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Users with Timesheet Manager access maintain escalated approvals, automatic period generation, periods, shifts and shiftstimesheet holidays. Before a user can create a timesheet, both a period and a shift must be created
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The Timesheet Escalated Approval grid will display outstanding initiated timesheets. The user will be able to singularly or mass approve outstanding initiated timesheets directly, bypassing the workflow approval.
replace image below in TS escalated approval grid
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View an Escalated
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Timesheet
If you prefer to view the details of a timesheet before approving it, click on . It will open a window containing their timesheet details. You will not be able to edit their leave request. Options to Edit, Reject or Approve it are displayed at the bottom of the screen.
Edit: You may edit the timesheet as long as the approval status is ‘initiated'
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 ‘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 ‘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 for approval.
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Automatic Period Generator
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Automatic Period Generator: Once 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, 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.
Timesheet Reminders: Sends 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 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 date options will change based on the Duration chosen:
Weekly: Required to entering a ‘Period Ending Day’
Bi-Weekly: 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 if it happens to fall on a non-business day to a business day. For example, if the closing date were to fall on a Sunday, use this option to move the closing date to the next business day. This option is currently not 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.
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View the details of the Automatic Period Generator job.
Edit an existing Automatic Period Generator job.
Delete an existing Automatic Period Generator job [as long as the job is running (true)].
Automatic Period Generator Example:
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District has the above timesheet automatic period generator setup
The automatic generator will create 2 periods: 8/26/24-9/7/24 and 9/8/24-9/21/24.
Once the 1st period (8/25-9/7) closes (on 9/9 at 7 PM), the next period will generate (9/22 - 10/5).
Then when the 2nd period (9/8-9/21) closes (on 9/23 at 7 PM), the next period (10/6 - 10/19) will generate, and so on
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Period
This option may be used if your district prefers timesheet period(s) be created manually. You may create multiple timesheet periods manually as long as the timesheets periods specified are inclusive of one another. Fields denoted with a bullet to the right of the field name are required fields. Once the timesheet period(s) are generated, they will be displayed in the Period grid.
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Click to save the timesheet period. The period will remain open until it is manually closed.
Period Grid
Periods created either manually or via the automatic period generator will be displayed in the Period grid.
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- Delete an existing shift. NOTE:
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Timesheet Holidays
Timesheet holidays consist of a period of time or specific date where timesheets are typically restricted due to a holiday
Create a Timesheet Holiday
From Timesheet Manager,
Click ‘Create’
Provide a label for the timesheet holiday.
Check the notify managers if you want to send an email to Leave Managers if a timesheet is requested during the holiday date range.
Check ‘Enabled’ to activate the holiday.
Check ‘Entire Day’ if it applies to the entire day or leave unchecked to select a start/ending time
Select start and end dates for your holiday period.
If specific leave types should be included in the holiday, select all that apply.
You can filter by employee and their position. (or leave blank to include all positions for an employee).
If specific employees aren’t selected, you can filter by Pay Group and/or Department Codes.
Click ‘Create’ to save your holiday or ‘Cancel' to exit without saving changes.
When a user creates their timesheet, if a holiday is inclusive of the timesheet period, it will automatically denote the holiday item on the timesheet.
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Timesheet Holiday Grid Options
The Timesheet Holiday grid allows the user to filter holiday information by entering their search query in the filter row.
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view entire holiday record
edit an existing holiday record
delete an existing holiday record