Versions Compared

Old Version 14

changes.mady.by.user Stewart Neale

Saved on

compared with

New Version Current

changes.mady.by.user Stewart Neale

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

This page provides is an overview on approval of approving Employee Timesheets

These are topics Topics on this page:

Introduction

A consolidated listing of employee timesheets list of Employee Timesheets, regardless of their status that are , is accessible through the Employees>Approve Timesheet sub menu. The Approve Timesheet interface which screen is of similar to design to that of the schedule board, is used to approve individual or groups of employee timesheet by service status, branch, funding source and date range. The interface only supports the timesheet approval of client services either completed either through the Schedule Board or viz the Brevity Care mobile application or cancelled with a charge through the schedule board.

It represents also an important element in the Client funding and Client Invoicing batching processes, as well as validating variations of service time, travel and transport costings. As the Approve timesheet interface provides the system user with access to the timesheet record. it does therefore allow for updates to be undertaken to a selected record.

Additional information

For additional Schedule Board. Timesheets can be viewed and approved through either the Employee or Client view. Timesheets for approval can be filtered based upon service status, approval status, Branch, funding source or date range.

Timesheets for approval are applicable for both individual or group client services.

Timesheets for approval of client services reflect service either services completed via the Schedule Board or the mobile app, or services cancelled via the Schedule Board applied with the appropriate cancellation policy or for individuals cancelled of a group service through the mobile app.

The approval of timesheets is an essential step in respect of creating claim funding and client Invoice batches. The edit capacity inbuilt into the interface allows for variations to service time, and travel and transport costings to be identified and approved.

Additional information

For more information on pay rates, timesheets and invoicing please refer to the following topicssee:

Navigating the Timesheet Approval page

Expand
titleCick to expand and preview the fields and objects that comprise the Approve Timesheet pagescreen

The following is an outline explanation of the fields and objects elements that comprise the Approve Timesheet pagescreen:

  1. Service Legend: This

element provides

  1. is a legend of

the

  1. client services by status

listed within

  1. shown in the Approve Timesheet

interface

  1. screen. The count

corresponding on

  1. corresponds to the service colour

, tells you

  1. and indicates how many

service of that

  1. services for the relevant status are

listed within

  1. shown in the Approval

page

  1. screen. To hide a set of services, click the corresponding colour.

You can observe the presence / absence of a

  1. A light grey

eye

  1. 👁 icon

as

  1. will appear or disappear according to whether

those

  1. the corresponding services are visible.

Alternatively select

  1. Selecting the

for

  1. For approvalfilter

to

  1. will show only completed services.

  2. Filter:

Subject to

  1. Depending on the view selected, this

field

  1. is used to filter

the

  1. timesheets

listed either

  1. based on a full or partial

client

  1. Client or

employee

  1. Employee name.

  2. View: This

object will update the Approve Timesheet page to reflect timesheets either by employee or client

  1. enables selection of whether the screen shows timesheets by Employee or by Client.

    Employee view

    Image Modified


    Client view

    Image Modified

  2. Date Range: This

object is to define the

  1. enables entry of a Timesheet Approval date range. Date

range selected is determined by the range selection of

  1. ranges that may be entered depend on whether weekly or fortnightly are selected. Clicking in the field

will allow

  1. enables the

starting

  1. start date of the

timesheet

  1. Timesheet approval period to be set.

    Image Modified

  2. Range selection: This

object

  1. is used to set the timesheet approval period

as either

  1. to weekly or fortnightly.

  2. Branch filter: This is a drop down

field

  1. that

allows for

  1. enables timesheets to be filtered by

organisation branches

  1. Branch. This filter only

has relevance

  1. applies where multiple

branches has been registered within Brevity

  1. Branches have been defined.

  2. Funding Source filter: This is a drop down

field

  1. that

allows for

  1. enables timesheets to be filtered by funding source.

