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 also define any number of custom fields for use on the timesheet template. Timesheet custom fields are configured from the System > Templates > Manage Custom Fields page. Once you create the custom fields they will show up in the list of available fields for the template.

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

Subtopics

Timesheet Asset Tracking

Timesheet Advanced Settings

Timesheet Submit Message