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Employee Details page: Timesheets tab

Last modified 08:03, 24 Apr 2017
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The Timesheets tab on the Employee Details page is where you create and open timesheets, expenses sheets and disbursements sheets. If you are a manager or partner you can also review the status of employees' sheets.

NOTE

If you are responsible for authorising employee timesheets, you can choose to display the Timesheets window by customising your Home Page where you can view a list of any timesheets that are ready for you to authorise. You can then authorise and post the timesheets from this window with one click. See the topic How to customise your Home Page for instructions.

You can choose what type of sheet to view by clicking one of the options in the drop-down selection box. Each sheet shows:

File:dirname/pm/040_Employees/020_Employee+Details+page%3A+Timesheets+tab/Timesheet_selection_field.gif

 

The Submit Status is determined by the employee entering the sheet. The two states are:

  • Draft
    The sheet is not yet completed or ready for review.

  • Submitted
    The sheet has been finalised by the employee and submitted ready for review.

The Authorise Status is determined by the reviewer. There are four states:

  • Unseen
    Submitted by the employee and awaiting review.

  • Authorised
    Has been reviewed and approved ready for posting.

  • Unauthorised
    Reviewed and requiring amendment, so reviewer has chosen not to authorise at this point.

  • Held Up
    Reviewed and held up by reviewer. Could be used if the details need checking before the sheet can be authorised.

The sheet’s status will be displayed in the Submit Status column. The Posted Date column lists the date the sheet was posted.

When you create a new sheet, or open an existing one, the Timesheet or Expenses page will open. You can then enter or view the details.

You can create a new sheet from either the Create Next Sheet or Create Sheet options on the Task Bar. When you click Create Next Sheet a sheet is created for you for the next available time processing period, for example the following day or week from the date of the last sheet. When you click Create Sheet the Create New Sheet window opens from where you can choose from the available time processing periods the one you want to create a sheet for.

The Copy Timesheet option on the Task Bar is a quick way of creating a new sheet when all or most of the details from a previous timesheet remain the same. You can copy timelines from one timesheet to another, or to multiple timesheets. When electing to copy the timelines from a timesheet, you are also given the opportunity of copying the total time, as well as the assignments, schedules and task details.

The System Settings option will open the Timesheet User Settings window.

Time Processing Category

The other function on this tab is to set an employee’s Time Processing Category option. This setting determines the time period covered by a single time or expense sheet when it is created. For example, if an employee has a ‘Daily’ Time Processing Category, they will generate a new sheet for each day. If an employee has a ‘Weekly’ Time Processing Category they will generate a new sheet for each week.

NOTE

Once a sheet has been created for a time period, it will no longer be available for selection in the Choose Period window.

Related Topics

Employee Details page

How to open an existing Timesheet

How to create a Timesheet

How to use the automatic timer

How to copy a Timesheet

How to create an Expense Sheet

How to add or edit a charge rate for an employee

How to search for and open an employee record

Timesheet User Settings


© Wolters Kluwer (UK) Limited (trading as CCH Software). All rights reserved.

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