  2. Service approval status: This object

lists

  1. has three buttons

. Selecting ALL will list will

  1. :

    1. Selecting Allshows all client services

irrespective

    1. regardless of status,

NOT APPROVED will list all service irrespective

    2. Selecting Not Approvedshows all services regardless of status that are not

YET

    1. yet approved

and FOR APPROVAL will list

    1. , and

    2. For Approval shows only completed and cancelled services with a charge that are not

YES ient

    1. yet approved.

Cl

  1. Client / Employee panel: This panel

will list particulars of either the

  1. shows Client or

the Employee. Determined by

  1. Employee details, depending on the view

that is selected. Refer above to (3) for images of the different views

  1. selected - see 3 above. When viewing timesheets by

employee

  1. Employee, the information displayed includes the employee name, role and compliance status , number of hours billable or non billable and travel time within the timesheet. When viewing timesheets by client, the information displayed includes the client name, number of hours billable or non billable and travel time within the timesheet.approval period. Compliance status not relevant for client.

  2. Service summary panel: This panel lists the particulars of the service either received by the participant. Refer above to (3) for images of the different views. Double clicking the service panel When viewing timesheets by employee, the information displayed within the service panel will include Service Start and End Times, duration of service. description of the service, client name, funding source, shift notes and timesheet comments, travel and transport costings, billable flag, feedback rating and client signature when completed through the mobile application. When viewing timesheets by client, the information displayed within the service panel will include Service Start and End Times, duration of service. description of the service, employee name, funding source, shift notes and timesheet comments, travel and transport costings, billable flag, feedback rating and client signature when completed through the mobile application.

Navigating Approve Timesheet page

Expand
titleCick to expand and preview the fields and objects that comprise the Approve Timesheet page

The following is an outline of the fields and objects that comprise the Approve Timesheet page:

  1. Approved: This column identifies the timesheets that are to be approved. To exclude a timesheet from approval deselect this field.

    Image Modified

  2. Date: This column identifies the date of client service to which the employee timesheet relates.

  3. Employee: This column identifies the name of the employee that delivered the service to the client.

  4. Service type: This column identifies a description of the service delivered to the client.

  5. Comments: This column identifies comments registered to the timesheet. Timesheet comments can be input during shift completion within the Timesheet comment (most common when there is a variation being clock on/off time and service start/end time or when undertaking updates to the timesheet once the service has been completed.

  6. Times: This column identifies the service start and end times as well duration of client service. any variations of the service time due to late/early clock in/out by the support worker will be reflected in red text.

    Image Modified

  7. Transport: This column identifies transport costings if these are payable on the client service.

  8. KM’s: This column identifies total kilometers traveled during the service.

  9. Travel time: This column identifies total travel registered during the service.

  10. Notes: This column identifies the case/shift notes registered during client service. Shift notes can be also updated once the service has been completed.

  11. Update Shift time: This column lists a collection of drop down values. The values available are used to determine what the support worker is paid based on whether a service time variation is updated to reflect the revised service time.

  12. Update Transport KM’s: This column lists a collection of drop down values. The values available are used to determine whether the support worker is paid for any associated transport costs.

  13. Update travel KM’s: This column lists a collection of drop down values. The values available are used to determine whether the support worker is paid for any associated travel costs with service.

  14. Update Travel time: This column lists a collection of drop down values. The values available are used to determine whether the support worker is paid for any associated travel costs with service.

  15. Used Company Code: This column identifies whether a resource booking was associated with the client service.

  16. Approve: Clicking this button will approve all timesheets marked with a tick in the Approved column.

  17. Close: Clicking this button will exit you from the Approve Timesheet page.

Navigating the Timesheet Record page

Expand
titleCick to expand and preview the fields and objects that comprise the Timesheet record page

The following is an outline of the fields and objects that comprise the Employee Timesheet page:

  1. Save: This button is used to create as well as save updates to an existing record.

  2. Close: This button is used to close down the employee timesheet page.

  3. Deactivate: This button is used to adjust the activity status of the employee timesheet record.

  4. Audit History: This button is used to display an audit of changes made on the employee timesheet .

  5. Notes: This button provides access to the notes function. Notes can be retained against the employee timesheet thereby tracking actions and communications.

