Timesheet Overview

The Timesheet Overview allows supervisors and payroll administrators to review, lock, and approve Timesheets. The Overview consists of a list of employees and summaries of their time for the pay period.

To launch the Timesheet Overview, click the Timesheet

button in the Widget Toolbar, then select Timesheet Overview from the drop-down list.

A user must have the Work > Timesheet > Allowed to Approve and Lock Timesheets or Allowed to Approve Timesheets permissions to access the Timesheet Overview.

Allowed to Approve and Lock Timesheets - By default these users see the timesheet for every employee. Their view can be narrowed down to specific departments using the Payroll Admin Management tool.

Allowed to Approve Timesheets - By default these users can see the timesheet for every employee. However, this permission is primarily for Supervisors. Supervisors can only see the timesheets for their assigned employees and the employees of supervisors under them.

Open the Timesheet Overview.
Check the checkbox next to each record that you would like to Approve or Lock. Check the Select All checkbox at the top of the column to select all employee records in the current view.
- If users must use the Submit Timesheet button to indicate that their Timesheet is complete, check the Is Submitted checkbox to determine whether an employees has submitted their Timesheet.
Supervisors: Click the Approve Record button. The record is marked as Approved.
Payroll Admins: Click the Lock Record button. The record is marked as Approved and Locked.
Note: Once an employee's record for a pay period is approved or locked, the employee can no longer make any changes to the Timesheet. If the Work Option > Enable Timesheet Locking is enabled, the Work Order Resources related to the locked pay period will also be locked.

Select the Employee record(s) to view.
Click Launch in Web . The system opens one or more Timesheet forms to display the employee's Timesheet records for this pay period.

Click the Filter button. The following pop-up appears:
Select a Filter:
- All Employees - Shows an overview of all employees' Time records.
- All Employees for Supervisor - Limits the overview to employees who report to the Supervisor selected in the drop-down box.
  Note: When this option is selected, the system automatically selects the Supervisor who is currently logged in (if the user is a supervisor).
- Show Only Active Employees - Displays only employees who are currently marked as "active employees" in the Employee module.
Click OK.

Select an Employee record in the grid.
Click the Reports button.
The report runs and asks the user to supply any required parameters.
Enter the parameters as needed.
Click OK. The Timesheet report generates for the selected employee.


Date Selector		Displays the first date of the selected pay period. Use the arrows to navigate between pay periods.
	Approve Record	Marks the Timesheet record as Approved. When a record is approved the system checks the corresponding checkbox in the grid. Approved records can no longer be edited. This button appears and is available for Supervisors. Note: For Payroll Administrator users who have Approve and Lock permission, the Lock Record will appear in place of the Approve Record button.
	Lock Record	Enables Payroll Administrators to mark Timesheet records as Approved and Locked. When a record is approved or locked, the system checks the corresponding check box in the grid. Locked records can no longer be edited. If enabled this will also lock Work Order > Task > Employee records that fall in the pay period. Note: For Payroll Administrator users who have Approve and Lock permission, the Lock Record will appear in place of the Approve Record button. More information about locking employee records
	Launch in Web	Opens the selected employee's record in the Timesheet.
	Change Filter	Launches the Filter screen to enable the user to switch the filter.
	Reports	Runs the Timesheet Report, which summarizes the daily hours worked by Time Code for the current employee. The report also displays the total hours worked for the pay period displayed in the current Timesheet. More information about changing which report is run
	Refresh	Refreshes all employees' Timesheet records.
Search		Enables users to search for users within the list.
Timecode Filter		Filters the information displayed by Timecode.
		Selects all records in the current filter display.
	Sorting	Click a column header to sort that column.