Summary

The Timesheets Proof List displays the timesheets that have been entered using the Timesheets process (PR> Timesheets).

You can create specific versions of this report using the Report Publisher feature on this window. For example, if you would like to create a specific version of the report for the department head of department 1000 so that they can only run this report for employees in their department, you can use the Report Publisher feature to select department 1000 and then disable the Department field. This will add the customized version of the report to the Report Publishing palette and the department head can run the report anytime they would like to see the timesheets of the employees in their department, but they will not have access to the timesheets of employees in other departments.

As Timesheet Proof Lists are generated, they are archived on the server, so these reports can be opened using the View Reports window.

Step by Step

1     Open the Timesheets Proof List window (PR> Timesheets Reports> Timesheets Proof List).

2     Configure the report.

• The Report Type drop-down menu is used to select the level of detail that displays on the report.
  • Select Employee Detail if you would like each timesheet line item to display on the report.
  • Select Employee Summary by Code if you would like the timesheet line items on each timesheet to be grouped by pay code. This means that all of the timesheet line items with the same pay code will be combined together.
  • Select Employee Summary by Date if you would like the timesheets line items no each timesheet to be grouped by timesheet date. When this option is selected, the line item information will not display (for example, the pay code, equipment code, rate code, shift code, GL account, workers' compensation code, PM task and PM type code). The report will only display the hours associated with each date.
• The Sort By drop-down menu is used to select the order in which information will display on the report.
  • Select Department, Employee Name if you would like to sort the timesheets by department number and then by employee last name.
  • Select Department, Employee Number if you would like to sort the timesheets by department number and then employee number.
• The Status drop-down menu is used to select the status of the timesheets you would like to include in the report.
  • Select All if you would like to include all timesheets that have been entered using the Timesheets process (PR> Timesheets). This report will include timesheets that have been entered but not selected in a Timesheets Approval batch, timesheets processed in a Timesheets Approval batch, timesheets that have been imported into a Computer Checks batch (PR> Computer Checks> Import Timesheets) and timesheets processed and committed in a Computer Checks batch.
  • Select Open if you would like to only include timesheets that are still open.
  • Select Department Approved if you would like to only include timesheets that have been committed in a Timesheets Approval batch but have not been imported into a Computer Checks batch (PR> Computer Checks> Import Timesheets).
  • Select Imported to PR if you would only like to include timesheets that have been imported into a Computer Checks batch (PR> Computer Checks> Import).
  • Select Committed to PR if you would only like to include timesheets that have been imported and committed in a Computer Checks batch. Timesheets that have been imported into a Computer Checks batch but not committed will not be included in this report (select Imported to PR to view those timesheets).
• The Schedule field is used to filter the timesheets based on a pay schedule or pay schedule and pay schedule period. Click on the Pay Schedule field label to select a pay schedule from a list.
• This will open the Pay Schedule Selection window.
  • Select only a pay schedule - This allows you to filter the report by the employees that are attached to a specific pay schedule.
    • Highlight a pay schedule and press ENTER to select a pay schedule.
    • Employee records are attached to pay schedules using the Employee Maintenance window (PR> Maintenance> Employee> Financial tab> Pay Schedule field).
  • Select a pay schedule and a pay schedule period - This allows you to filter the report by the timesheets of a specific pay schedule pay period.
    • Click the Expand button next to a pay schedule to view the pay schedule pay periods attached to the pay schedule. Highlight a pay schedule period and press ENTER. This will select a pay schedule and a pay schedule pay period.
    • When timesheet periods are created using the Pay Schedule Maintenance window (PR> Maintenance> Pay Schedule), the timesheet periods are attached to pay schedule pay periods. Those timesheet periods are then selected when a timesheet is entered using the Timesheets palette (PR> Timesheets). Selecting a pay schedule and a pay schedule period on the Timesheet Proof List Report will filter the report to include all of the timesheets of the selected timesheet periods that are during the selected pay schedule period.
• The Type drop-down menu is used to select the type of timesheet entries that will be included on the report.
• The timesheet line item type is selected when the type sheet line item is entered (PR> Timesheets> Timesheets> Create a timesheet> Create a timesheet line item> Type drop-down menu).
  • Select Labor if you would like the report to include labor timesheet line items.
  • Select Equipment if you would like the report to include equipment timesheet line items. These are generally timesheet line items that record the use of equipment.
    • Equipment is created and maintained using the Equipment Maintenance window (SS> Maintenance> Equipment).
• The Batch field is used to filter the report by a specific Timesheets Approval batch (PR> Timesheets Approval).
  • Click the Batch field label to select a batch from a list. You can select both committed and uncommitted batches.
• The Department field is used to filter the report by the employees that belong to a specific department. Enter a department number or click the Department field label to select a department from a list.
  • Department codes are attached to employee records using the Employee Maintenance window (PR> Maintenance> Employee> General tab> Department field).
  • Departments are created and maintained using the Department Maintenance window (SS> Maintenance> Department).
• The Employee Number field is used to filter the report by a specific employee. Enter an employee number or click the Employee Number field label to select an employee from a list. When there is a value in this field, the report will display a single employee.
• Check the Page break by department toggle if you would like each department included on the report to be grouped onto a separate page.

3     Print the report.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).