Common Elements Used to Prepare Time Reports and Time Adjustments

Field or Control

Description

Billing Action

The system populates this field with information, if it exists, from the employee profile defaults. You may override or update this value.

Select Billable, Nonbillable, or Internal. Billing action defaults to Billable if no user defaults are defined. If you use PeopleSoft Project Costing, billing codes are required to identify project time that is both billable and charged to project costing ChartFields.

Period End Date

Displays the date that the time reporting period ends for the employee (based on the SetID of the employee ID). If you create the time report without specifying a date, the system uses the current date to calculate the actual period end date:

  • For weekly or biweekly reporting, the system defaults to the closest calendar date that corresponds with the day of the week that the employee's time reporting period ends.

  • For semimonthly reporting, the system defaults to the 15th if the current date is on or before the 15th, or defaults to the end of the month if the current date is on or after the 16th.

Post Status

Displays the time report status from POST_STATUS_EX. Statuses are:

  • Closed

  • Marked for Unpost or Marked

  • Not Applied or Not Appl

  • Unpost in Process or Unpost

  • Posted

  • Close in Process or Close

  • Unposted

Time Report Status

Displays the time report status from TIME_SHEET_STATUS. Statuses are:

  • Approved

  • Denied

  • Denied by Approver

  • Denied by Project Manager

  • Hold by Approver

  • Hold by Project Manager

  • Hold

  • Partial Approval

  • Pending

  • Pending Billing Approval

  • In Process

  • Submitted or Resubmitted

User Defaults

Click to access the Employee Profile - User Defaults page to view or modify the defaults, which include creation method and project defaults. PeopleSoft Expenses displays this link only in Create or Modify mode; approvers and project managers do not have access to this link.

Note: This link is not available if the User Defaults option on the employee privilege template for the travel authorization transaction is set to Hide.

Version

Displays the version type and version number of the time report. Values are:

  • Partial: Indicates that the version is a partial time report for a time period. When employees select to adjust a partial time report, PeopleSoft Expenses labels the next version the Original.

  • Original: Indicates that the version is the original time report.

  • Revision [number]: If you adjust an original time report, PeopleSoft Expenses displays Revision 1, Revision 2, and so on to indicate the specific revision number for the time report.