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.
Time Entry Style	Choose Normal to have employees enter their time in hours, which is the most common choice. Choose Percent to have employees enter their time as a percentage of their scheduled hours.
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.

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.

Property	Description
Submit Message	A custom message to display to employees when they submit their timesheets.

The following time entry fields are available:

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.
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.
Bill Amount	The bill amount for the time entry.
Pay Rate	The pay rate for the time entry.
Pay Amount	The pay amount for the time entry.

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