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Timesheet Templates

The format/design of the Timesheet and Expense windows found in the Employee and Manager Self Service can be defined using this window.

(Hover over with your mouse to see the sample image in full size.)

Prerequisites

Rules and Guidelines

  • A template must be designed and allocated before employees can access Timesheets and Expense in Self Service.
  • Filters can be applied to further control the layout of fields within the Timesheet and Expense windows that will be available to employees.
  • When an employee opts to have a summary print out of the Timesheet and/or Expense records for submission, a PDF report of the records will be linked in the approval email/alert that is sent to the manager or admin.

Field Information

ClosedTemplate ID*

Enter a code of up to 10 characters that represents the name of the template.

ClosedTemplate Description

Enter a description of the template.

ClosedTimesheets Template

Select the appropriate Timesheet template from the dropdown. The dropdown will have the templates that are set up on the Bulk Timesheet Template window.

ClosedExpenses Template

Select the appropriate Expense template from the dropdown. The dropdown will have the templates that are set up on the Bulk Timesheet Template window.

ClosedEntry style

Select the appropriate option from the dropdown.

Select the style of entry.

Option Description
F

Free Format
This format provides a free format for employees to enter their Timesheet information.
The employee must enter the dates that they wish to enter Timesheet/Expense information.

M

Monthly
This format provides a month-at-a-glance-style calendar for employees to enter their Timesheet/Expense information.
They must click on the date in the calendar that they wish to enter.
W

Weekly
This format provides a weekly style calendar for the employee to enter Timesheet/Expense information.
They must click on the day that they wish to enter.

 

ClosedTimesheets

This section determines which fields are to be displayed on the Self Service Timesheet screen.

ClosedField Name

This is the actual payroll field name. This is read-only.

ClosedField Description

This field displays the description of the field name on the Self Service Timesheet window.

The description can be changed.

 

ClosedField Visible

Should the field appear on the Self Service Timesheet window?

Option Description
Y Display this field on the Self Service Timesheet window.
N Do not display this field on the Self Service Timesheet window.

 

ClosedField Position

This controls the position of the field on the Self Service Timesheet window. The field must be set to visible to display in the correct order.

ClosedExpenses
ClosedField Name

This field displays the name of the field.

ClosedField Description

This field shows the description of the field name and display.

ClosedField Visible

Should the field appear on the Expense window?

Option Description
Y Display this field on the Expense window.
N Do not display this field on the Expense window.

 

ClosedField Position

This controls the position of the field on the Self Service Expense window. The field must be set to visible to display in the correct order.