  6. Documents: This button provides access to the document function.

  7. Delete: This button is used to delete the employee timesheet record.

  8. Employee: This is a drop down down field that by default lists the name of the employee to which the timesheet relates. The value listed within this field SHOULD NOT be altered.

  9. Service Schedule Employee: This is a drop down down field that by default lists the name of the employee that delivered the client service for which the timesheet relates. The value listed within this field SHOULD NOT be altered. This information presented is the same as what is registered in the Employee field.

  10. Service Schedule: This is a drop down down field that by default lists the name of the employee, the service type to which the timesheet relates. The value listed within this field SHOULD NOT be altered.

  11. Service type: This is a drop down down field that by default lists the name of the service delivered to client to which the timesheet relates. The value listed within this field SHOULD NOT be altered.

  12. Approved: This field identifies the approval status of the timesheet.

  13. Paid: This field identifies the payment status of the timesheet.

  14. Start Time: Comprised of the start date and start time. The date field is used to set the commencement date of the service that was delivered to the participant. The time field is used to set the commencement time that the service was delivered to the participant. The date can be specified as free text or by using the calendar picker whereas the time can either be input in free text or selected from the time picker.

    Image Modified

  15. End time: Comprised of the end date and end time. The date field is used to set the cessation date of the service that was delivered to the participant. The time field is used to set the cessation time of the service that was delivered to the participant. The date can be specified as free text or by using the calendar picker whereas the time can either be input in free text or selected from the time picker.

  16. Total Hours: This text field lists the service time total.

  17. Break Hours: This field lists the time that was allocated for a break during the scheduled service.

  18. Travel Time: This text field lists any travel payable in time that is associated with the client service. If time is listed travel mileage should not be reported.

  19. Travel Mileage: This text field lists any travel payable in distance that is associated with the client service. If Mileage is listed travel time should not be reported.

  20. Transport Mileage: This text field lists the distance of transport that was undertaken during the client service,

  21. Comments: This field lists a narration of any comments associated with the timesheet, example this may relate with comments related with timesheet approval.

  22. Shift Notes: This data grid list the individual or group notes raised by the support worker in respect of the client service.

  23. Timesheet name: This label reflects the employee name.

Timesheet Selection

Within the Approve timesheet interface Brevity allows you to select for approval both individual as well as multiple timesheets for one or more employees.

Single select a timesheet

To select an individual timesheet for approval, you can search for your timesheets either by employee or client, set the timesheet reporting range as either week/fortnight followed by the starting date of the timesheet reporting period.

Select if applicable your branch and funding source filters followed by clicking the approval button to update the timesheet listing.

Go to the timesheet panel and select the timesheet period that is to be approved as shown below.

Image Removed

Multi select timesheets

To select multiple timesheets for approval, you can search for your timesheets either by employee or client, set the timesheet reporting range as either week/fortnight followed by the starting date of the timesheet reporting period.

Select if applicable your branch and funding source filters followed by clicking the approval button to update the timesheet listing.

Select the image opposite left of the employee/client name to select all timesheets listed within the timesheet period, as shown below.

Image Removed

Approval Checklist

When approving timesheet it is recommend that you check the following on the service panel within the timesheet approval page:

  1. Correct service start and end times and duration, if there is a shift variation (presented in red) ensure the variation is investigated to determine whether the client service is to be updated.

  2. Correct service delivered to the client on that day

  3. Service delivered by appropriate support worker.

  4. Are there timesheet comments where there is a service time variation.

  5. Start and end location of service, the presence of travel and transport costs.

  6. Feedback rating.

  7. Presence of case/progress notes.

  8. Presence of a client signature.

Image Removed

Absent Timesheet

There will be occasions when a timesheet record may not have been created when a client service is completed through the Brevity Care mobile application. From within the Timesheet Approval page, client shift panels, that don't have an accompanying timesheet record are identified with the - - hrs,and double clicking the shift panel will present the timesheet page, absent of data, as shown below.
Image Removed
Image Removed

To address the absence of a timesheet you are to observe the following steps:

  • From within the Timesheet Approval page make note of the employee, the date and time of the client service.

