Open a Timesheet

You can use Vision Navigator to open and update your Vision timesheets.

Your access to Navigator Timesheet requires the following:

• Access to the Vision Timesheet application.
• You are linked to an active Vision employee record.

Your timesheet processing capabilities depend on how your system administrator defines these Vision settings:

• Info Center » Employees » Time: The access rights for processing options, including entering data and submitting timesheets, are selected on this tab.
• Configuration » Time & Expense » Company Timesheet Configuration » Calendar: The timesheet period must be set to Open for a timesheet to be available for processing.
• Configuration » Time & Expense » Company Timesheet Configuration » Setup: If the Allow staff users to resubmit timesheets option is selected, you can open a submitted timesheet.

To open a timesheet, complete the following steps:

1. From the Navigator workspace, click and select Employee. Navigator first attempts to open a timesheet automatically by performing the following:
   • Checks for a timesheet for the current date and period. If there is a timesheet and its status is In Progress or Missing, the timesheet is opened in edit mode.
   • If there is a timesheet and its status is Submitted, you must have the Allow staff users to resubmit timesheets option selected to open a submitted timesheet in edit mode. Otherwise, the timesheet displays in read-only mode.
   • If there is a timesheet for the current date and period, but its status is Approved or Posted, the timesheet is not opened and Navigator automatically defaults to display the timesheet for the next period.
   • If there are no timesheet periods available to open, a message displays and the timesheet does not open.
2. If Navigator does not open a timesheet automatically, or if you need to open a different timesheet, click and select Open. The Open timesheet dialog box displays listing the available periods and their timesheets.
3. Select a timesheet period and click Finish.