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  • Approve: A pop-up confirmation window will appear providing a note area to optionally enter a reason for the approval. Click Approve. The timesheet will bypass the rest of the workflow and will be updated with an approved status. The originator will be notified that the timesheet has been approved. The originator may open their timesheet to view the ‘Timesheet Approval Trail’ which will include the approver who approved the timesheet, optional notes they entered, and the date/time the timesheet was approved.

  • Reject: A pop-up confirmation window will appear providing a note area to enter a reason for the rejected timesheet. Click Reject. The originator will be notified that the timesheet has been rejected. The timesheet will be updated with as a status of ‘rejected’ and displayed in their ‘My Timesheets’ grid . The originator may view the timesheet to click on the ‘Timesheet Approval Trail’ to see the approval trail of who rejected the timesheet, optional notes they entered, and the date/time the timesheet was rejected. The originator also has the option of editing the timesheet, if needed, and re-submitting it.

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Automatic Period Generator

This option may be used if your district prefers timesheet periods be created automatically (based upon the settings entered in this option). Fields denoted with a bullet image-20240827-013823.png to the right of the field name are required fields. Once the timesheet period(s) are populatedgenerated, they will be displayed in the Period grid?.

Creating Automatic Timesheet Periods

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  • Automatic Period Generator: Once the user selects finished setting up the automatic period generator settings, select ‘true’ to start running the ‘generatePeriodsjob’ batch job. For more details on the scheduled job, please refer to System>Batch Job.

    • Once all timesheet periods inclusive of the Automatic Period Generator are closed, this setting will automatically change to ‘false’ indicating the job no longer has any active timesheet periods - they are all closed.

  • Closing Time: Select the Hour/Minute/Period (AM/PM) when a period should be automatically closed.

  • Start Date: Select a date you want to start generating automatic periods. For example, if you may want the start date to coincide with the start date of a payroll period.

  • Available Future Periods: Select the number of future periods to be created.

    • Example: if your start date is 9/16/2025, semi-monthly and you enter 2 future periods, once generated, it will create 3 timesheet periods on the periods grid… the current period plus the two future periods.

    • image-20240827-145405.pngImage Added

  • Timesheet Reminders: Send a reminder to timesheet employees as to when the timesheet period will close. For example, if you select 3 days, users will receive an email or notification in UI? 3 days prior to the period ending closing day.

  • Duration: Select the duration. This usually coincides with the USPS Pay Plan. You may choose from Biweekly, Semi-monthly and Monthly. Your period ending dates date options will change based on the Duration chosen:

    • Bi-Weekly: you will be required Required to entering a ‘Period Ending Day’

    • Semi-Monthly: Required to enter a First Period Ending Date and a Second Period Ending Date

    • Monthly: Required to enter a ‘First Period Ending Date’

  • Close on non-business day: Option to move the closing date to business day. For example, if the closing date were to fall on a Sunday, do you want to change the close date to the next business day. This option is currently not used working ESS-860

  • Months to Skip: option to disallow timesheets to be created for a specified month(s)

  • Period Closing Day: You have the option of using the pre-defined setting under System>Configuration>Timesheet Period Close Configuration for the closing day or select a desired day to close the period.

Once the Automatic Generation Running is set to true, you will receive the following pop-up notification indicating the automatic period generator is running for the time periods defined in your batch job. You may click ‘Click here to navigate’ and it will take you to the current batch jobs under System<Batch Job to view the results of your scheduled job; or you may ‘close’ this window.

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Automatic Period Generator Grid

You may create multiple automatic period generators jobs as long as the timesheets periods defined in the job do not coincide with existing timesheet periods. All automatic periods jobs are display in the grid. The actual timesheet period(s) are displayed in the Period grid.

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  • image-20240814-122009.pngImage Added View the details of the Automatic Period Generator job.

  • image-20240307-200036.pngImage Added Edit an existing Automatic Period Generator job.

  • image-20240522-190842.pngImage Added Delete an existing Automatic Period Generator job as long as the job is running (true).

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Period

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Shift

Before a user can create a timesheet, a shift must be created for their position. Shifts