Timesheets can be completed via the Timesheet > Current Timesheet screen.
This screen allows users to allocate time to Projects and Non Project Activities.
The date range for your current timesheet is displayed at the top of the screen.
The Timesheet screen is split into two sections:
- Project related time (top section)
- Non project Activity time (lower section).
At the top of the Timesheet, there is a section to show the status of the Timesheet and the Approver of the Timesheet.
> Please note, Timesheets can only be
edited by submitters when they have status of Draft or Rejected.
Approvers or Administrators can edit timesheets if the Approval
Settings switch is enabled in the Admin section.
To add a row in the time sheet, click on the symbol
to add a row.
There is also an option to add up to 10 new rows at a time using the
drop
down option next to the
symbol.
The option allows users to search for a Project or
Non Project Activity without using the Project or Non Project Activity
drop down field.
If the option is enabled, the Quick
Find search will look for the Project Code.
If theoption is disabled,
the Quick Find search will look for the Project Name.
A sort option is available on Project and Non Project Activity.
The sortable options are the order of entry (default) alphabetically ascending
and alphabetically descending.
After selecting the Project or Non Project Activity name and task (if required) that the time is allocated against:
Non Project Activities and Tasks are added in the same format.
Note: Automatic timesheet
entries will be created for Non-Project time linked to approved absence requests.
If some of this time is extra time or you wish to add a note against
the time entry click the Add Extra Information icon.
The following pop-up will appear:
Notes, Extra Time and Work Detail can be added in this section.
Select either OK or Cancel to return to the Current Timesheet main screen.
Note: Selecting Cancel will
lose all changes made.
To delete a row click on the at
the end of the row.
Any changes made to the Timesheet will be indicated by the Save option changing colour to red (as shown below).
To save the changes click the Save option.
You can go back to your timesheet at any time during the week to make changes to the time entered.
The total number of Daily Core Hours, Daily Extra Hours and Daily Logged Hours are displayed at the bottom of the screen.
Note: If Must
Submit Core Hours has been ticked on the user profile then there
will be a further row on the timesheet to show Daily
Remaining Core Hours.
The
total core hours entered for the week must match the
total core hours set in the user admin screen before the timesheet can
be submitted.
Any
Extra Hours must be recorded by
clicking on the Add
Extra Information icon as stated above.
When the timesheet is complete select either:
- - to keep the
selected projects on the timesheet ready for the next week’s time entry
or
- --
to start the next week with a blank timesheet.
Click on the button.
The timesheet is submitted for approval and the next week’s timesheet is automatically displayed.
The Printable Timesheet button will show a report of the details of the timesheet for the selected week.
Note: If any changes have been made to the
timesheet for that week, the Save option must be selected to view the
Printable Timesheet option
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