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This option may be used if your district prefers timesheet periods be created automatically (based upon the settings entered in this option). You also have the option to automatically create timesheets for specified positions. Fields denoted with a bullet image-20240827-013823.png to the right of the field name are required fields. Once the generator creates the timesheet period(s) are generated, they the periods will be displayed in the Period grid and (if positions are included), it will automatically create timesheets for the selected positions, and those will be displayed under the Timesheets grid.

Creating Automatic Timesheet Periods

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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 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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    • Once all timesheet periods inclusive of the Automatic Period Generator are closed, this setting will automatically change to ‘false’ indicating the job will no longer has any active create automated timesheet periods - they are all closed(or automatic timesheets if positions are included in the generator).

  • 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 911/1601/20252024, semi-monthly and you enter 2 1 future periodsperiod, once generatedthe generator is enabled, it will create 3 2 timesheet periods on the periods grid… the current period plus the two future periods.

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    • (11/1-11/15) and the future period (11/15-11/30). Please refer to Automatic Period Generator Example for more details.

  • Timesheet Reminders: Sends a reminder to an email reminding 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 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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  • Positions: If position(s) are added, it automatically creates timesheets for the specified employee’s positions when the related period is auto generated. If left blank, it will not auto create timesheets. Instead, the user will manually create their timesheets via Timesheets>My Timesheets.

Automatic Period Generator Grid

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

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

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

Automatic Period Generator Example

  • 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)

    Start date is 11/01/2024, semi-monthly with 1 future period, using automated closing of the period 3 days after period ends, and a selected position entered. NOTE: If position(s) are not added in the Automatic Period Generator setup, employees must manually create their timesheets via ‘My Timesheets’.

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  • Once the generator is enabled and running:

    • it will automatically create 2 timesheet periods which are displayed under the Periods grid… the current period (11/1-11/15) and the future period (11/15-11/30). Both will be open by default.

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    • it will automatically create timesheets for both periods for employee ID ANON492 (Susan Dean) for her cook position. Her timesheets will be displayed under the Timesheets grid.

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    • once the 1st period (11/1-11/15) auto closes on 11/18 at 11:59 PM, the next period (12/1-12/15) will auto generate and display under the Periods grid. Susan’s timesheet for the 12/1-12/15 period will auto create as well.

    • Then when the 2nd period (911/815-911/2130) closes (on 912/23 3 at 7 11:59 PM), the next period (1012/6 16- 1012/1931) will generate, and so on auto generate and display under the Period grid. Susan’s timesheet for the 12/16-12/31 period will auto create as well.

    • The automatic period generator will continue this cycle of generated periods (and timesheets) as long as it’s enabled.

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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 image-20240827-013823.png 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 image-20240828-195850.png 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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