Privilege Needed: Timesheet User
The primary time entry screen (shown below) is both simple in presentation and powerful in its ability to provide a solid vehicle through which accurate collection of time data is achieved.
When you click on the User -> Timesheet menu option, two things will happen. First, the menu will expand and you will see the Add, Active and History options. Second, the timesheet for your current time period will be displayed in the main frame. If you do not yet have a timesheet for the current time period, then the timesheet add screen is displayed with the current date entered as the default.
At the add screen you can create a timesheet for yourself for any time period. Just enter any date that is contained in the time period for which you want to create a timesheet, or accept the current date. You may optionally enter a comment that will appear after the time display on the printable version of the timesheet. Click on reset to return these fields to their default values after you have made changes. Click on save to save the values you've entered and start editing that timesheet. If a timesheet for that Time Period already exists, a new timesheet will not be created and the existing timesheet will be displayed.
The active option displays your list of currently active timesheets along with the status of each. From here you can choose to edit the timesheet by clicking on the
icon, or view a
printable version of the timesheet by clicking on the
icon. The list of active
timesheets will usually be fairly short, and includes all timesheets that are INUSE 
,
SUBMITTED 
, APPROVED 
, and DISAPPROVED 
. If you choose to edit any
timesheet and save the changes, the status will be changed to INUSE, and will have to go
through the entire approval process again.
This history option displays your list of historical timesheets along with the status of each. As with the list of active timesheets, from here you can choose to edit the timesheet by clicking on the
icon (if available), or view a printable version of the timesheet by clicking
on the
icon.
The list of historical timesheets will continue to grow with time. This list
includes all timesheets that are COMPLETED 
, LOCKED 
, or
EXTRACTED 
. Note: When a Timesheet have status SUBMITTED,
APPROVING, or COMPLETED and the user wishes to edit that Timesheet by clicking on the , an alert message will
appear prompting them that if that Timesheet is saved, it will go through the approval
process again.
Time is entered based upon the defined pay periods set up by the Unanet Administrator. The pre-defined time period(s) cause the timesheets to display either as weekly, every two weeks, twice a month, or monthly. What is nice about the system is its flexibility to work for any settings within a single firm. Displayed here is an example timesheet for a weekly pay period from 10/3/99 - 10/9/99.
The upper left portion of the timesheet displays the owner of the timesheet we are viewing or editing. The upper right portion displays the date range of the time period. At the bottom we have the ability to Save or Submit the timesheet, or Preview a version of the timesheet that is suitable for printing.
On the bottom of our timesheet screen we have an area to place Comments. The red underscore indicates the time entry cell associate with a specific comment. In this example, it would be the comment for Wednesday, (10/6). Use the Save button to save your daily time entries and changes during the period.
You see to the lower left a statement: Controller: Gregory W. Barrett. This indicates that as this user is entering time he has control of the timesheet. Control is relinquished, or passed on to another, when the user has finished entering time and clicks the Submit button. Next to the Controller, you see the current status of the time sheet: Status: INUSE or NEW
The Project column is a list-box within which we would select the appropriate project to enter time against. Note: When a future time is set for a project, an alert message box will prompt them saying that they cannot enter time in advance for that particular project. The Task column would be used to identify which project Task (if defined in the Project Plan) we would charge time against. Note: Closed tasks will not be displayed. The pay period days are displayed showing light border/background for weekdays and light green border/background for weekends. This allows for easy eye review of a pay period and thus aids in our entering time quickly and accurately.
In the Totals column, both horizontally and vertically, time is totaled by the day (column), by the project/task (row), and the grand total is in the lower right corner.
Projects are created by a Project Manager. See
project manager documentation. Timesheet Users now can view Project by clicking on (
)
Tasks for each project are created by a Project Manger. See project manager documentation.
Project Types are setup by an Administrator. See project type documentation.
Pay Codes are setup by an Administrator. See pay code documentation.
Time Periods are setup by an Administrator. See time period documentation.
Once a user submits their timesheet, control is passed to the first person in the user's assigned Approval Group. That Approval Group each person belongs to is defined in the Person Profile setup by the Unanet Administrator. In this example, control of the timesheet is passed to George James (Greg's manager defined in the system) and the Status of the timesheet is set to SUBMITTED. George James would now see Greg's timesheet in the Manager Menu under Approve Time.
If auditing is enabled for your site, you will also see a w/o Audit button to preview a printable version of the timesheet without the audit trail.
Unanet Timesheet is enable to keep track with your changes. For example, if Lan change the hours she works on Mon 10/4 from 8 to 15. When you click on Save Button, the follow screen will appear to ask you for a comment
When you click on Preview, it will show the change that you just made.
When the user select 'Auto-fill Timesheet' under User - Profile, timesheets will display Projects, Tasks, Project Types, and Pay Codes from the last timesheet the user have entered with the hours and comments left blank. An example is shown below. Notice that 6 Projects from the prior timesheet was displayed. Note: If a Project status is CLOSED, then it will not appear on the Timesheet.
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