Overview
The Time Sheets toolbar gives the user (if given appropriate permissions) various capabilities within the Time Sheets applet. Below is a list of those capabilities.
Additional Toolbar Options
• | Time Sheet - Lists advanced options |
o | Submit - Submits the Time Sheet that is pulled up. |
o | Approve - Approves the Time Sheet that is pulled up. |
o | Reject - Rejects the Time Sheet that is pulled up. |
o | Enable Arrow Key Navigation - When selected, arrow key navigation is enabled. |
o | Reset Declined Lines - When selected, any lines that were rejected in the Expense Sheet Import are reset. |
• | Admin - Contains Administrative options |
o | Modify Current Timesheet Period - When selected, you are able to modify the Timesheet period of the time sheet that is pulled up. |
▪ | Create Employee Timesheet - Creates a timesheet for the Employee that is pulled up. Timesheet period must be available. |
▪ | Create Timesheets for a Timesheet Group - Creates timesheets for the all of the Employees in a specified Timesheet Group. More on Timesheet Groups |
o | Billable Percentages - Shows the percentage of the billable hours for the employee. |
▪ | Target % - Reflects the Target PCT from HR>Employees>Accounting / Rates tab |
▪ | Direct vs Billable - Direct includes all time against a billable project regardless of transaction bill status. Billable does not include time with a bill status of N (Never Bill) or W (Write off). |
▪ | Current - Current Timesheet |
▪ | Month - Beginning of the calendar month based on the time sheet PS Date thru the PE Date |
▪ | Year - Beginning of the year (January 1) through the PE Date |
o | Missing Timesheets - Displays all Employees that have an active Pay Rate on the Pay HistoryTab (Human Resources> Employees) and DO NOT have a time sheet created as of the Period End Date selected. Note: When you check "Show for all Employees", you may see Inacive employees if you did not add an End Date to the Pay Rate in a terminated employees record. |
o | Benefits - Shows the available benefits for the employee. |
• | Delete Current Timesheet - Deletes the timesheet that is pulled up. |
• | Check Spelling - When selected, the Spelling window pops up. |
• | Show Comments - Shows a listing of all comments entered on the loaded timesheet. Once clicked, this button will read Hide Comments (click to hide the comments pane). |
• | Timer - Adds a Timer column to the Timesheet Grid. Clicking the timer column for a specified project's row starts the timer. Clicking the running timer again, stops the timer and fills in the time value for the day. |
• | % Billable - Opens a pop-up window that displays the % of billable hours for the employee. Whether this displays or not is controlled by the Time and Expense Template being used on the employee. More on Time and Expense Templates. |
• | Benefits - Shows the available benefits for the employee. |
• | Open Employee Timesheet - Provides you with a list of Employee timesheets to load for timesheet review and/or entry |
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