Time Configuration Preferences
Time & Allowance Entry
To enter time navigate to Time & Allowance > + Time & Allowance Entry
Enter the relevant details based on your organisation's Time Configuration.
*The timesheet will Auto-save and you only have to Submit for Approval once all time is entered for the period.
- Select the Customer/Project/Task
- Enter Memo
- Select/Review Service Item
- Select/Review Pay Item
- Review Tags
- Enter Time in the relevant per-day fields
- If your Time Configuration preference is set to Start and End times for time entry, a pop-up box will appear when you click the field.
- Enter the Start, End and Break time then press Enter
- The system will populate the hours automatically.
Daily Time Entry
To enter time navigate to Time & Allowance > + Time & Allowance Entry
Click on 'Day Entry' and enter the relevant details based on your organisation's Time Configuration.
- Select the Customer/Project/Task
- Enter Memo
- Select/Review Pay Item
- Select/Review Service Item
- Enter Time
- If your Time Configuration preference is set to Start and End times for time entry, a pop-up box will appear when you click the field.
- Enter the Start, End and Break Time
- Save
Delete or Modify Timesheets
Prior to Submit for approval, use the 'X' on the right-hand side of the timesheet line to delete time entered.
Where the fields are greyed out, check 'See Award Time' and adjust time accordingly.
Time Summary
From the Home Dashboard, users can view their Time Summary.
- Open Time = Time that has been entered but not Submitted for approval
- Pending Time = Time submitted for approval, but not yet approved.
From this portlet, you can click on the list icon and you will be directed to the Time Entry screen where you can either complete your entry and Submit for approval, or view the time entries pending approval.
