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

The template must exist in the Bulk Timesheet Template window.

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.

Field Information

Template ID*

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

Template Description

Enter a description of the Template.

Timesheets Template

Select the appropriate timesheet template from the drop down. The drop down will have the templates that are set up in the Bulk Timesheet Template window.

Expenses Template

Select the appropriate Expense Template from the drop down. The drop down will have the templates that are set up in the Bulk Timesheet Template window.

Entry style

Select the appropriate option from the dropdown.

Select the style of entry.

F	Free Format This format provides a free format for employees to enter their time sheet 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.

Drill-down window

Timesheets

This section determines which fields are to be displayed on the Time Sheet screen of Self Service.

Field Name

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

Field Description

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

The description can be changed.

Field Visible

Should the field appear on the Self Service Timesheet window?

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

Field 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.

Expenses

Field Name

This field displays the name of the field.

Field Description

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

Field Visible

Should the field appear on the Expense window?

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

Field Position

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