Use the timesheet grid to enter all of your timesheet charges. Use the left pane of the grid to enter information about the projects, tasks, and so on, that you worked on during the timesheet period. Use the right pane to enter the number of hours that you worked on each project, task, and so on.
A splitter bar divides the two panes. Use the splitter bar and the scroll bar at the bottom of each pane to adjust your display.
Timesheet Table Buttons
Use these buttons to perform line functions such as copying and deleting timesheet lines, performing queries, and switching between Form and Table views.
Field | Description |
New
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Click
New to insert a new line into the timesheet table. You can then use Query to look up the appropriate project or category (for example, leave or vacation) to which you want to charge your hours.
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Copy
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Click
Copy to duplicate a selected record/line. You can then edit this record/line and save it as new data.
The
Copy button is disabled when:
- The timesheet is closed.
- The current timesheet line is incomplete.
- A supervisor without timesheet modification rights is viewing an employee's timesheet.
- The timesheet has a
Processed status and you are required to make timesheet changes using reversal entries.
The
Copy drop-down lists additional options, such as
Copy Data to Insert into Excel,
Copy Data to Paste Into New Record(s), and
Paste Data.
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Delete
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Click
Delete to delete the selected line from the timesheet.
If you have not yet saved the selected line, this completely removes the line, including any entered hours, line comments, or cell comments.
If you have already saved the selected line,
Delete Line sets to zero any hours on the line that are not processed, sent, or part of a reversal. Cell and line comments are removed. When you save the timesheet, you must provide a revision explanation.
The Delete Line button is disabled when:
- The timesheet is closed.
- A supervisor without timesheet modification rights is viewing an employee's timesheet.
- The timesheet has a
Processed status and you are required to make timesheet changes using reversal entries.
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Form/Table
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Click
Form/Table to toggle between Form and Table views of your timesheet.
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Query
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Click this button to open the Query window.
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Shortcut Menu Options
Right-click in the first column to display a list of options for editing the lines of the timesheet.
Field | Description |
Add Line to Favorites
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Click
Add Line to Favorites to add the selected timesheet line, including your line comments, to your Favorites list. In the future, you can select the line from the Charge Lookup instead of entering it from scratch.
The
Add Line to Favorites button is disabled when:
- The current timesheet line is incomplete.
- A supervisor without timesheet modification rights is viewing an employee's timesheet.
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Reverse Line
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Click
Reverse Line to copy the charge information and line comments of the selected line and add negative hours to offset the charges. When you save the timesheet, you must provide a revision explanation.
The
Reverse Line button is disabled when:
- The timesheet is closed.
- The current timesheet line is incomplete.
- A supervisor without timesheet modification rights is viewing an employee's timesheet.
- The timesheet has a
Processed status and you are required to make timesheet changes using reversal entries.
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Reset Line
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Click
Reset Line to reset the selected line to its previous values.
If you have not yet saved the selected line, this completely removes the line, including any entered hours, line comments, or cell comments.
If you have already saved the selected line,
Reset Line reset the line to the previous values found in the database for charge information, line comments, cell comments, hours, rates, and amounts.
The
Reset Line button is disabled when:
- The timesheet is closed.
- A supervisor without timesheet modification rights is viewing an employee's timesheet.
- The timesheet has a
Processed status and you are required to make timesheet changes using reversal entries.
- The timesheet has start and stop times and your timesheet class has
Mode (for start/stop time entry) set to
Breaks/Detail Work
.
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Left Pane
Field | Description |
Timesheet Warnings
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If you see a
warning icon, some kind of warning was generated when you saved or signed your timesheet. Click
to view the warning.
- Save warnings — The save warnings are a history of warnings received, some of which may no longer apply. If multiple saves generated warnings, the groupings are marked with
***.
- Sign warnings — Sign warnings are cleared as soon as you save the timesheet.
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Selection Check Box
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Use the check boxes in the left-most column to select one or more timesheet lines. Then apply these functions to the selected lines:
Copy Line,
Delete Line,
Reset Line,
Reverse Line, or
Add Line to Favorites. Some functions may not be available for certain lines.
You cannot select a line if you have any incomplete lines on the timesheet.
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Line Comments
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If you want to add a comment to explain a line, or edit an existing comment, click
in the first column. Enter a comment of up to 4,000 characters.
If you saved a timesheet line without a line comment and you wish to add one, click in any hours cell for that line and the
icon will display.
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Line Numbers
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The second column lists timesheet line numbers.
It may also display the
line level approval icon if your company uses the line level approval feature.
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Line Level Approval
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If your company uses the line level approval feature., one of three icons may appear to the left of the line number. Click these icons to see more information or, if you have the appropriate rights, to approve or reject a timesheet line.
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- Approved — See the date and time that the line was approved and the name of the employee who approved it. Depending on how your timesheets are set up, you may also see the employee ID along with the name.
- Pending Approval — See the functional roles and supervisors who have rights to approve or reject the line. The Charge Supervisors table shows the roles and employee names of those employees who have rights to approve hours charged to the primary charge on the line. Depending on how your timesheets are set up, you may also see employee IDs along with names.
- Rejected — See the date and time that the line was rejected, the name of the employee who rejected it, and the reason for the rejection. Depending on how your timesheets are set up, you may also see the employee ID along with the name.
For information about approving or rejecting an employee's timesheet see the Timesheet Line Level Approval Screen help topic.
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Remaining Columns
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Use the remaining columns to enter the project numbers, charge numbers, or other codes that you use to identify timesheet charges. The
Charge Description column always displays, but the other columns are chosen and set up by your system administrator to suit your company's business practices.
Click on a column to display the
Search icon and view the lookup for the column. For example, if the column contains project numbers, use the lookup to find the correct project number.
You can speed up timesheet entry by setting up "favorites" for the charges that you use frequently. With favorites, you enter the codes for a charge line once and save them for future use. See the Set Up Favorite Charges help topic for more information.
You system administrator may also set up your timesheet to automatically load any holiday and scheduled leave hours for the timesheet period, based on your work schedule, when it loads favorites.
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Right Pane
Field | Description |
Day Columns
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The timesheet has a column for each day in the timesheet period.
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Hours Cells
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For each day, enter the number of hours you worked on each of the charges in the left pane.
You cannot enter hours for a line that has incomplete charge information. If you try, the following message displays: The timesheet line is incomplete. Please provide required information or reset line.
If your employee timesheet class has the proration feature enabled, hours will display as either Entered or Prorated, based on the toggle button at the top of the screen. See the Special Topic: Hours Proration help topic for more information.
If you have entered cell comments in an hour cell, the cell comment icon
appears in the cell. If you click inside an hours cell that does not already have a cell comment,
displays so that you can add a comment.
The background color of an hours cell is determined by the type of day set up in your work schedule:
- Blue — Selected day
- Yellow — Holiday
- Light gray — Non-workday or day with hours charged to a cost-only UDT10 code
- Green — Scheduled leave
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The text color of an hours cell depends on its status.
- Blue — Processed hours
- Red — Rejected hours
- Green — Sent hours
- Black
— All other hours
The number of decimal positions that are displayed depends on how your timesheet is configured. Possible settings are:
- Whole - No decimals are allowed
- Half - One decimal is allowed, with .0 and .5 as the available options
- Tenths - One decimal is allowed, with no further restrictions
- Quarter - Two decimals are allowed, with .00, .25, .50, and .75 as the available options
- Hundredths - Two decimals are allowed, with no further restrictions
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Total Hours
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The total hours value displayed in the bottom right corner of the timesheet grid is a hyperlink. When you select it, you see a dialog box that summarizes the total hours by
UDT10.
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