  • Select the Schedule Board icon to present the scheduling page.

    Image Removed

  • Select either the Employee or Client schedule board record view.

  • Within the search field input either the employee or client name.

    Image Removed

  • Schedule board service period to be updated to correspond with the timesheet approval period, so as to present the service that does not have a corresponding timesheet.

  • Based upon date and time, highlight the service record.

    Image Removed

    • Select the undo complete icon to reset the selected service back to schedule.

    Image Removed

    Image Removed

  • Re-select the scheduled service followed by the Complete selected Shifts icon to set the service status as complete.

    Image RemovedImage RemovedImage Removed
    • Return back to the Approve Timesheet page. Select

    Updating Shift and Service time

    Image Added

    When approving a time-sheet that has a either a clock in or clock out times that varies from the start or end time of the clients service, you will need to determine the appropriate value from the Update Shift Time column that is to be applied. Values available within the

    Selecting YES from the Update Shift Time column within the Approve Timesheet form will update the client service to reflect the amendment clock in / out times reflected on the employee Timesheet.

    Image Added

    Selecting NO from the Update Shift Time column within the Approve Timesheet form will update the employee Timesheet within the amendment clock in / out times. The service start and end time(s) for the client service will remain the same as originally scheduled.

    Image Added

    Selecting RESET from the Update Shift Time column within the Approve Timesheet form will update the employee Timesheet to reflect the service start and end time(s) for the client services.

    Image Added

    Timesheet Selection

    Within the Approve timesheet interface Brevity allows you to select for approval both individual as well as multiple timesheets for one or more employees.

    Single select a timesheet

    To select an individual timesheet for approval, you can search for your timesheets either by employee or client, set the timesheet reporting range as either week/fortnight followed by the starting date of the timesheet reporting period.

    Select if applicable your branch and funding source filters followed by clicking the approval button to update the timesheet listing.

    Go to the timesheet panel and select the timesheet period that is to be approved as shown below.

    Image Added

    Multi select timesheets

    To select multiple timesheets for approval, you can search for your timesheets either by employee or client, set the timesheet reporting range as either week/fortnight followed by the starting date of the timesheet reporting period.

    Select if applicable your branch and funding source filters followed by clicking the approval button to update the timesheet listing.

    Select the image opposite left of the employee/client name to select all timesheets listed within the timesheet period, as shown below.

    Image Added

    Multiple timesheets can also be selected by clicking with your mouse the individual timesheets listed with the timesheet period, as shown below.

    Image Added

    Approval Checklist

    When approving timesheet it is recommend that you check the following on the service panel within the timesheet approval page:

    1. Correct service start and end times and duration, if there is a shift variation (presented in red) ensure the variation is investigated to determine whether the client service is to be updated.

    2. Correct service delivered to the client on that day

    3. Service delivered by appropriate support worker.

    4. Are there timesheet comments where there is a service time variation.

    5. Start and end location of service, the presence of travel and transport costs.

    6. Feedback rating.

    7. Presence of case/progress notes.

    8. Presence of a client signature.

    Image Added

    Absent Timesheet

    There will be occasions when a timesheet record may not have been created when a client service is completed through the Brevity Care mobile application. From within the Timesheet Approval page, client shift panels, that don't have an accompanying timesheet record are identified with the - - hrs,and double clicking the shift panel will present the timesheet page, absent of data, as shown below.

    Image Added
    Image Added

    To address the absence of a timesheet you are to observe the following steps:

    1. From within the Timesheet Approval page make note of the employee, the date and time of the client service.

    2. Select the Schedule Board icon to present the scheduling page.

      Image Added

    3. Select either the Employee or Client schedule board record view.

    4. Within the search field input either the employee or client name.

      Image Added

    5. Schedule board service period to be updated to correspond with the timesheet approval period, so as to present the service that does not have a corresponding timesheet.

    6. Based upon date and time, highlight the service record.

      Image Added

    7. Select the undo complete icon to reset the selected service back to schedule.

      Image Added

      Image Added

    8. Re-select the scheduled service followed by the Complete selected Shifts icon to set the service status as complete.

      Image AddedImage AddedImage Added

    9. Return back to the Approve Timesheet page. Select the timesheet approval period, apply your record filters, and select the date and service time.

