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<p><span style="font-size: 10pt;"><span>This is a short overview to help you set up the basic components of your online timesheet, and customize it for you specific needs.</span></span></p>
<p><span style="font-size: 12pt;"><strong><span>Usage Guidelines:<br /></span></strong><span style="font-size: 10pt;"><span>Timesheets are currently used to:</span></span></span></p>
<ul>
<li><span style="font-size: 10pt;"><span>Keep track of employee workdays, vacation days, sick days, etc...</span></span></li>
<li><span style="font-size: 10pt;"><span>Enforce an approval process whereby managers must view and approve employee timesheets prior to their submission to the accounting department.</span></span></li>
<li><span style="font-size: 10pt;"><span>Ensure that employees remain up-to-date on all of their timesheet submissions, and do not miss a "submission period".</span></span></li>
</ul>
<p><span style="font-size: 12pt;"><strong><span>Setting Up Timesheets:</span></strong></span><br /><span style="font-size: 10pt;">In your portal go to Applications > Timesheets on the menu bar to the left.</span></p>
<p><img align="left" src="images/Timesheet/timesheetsapplication.jpg" /></p>
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<p><span style="font-size: 10pt;">If the user is a portal administrator, they will have access to the <strong>Configuration</strong> button to provision users and control timesheet categories.  By clicking this button, the administrator launches the configuration console.</span></p>
<p><img align="left" src="images/Timesheet/timesheet configure.jpg" /></p>
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<p><img src="images/Timesheet/timesheet entering categories.jpg" /></p>
<p><span style="font-size: 10pt;">In the first section, <strong>Applications Settings</strong>, the administrator can define all of the categories to be shown on the timesheet and whether they are bundled into:</span></p>
<ul>
<li><span style="font-size: 10pt;">work totals</span></li>
<li><span style="font-size: 10pt;">paid leave totals</span></li>
<li><span style="font-size: 10pt;">unpaid leave totals</span></li>
</ul>
<p><span style="font-size: 10pt;">Click the <strong>Save</strong> button.</span></p>
<p><span style="font-size: 12pt;"><strong>Provisioning Users:<span><span style="font-size: 10pt;"><br /></span></span></strong><span><span style="font-size: 10pt;"></span></span></span></p>
<p><img src="images/Timesheet/timesheet select user.jpg" /></p>
<p><span style="font-size: 12pt;"><span><span style="font-size: 10pt;">Once the Application Settings are in place, the portal administrator will</span></span></span><span style="font-size: 10pt;"><span> click on the <strong>User Settings </strong>tab on the top toolbar.</span></span><span style="font-size: 10pt;"><strong> </strong></span></p>
<p><span style="font-size: 10pt;"><span>Select your user, and then you may select:</span></span> <span style="font-size: 10pt;"><span></span></span></p>
<ul>
<li><span style="font-size: 10pt;"><span>If this user has a timesheet section</span></span></li>
<li><span style="font-size: 10pt;"><span>If this user can approve timesheets</span></span></li>
<li><span style="font-size: 10pt;"><span>If this user can pay timesheets</span></span></li>
<li><span style="font-size: 10pt;"><span>What date to start the timesheets</span></span></li>
<li><span style="font-size: 10pt;"><span>Whom the timesheet is submitted to</span></span></li>
</ul>
<p><span style="font-size: 10pt;">Click the <strong>Save</strong> button.</span> <strong><span style="font-size: 10pt;"><span style="color: #ff0000;"></span></span></strong></p>
<p><strong><span style="font-size: 10pt;"><span style="color: #ff0000;">Note: </span></span></strong><span style="font-size: 10pt;">When an employee submits a timesheet, an email is sent to the corresponding manager for approval.  The manager can then either approve or reject the timesheet.  If the timesheet is approved, it is routed to the accounting department for payment.  The accounting department can also approve or reject the timesheet.  If a timesheet is rejected, the employee can edit it and re-submit it to their manager.  In this case, the workflow restarts from the beginning but all comments entered at any stage are preserved to show the history on any timesheet.</span></p>
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<p><strong><span style="font-size: 12pt;">Reporting:</span><span style="font-size: 12pt;"><span style="font-size: 10pt;"><br /></span></span></strong><span style="font-size: 12pt;"><span style="font-size: 10pt;">In the main Timesheets view:</span></span> <span style="font-size: 10pt;"></span></p>
<p><span style="font-size: 10pt;">Click the <strong>Reports</strong> button on the top toolbar.</span></p>
<p><img src="images/Timesheet/timesheet reports.jpg" /><span style="font-size: 10pt;"></span></p>
<p><span style="font-size: 10pt;">Choose the date range to report on.<br /></span></p>
<p><span style="font-size: 10pt;">Choose the list of employees to show on the report.<br /></span></p>
<p><span style="font-size: 10pt;">Choose the fields to show in the report.</span></p>
<p><span style="font-size: 10pt;">Choose whether to show paid and unpaid hours, or just paid hours.</span></p>
<p><img src="images/Timesheet/timesheet report screen.jpg" /> <span style="font-size: 10pt;"></span></p>
<p><span style="font-size: 10pt;">Click the <strong>Create Report</strong> button.</span></p>
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