Employee
Enter the name of the employee for whom you want to enter Timesheet information, or click the search icon to display the a search list of employees to choose from.
Week of
The seven-day week that includes the system date appears in this field by default. The day of the week that starts the week is determined by the selection you've made in the Timesheets preference in the System view of the Preferences window.
Click the right or left arrows to display the previous or following week.
Click the Calendar icon to display the Calendar (week selection) window, where you can select a date. The seven-day week that includes the selected date appears in the Week of field.
Payroll Category column
Select a payroll category from the list of hourly wage categories. The list contains all the hourly wage categories that you have marked in the Payroll Details view - Wages of the employee's Card Information window.
Activity column
If you are charging the hours you enter for this payroll category to an hourly activity, enter the name of the activity, or click the search icon to display a search list of hourly activities to choose from.
Note: When you make a timesheet entry and select an activity, an activity slip is created. (Creating activity slips using timesheets)
This column appears only if you've chosen to use timesheets for Time Billing and Payroll in the System view of the Preferences window.
Job column
If you want to allocate the hours (and the activity slips, if you're using Timesheets for Payroll and Time Billing) to a detail job, enter the job number in this column, or click the search icon to display a search list of jobs to choose from.
Customer column
For each row in which you entered an activity in the Activity column, enter the name of the customer for whom you performed the activity, or click the search icon to display a search list of cards to choose from.
This column appears only if you've chosen to use timesheets for Time Billing and Payroll in the System view of the Preferences window.
Notes column
Enter any notes you want to record with each entry.
This field will expand when you click in it if you've marked the Expandable Data Entry Fields preference in the Windows view of the Preferences window.
Daily Entry columns
In each day's column, enter the number of hours the employee spent on each payroll category and activity.
Notes:
When you make a timesheet entry and select an activity, an activity slip is created
The Units you enter in an activity slip appear as Hours in a timesheet. The Hours you enter in a timesheet appear as Units in an activity.
If a timesheet has already been used to create an employee payment
If you'd like to use a calculator, select the plus sign ("+"), the asterisk ("*"), the equal sign ("=") or the space bar on your keyboard to launch the Calculator window.
Total Hours column
The total of all the hours entered in the daily entries of a row.
Total Hours
The totals of all the calculated hours for each of the daily columns and the Total Hours column.
Copy from Previous button
Click this button to display all the entries of the last timesheet that contains entries (a blank timesheet will not be copied). The `Previous' entries appear in addition to any existing entries. If you want the previous week's instead of the current week's entries, click the Clear Timesheet button before the Copy from Previous button.
You can make any further changes to the Timesheet as you wish.
Use Recurring Pay Details button
Note: We recommend you use this feature for an employee's first timesheet only.
Click this button to import the employee's payroll categories and the hours for each category from the Payroll Details view - Recurring Pay of the employee's Card Information window:
The Payroll categories (Wages, Accruals, Deductions, Employer Expenses and Taxes) that have been linked to this employee, as they are listed in the employee's Card Information window, appear in the Payroll Categories column in the Timesheet.
The hours for each payroll category appear in the first day's column of each timesheet in the pay period. (This number is the annualized value of the hours listed in the Card Information window, divided by the weeks in a year.) You should then distribute the hours over the days of the week to accurately reflect the employee's actual hours.
The `Recurring' entries appear in addition to any existing entries. If you want the recurring pay's instead of the current week's entries, click the Clear Timesheet button before the Use Recurring Pay Details button.
You can make any further changes to the Timesheet as you wish.
Clear Timesheet button
Click this button to clear all information from the Timesheet without changing the Employee or Week.
Notes:
Use the Clear Timesheet button if you want to delete the entries you've already made and then make new entries on the current timesheet. Use the New Timesheet button if you want to save the entries on the current timesheet and display a new, blank timesheet.
When you clear the Timesheet, you also delete all the activity slips that appear in the Timesheet. If you do not want to delete the activity slips, edit your entries rather than using the Clear Timesheet button.
If there are entries in the timesheet that have already been used to make an employee payment, they will not clear if you click the Clear button.
New Timesheet button
Click this button to start a new timesheet for the week already selected.
Note: Use the New Timesheet button if you want to save the entries on the current timesheet and display a new, blank timesheet. Use the Clear Timesheet button if you want to delete the entries you've already made and then make new entries in the current timesheet.
Print button
Click this button to print the Timesheets report for the selected employee and week.
OK button
Click this button to close this window and save your entries.
Note: When you make an entry in a Daily Entry column cell, you must either tab to another cell or click into another cell before clicking the OK button to save the entry.