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.

To launch a Timesheet, click the

button in the Widget 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.

Open the Timesheet.
Click Add in the Additional Time grid. A new blank line is added to the Timesheet's Additonal Time grid.
Complete the following fields, if available:
- Description - Describe the task or activity.
- Task -Select a Task from using the drop-down box.
- Time Code - Specify how this Task should be billed (e.g., Regular Time, Overtime, External Regular, etc...). Note: If the user doesn't make a selection, the system defaults to the first code in the drop-down list.
- Project Number - Enter the associated Project Number or select from a list.
- Account Number - Enter the associated Account Number or select from a list.
- Date Fields - Enter the hours worked on the Task on each particular day. Note: An entered task cannot be saved if the user does not record work hours.
Continue to add Tasks and complete fields as desired.
Click Save to save the changes made to the Additional Time grid. Saving changes forces the system to recalculate the Task totals, as well as the Daily Totals in the Summary grid.
Click Close to cancel all unsaved edits.
Note: The system automatically cancels any unsaved changes when the user navigates away from the week currently displayed in the Timesheet form.

Open the Timesheet.
In the Additional Time grid select the record to remove.
Click . The following message appears:
Click Yes to delete the record. Click No to abandon the action.
Note: Records in the Summary and Linked Work grids cannot be edited or deleted.

Open the Timesheet
Click the button in the Additional TIme grid.
All of the Tasks (but not the hours) from the most recent previous pay period are copied to the current pay period.

While filling out the Additional Time grid click in the Account Number, Project Number, or Task field. A green pick-list button appears:
Click the pick-list button. A dialog box with a pick-list opens:
Choose a record from the list and click OK.

Open the Timesheet.
Make sure all time is filled out for the pay period.
Click Submit.
A message will appear stating the date the Timesheet was submitted.
Note: The Timesheet can be edited and re-submitted multiple times. Once a supervisor approves the Timesheet it can no longer be altered.

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

Note: If a Timesheet has been approved 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 grid tools are grayed out.

Summary Grid

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

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. Click on a record in the grid to edit it or use one of these tools.

Note: Once a Timesheet is submitted and has been approved or locked the time in that pay period will no longer be editable. Depending on setup the related work order employee resource records may no longer be editable either.

Work Orders Grid

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


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. A user must have the Work > Timesheet > Allow to Create and Assign Timesheet Forms permission to access Design Mode.
Manage User Groups		Enables an administrator to control which user groups have access to a particular Timesheet. A user must have the Work > Timesheet > Allow to Create and Assign Timesheet Forms permission to access the Manage User Groups function.
Pay Period		Identifies the set of days for which employee time is totaled and paid.
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.
	Refresh	Refreshes the data in the Timesheet. This function enables users to see hours added when a Work Order is updated.
	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	Click a column header to sort data by that column.


	Add New Task	Adds a new Task line.
	Copy Records	Copies all Task records from the previous pay period.
	Save Edits	Saves all edits and exits edit mode.
	Cancel Edit	Cancels any edits made and exits edit mode.
	Delete Task	Deletes the selected Task.
Hide Additional Show Additional		Collapses/expands the Additional Time grid.