Timesheet Setup (OBS)
Note: This article was authored in the former format, which includes functionality dating back to version 2013 R1 and earlier. The content will be converted to the current platform article format.
To set up the timesheets, perform the following:
- Set up the fundamentals, including users, shifts, leave times, holidays, breaks, overtime policies, timesheet views and notifications
- Setting up the timesheet templates, including the default settings, assignments, views, otions, rules and reminders
- Setting up Timesheet Manager to allow managers to approve and reject timesheets, see also Timesheet Management
- Setting up the timesheet workflows to allow managers to view and assign timesheet states and tasks, as well as create tasks and assignments
- Entering time against tasks and assignments, as well as submitting timesheets
The following image map displays the phases for setting up the timesheet templates. Click a phase to display its corresponding page.