edit

Cancels any edits made and exits edit mode.

delete task

Delete Task

Deletes the selected Task.

Hide Additional

Show Additional

Collapses/expands the Additional Time grid.

 More information about the Additional Time grid >>

 

Linked Work

The Linked Work Grid displays any hours the employee logged through linked Work Orders. This grid is read-only; therefore, any changes to these hours must be made directly through the Work Order.

open_web_32

Open in

Opens the selected Work Order in a Lucity Web view.

Hide Work

Show Work

Collapses/expands the Linked Work grid.

 Note: If a Timesheet has been locked by a supervisor, a message appears in the top-left corner saying, "This period has been locked and cannot be edited." In such cases, all tools are grayed out.

In This Section

Additional Time Grid