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The timesheet will be pre-filled with the information from the corresponding period and shift set up. Click on a line item in order to edit the pre-filled information.
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If the employee has an approved leave request inclusive of the timesheet period, the leave request line item gets added to the employee's timesheet automatically. These items are not editable in the timesheet. It will automatically adjust the times on the REG line item (or removes it entirely if the entire time is taken up by the leave request line item.)
NOTE: By default, it will not include weekend days.
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- Click on a line item to make any desired changes.
Select ‘+' to add additional line items to your timesheet (i.e.
weekend work). To remove any items, check the box to the left of the item(s) and select '-'.
Click on 'Create’ to add your timesheet to your timesheet grid. NOTE: This action does not submit the timesheet to the workflow process. You must complete the next step.
Submit a Timesheet for Approval
Click to view your newly created timesheet. Click ‘Submit for Approval’ to submit your timesheet to the approval workflow. A pop-up notification will be displayed indicating the timesheet has been submitted.
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Timesheet Grid
Displays a user’s existing timesheets in a grid format. The user has the following options
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user may view the details of their timesheet.
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Approval Status indicates where in the approval workflow the timesheet is currently at:
Initiated; Originator has created their timesheet
Submitted; Originator has submitted their timesheet for approval
Approved; Timesheet has been through the entire approval workflow
Rejected: Timesheet was rejected at some point during the approval workflow
Exported: Approved timesheet was exported to a CSV (in order to be posted to USPS).
Cancelled:
Grid Options
User may view the details of their timesheet.
User may edit their timesheet as long as the approval status is ‘initiated'. Once the timesheet has been submitted to the approval workflow process, the user can no longer edit it.
User may delete their timesheet as long as the approval status is 'initiated.'
When viewing a timesheet:
Timesheet Details: includes the information entered on the timesheet. If the timesheet has NOT been submitted for approval yet, the user may edit the timesheet to make any changes. Click on ‘Submit for Approval’ to submit the timesheet to the timesheet approval workflow.
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Timesheet Approval Trail: Tracks the activity on the timesheet from original requester to final approver. Once a timesheet has been submitted for approval, you can no longer edit it. Instead, the user will need to select
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‘recall’
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to recall the timesheet. Recalling a timesheet will change it back to an ‘initiated’ status so that the user can edit and/or submit their timesheet again. A recalled timesheet will be included in the Timesheet Approval Trail.
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User may edit their timesheet as long as the approval status is ‘initiated'. Once the timesheet has been submitted to the approval workflow process, the user can no longer edit it.
User may delete their timesheet as long as the approval status is 'initiated.'
Supervisor Timesheet
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Supervisor Timesheet
Role: For users with Timesheet Approver, District Manager or Admin role.
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To approve a timesheet, the supervisor must have the Timesheet Approve role. Supervisor can approve timesheets via the Home screen or Timesheet Approval menu option. |
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Allows supervisors the ability to view their staff’s timesheet information by clicking on Role: For users with Timesheet Supervisor for Staff, District Manager or Admin role.
Timesheet Details: includes the information entered on their staff’s timesheets
Timesheet Approval Trail: Tracks the activity on the timesheet, from original requester to final approver. The ‘Note’ column on the grid will indicate the Group Chain the timesheet is tied to.
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To approve a timesheet, the supervisor must have the Timesheet Approval Role. Approving timesheets is available under the Home screen or Timesheet Approval menu option. |
District Timesheet
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Allows users the ability to view timesheets for anyone in the district by clicking on .Approval Status indicates where in the approval workflow the timesheet is currently at:
Initiated: Supervisor can edit or submit their staff’s timesheets for approval
Submitted: Supervisor can recall their staff’s timesheets
Approved: Supervisor can view their staff’s timesheets only
Rejected: Supervisor can edit or submit their staff’s timesheets for approval
Exported: Supervisor can view their staff’s timesheets only
Cancelled
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District Timesheet
Role: For users with Timesheet Manager, District Manager or Admin role
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Allows Timesheet Manager the ability to view timesheets for anyone in the district
Timesheet Details: includes the information entered on all staff’s timesheets
Timesheet Approval Trail: Tracks the activity on the timesheet, from original requester to final approver. The ‘Note’ column on the grid will indicate the Group Chain the timesheet is tied to.
Approval Status indicates where in the approval workflow the timesheet is currently at:
Initiated: Timesheet Manager can edit or submit any staff timesheets for approval
Submitted: Supervisor can recall any staff timesheets
Approved: Supervisor can view any staff timesheets only
Rejected: Supervisor can edit or submit any staff timesheets for approval
Exported: Supervisor can view any staff timesheets only
Cancelled
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Timesheet Export
Role: For users with Timesheet Manager, District Manager, or Admin role
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Allows users the ability to export timesheets with a status of ‘approved’ in order to post timesheet information into USPS.Role: For users with Timesheet Manager, District Manager, or Admin role
User may filter approved timesheets by:
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