Changing a Timesheet view

Last modified 08:04, 24 Apr 2017

Overview

You can swap the Timesheet view so that you can display it to enter time for Periodic entryDaily entry or Calendar entry.

You change the view using the Time Entry Mode in the Timesheet User Settings window accessed from System Settings in the Task Bar. If you have the authority, you can also change the view of another employee as well.

Note

You cannot change an Expense Sheet view because there is only one view.

Change the view of a Timesheet on your Home page

  1. Highlight the one you want to change in the timesheet listing on your Home page.

If you cannot see the Timesheet you want to change, change the date range using the From and To date fields at the top of the listing. Highlight the Timesheet you want and go to Step 2.

  • a Timesheet you are viewing or

  • future Timesheets you might open

  1. Click the Employees button on the main menu.
    The Find Employees page appears.

  2. Type your name in the Search for field.
    Your record appears.

  3. Click OK.
    The Employee Details page appears.  The Timesheets tab is the default.

  4. In the Task Bar under Timesheets, click System settings.

  5. The Timesheet User Settings window appears.

  6. Select the Time Entry Mode you want from the Timesheet User Settings window.

  7. Click OK to close the Timesheet User Settings window.

  8. Click OK to close the Employees Details page.

  9. Click X  to close the Find Employees page.
    When you next open your Timesheet it will be displayed in the view you selected.

Note

If you are viewing an existing Timesheet with entries, you will not be able to see them if you choose a Periodic entry in a Calendar view.
You need to post all periodic entries before changing to Calendar view.

Change the view of another employee's Timesheet

  1. From Home, click Employees.
    The Find Employees page is displayed.
  2. Type the employee's name into the Search for field.
    The employee record appears.

  3. Go to Step 6 in the previous procedure.

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