This page provides an overview on the management of employee timesheets
These are topics on this page
Introduction
A consolidated listing of employee timesheets is accessible through the Employees>Timesheet sub menu. This listing allows the system user to identify the approval and paid status of the timesheet, to complete a bulk or individual approval of employee timesheets and export to a csv file approved timesheets for processing through a third party accounting package.
Additional information
For additional information on pay rates and timesheet approvals please refer to the following topics Approve Employee Timesheets and Pay Rates .
Navigating the Employee Timesheet List
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The following is an outline of the objects that comprise the Employee Timesheet List page:
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Navigating the the Timesheet record page
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The following is an outline of the fields and objects that comprise the Employee Timesheet page:
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Edit an Employee Timesheet
To edit an Employee Timesheet observe the following steps:
Select the Employees > Timesheets sub menu to open the Timesheet List page.
Select the applicable record view.
This will update the record list with the applicable number of timesheets matching the record view criteria.
If required you can search for the Employee name associated with the Timesheet record from within the Timesheet List page.
You can utilise the dates to and from fields to narrow your Timesheet search. Dates can be specified as a free text input or selected from the date picker.
Highlight the Timesheet record to be edited and either click on the edit button or double click on the Timesheet record to open it within the browser.
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.Click the SAVE button to update the Timesheet with the changes made.
Click the CLOSE button to exit back to the Timesheet list
Export Employee Timesheets
To export approved Employee Timesheets observe the following steps:
Select the Employees > Timesheets sub menu to open the Timesheet List page.
From the Timesheet List record view drop down list select the value Timesheets Export.
If required you can search for the Employee name associated with the Timesheet record from within the Timesheet List page.
You can utilise the dates to and from fields to narrow your Timesheet search. Dates can be specified as a free text input or selected from the date picker.
Highlight the timesheet records that are to be exported and click on the EXPORT button to generate a CSV file listing the selected timesheets. The timesheets written into the CSV file will be based upon the records listed within the record view, Records listed will be influenced by the specification of either a date and employee filter or an advanced filter.
Bulk Approve Employee Timesheets
To Bulk approve Employee Timesheets please observe the following steps:
Select the Employees > Timesheets sub menu to open the Timesheet List page.
Preserve the default record view of Timesheets For Approval.
If required you can search for the Employee name associated with the Timesheet record from within the Timesheet List page.
You can utilise the dates to and from fields to narrow your Timesheet search. Dates can be specified as a free text input or selected from the date picker.
Highlight the timesheets that are to be approved. To select multiple timesheets depress the CTRL key on your keyboard and select with you mouse the applicable timesheet records.
Click the Bulk Approve button located within the tool bar, followed by confirmation of the OK button on the pop up screen to approve the selected timesheets.
Approve Individual Employee Timesheet
To approve an individual Employee Timesheet observe the following steps:
Refer to steps 1 - 4 as outlined under the topic Editing an Employee Timesheet
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Within the timesheet record update the Approved field. Set the field value to Yes.
Click the SAVE button to update the timesheet record with the change to the Approved status.
Click the CLOSE button to exit back to the Employee Timesheet list.
Change the Activity Status of an Employee Timesheet
To edit the activity status of an Employee Timesheet record observe the following steps:
Refer to steps 1 - 4 as outlined under the topic Editing an Employee Timesheet..
To deactivate the Employee Timesheet record click the Deactivate button
To activate the Employee Timesheet record observe the step 1 above and select the Activate button.
Once done, you can exit back to the Record List.
Delete an Employee Timesheet
Although not recommended, and you are referred to the notes on record deactivation, to delete an Employee Timesheet record observe the following steps:
Refer to steps 1 - 3 as outlined under the topic Editing an Employee Timesheet.
From the record listing, highlight the Employee Timesheet that is to be deleted.
Select the "Delete Button" in the upper right portion of the window.
Select the OK button to confirm the deletion of the selected record.
