Timesheet Display: Self-Service Versus Manager Self-Service

Task Value Prepopulation

The following is true when viewing either the Self-Service Timesheet (as an employee) or the manager Timesheet (a manager viewing an employee's timesheet):

To determine what task information to display on the timesheet, the system needs to determine if the employee is a task template or task profile reporter and if task value defaults are present in User Preferences. The determination of the employee's type of task reporting is first based on whether the page displayed is the Punch or Elapsed Timesheet. This page display is determined by the employee's time reporter type of Punch or Elapsed on the Maintain Time Reporter Data page.
Then, depending on the elapsed or punch timesheet display, the system checks for that same type of time reporting template on the Maintain Time Reporter Data page. If no time reporting template exists on Maintain Time Reporter Data, it will check for the default time reporting template on the Task Default Values group box of the Time Reporting Preferences page, or for one on the employee's default taskgroup on Maintain Time Reporter Data. The time reporting template determines if the task profile or the task elements should appear on either the punch or elapsed timesheet.
If the derived time reporting template is setup to use a task template, then any task information that is populated in the Task Default Values group box of the Time Reporting Preferences page will be used, when the time prepopulation method of task values is specified. If no default task values are specified on Time Reporting Preferences, then the timesheet displays the employee's default taskgroup and related task element fields. If there are multiple rows defined for Task Default Values, they will be displayed as multiple rows on either the Punch or Elapsed Timesheet
If an employee is a Task Profile reporter, the Timesheet will just use what is defined as the default Task Profile, either from Maintain Time Reporter Data or from the taskgroup displayed on the Timesheet, and not look at the User Preferences.

Examples of Timesheet display with User Preferences

The system is configured as follows:

Time Reporter Data
	Time Reporter Type	Time Reporting Template	Default Taskgroup
ELAPSED	Enabled	Task Element Reporting	Task Element Reporting
PUNCH	Blank	Blank	Task Element Reporting

The User Preferences

Prepopulation Method = Task Values

Task Value Default

Selected Taskgroup has associated Time Reporting Template IDs to reflect:

Elapsed – Task Element Reporting
Punch – Task Profile Reporting

Task values are entered for all associated task elements.

Elapsed Timesheet

The system prepopulates the timesheet with the taskgroup and task values that are reflected on the User Preferences page. Prepopulated task values can be used because the time reporter's elapsed time reporting template on the Maintain Time Reporter Data page uses task element reporting,

Punch Timesheet

The timesheet displays the taskgroup and associated task elements from the default taskgroup on the Time Reporter Data page. Prepopulated task values from User Preferences cannot be used, as the time reporter does not have a punch time reporting template on the Maintain Time Reporter Data and the punch time reporting template associated with the taskgroup on User Preferences uses task profile.

Schedule Information Prepopulation

If your schedule has tasks associated with it, in order for the scheduled tasks to prepopulate on the timesheet, the employee needs to be set up as the same type of task reporter that the system defines on the schedule.

The display of task profile or task elements on the timesheet is first derived from the Maintain Time Reporter Data page to see if a Time Reporting Template is listed. This is true for both Punch and Elapsed Timesheets.

If none exists on Maintain Time Reporter Data, then the timesheet display will derive the time reporting template of the scheduled taskgroup, to determine whether to use task profile or task template.
If the schedule is composed of shifts, then the system uses the taskgroup associated with the shift. If the schedule is not using shifts, then the system uses a taskgroup associated to the schedule.

Employee User Preferences and Manager Timesheet Display

When viewing an employee's time on the Timesheet page, a manager sees the following default settings:

TRC Code/TRC Description: Display the preference from the manager's own user preferences, not the employees.
Time Prepopulation Method: Display the default task values as mentioned previously. The Manager Self-Service Timesheet will not prepopulate with the employee's scheduled time, or prior period time.
Default Timesheet Display

(View by): Display the preference from the manager's own user preferences, not the employees. However, if the manager changes the Date and View by setting while on the Timesheet page, and then clicks on Next Employee or Previous Employee, those settings will remain - they do not return to today's date and the default View By setting. For example, if the manager changes the date to January 1, 2004 and View By Time Period, when clicking on the Next Employee button, the time period displayed is for January 1, 2004 for the next employee.
Start Day of Week: Display the preference from the manager's own user preferences, not the employees.

The Timesheet will display existing time in the database in the following way:

Time Reporting Elements:

Employees only see those fields that are specified on the Time Reporting Template.

For managers, if the field, Show all Time Reporting Fields, is selected on the Time Reporting Options group box of the Time and Labor Installation page, then the manager will see all time reporting elements displayed. If this is not selected, than the manager will see only those fields that are specified on the Time Reporting Template, and those fields that have values.
Task Elements:

Employees see those fields that are specified on the Task Template, and those fields that have values.

Managers see those fields that are specified on the Task Template for the employee, and those fields that have values.