Checklist: Setting Up the Timesheet Application
Review this checklist for an overview of all the steps that you must complete to set up the Timesheet application.
This checklist applies whether you have a single company or multiple companies set up in Deltek.
Time Settings
You enter the following settings for a single company or for each of your companies, if you have multiple companies. To access these settings, go to the Settings section on the Navigation pane and select Time.
| Step | Setting | Location in Time Settings |
|---|---|---|
| 1 | Determine the items that display on a timesheet and the items that employees must enter on their timesheets in Timesheets. | Options tab |
| 2 | Set up timesheet periods that define the start and end dates of timesheet periods. | Time Periods tab |
| 3 | Identify the days of the week on which employees normally do not work, including holidays. | Non-Working Days tab
This tab is also accessible from Resource Planning Settings if you have the Resource Planning application. |
| 4 | Set up time groups and assign employees to the groups. | Time Groups tab |
| 5 | Select the timesheet ratios that employees can view from their timesheets and the timeframes for the ratios. | Ratios tab |
| 6 | Turn on auditing that tracks the revisions made to employee timesheets, billing transfers for timesheet hours, or both. | Timesheet Audit tab |
| 7 | Require timesheets, timesheet line items, or both to be approved and enter settings for the approval process. | Time Approvals tab |
| 8 | Define time categories for projects that employees regularly charge time to. | Time Categories tab |
| 9 | Create global comments that employees can use to classify timesheet entries on a timesheet. | Global Comments tab |
| 10 | Print and review Timesheet configuration reports.
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Advanced Accounting Settings
The following settings are on the General tab in in the desktop application. These settings apply to a single company or all of your companies, if you have multiple companies.
| Step | Setting |
|---|---|
| 1 | Allow employees to enter secondary overtime hours. |
| 2 | Allow the cost rate and/or pay rate tables for reporting and payroll processing that are entered in Advanced Accounting Settings to override the cost rate and/or pay tables that are entered for an employee on the Time tab in the Employee hub in the desktop application. |
Company Alerts
You set up timesheet alerts for a single company or for each company, if you have multiple companies. You set up alerts in in the desktop application. Select Time in the Folders field.
| Step | Setting |
|---|---|
| 1 | Set up an alert to remind employees that timesheets are due. |
Timesheet Settings on the Time Tab in the Employees Hub
For each employee, you specify the following timesheet-related settings on the Time tab in the Employees hub in the desktop application:
| Step | Setting |
|---|---|
| 1 | Timesheet administration level, access rights, and editing capabilities. |
| 2 | Cost and pay rates tables that are used for reporting and payroll processing. |
| 3 | Default labor codes and whether or not the employee can change them on timesheets. |
| 4 | Whether or not to disable timesheet revision auditing for the employee. |
| 5 | Whether or not the employee can enter units on timesheets. |
Timesheet Settings in the Projects Hub
For each project, you specify the following timesheet-related settings on the Time & Expense tab of the Projects hub in the desktop application:
| Step | Setting |
|---|---|
| 1 | The budgeted labor codes that employees are allowed to enter for the project on timesheets. |
| 2 | Whether or not to check a project's plan and verify that an employee has planned hours for the project for the timesheet period. If the project does not have planned hours for the employee for the timesheet period, you can have a warning or error display during timesheet entry. |
| 3 | Whether or not to check a project's plan and verify that the timesheet entries for an employee have not exceeded the planned hours for the employee for the project. If the planned hours have been exceeded, you can have a warning or error display during timesheet entry. |
| 4 | Override the company-wide Require Comments setting on the Options tab in Time Settings on a project-by-project basis. |
| 5 | Whether or not to override the company-wide setting on the Time Approvals tab in Time Settings for approving timesheet line items for a project. |
Users Settings
In Users Settings, you set up a user record for each Deltek user. For each user record, you specify the employee (entered in the Employees hub) who is associated with the user record. This association is required if you want an employee to have access to the Timesheet application for entering timesheets.