Timesheets

The Timesheets application provides employees with a place to keep track of the time worked on projects. This is also where managers approve employee timesheets. An employee must have an active employee license to enter time in the application. All employees fill out time against a project, and when approved, you can run billing rules to capture time worked and can invoice customers. Timesheets are classified by default as open, submitted, approved, rejected, or archived.

In addition, you can configure the Timesheets application to support the following.

• Employees can create time off requests. See Other Settings and the company switch to enable time off requests.

• Managers can reject a line item entry on a timesheet. To enable this feature, Creating a Support Case and request the following switch be enabled: Enable line item rejection of time entries.

• Administrators can create timesheet rules and the approval process. See Timesheet Rules and Approval Routing.

• Administrators can manage the layout of timesheet reports and time off requests. See Timesheet Report Layout and Time Off Request Layout.

• Administrators can create alerts to notify employees their timesheet is late, notify managers that their approval of timesheets is overdue, and alert employees that a timesheet has not been saved. See Alerts.

• Administrators can create notifications for a variety of timesheets and time off request events. To enable this feature, Creating a Support Case and request the following switch be enabled: Enable administration of notifications in the following application settings: (Timesheets).

• Administrators and employees with the proper role permissions can track leave accrual balances. See Run Leave Accruals.

Refer to the following help topics:

• Timesheets

• Creating, Editing, and Deleting Timesheets

• Approval Processes

  See Approval Routing under Global Features.

  Note:

  You can access the full list of approval processes defined for your account from any of the Expenses, Invoices, Opportunities, Purchases, Resources, and Timesheets application settings. The same approval process may be used for different transaction types across different OpenAir modules.

• Service

• Time Types

• Notifications

  See Notifications under Global Features.

• Timesheet Report Layout

• Timesheet Rules

• Payroll Types

• Time Off Request Layout

• Leave Accrual Rules

• Run Leave Accruals

• Leave Accrual Balance and Transactions

• Alerts

• Other Settings

• Frequently Asked Questions (FAQs)