2024-04-02 Timesheets Focus Group
- Marc Davis
- marciawylie
Date
Apr 2, 2024
Attendees
@Marc Davis
@Justin Kleinknecht
@Andy Hoiles
@Matt Calmes
@Pat Zelei
@Mary Adams
@Andrea Boehm
@Lori Nye
@Michelle Drewes
Darrin Hammock
@Tonya Chase
@Brian Stidham
@Greg Buddelmeyer
@Brianna Kern
@Vickie Browning Prowitt
@Andrew Sanford
Goals
Demo and discuss Timesheet and Period
Discuss timesheet improvements and new features
Discussion items
Period Modeling
Automatic Period Generation
Allow a timesheet manager to mass enter periods in some way
Period Selection - How far back should periods be displayed?
Timesheet Modeling - anything missing from the User entry view?
Unit Amount / Daily or Hours options?
Account information?
Is type / category a requirement?
Leave Requests need to flow into the timesheet line item
Plan to include Leave Requests (in-progress and approved) but not include them in the extract
Leave requests will be processed with the leave extract / posting
Users will be able to set start and end times for their positions in the User Profile
Timesheet start / end times will need to have a configurable increment
Workflows
Will the Leave Request Groups / Group Chain modeling work for Timesheets?
Admin / Manager / Approvers will have the ability to edit a timesheet
When editing, audit trail will be updated and notification will be sent to the end user (in-app notification not implemented yet)
Admin / Manager / Approvers will have the ability to set account information on a timesheet
Items from the floor?
Schedule next meeting.