There are two types of Timesheets:
A number of quick link buttons are available in the top-right corner of the pages to open the colour key and to navigate and select dates.
The Timesheet bands feature displays the Absence and Worked hour codes of the selected Employee in a simplistic grid based view with the option to add, remove and modify their Hours bands.
The Timesheet bands feature can be accessed from the menu in the drop-down Header pane. It can also be accessed from the Menu and Shortcuts widgets which may be displayed on your Supervisor Dashboard.
The Absence hours and Worked hours for the Employee selected in the Supervisor toolbar will be displayed for the current week in a grid format. For example:
Note: if you have access, Timesheet preferences can be set to select what Hours codes to display within the Timesheet and also a Preference to hide any zero values on the Timesheet. |
The Timesheet bands grid is divided into columns representing the Work record of each day of the week. A drop-down list of additional actions are available when the day is clicked:
Note: if the preference Allow future draft work records (days) is set in System preferences > Timesheet then the Insert shift action will be available on un-processed days for the amount of days specified in the preference
The Totals column is found on the far right of the grid and contains the total hours of each row. The rows contain the following:
Note: if you have permission, the Shift drop-down menu will have additional options when the Work record has a Request. For example:
View request — opens the Request details page to view the Request.
Accept request — clicking this option will accept the Request and re-load the page with a success message at the top and all the information updated
Decline request — clicking this option will decline the Request and re-load the page with a success message at the top of the page
Note: the Hour codes highlighted in dark grey are non-mandatory working days. |
Note: if you have access, Timesheet preferences can be set to select what Hours codes to display within the Timesheet and also a Preference to hide any zero values on the Timesheet. |
To modify existing Hours bands in a Work record, click on the Shift name on the day you wish to modify and select 'Modify' from the drop-down list of actions. The Modify hours bands page will open showing the existing Hour bands for that Shift. For example:
The date and Shift name appear at the top of the page next to the title. The Hours bands are separated into rows with the Hours code, Start time, End time and the Total of the Hours bands in columns.
Hours bands can be modified by using a drop-down list to pick an Hours code and inputting the Start and End time by typing or using the clock icon to select a time.
Add an Hours band by clicking on the Add button at the bottom left of the grid. This will add an extra Hours band row with empty boxes to input the Hours code, Start and End time.
Clicking the Remove button will remove the Hours band from the grid.
When you have finished, click Submit in the left hand pane to save your modified Hour bands and return to the Timesheet hours bands page. The new hours are added to the relevant day and a success message will appear at the top of the page.
Alternatively, click Cancel to discard the modified Hour bands and return to the Timesheet hours bands page.
TAS is the Mitrefinch Time Allocation System for recording details of the jobs or tasks you perform. If a Preference has been set to show TAS categories within the Modify hours bands page, they will be displayed between the Hours code and Start/End times. In the below example, TAS categories for Department and Location are available and can be modified by using a drop-down list:
Note: TAS categories can be included within the Modify Hour bands page by selecting TAS in Timesheet Mode in the System preference page for Timesheet. |
The Timesheet hours feature displays the Absence and Worked hour codes for the selected Employee in a simplistic grid based view with the option to modify their number of Hours.
If you have permission, you can access the Timesheet hours feature from the menu in the drop-down Header pane. It can also be accessed from the Menu and Shortcuts widgets which may be displayed on your Supervisor dashboard.
The Absence hours and Worked hours for the Employee selected in the Supervisor toolbar will be displayed for the current week in a grid format. For example:
Note: if you have access, Timesheet preferences can be set to select what Hours codes to display within the Timesheet and also a Preference to hide any zero values on the Timesheet. |
The Timesheet hours grid is divided into vertical sections representing the Work record of each day of the week. A drop-down list of additional actions are available when the day is clicked:
Note: the Hour codes are defined by your system administrator and may be different from those displayed here. |
The Totals column is found on the far right of the grid and contains the total hours of each row. The rows contain the following:
Note: if you have permission, the Shift drop-down menu will have additional options when the Work record has a Request. For example:
View request — opens the Request details page to view the Request.
Accept request — clicking this option will accept the Request and re-load the page with a success message at the top and all the information updated
Decline request — clicking this option will decline the Request and re-load the page with a success message at the top of the page
Note: the hours highlighted in dark grey are non-mandatory working days. |
Note: the Hour codes are defined by your system administrator and may be different from those displayed here. |
An action is available in the left-hand pane to 'Enter hours', this is used to modify, delete or add new hours to the grid.
On the Timesheet number of hours page, to modify existing hours in a Work record, click Enter hours in the left-hand pane on the week you wish to modify:
The hours for days that contained Shifts will then become editable fields. For example:
Clicking on the hour you wish to edit, you can input the duration of time by using the clock icon to select the amount of time or by typing in the duration manually. Changes you make to the hour fields will automatically update the Total fields.
When you have finished, click Submit in the left-hand pane to save your modified hours and refresh the Timesheet number of hours page. The new hours are added to the relevant days and a success message will appear at the top of the page.
Alternatively, click Cancel to discard the modified hours and return to the Timesheet number of hours page.
In modify mode, additional actions are available in the left-hand pane to add hours to multiple Shifts on the displayed week. For example:
Clicking on the actions will open up the appropriate pop-up to enter information to add Worked hours or Absence hours across multiple shifts. Below is an example of the Add worked hours pop-up:
The Shifts field is a drop-down list that contains all the shifts of each day currently on display on the Timesheet. The Hours codes field allows you to select the Worked hours code to use for the entered hours. The Hour field allows you to input the amount of hours you want to add to the selected Shift(s).
Click Submit to return to the updated Timesheet hours page with the editable fields containing the newly added hours. The hours will only be saved once Submit is clicked in the left-hand pane.