Timesheets

Timesheets and how to create them.

This is the timesheets page. It will list in a table all of the information about any requested timesheets that have come through, you can also check any of the timesheets that have been approved, declined, escalated, etc. All of the adjoined pages are accessible by everyone on the portal.

Timesheets are specifically for calculating and recording transactions other than leave requests such as hours worked, allowances, commissions and deductions. Allowances can be attached to work area codes or job codes via timesheets also.

Inside of this table are various columns that are used to make reading timesheets easier, such as when they were created, the date to and from for the period, total days, etc. On the right side are a few tools that allow you to manipulate the timesheets, such as editing, approving and withdrawing.

If you are wondering what all of the columns are specifically for or what all of the buttons on the right side do, there is a small index of them at the bottom of this page.

Creating a New Timesheet

To create a new timesheet, click on the green button in the top right corner, this will bring you over to the appropriate screen that will allow you to make timesheets and templates.

This is the screen for creating a timesheet, this is showing an example of a commissions timesheet. You would select which employee it is for and which manager it is going to, with an optional comment if you want to add it in. 

After that you need to add the date that the timesheet is for, select which value type your timesheet is and  the amount that this value is worth. You also have some optional boxes you can fill in if you think it is necessary. Once this is all done, you can either add a new line if your timesheet is covering more than one value.

Work Area Code:
If you are setup under a specific work area, you can enter the code for it here.

Job Code:
If you are setup under a specific job code, enter it here.

Now you need to either save this as a draft if you don't think it is done, save it as a template which you can load later or save the timesheet and submit it to the main timesheets screen ready for your manager to approve it.

Loading timesheets from a Roster or a Template

You may notice that there is a couple of buttons in the top right corner next to create a new timesheet called 'Load Roster' and 'Load Template'.

Loading timesheets from a roster:

In order to load a timesheet from a roster, click on the 'Load Roster' button, this will bring up a new box with a couple of options inside of it which will look like this:

What you need to do here is select the employee that you are wanting to load in, how many weeks you are wanting to load for the employee and the date that you want it to run from. Also, if you have any templates setup for this employee, you can choose to include them with the roster load. When you have selected all options, click 'Load Roster'. You will then have the roster loaded into the timesheets.

Creating and Loading Templates:

If you are wanting to create a template for an employee, click on the 'Create a New Timesheet' button, this will bring you to where you can make a new timesheet, when you setup up the new timesheet, instead of clicking on save, click the 'Save as Template' button. This will allow you to then load the timesheet on the main page.

Clicking on the 'Load Template' button will give you this screen, simply select the employee you are wanting to see the template for then press the 'Load Templates' button. They will now be visible on the main table.

What do all of the options on the table mean?