Using Timesheet Form - Employees

When Time Track has been implemented and employees are accessing Time Track via “Named” Employee User Profiles use this form to view hours summaries and details. The form is opened from the Employee Landing Page form. Once opened the form may be used to do the following:

  1. Review this information in the header section.
    1. Employee Name and Number.
    2. Timesheet Start and End Date. Select the Previous or Next links adjacent to the field to scroll to the previous or next timesheet.
    3. Timesheet status displays the lowest hours status found in the timesheet. From lowest to highest:
      • New
      • Error
      • Exception
      • Running
      • Open
      • Ready
      • Pending (Submitted)
      • Approved
      • Processed
      • Payroll Processed
    4. Post to ERP displays for Elapsed Employees.
      • Elapsed Employees have discretion as to when they post hours to ERP. Select Post to ERP to post hours from Timesheet to ERP.
      • Hourly Employees do not have this discretion, hours will post when a stop job is entered, as a result Post to ERP will not display on Hourly Empoyee Timesheets.
    5. Select Submit to sign hours and submit them to your supervisor.
      • When the Timesheet status is Ready, clicking the Submit option signs all hours and update the Timesheet status to Pending.
      • When the Timesheet is not in Ready status, clicking the Submit option signs sign any report dates within the Timesheeet that are in a Ready status.
        Note: The Daily Hours Status is updated to Pending but the Timesheet remains at the lowest hours status that is present.
    6. Select X to close the Timesheet and return to the prior form.
  2. Review this information in the Total Hours to view the specified total hours in the Timesheet.
    1. Total Hours displays the total hours and total hours categorizations for the Pay Period.
    2. When a Pay Period contains more than 1 Shift Week a column for shift week totals is displayed.
      Note: Use the Previous and Next scroll buttons in the Shift week header to toggle between the Shift Weeks In the Pay Period.
  3. Review the information in the Hours Type section that displays a pie-chart break down of the hours in the Timesheet
    1. The Types are Direct, Indirect, Absent, Gap and Break.
    2. Each type is color coded and its percentage of the total is displayed on the pie chart.
  4. Review the information in the Shift Week Header section that displays the Start and End Date of the Shift Week.
    1. When the Pay Period is only 1 week long the Shift Week Header and the Timesheet header will be the same.
    2. When the Pay Period is longer than a Shift Week use the Previous and Next scroll icons to scroll from one shift week to the next.
      • The Start and End dates will update to reflect the shift week you are focused on and indicate Week # of ##.
      • The Daily columns will update to reflect the detail of the shift week selected.
  5. Review this information in the Daily Column Headers section that display the Day, Report Date and total hours specified for that day a link to open the Time Entry Modal and a Daily Hours Status visual cue.
    1. To add labor records to a report date select the Add Labor Icon in the Report Date’s Daily Column header. This opens the Time Entry Modal.
    2. Hourly Employees and Elapsed Employees are required to specify Attendance that must be clocked in before the link to open the Time Entry Modal.
    3. The Daily Hours Status visual cue only displays for Hourly employees and Daily Elapsed employees.
  6. Review this information in the Daily detail column that displays the daily attendance and labor activity. Activity displayed includes Attendance transactions, Labor transactions and Absence records.
    1. Attendance transactions include Clock In, Clock Out, Lunch In Lunch Out.
    2. Labor transactions include direct and indirect activity.
    3. Absence Hours include Pending, Approved and Taken absence records.
    4. To modify a detail record double click on a detail tile to open the Time Entry Modal
      • The Time Entry Modal opens and defaults the transaction detail.
      • Fields that can be modified is active.
      • Modify the field and select Save Entry to update the record.
  7. Review this information in the Activity Summary Panel that displays a tile for each Labor and Absence record in the selected Work Week. The tiles display the following:
    1. Report date that the record occurred.
    2. Order Type that the record represents.
    3. Posting Status
    4. Task codes, order numbers and other relevant information pertaining to the record.
    5. Comments and Error Messages related to the record.
    6. Duration of the record along with hours categorization.
    7. Modify Time link that opens the Time Entry Modal for labor records or opens the PTO Entry Modal for absence records.
    8. Delete Time link that deletes the record.