Payroll

To make a timesheet entry

The Enter Timesheet window should be displayed.

1. Enter the name of the employee for whom you want to enter Timesheet information.



2. Select the week for which you want to make entries. The day of the week that starts the week is determined by the selection you made in the I Use Timesheets... preference in the System view of the Preferences window.

• The seven-day week that includes the system date appears in the Week Of field by default.

• 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.

3. 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.

Note: If the employee is a salaried employee and you select Sick Pay or Vacation Pay, you will have to make adjustments in the Select & Edit Paychecks step of Process Payroll. (Distributing vacation and sick pay)

4. If you are charging the hours you enter for the 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. (The Activity column appears only if you selected Time Billing and Payroll as your use of Timesheets.)
   
   When you make a timesheet entry and select an activity, an activity slip is automatically created. (Creating activity slips using timesheets)



5. If you want to allocate the hours (and the activity slips, if you're using timesheets for Time Billing and Payroll) to a detail job, select the job number.



6. For each row in which you entered an activity in the Activity column, select the customer for whom you performed the activity. If you did not enter an activity but do want to associate the entry with a customer, you can do so. (The Customer column appears only if you selected Time Billing and Payroll as your use of Timesheets.)



7. Enter any notes you want to record with each entry.



8. Enter the number of hours the employee spent on each payroll category and activity in each day's column.
   
   Each entry is recorded when you tab or click into another timesheet cell. (If you make an entry and click the OK button without clicking or tabbing to another cell, that entry is not recorded.)

Note: 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.

9. 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.



10. Click the Print button to print the Timesheets report for the selected employee and week, if you wish.



11. Click the OK button to close the window. All your entries were already recorded when you clicked or tabbed from the entry cell to another cell.

Note: If you make an entry in a Daily Entry column cell but you neither tab to another cell nor click into another cell before clicking the OK button, that entry is not saved.

Step by step

• To copy the previous week's timesheet entries into a timesheet
• To copy the Recurring Pay Details into a timesheet

Related topics

• Using Timesheets
• Setup steps required to use timesheets for payroll
• How employee pay is calculated using timesheets
• To remove a timesheet entry
• Tips for using timesheets
• Creating activity slips
• Using Process Payroll