Online timesheets with expense reporting are available through online self-service portals. Review, record, edit, and approve time for direct staff according to your organization's policies.
Let employees know if they should use the online timesheet to log time spent on projects and/or to request reimbursement for business expenses.
Your organization can define complex policies that approve employee-finalized weeks through transaction approvals and can let managers and others approve time directly on the weekly timesheet. Finalizing or approving time outside of employee self-service doesn't create a transaction for approval.
Step-By-Step: The Weekly Timesheet and Expense Sheet
Open the weekly timesheet from the menu. The Timesheet Preferences may display when you access the weekly timesheet. Complete these as needed. To continue to the timesheet, Save.
On the weekly timesheet, a time span of 15 weeks is available: the 9 previous weeks, the current week, and 4 future weeks.
Each day of the week displays in a column with the month and date.
Per row, choose the code for the hours, and type in the work hours and minutes in excess of the hours worked. For instance, seven-and a-half hours is 7 in Hrs and 30 in Min.
If projects are tracked, choose the project. Otherwise, leave the default selections. To see the entire code and description for a particular selection in a labor field, hover your cursor over the selection to see the entire code and description.
Leave the shiftblank unless recording a particular shift.
Expenses and Miscellaneous
For instance, enter 5.00 for $5.00. Select the Expense to show a miscellaneous payment such as a request for an expense reimbursement or a one-time change to a deduction, such as a charitable donation.
Payroll Submission of Time and Expenses
A checkmark in a date's "Employee Finalized" checkbox indicates that a date is employee-finalized, and the finalized items are shown in blue text.
To adjust the entries for a date that isn't also manager-approved, clear the "Employee Finalized" checkbox (click on it) and save.
Selecting a "Manager Approved" checkbox and saving automatically selects the "Employee Finalized" checkbox for the same date.
A checkmark in a date's "Manager Approved" checkbox indicates that a date is manager-approved, and the approved items are shown in green text. A status of manager-approved freezes timesheet entry for that date on the employee's timesheet.
To adjust, see the following section: "Making Changes to Finalized or Approved Time."
Note: The Payroll manager can adjust the entries before paying time and expenses.
Weekly timesheets lock based on payroll status and business logic. Please refer to Employee Timesheet Messages.