Manage/Approve Timesheets
If you are a supervisor, use the Manage/Approve Timesheets screen to manage employee timesheets, or, if you have proxy rights to create or sign timesheets on behalf of others, you can do so from this screen.
Location
To display the Manage/Approve Timesheets screen, complete the following steps:
- Click .
Contents
Filter By
| Field | Description |
|---|---|
| Filter By | Use the options in this drop-down list to select parameters for displaying timesheets in the Timesheets table on this screen. Choose from the following options:
|
Criteria
When you open Manage/Approve Timesheets, the application by default displays all timesheets for the current year, and all groups for which you as supervisor are responsible, and all timesheets with a status of Signed (but not yet Approved). To narrow the list of employees down to certain groups, use the Select Employee Groups subtask.
Enter parameters in the Criteria fields to narrow the list of timesheets for display. After you have specified parameters such as pay period schedules, years, and/or employee names, click
. The totals for the timesheets meeting your specifications display in the Counts section.
| Field | Description |
|---|---|
| Schedule | Use this field to specify the pay period frequency (for example, Weekly or Semi-Monthly) for the timesheets you want to view. You can query for additional available pay periods to narrow the display results. |
| Year | Enter, or use Query to look up, the year in which the relevant pay period occurred. |
| Period | Enter, or use Query to look up, the relevant pay period. After you enter the month in numeric form (for example, 9 for September), an autocomplete drop-down list displays a range of pay periods for that month from which you can select the desired pay period. |
| Function | This field displays your functional role. If you have more than one functional role, you can use Query to look them up. |
| Group | If All is selected, timesheets for all groups in your organization display. If you choose Selected, use the Select Employee Groups subtask to select the group. |
| Last Name | If you need to review timesheets for a single employee, enter that employee's last name. |
| ID | This field displays the Employee ID. |
Status
| Field | Description |
|---|---|
| Timesheet Status Options | The default status is
Signed, which limits the display to signed timesheets awaiting approval. You can also select from
Open,
Approved,
Rejected, and
Processed.
Note: You cannot approve or reject a timesheet that has an
Open,
Missing, or
Rejected status.
|
Counts
| Field | Description |
|---|---|
| Timesheet Status Totals | After you specify your parameters and click
, the updated totals for each timesheet status category display here.
|
Buttons
- Approve -- Click this button to approve timesheets. You can approve timesheets either individually or in batches.
To approve a single timesheet, select the check box for that timesheet row and click Approve. The next record in the queue displays, and the number of available Signed timesheets is reduced by one.
To approve a batch of timesheets, either select the check box at the top of the check box column at left, or select them individually by using CTRL+ CLICK. Click Approve. Batch-selected timesheets are still validated individually. If error or warning messages display for individual selected timesheets, click OK to dismiss the messages. You can then click Approve again to approve the remainder of the selected timesheets.
- Reject-- When you reject a timesheet, you must enter a rejection explanation. The rejection explanation field displays automatically, outlined in red.
- Sign -- To sign the timesheet on behalf of the employee, click Sign.
- Correct - If you want to correct entries on an employee timesheet, click this button in input your changes.
Note: Depending on the timesheet's current status, one or more of these buttons may be disabled.
Select Employee Groups Subtask
This subtask table displays the employee groups. If you chose Selected from the Groups drop-down list, use this table to select the groups you want to include.
| Field | Description |
|---|---|
| Select | A check mark indicates a row is selected and will be included when generating report results. Click the check box to select or clear a row. |
| Group | This field displays the group category. If you do not see the group you want, use Query to search for it. |
Missing Timesheets Subtask
Use this subtask to display a list of currently missing timesheets. You can use Query to filter your search for specific records. In the table, select the left check box for each timesheet you want to create and click Create Timesheets.
In the Counts section, the tally of Open timesheets will increase by the number of timesheets you have created, while the Missing timesheets will decrease by the same amount.
In the Timesheet Lines table, you can assign the employee's charge lines and sign the timesheet on the employee's behalf.
The timesheet then appears in your Signed queue awaiting approval, and the tally of Open timesheets decreases by one.
| Field | Description |
|---|---|
| Employee | This column displays the employee name. |
| Employee ID | This column displays the employee ID code. |
| Period Ending | This column displays the ending date for the pay period on display. |
| Schedule | This column displays the pay period frequency for the employee, for example: Weekly or Semi-Monthly. |
| Create Timesheets | Click this button to create timesheets for the employees and pay periods you have selected. The new timesheets will have a status of Open. The counts for Missing will decrease and the counts for Open will increase by the number of timesheets you create.
Note: If you create a timesheet for a new hire, or a terminated employee, and all or part of the hours fall outside the employee's hire date or termination date, you will receive a system message warning that you should verify the hours entered.
|
Timesheet
Except for the Approve and Reject buttons, the Timesheet and Timesheet Lines sections are identical to those on an individual employee timesheet.
For more information on filling out timesheets, see Manage Timesheets.
Timesheet Lines
This table displays the charge codes and hours charged for specific projects.
For more information on filling out timesheets, see Manage Timesheets.