Set timesheet options

Select this checkbox to enable the system to create timesheets for you based on the number of weeks in the future specified in Number of weeks timesheets to create field.

Enter the number of weeks into the future that timesheets should be created for. This process is automatically performed as part of the period end process, but can be initiated by clicking Create Now.

Displays the first day of the timesheet week, typically a Monday. This cannot be changed without the assistance of our Support Team.

The option selected here determines what options are available when setting up staff timesheets.

• If Yes is selected here, you will be able to select Yes for individual staff members, enabing timesheet entries to be automatically posted. If timesheet entries require approval, the entries will be automatically posted once approved.
• If Yes, to Month End is selected here, you will be able to select Yes for individual staff members, enabing timesheet entries to be automatically posted within the current period. If timesheet entries require approval, the entries will be automatically posted once approved.
• If No is selected here, timesheets must be manually posted by an administrator for everyone. You will not be able to enable automatic posting for any staff member.
  If you switch from Yes orYes, to Month End to No>, you will not be able to enable automatic posting for any staff member, irrespective of whether automatic posting was previously enabled.

This setting determines whether timesheets can be posted once they are Complete or once they have been Approved. You can override this setting for individual members of staff (see setting up staff timesheets) Our recommendation is for Approved to be selected here so that all staff members need to have their timesheet entries approved. You can then edit the records of the individual staff members who do not require approval.

Select the default timesheet style, i.e. Weekly or Daily. The staff member can choose to override this option when completing their timesheet.

Choose which timesheet views/styles are available for selection by staff members. You may prefer to make only one option available.

Select whether time entered is displayed as decimal hours or units.

This value determines how the system rounds the figures.

If Decimal is selected, 1 is divided by the figure entered. For example:

• 10 will round to the nearest 0.1
• 100 will round to the nearest 0.01
• 50 will round to the nearest 0.02

If Units is selected, the value entered indicates the number of units that make up the hour. For example, if 10 is entered, there will be 10 units of 6 minutes each.

Adds a nominal amount of time (0.1) to the timesheet for any events assigned to a member of staff via their staff diary. The amount of time can be subsequently changed.

Select this checkbox to track locations against timesheets. Once selected, a default location can be set for each staff member and used to track the location of the staff member when the timesheet entries are completed.

Select this checkbox to enable internal notes to be added. Staff members can include notes for internal use, that can be viewed for billing purposes, but will not be displayed on fee layouts and therefore, not visible to customers.

Select this checkbox to highlight any timesheet that is over 48 hours.

Select this checkbox to enable budgets to be set against jobs, preventing more time being entered into the system once the budget value has been reached.

Select this check box to enable Classic Approval to be used. This displays a Complete button on the timesheet header once the staff member reaches their target hours.