Set up group timesheets

When setting up group timesheets you must first gather information such as who is going to oversee all the timesheets and which managers can see which groups of timesheets. For example, one Line Manager can see both Leeds and London Location groups, but another Line Manager can see only Belfast etc.

  • You must ensure all employees’ working calendars are correct as IRIS Cascade populates their working pattern into the timesheets

  • You must ensure that all employees’ Hours on Job and Salary are correct, as IRIS Cascade use this figure in timesheets

There are two rules which will need to be configured by the IRIS Cascade Service Desk, which are:

  • Whether you want your timesheets to display monthly, weekly, or four-weekly

  • What attendance categories you would like to appear on the timesheet (hourly rate elements only and a maximum of 15 elements)

If a user can see a timesheet, they will be able to see all the selected pay elements that has been configured by IRIS Cascade and cannot be broken down into locations. There is also no audit trail.

Getting started

You must first enable two role items to enable access to the timesheets. One for a nominated user to input and submit the timesheets and another for a nominated user to authorise the timesheets. This is done within Admin > Users, Profiles and Roles > Roles.

Timesheet access

You must now create and attach the correct role items to the appropriate users. For example, who you want to submit timesheets and who you would like to authorise the timesheets. This is done within Admin > Users Profiles and Roles > Users.

Create timesheet locations

  1. To create timesheet locations, go to Admin then, select System Lists from the menu.

  2. From System Lists Main, select TIMESHEET LOCATION.

  3. Update the list with your geographical or team locations.

 

Allocate locations to administrators and users

After entering timesheet locations, you need to assign them to the employees who will be inputting, submitting or authorising timesheets. Once assigned, the locations added will be available via the Timesheet Location field on the Job & Salary page.

If this field isn't visible, you can add it by selecting Configure this Screen from the Action menu.

  1. Go to Admin then select Timesheet Location Access.

  2. A list of employees who have the required role and group timesheet access can be selected from the Timesheet User list. Select the required user.

  3. Select the timesheet locations you want the user to have then select Apply.