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.
Display days	Will display the days selected on the Timesheet. However if records exist for a restricted day they will still appear on the Timesheet.
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
Display Totals by Shift Type	Display the current pay period total hours split up by shift 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 button to enter the punch categories available for entry. You may enter multiple lines to allow multiple IN punches (for example IND and INL).
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.