    10. Highlight the service followed by the approve selected timesheets icon to open the Approve Timesheet page to Approve the selected record.

      Image Added


      Image AddedImage Added

    Time Sheet Approval

    Image Added

    Timesheet approval is applicable to both cancelled services with a charge and completed client services. To approve a timesheet record observe the following steps.

    1. Select the timesheet approval period, apply your record filters, and select the date and service time.

    2. Select either the employee or client view and optionally input the employee or client name.

      Image Added

    3. Highlight the one of more services as outlined under the topic timesheet selection.

    4. Select the approve selected timesheets icon to open the Approve Timesheet page.

    5. Review the time sheets listed.

      Ensure values are specified within the drop down columns and time variations have been investigated.
      To exclude a timesheet deselect the Approved column.

    6. Click the Approve button to close the page and update the selected services with (blue star) icon in the top right of the the service panel.

    Edit a Timesheet

    To edit a timesheet record observe the following steps:

    1. Access the Employees> Approve Timesheet sub menu.

    2. Select the timesheet approval period,

    3. Apply your record filters, and select the date and service time.

    4. Double click on the service panel to open the accompanying timesheet record.

    5. Edits on the Timesheet record are limited to the following:

      ✴ Update of the Timesheet approval status.
      ✴ Update of the start and end times of the timesheet.
      ✴ Update Travel or Transport time &/or mileage.
      ✴ Assignment of comments.
      ✴ Assignment of notes.
      ✴ Updates to the shift notes.

    6. Click the SAVE button to update the Timesheet with the changes made.

    7. Click the CLOSE button to exit back to the Timesheet list

    Undo Approval

    Image Added

    To undo a timesheet approval select the timesheet approval period, apply your record filters, and select the date and service time.

    Highlight the service followed by the undo approve

    selected timesheets icon to open

    icon. A pop up screen will be presented to confirm the undo, upon selecting OK, the Approve Timesheet page

    to Approve the selected record.
    Image RemovedImage RemovedImage Removed

    Time Sheet Approval

    Image Removed

    Timesheet approval is applicable to both cancelled services with a charge and completed client services. To approve a timesheet record observe the following steps.will refresh automatically, removing the (blue star) icon from the service panel.

    Time Sheet Query

    A timesheet can only be queried if the service is completed and the underlying timesheet has not been approved. Query notes can be assigned to an individual or multiple of timesheets. To query a timesheet observe the following steps:

    1. Select the timesheet approval period, apply your record filters

    , and select the date and service time.

    1. , and select the date and service time.

    2. Select either the employee or client view and optionally input the employee or client name.

      Image Added

    3. Highlight the one of more services as

    outlined under the topic timesheet selection.

  • Select the approve selected timesheets icon to open the Approve Timesheet page.

    • Review the time sheets listed.
    Ensure values are specified within the drop down columns and time variations have been investigated.
    To exclude a timesheet deselect the Approved column.

  • Click the Approve button to close the page and update the selected services with (blue star) icon in the top right of the the service panel.

    • Edit a Timesheet

    Undo Approval

    Image Removed

    To undo a timesheet approval select the timesheet approval period, apply your record filters, and select the date and service time. Highlight the service followed by the undo approve icon. A pop up screen will be presented to confirm the undo, upon selecting OK, the Approve Timesheet page will refresh automatically, removing the (blue star) icon from the service panel.

    Time Sheet Query

    1. outlined under the topic timesheet selection.

    2. Select the Query timesheet icon to open the query input page.

      Image Added

    3. Within the Query text line input the particulars of the comment that will be registered to one or more timesheets selected within the Approve Timesheet page.

      Image Added

    4. Select the OK button to close the page and update the selected timesheets with the query text.

      Top right of the timesheet will be flagged with a ❓ icon.
      Hovering the cursor over the shift panel will make visible the timesheet query text as a pop up, as shown below.

    Image Added