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Users with Timesheet Manager access maintain escalated approvals, automatic period generation, periods and shifts. Before a user can create a timesheet, both a period and a shift must be created

Role: Users with Timesheet Manager, District Manager or Admin roles.

Timesheet Escalated Approval

The Timesheet Escalated Approval grid will display outstanding timesheets. The user will be able to singularly or mass approve outstanding timesheets directly, bypassing the workflow approval.

replace image below in TS escalated approval grid

image-20240510-005811.png

View an Escalated Leave Request

If you prefer to view the details of a timesheet before approving it, click on image-20240509-210708.png . It will open a window containing their timesheet details. You will not be able to edit their leave request. Options to Reject or Approve it are displayed at the bottom of the screen.

  • 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 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 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.

Automatic Period Generator

This option may be used if your district prefers timesheet periods be created automatically (based upon the settings entered in this option). Fields denoted with a bullet image-20240827-013823.png to the right of the field name are required fields. Once the period(s) are populated, they will be displayed in the Period grid?

image-20240827-012653.png

  • Automatic Period Generator: Once the user selects the automatic period generator settings, select ‘true’ to start running the ‘generatePeriodsjob’ batch job. For more details on scheduled job, please refer to System>Batch Job.

  • Closing Time: Select the Hour/Minute/Period when a period should be automatically closed.

  • Start Date: Select a date you want to start generating automatic periods. For example, if you want the start date to coincide with the start of a payroll period.

  • Available Future Periods: Select the number of future periods to be created.

  • Timesheet Reminders: Send 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 ending 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 dates options will change based on the Duration chosen:

    • Bi-Weekly: you will be 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 to business day. For example, if the closing date were to fall on a Sunday, do you want to change the close date to the next business day. This option is currently not used 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.

Period

Shift

Before a user can create a timesheet, a shift must be created for their position. Shifts

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