The Timesheet Management page allows you to get a quick overview of the status of timesheets, as well as performing timesheet-related administration tasks. The main features available from this page are:
View timesheet totals / full details
Amend user's timesheets
Check who hasn't submitted / approved timesheets for a given week
Create timesheets on behalf of users
The main grid on the Timesheets Management page shows an overview of timesheets. The timesheets on this screen can be viewed by timesheet, by task per timesheet or by daily project per timesheet. This screen is not intended for reporting purposes, but more of a quick management tool. If you require timesheet reports, go to the Reports page.
It is possible to download an Excel report of the timesheets listed on the screen at any time, using the Download Excel button at the top of the timesheets list.
Amend Timesheets
To amend a employee's timesheet, locate it in the list from the main view on this page, and click on the Edit button at the right-hand side of the list. This opens the employee's timesheet, and gives controls to modify the status and approver of the timesheet.
All changes made in edit mode are logged to the timesheet actions, creating a full audit trail, with details of the person who made the change and what was changed. To view these, click the Show Notes button in the row of buttons towards the bottom of the page. Note: Only users with the role Edit other timesheets have access to the Edit button when viewing this page.
Unsubmitted Timesheets
To find out which employees have not submitted timesheets for a given week, go to Timesheets > Unsubmitted timesheets. Use the date picker - Select Timesheet Period: - to choose a particular week to view details for. Any employees that appear in the list have not submitted timesheets for the week you selected.
Create Timesheets on Behalf of Others
To create timesheets on behalf of other employees, go to Timesheet > Submit for others. you can either search for a specific employee by name/code, or click View available to see a complete list of employees. Click on Select which a) opens a record of all this employee's timesheets b) allows you to create a new one for them by clicking the New timesheet button at the top of the page.