Weekly Timesheets

Weekly Timesheets are used for employees whose working days/hours are entered as a weekly total. This means that you enter the total hours worked - if necessary dividing this across the Pay Items listed for the employee (as found in Employee | Pay Items | Standard Pay Items).

To Add a New Weekly Timesheet

  1. Go to Navigator | Payroll | Payrun | Timesheets
  2. Change the Selection to Weekly Timesheets
  3. Change the Criteria specifications, as appropriate.
  4. In Select Destination ensure Report Grid is selected, then click Run Query.
  5. In the Results Panel, above the Report Grid, click Add New.

The Timesheets entry box is displayed. This should be completed as follows:

Details Tab

  1. Search for and select the appropriate Employee.
  2. Choose the Week Ending date (you can select any day during a week and it will autofill the week end date)
  3. Optional fields are Notes (this Note appears in the Report Grid only) and Weekly Status.
    You may choose a Weekly Status at this point or later (if you do not select a status, as soon as you Apply or OK this timesheet, the Weekly Status will change to Saved).
  4. Click Apply to save the changes but keep the window open. Alternatively, click OK to save the new entry and close this Timesheet entry window.

Weekly Summary Tab

This tab will display a list of all the pay items associated with the chosen Employee.

  1. Highlight a Pay Item line then click Edit (or double click the line item)
    This will open the Timesheet Weekly dialog box.
  2. Change the value in the Hours/Units box to reflect the appropriate number for the week chosen.
  3. If necessary add text to Notes - this will appear on the payslip.
  4. Click OK
  5. Repeat these steps for each of the Pay Items.
  6. Once complete, click OK on the Weekly Summary tab.
  7. To view this new timesheet in the current Report Grid, click Run Query.
  8. Once the timesheet entry is displayed in the list, note the Status - amend this when appropriate.

Remember, if you add a new timesheet whilst displaying a report grid of timesheets, you must click Run Query again to refresh the report grid and add the new timesheet to the displayed list. In addition, if the new timesheet is for a date which is outside the specified date range for the report grid, you will first need to amend the date range in Criteria and then click Run Query.