 |
 |
|
|
Prior to the creation of a timesheet the New Timesheet Details screen is displayed. It is recommended that this is screen reviewed to confirm that the details of the new timesheet are as required. For example, to confirm that the start date and end date are correct.
To create a new Timesheet:
Click Post WIP.
Click Timesheets.
Type the staff identifier, or select using the button you would like to post time to.
Click New to create a new Timesheet.
Note: Once a timesheet has been created it cannot be deleted.
The details displayed on this screen have been predetermined on the Time Ledger and so can be adjusted:
Staff Identifier - displayed the identifier of the staff member that the timesheet is to be created for.
To change this click Cancel, select a new staff member and then click New.
To post to another staff member the permission can post timesheets to staff members other than self must be enabled. Click here for information on staff member permissions.
From - displays the date that the Timesheet starts from (often set to Monday).
If the timesheet start date is incorrect for a new staff member it is often because the staff members start date has been entered incorrectly within their file.
The staff members start date will determine the date that the system first expects a timesheet, as entered on the staff rates tab. For example, if 15/05/2002 was entered for the staff members start date, the first timesheet will start from the date 15/05/2002
If a staff members start date is incorrect for an existing staff member it is often because the Time Sheet is not in line (For example, it starts a day earlier and later than required).
To - this is the end date of the Timesheet.
The Time Sheet Length will determine the end date as selected in the Time Ledger options.
If the end date presented is incorrect it can be adjusted by setting the timesheet length to variable.
Expected Totals - a staff members expected timesheet totals are displayed. This is determined by the type of staff, as determined on the staff rates screen.
Period - displays the period that the Timesheet posting is to be posted into:
For example, Time Ledger Period 2002/12 could be between April 1st to April 30th. If the Timesheet is to be created for April 15th it must be posted into period 2002/12
Timesheet Split - if your timesheets do not coincide with the your time periods it is likely some (or all) will cross a period end. This options determines which period the postings will be made to when this situation arises.
Click here for more information on setting the timesheet split.
Entry - this determines the level of detail client and non-charge posting into timesheets are made For more information click here.
To confirm the creation of a Timesheet click OK, click Cancel to abandon.