New TLM Features Setup (Timesheets/TOR)

Timesheet New Features

• Column Order: Column order can now be changed on the timesheet.  This can be done by navigating to the appropriate timesheet profile (Company Setting > Profiles > Timesheets) and under the Time Entry Collected Data, use the arrows to reorder the columns based on the client's request.  Bulk hours is the same except, you can't move the bulk hour entry field order.
   
• Daily View vs Pay Period View.  If a client wants to change from seeing one day at a time on the time entry to see all the days in the pay period or visa versa, this setting is controlled by the Daily View check box within the Timesheet Profile under Timesheet Settings.  When checked it will display one day at a time, when unchecked it will show all days in the pay period.  (This setting is not available on the bulk hours type timesheet) 
   
• Timesheet Metrics: This is also on the Timesheet Profile settings under Timesheet Metrics section.  Only 4 different metrics can be created and there are 4 different types of metrics: Accrual Based, Counter/Pay Category Based,  Exception Based, Time Entry Based.
  • Use Accrual Based for showing the employee's time off current time off Balance
     
  • Use Counter / Pay Category Based for showing totals for Regular, Overtime, etc.  Note more than one counter can be selected to sum.  This might be useful if a client wants to show all overtime and has both weekly and daily overtime counters / pay categories.
     
  • Use Exception Based for showing totals for one or more exceptions.
     
  • Use Time Entry Based for showing Raw/Calc time.  A filter can be applied so that you can specify specific time like Hours Worked vs Time Off as examples.  Or hours assigned to a specific cost center.
       
    
    IMPORTANT NOTES: For Period settings always use TOTAL VIEW that will ensure metrics displayed at the top will represent the timesheet in view.  The other settings will cause a metric to be displayed that will represent the employee current timesheet, not necessarily the one in view and that will be confusing.  The one exception is for Accrual Balances, that should be set to Today.
    
    You may need to update more than one timesheet profile.
    
    
    
  • Cannot Manage Exceptions:
    • For exceptions management to work, there are a couple of setting that need to be enabled:
      • Exceptions must be shown on the TimeSheet Profile
         
      • Exceptions must be enabled in the Pay Calc Profile (PC1)
      • Exceptions must be Viewable/Editable by the appropriate users, i.e. Managers or Employees if they are allowed to edit them.  Typically, this setting is already there and nothing additional needs to be done to it.
         

Time Off Request New Features:

Allow/Require Document Attachment to one or more time off categories when employees submit a request

Navigate to the Time Off Request Profile (Found within the time sheet profile)
IMPORTANT: Clients must have either HR or Document Storage to use this feature.  

If settings will apply to all time off categories, then update the Default Settings:

Options:

Employee Can Attach Document (Gives Option)

Request Requires Attached Document (Makes an attachment required)

If attachment settings are time off category specific, then you will need to Add Settings Per Time Off.  The example below is for Sick time only, the employee is required to submit a document with their request.

NOTE: You may need to update more than one time off request profile, if multiple exist.