Setting Up Timesheet Options
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later in Chapter 11, Controlling what Users can Access on page 55. Then, you can assign the permission to
the appropriate user as explained in Setting User Options on page 71
Defining the Period Each Timesheet Covers
Timesheet periods are date ranges that specify the amount of time each timesheet covers and, therefore,
how frequently timesheets are submitted.
You can create either:
A single timesheet period for all users (System timesheet period), or
A different timesheet period for each employee type or department
Timesheet periods can be configured at:
Administration > Timesheet Setup > Timesheet Periods
For each timesheet period you create, you must select:
1. Whether the period will apply to all users (System), or will be based on employee types or depart-
ments. The types of timesheet periods are separated by tabs in the Timesheet Periods page.
2. The employee type or department the timesheet period should apply to, if applicable
3. The length of time each timesheet should cover, either:
Weekly
Bi-weekly
Semi-monthly
Monthly
A weekly period, that adjusts in length to ensure time data for the end of the month is avail-
able for payroll processing and/or billing (see Understanding the Weekly End-of-Month
Timesheet Period on page 29)
A custom period (see Understanding the Manual Timesheet Period on page 30)
4. The first day of the timesheet period. For example, a weekly timesheet period can be set to start on
Sunday; each users timesheet will then span Sunday to Saturday.
5. The date the timesheet period will take effect. When initially setting up the system, this should be
set to the first date you wish to start collecting time for, and ideally matches the first day of the period.
In the future, if you want to change the timesheet period, create a timesheet period with an effective date
equal to the date you want the new period to be applied. The timesheet period will be applied to all
timesheets created after that date.
Understanding the Weekly End-of-Month Timesheet Period
Weekly End-of-Month timesheet periods are intended for those using a monthly payroll or billing cycle, but
who want to use weekly timesheet periods to ensure timely data entry. Using this timesheet period type, if a