Templates

Timesheet Templates

Timesheet templates define the type and layout of time entry fields for employee timesheets. You can create any number of timesheet templates, which gives you great flexibility in the types of timesheets you assign to employees. For instance you might require hourly workers to record their start and finish times, whereas others might just track total hours.

Timesheet templates are assigned to an employee from the Employee Details page. See the Managing Employees topic for more information.

Timesheet templates have the following properties:

Property	Description
Name	The template name, up to 80 characters. A value is required and must be unique for all templates.
Description	A description for the template, up to 255 characters.
Status	The template status, either Active or Inactive. You cannot delete templates that are currently assigned to employees. Setting the status to inactive will prevent the template from being assigned to new employees.
Time Period	The time period for this template. The Time Periods topic has more information.
Default	This determines whether this template is the default timesheet template for new employees.
Timesheet Fields	The list of time entry fields that appear in the main section of the timesheet. The fields will appear in the order specified. For each field you can specify the following options: Work Only: If checked, this field will only be shown on work rows, otherwise it will be shown on both work and leave rows. Required: If checked then a value is required for this field. If no value is provided then timesheet will generate an error message and will be prevented from being submitted.
Detail Fields	The list of time entry fields that appear in the Details section of the timesheet. The fields will appear in the order specified. As for timesheet fields above, you can specify whether each field is Work Only or Required.
Total Fields	The list of fields that appear in the Totals section of the timesheet.

The following time entry fields are available (as well as any custom fields you may have created):

Property	Description
Start	The start time for the time entry. Times are entered in the format appropriate for the employee's locale.
Finish	The finish time for the time entry. Times are entered in the format appropriate for the employee's locale.
Hours	The number of hours for the time entry. The format can be entered in either decimal or hh:mm format.
Pay Code	The pay code for the time entry.
Reporting Group	The employee group associated with this entry. If not entered from the timesheet then pulled from the employee's profile. This value may also be called the Cost Center or Department, depending upon your organization (see the Terminology topic for more information).
Customer	The customer for the time entry.
Project Group	The project group for the time entry.
Project	The project for the time entry.
Task Group	The task group for the time entry.
Task	The task for the time entry.
Bill Rate	The bill rate for the time entry. If not entered from the timesheet then the value is pulled from the appropriate object as per the Bill Rate Options settings. See the Rate Options topic for more information.
Bill Amount	The bill amount for the time entry. If not entered from the timesheet then computed as Bill Amount = Hours x Bill Rate. If entered from the timesheet then the Bill Rate will be computed as Bill Rate = Bill Amount / Hours.
Pay Rate	The pay rate for the time entry. If not entered from the timesheet then the value is pulled from the appropriate object as per the Pay Rate Options settings. See the Rate Options topic for more information.
Pay Amount	The pay amount for the time entry. If not entered from the timesheet then computed as Pay Amount = Hours x Pay Rate. If entered from the timesheet then the Pay Rate will be computed as Pay Rate = Pay Amount / Hours.
Notes	A text field for notes about this entry.

You can preview what the timesheet will look like by clicking the Preview button on the Timesheet Template Details page.

Asset Tracking

If Asset Tracking is enabled (see the Asset Tracking Options topic) then you can configure which types of assets can be entered from this template. Being able to configure which assets can be entered from the timesheet template gives you great flexibility in who can input asset entries in your organization. For instance, you may only want to have field crews keep track of equipment usage, which you could do by giving the field crew their own timesheet template with equipment entry enabled.

Advanced Settings

Advanced settings allow you to control some less common aspects of time entry:

Property	Description
Time Entries Allowed	This option allows you to limit time entries on for this timesheet template to just work or leave. For instance, if you are only tracking leave or time off you would set this value to "Leave".
Time Entry Mode	This determines whether the employee enters hours on their timesheet (Standard), enters time as a percent of their total time spent working (Percent Time Entry), or just checks whether they were present or absent (Presence/Absence Time Entry).
Attendance Entry	If this option is checked then the Attendance Widget will be shown at the top of the timesheet. This option is only useful if you are not capturing start and finish times on the timesheet itself.
Attendance Hours	If Attendance Entry is enabled you can use this property to require whether attendance hours must match timesheet hours. Users will not be able to submit their timesheets unless the hours match if this option is set.

Submit Message

You can create a custom message that the employee is presented with when they submit their timesheet:

Property	Description
Submit Message	The custom message to present to the employee upon timesheet submit. If blank then no custom message is presented.