Timesheet Setup
The Timesheet Setup page controls the information available on the Daily Procedures – Data Entry – Timesheet page.
NOTE - User permissions will override these options. For example, if the user has no access to hours and data to display includes hours, then the user will have no access to hours on the Timesheet.
To add a Timesheet, follow these steps:
1. Select Company Setup– Timesheet Setup.
2. Click the ‘Add’ button.
3. Enter the Timesheet Name and Description.
4. Select additional options as needed.
5. Click the ‘Save’ button.
Configuring Timesheet:
|
Field Name |
Description |
|
Timesheet Name |
Name for the Timesheet (if multiple Timesheets exist, this is the name that will appear for the employee to select) |
|
Description |
Timesheet description |
|
Active |
Active Status for the Timesheet (if the status is ‘Inactive’, time may not be entered using this Worksheet) |
|
Display Shift |
Select ‘Yes’ to display a drop-down for shift code on the Timesheet |
|
Display Comments |
Select ‘Yes’ to allow the entry of comments on the Timesheet |
|
Display Request Count |
Will display the count of employees’ unanswered requests in the current pay period. |
|
Allow Employee Approval |
Allow employee approval via the Timesheet page. |
|
Allow Supervisor Approval |
Allow supervisor approval via the Timesheet page. |
|
Data to Display |
Choose from punches, hours, units, dollars and mileage. |
|
Add New Records |
If this is selected users will be able to add new records via the Timesheet page for the record type specified. |
|
Display Existing Records |
If this is selected the Timesheet will show existing record from the record type specified. |
|
Display Totals |
If this is selected the total of the record type specified will display on the Timesheet page. |
|
Display Total Period Hours |
Display the current pay period total hours at the end of the Timesheet page. |
|
Display End of Period Accrual Balances |
Display the balance from the accrual transactions page. |
|
Display Hours by Worked Org Level |
Display the current pay period total hours based on worked org level. |
|
Display Total Wages |
Display the current pay period total wages at the end of the Timesheet page. |
|
Display Gross Wages |
Display gross wages at the end of the Timesheet page. |
|
Display Totals by Pay Type |
Display the current pay period total hours split up by pay type. |
|
Display Rate by Pay Type |
Display the rate by pay type. |
|
Display Wages by Pay Type |
Display the wages by pay type |
|
Require Valid Punch Pairs |
If set to ‘Yes’ the user will only be allowed to enter valid punch pairs such as IND/OUT. Otherwise set to ‘No’ to enter single punches via the Timesheet page. |
|
Allow Transfers |
Allow transfer punches to be added via the Timesheet page. |
|
Display Rounding Rule |
Select ‘Yes’ to display the rounded date/time as well as the actual date/time on the Timesheet. |
|
Punch Categories to Display |
To allow the entry of punches via the Timesheet, select the |
|
Organization Levels to Display |
Select which organization level depths that should display on the Timesheet page. |
|
Alert Assignments |
Assigns alert types to a specific Timesheet setup. |
Users can assign saved Timesheets to a group of employees by selecting the Company Setup – Pay Groups page and clicking the Timesheet tab.
button to enter the punch categories available for entry. You may enter multiple lines to allow multiple IN punches (for example IND and INL).