Table of Contents
4
Chapter 6
Setting Up Timesheet Options....................................................................................... 25
Items to Set Up before Adding Users or Entering Time.................................................................... 25
Required.................................................................................................................................... 25
Required for Payroll................................................................................................................... 25
Required for Project Costing or Billing....................................................................................... 25
Optional ................................................................................................................................... 26
Selecting a Time Entry Method....................................................................................................... 26
Understanding the Available Time Entry Method ..................................................................... 26
Deciding which Time Entry Method to Use................................................................................ 28
Assigning a Time Entry Method Permission to a User ............................................................... 28
Defining the Period Each Timesheet Covers ................................................................................... 29
Understanding the Weekly End-of-Month Timesheet Period ..................................................... 29
Understanding the Manual Timesheet Period .......................................................................... 30
Specifying who Approves Timesheets ............................................................................................. 31
Setting Up the Approver Types ................................................................................................. 31
Defining the Order of Approval.................................................................................................. 32
Setting a Default Approval Path ............................................................................................... 32
Setting Timesheet System Preferences............................................................................................ 32
Setting Up Pay Codes for Overtime ................................................................................................. 33
Specifying the Pay Code to use for Regular Hours .................................................................... 33
Configuring how Overtime is Calculated ......................................................................................... 33
Specifying if and when Overtime should be Banked ................................................................. 34
Defining the Minimum or Maximum Hours that are Required on a Timesheet ............................... 35
Specifying when Timesheets are Due and how Far in Advance Time can be Entered .................... 36
Classifying Time Worked using Activities ......................................................................................... 36
Setting Up Custom Timesheet Fields .............................................................................................. 36
Displaying a Message on the Timesheet ......................................................................................... 37
Chapter 7
Setting Up Time Off Options ........................................................................................ 38
Items to Set Up before Adding Users or Entering Time Off .............................................................. 38
Required.................................................................................................................................... 38
Optional ................................................................................................................................... 38
Defining Pay Codes for Time Off .................................................................................................... 38
Defining the Types of Time Off Taken and their Settings ............................................................... 39
Setting Time Off System Preferences.............................................................................................. 40
Specifying who Approves Time Off Bookings .................................................................................. 40
Setting Up the Approvers .......................................................................................................... 40
Defining the Order of Approval.................................................................................................. 41
Setting a Default Approval Path ............................................................................................... 41
Setting Up Custom Time Off Fields ................................................................................................ 41
Chapter 8
Setting Up Expense Sheet Options ............................................................................. 42
Items to Set Up before Adding Users or Entering Expenses ............................................................ 42
Required................................................................................................................................... 42