Setting Up the Timesheets

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To set up the timesheets, perform the following:

        Set up the fundamentals, including users, shifts, leave times, holidays, breaks, overtime policies, timesheet views and notifications

        Setting up the timesheet templates, including the default settings, assignments, views, otions, rules and reminders

        Setting up Timesheet Manager to allow managers to approve and reject timesheets, see also Timesheet Management

        Setting up the timesheet workflows to allow managers to view and assign timesheet states and tasks, as well as create tasks and assignments

        Entering time against tasks and assignments, as well as submitting timesheets


The following image map displays the phases for setting up the timesheet templates. Click a phase to display its corresponding  page.

See Also:

        Timesheet Setup: Defining the Default Timesheet View

        Timesheet Setup: Available Sections

        Timesheet Setup: General Tab

        Timesheet Setup: Assignments Tab

        Timesheet Setup: Setup Tab

        Timesheet Setup: Options Tab

        Timesheet Setup: Rules Tab

        Timesheet Setup: Reminders Tab

        Timesheet Setup: Setting Up the Timesheet Templates

        Timesheet Setup: Adding and Editing a Leave Time

        Timesheet Setup: Adding and Editing a New Field

        Timesheet Setup: Creating and Copying Timesheet Templates

        Timesheet Setup: Setting the Timesheet Sort Order

        Timesheet Setup: Displaying the Leave Time Summary and In/Out Times Sections

        Timesheet Setup: Adding My Teams to the Timesheet

        Timesheet Setup: Resubmitting Rejected Timesheets

        Timesheet Setup: Setting the Timesheet Template Punch Options

        Timesheet Setup: Enforcing Notes for Adjustment Time Charge Entries

        Timesheet Setup: Displaying Timesheets

        Timesheet Setup: Displaying Time Entry Note Changes

        Timesheet Setup: Setting Up the Email Reminders and Notifications

        Timesheet Setup: Changing the Timesheet Periods and Defaults

        Timesheet Setup: Creating Timesheet Roles

        Timesheet Setup: Setting Up the Usage Rules and Manager Options

        Timesheet Setup: Setting Up Overtime Policies

        Timesheet Setup: Enabling Overtime Policy Processing at the Global Level

        Timesheet Setup: Setting Up the Timesheet Workflows and ETC

        Timesheet Setup: Creating Leave Time

        Timesheet Setup: Creating Leave Time Rules

        Timesheet Setup: Viewing the Group Leave Time

        Timesheet Setup: Associating Cost, Billing Rules and Pay Codes to Leave Time

        Timesheet Setup: Creating Time Charges and Associating Accounts, Pay Codes

        Timesheet Setup: Defining Holiday Sets

        Timesheet Setup: Closing a Period

        Timesheet Setup: Setting Up Breaks

        Timesheet Setup: Modifying and Copying the Timesheet Adjustments

        Timesheet Setup: Requesting Assignment Date Changes in the Tenrox Application

        Timesheet Setup: Including Charge Entries in Calculations for ETC, Overtime and Timesheet Rules

        Timesheet Setup: Filtering Assignments Based on the Timesheet Manager Role

        Timesheet Setup: Creating Custom Timesheet Manager Views

        Timesheet Setup: Navigating to the Timesheet Lists

        Timesheet Setup: Setting Up Timesheet Manager

        Timesheet Setup: Adding an Assignment in Timesheet Manager

        Timesheet Setup: Approval Template Edit Setup