2024-06-25 Timesheets Focus Group

Date

Jun 25, 2024

Attendees

  • @Marc Davis

  • @Justin Kleinknecht

  • @Andrea Boehm

  • @Lori Nye

  • @Vickie Browning Prowitt

  • @Tonya Chase

  • Darrin Hammock

Goals and Completed Work

  • Demo

    • Period Closing Configuration

    • Automatic Period Generation

    • Create Timesheet

      • Period must now be selected first, and cannot be changed later

      • Line items are now auto generated

      • New Activity property

      • Removed Category and Type

    • Timesheet Groups and Group Chains

    • Timesheet workflow submission

    • Timesheet recall

    • Period closing

      • Prevent Timesheet submission or recall

    • Timesheet workflows from start to finish

    • Timesheet approval trail

  • Other completed works

    • Kiosk Import Timesheet Workflows

    • Improve description on Timesheet Configuration ‘increment’ property

  • Outstanding Features

    • Timesheet Generation

    • Leave Request Line Items

    • Extract / Posting to USPS

    • Automatic Period Closing

Discussion items

  • Items from the floor?

  • Schedule next meeting / do we need to continue to meet?

Action items

Schedule next meeting?