Checklist: Configuring Vision for iAccess Timesheets

These configuration options in Vision affect what employees can see and do in the Timesheets area of the Employee workspace in iAccess.

Vision Setting	Impact on iAccess Timesheet	Vision Menu Path
Approved for use in processing	If this option is not selected in Vision for an employee, that employee does not have access to the Employee workspace in iAccess.	Info Center > Employee > General
Level	This option determines the employee's access to the Timesheets area in iAccess. However, it is important to note that iAccess only allows access to an employee's own timesheet, regardless of the rights that are assigned in Vision. The level options include: Staff - Employee has access to his or her personal timesheets only. Group - Employee has access to timesheets for all employees within a particular group. Use the Groups grid to define the Timesheet groups whose timesheets this employee can access. Company - Employee has access to timesheets for all groups and employees within a particular company. This option is available if your firm uses the Multicompany feature. System - Employee has access to timesheets for all groups and employees. You must designate at least one employee in your firm to have system-level access.	Info Center > Employees > Time
Disable Timesheet Revision Auditing	This option displays when the Enable timesheet revision auditing option is selected on the Timesheet Audit tab of the Company Timesheet Configuration form. Select Disable Timesheet Revision Auditing to disable timesheet revision auditing for an individual employee. Typically, timesheet and billing transfer auditing are enabled for all employees within a company. Selecting this option overrides the company setting when there is an employee who is an exception and does not require revision auditing.
Timesheet Administrator Options	These administrator options each affect timesheet entry and processing in iAccess: Require timesheets to be approved before posting – Select this option to require that submitted timesheets be approved before they can be posted to the database. Only users with Group, Company, or System access to the Timesheet application can approve timesheets. Treat inactive projects/plans as dormant – Select this option to prevent users from entering inactive projects, phases, or tasks on their timesheets. You cannot enter dormant WBS elements in timesheet rows. If you select this option, only active projects, phases, and tasks can be entered. (Note: If a timesheet row contains a WBS element that is later changed to inactive or dormant, the employee can continue to enter time for that timesheet row, but he or she cannot enter that WBS element in any new or changed rows on the timesheet.) Autopopulate timesheet with resource planning assignments – If your firm uses Vision Resource Planning, select this option if you want to automatically populate employees' timesheets with data from your project plans. Each time an employee opens a new or in-progress timesheet, iAccess automatically updates the timesheet with WBS information and labor codes from Resource Planning for any resource assignments with planned hours in the timesheet period.	Configuration > Time & Expense > Company Timesheet > Setup
Timesheet User Options	These user options each affect timesheet entry and processing in iAccess: Allow staff users to resubmit timesheets – Select this option to allow staff users to change submitted timesheets and resubmit them for processing. Allow users to enter overtime – Select this option to enable the timesheet overtime fields (Ovt and Ovt-2). These fields allow users to enter standard and secondary overtime hours. Require electronic signature when submitting timesheets – Select this option to require users to enter a password when they submit their timesheets.
Show Timesheet Left Grid Options	The system administrator uses these options to select the columns that are available to display on the employee timesheets. In iAccess, individual users can select which of those columns they actually want to display in the Timesheets grid.
Check hours entered against the expected	Use this option to check the total hours entered on a user's timesheet against the total hours the user is expected to enter for a labor period. iAccess only checks regular hours, not overtime hours. The checks are performed when users submit their timesheets. The expected regular hours are calculated by multiplying the number of days in the labor period by the expected hours entered in Hours/Day on the Personal tab of the Employee Info Center. Depending on the selection in this field, iAccess can either warn users about discrepancies, or it can give them an error message and prevent them from submitting the timesheet.
Timesheet Audit	Use the options on the Timesheet Audit tab of the Company Timesheet Configuration form to enable timesheet audits and explanations for revisions that occur after a timesheet is saved or submitted. A history of the revisions within the timesheet displays on the Revision Audit History dialog box that is available from the Timesheet form in Vision. This information is also used on the Timesheet Audit Detail report, which is useful in the event of an audit.	Configuration > Time & Expense > Company Timesheet > Timesheet Audit
Apply Project Access to Timesheets	Select this option if you want the list of available projects to be filtered based on the project record level access set up for the user's security role on the Record Access tab of the Roles form.	Configuration > Security > Roles > Record Access
·Payroll Tax Locale	This option displays when using Vision Payroll and the Allow project's tax locale to be overridden on timesheet option is selected on the General tab of Payroll > Setup. This column displays the payroll tax locale for the timesheet entry.	Payroll
The Limit timesheet entry to __ hour increment	This setting controls the rounding and decimal settings that apply to the hours entries on timesheets.	Configuration > Time & Expense > Company Timesheet
Secondary Overtime	If this option is selected, the timesheet includes fields for entry of secondary overtime.	Configuration > Accounting > System Settings > General