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Example Process for Time Reporting and Time Sheets

This is an example of a process an administrator and an end user may follow for time reporting and time sheets. Your company may follow a different process according to its business requirements.

Administrator Procedures

The following administrator procedures describe how to set up values that users will choose from when working with time sheets, how to set up processing parameters such as reporting structures and approval limits, and how to activate workflows for time reporting.

  1. Create a time sheet work type. For information, see Creating Time Sheet Work Types (Administrator).
  2. Add or modify an available period type. For information, see Adding or Modifying Available Period Types for Time Sheets (Administrator).
  3. Define a reporting relationship. For information, see Defining Reporting Relationships (Administrator).
  4. Set an approval limit for a user. For information, see Setting User Approval Limits (Administrator).
  5. Change the name of a dynamic button. For information, see Changing the Names of Dynamic Buttons for Time Sheets (Administrator).
  6. Change the position of a dynamic button. For information, see Changing the Positions of Dynamic Buttons for Time Sheets (Administrator).
  7. Add a dynamic button to a new view. For information, see Adding Dynamic Buttons to New Views for Time Sheets (Administrator).
  8. Specify the inheritance of a dynamic button for a new detail view. For information, see Specifying Inheritance of Dynamic Buttons for a New Detail View for Time Sheets (Administrator).
  9. Change the trigger for the Submit To field in a time sheet. For information, see Changing the Trigger for the Submit To Field for Time Sheets (Administrator).
  10. Activate Auto Gen for time sheets. For information, see Activating Automatic Generation for Time Sheets (Administrator).
  11. Activate email notification for a time sheet. For information, see Activating Email Notification for Time Sheets (Administrator).
  12. Activate status updating for time sheets. For information, see Activating Status Updating for Time Sheets (Administrator).
  13. Activate the Add Time Item to the time sheet workflow. For information, see Activating the Add Time Item to the Time Sheet Workflow (Administrator).
  14. Activate the Go to My Time Sheets view workflow. For information, see Activating the Go to My Time Sheets View Workflow (Administrator).

End-User Procedures

The following end-user procedures describe how to record time worked, how to view information related to time worked, and how to create, modify, and process time sheets.

  1. Record time in the My Time Diary view. For information, see Recording Time Worked in the My Time Diary View.
  2. Record time in the Activities Time view. For information, see Recording Time Worked in the Activities Time View.
  3. Create a time sheet automatically. For information, see Creating a Time Sheet Automatically.
  4. Create a time sheet manually. For information, see Creating a Time Sheet Manually.
  5. Use the Time Sheet Item Summary view and Spread button. For information, see Using the Time Sheet Item Summary View and the Spread Button.
  6. Use the Time Sheet Item Detail view and the Next Day button. For information, see Using the Time Sheet Item Detail View and the Next Day Button.
  7. Move time entries from My Time Diary to Time Sheets. For information, see Moving Time Entries from My Time Diary to Time Sheets Manually.
  8. Remove a line item time entry from a time sheet. For information, see Removing Line Item Time Entries from Time Sheets.
  9. Submit a time sheet. For information, see Submitting a Time Sheet.
  10. Recall a submitted time sheet. For information, see Recalling a Submitted Time Sheet.
  11. Monitor the status of a time sheet. For information, see Monitoring the Status of a Time Sheet.
  12. Print a time sheet. For information, see Printing a Time Sheet.
  13. Create a time sheet for another person. For information, see Creating a Time Sheet for Another End User.
  14. Approve or reject a time sheet. For information, see Approving or Rejecting Time Sheets.
  15. Accept or reject a time sheet before back-office processing. For information, see Accepting or Rejecting Time Sheets Before Back-Office Processing.
  16. Adjust the hours of a submitted time sheet. For information, see Adjusting Submitted Time Sheet Hours.
  17. Move a time entry from one project to another. For information, see Moving a Time Entry From One Project to Another.
  18. Move multiple time entries from one project to another. For information, see Moving Multiple Time Entries from One Project to Another.
  19. View a time sheet summary and a time sheet summary chart. For information, see Viewing a Time Sheet Summary and Time Sheet Summary Chart.
  20. View a time sheet adjustments chart. For information, see Viewing a Time Sheet Adjustments Chart.

 Siebel Professional Services Automation Guide 
 Published: 18 April 2003