Setting Up Timesheet Options
25
CHAPTER 6
Setting Up Timesheet Options
This chapter provides information on how to set up the system so time can be entered and tracked, as de-
tailed in How Timesheets Work on page 10. These steps must be completed before timesheet users can be
added.
Items to Set Up before Adding Users or Entering Time
Required
Before adding users and allowing them to enter time, the following must be configured:
Required for Payroll
If you have a Time & Attendance Edition license and users are entering time for payroll purposes, the fol-
lowing must also be configured:
Required for Project Costing or Billing
If you have a Project & Billing Edition license and are tracking time for project costing or billing, projects must
be configured before users enter time, as detailed in Chapter 13, Creating Clients and Projects on page 76.
Item to Configure
How they’re Used
Page
Time entry method
Defines what format is used to record time
26
Timesheet Periods
Defines how much time each timesheet covers
and, therefore, how often time is submitted
29
Approver Types and
Approval Paths
Defines who approves each timesheet
31
System Preferences
(Timesheet Screen)
Required only if users will need to enter more
than 24 hours in a day, or if signature lines
should display on printed versions of
timesheets. Also specifies how columns are dis-
played on timesheets in the Project & Billing Edi-
tion.
32
Item to Configure
How they’re Used
Page
Pay Codes
Specifies the amount that is paid for overtime
33
Overtime Rules
Defines how overtime is calculated and paid
33
Validation Rules
Specifies the minimum or maximum number of
hours required to be entered on a timesheet
35
