Processing Time Reports

This chapter provides an overview of time reports and discusses how to:

Create and modify time reports.
Enter time and details on time reports.
View time reports.

Understanding Time Reports

PeopleSoft Mobile Time and Expense provides a time reporting system that enables you to track time that employees spend on projects. Time reports replace written time sheets and spreadsheets, which require manual monitoring. With PeopleSoft Mobile Time and Expense, you can create, modify, and view time reports. As you go through the preparation process, you can:

Create time reports for billing purposes.
Enter the daily hours worked on various projects.
Enter the daily hours for personal time, such as vacations and sick leave.
Submit the report to your organization.

On the Installation Options - Mobile page, you set up the number of days of information that you want PeopleSoft Expenses to download to the mobile client. When you access the Create/Modify Time Report page, the system displays a list of existing time reports that you can modify, or you can add a new time report. You cannot create a time report if one already exists on the mobile client for the same period end date. When you add a time report, the system creates a blank report and displays the Time General Information view with the default country, state, locality, and billing action fields prepopulated with information from the user default table, if it exists. When you continue to the Time Summary view, the system also prepopulates project data from the user default table; however, only selected or enabled projects that are active at the time of the last synchronization with PeopleSoft Expenses appear on the time sheet.

See Defining Mobile Time and Expense Installation Options.

Time Report Processing Differences Between PeopleSoft Mobile Time and Expense and PeopleSoft Expenses

Processing time reports on a mobile application differs slightly from processing time reports in PeopleSoft Expenses. For example, the time limits that you establish in PeopleSoft Expenses at the business unit or employee level do not apply to the time reports that you create on a mobile device. Navigation to the PeopleSoft Mobile Time and Expense time report pages is different from the navigation in PeopleSoft Expenses. Also, with time report processing in PeopleSoft Mobile Time and Expense, you cannot:

Perform prior period adjustments.
Integrate directly with forecasting.
Perform approvals.
Delete time reports.

Creating and Modifying Time Reports

This section discusses how to:

Create or modify time reports.
Add or modify general information on time reports.

Pages Used to Create and Modify Time Reports

Page Name	Object Name	Navigation	Usage
Create/Modify Time Report	TE_TIME_MAIN	Time Report, Create/Modify	Modify existing time reports or add new time reports.
Time General Information	TE_TIME_MAIN	Select an existing time report or add a new time report on the Create/Modify Time Report page.	Enter general information about the time entry.

Creating or Modifying Time Reports

Access the Create/Modify Time Report page.

The system displays existing time reports that have a status of Pending or Marked For Submit. Select a time report ID to modify the corresponding time report, or click Add to create a new time report.

Note. If you synchronize a report that is in Marked For Submit status using Upload Changes, the report appears as Submitted, and you cannot open the report to edit. You must run Update Business Data to view the submitted report.

Adding or Modifying General Information on Time Reports

When you select an existing time report or if you add a new report on the Create/Modify Time Report page, the system displays the Time General Information page, where you view, modify, or add descriptive information about the time report.

The fields on this page and view are the same as on the Time Report - General Time Report Information page and are documented in the PeopleSoft Enterprise Expenses 9.0 PeopleBook.

Entering Time and Details on Time Reports

This section discusses how to enter project and personal time details.

Page Used to Enter Time and Details on Time Reports

Page Name	Object Name	Navigation	Usage
Time Summary	TE_TIME_ENTRY	Click the Continue button in the Time General Information view of the Create/Modify Time Report page.	View, modify, or add project time and personal time, and indicate if you want to submit the report to PeopleSoft Expenses during the next synchronization.

Entering Project and Personal Time Details

Access the Time Summary page.

Note. For a weekly or daily time reporting frequency, PeopleSoft Mobile Time and Expense displays all days on a single page. For other frequencies, scroll through the pages by using the Next or Previous buttons.

Update

Click to obtain totals, as PeopleSoft Mobile Time and Expense does not automatically update the page.

Submit during next synchronization

Select to set the time report status to MFS (marked for submit), which is a state between pending and submitted. The next time that you synchronize with PeopleSoft Expenses, the system submits the time report to the online system.

Before you synchronize with PeopleSoft Expenses, if you decide that you do not want to submit the report, clear this check box to change the time report status from MFS back to Pending.

Note. A submit in PeopleSoft Mobile Time and Expense takes place only when you select the Submit during next synchronization check box on the Time Summary page. The synchronization process performs a check to see whether the submitting employee is active. If the submitting employee is not active, you receive an error that this employee is not an active employee and the synchronization process stops.

Submit for Partial Month

Select to submit a report for part of a month.

This check box appears only if the project time spans two months.

Note. If you submit a partial report from a mobile device, you can only modify the report for that time period from within PeopleSoft Expenses. After the next successful sychronization you can see that report in view mode only.

Approval History

PeopleSoft Mobile Time and Expense uses the approval history tables to show approval and workflow related information. The table contains information about the actions already taken on a transaction. Therefore, no approval information is contained on a newly created pending report. A report has approval information after the approval has taken an action related to the report. The approval grid on this page shows all of the actions taken on a particular transaction. If there are comments from more than one approver, only the last comment is displayed in the grid.

Save	Click for PeopleSoft Mobile Time and Expense to validate the time report. The system issues an error or warning if it finds a problem. The system does not allow you to save a time report that has errors on it.
Return to List	Click to return to the Create/Modify Time Report page. The system prompts you if you have unsaved information.

The remaining fields on this page and view are the same as on the Time Report - Time Report Summary page and are documented in the PeopleSoft Enterprise Expenses 9.0 PeopleBook.

Viewing Time Reports

This section discusses how to view time reports.

Pages Used to View Time Reports

Page Name	Object Name	Navigation	Usage
View Time Report	TE_TIME_MAIN_INQ	Time Report, View Details	Select to view time reports that are not pending.
Time General Information	TE_TIME_MAIN_INQ	Select an existing time report on the View Time Report page.	View general information about the time entry.
Time Summary	TE_TIME_ENTRY_INQ	Click Continue on the Time General Information page.	View project time and personal time.
Summarize Time Report	TE_TIME_REPORT	Time Report, View Summary	View summarized project data. Print from the browser.

Viewing Time Reports

Access the View Time Report or Summarize Time Report page.

To view a time report, click a report in the list view. Only reports that are not in pending status appear.