Understanding Time Report Creation

When you create a time report, you have options on which to base the new document, and the selection that you make triggers other choices that prompt you for details about the time report. You can start with a blank time report that can be populated with defaults defined in the employee profile or populate it with data from another time report.

When you use the Employee Self-Service menu to create a time report, PeopleSoft Expenses checks for a default creation method. Depending on what your default creation method is set to on the Employee Profile - User Defaults page, PeopleSoft Expenses displays the next page based on the user defaults and prepopulates fields according to user defaults. If you do not have a default creation method, PeopleSoft Expenses defaults to open a blank report.

The creation methods for time reports are:

• Open a Blank Report: PeopleSoft Expenses creates a new time report and displays the General Time Report Information page with the country, state, locality, and billing action fields populated with information from the user default table, if it exists. The system also populates project data from the defaults in the employee profile; however, only active and enabled projects populate the time report.

• Copy an Existing Report or Copy from an Existing Time Report: PeopleSoft Expenses displays the Copy from an Existing Time Report page.

  To copy from a previous time report, enter a date range to display existing reports and click Search. PeopleSoft Expenses displays all time reports whose period end dates fall in the range defined by the From and To dates. When you select a time report to copy, PeopleSoft Expenses creates a new time report that is similar to the one that is chosen and displays the General Time Report Information page.