SB Enterprise Help Center

PR Web Timesheet Maintenance

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Summary

The Web Timesheet Maintenance window is used to create web timesheets that employees can use to enter hours worked through the Cirrus Timesheet tool.

Step by Step

1     Open the Web Timesheet Selection window.

  • The Web Timesheet window (PR> Maintenance> Web Timesheet) displays all of the existing web timesheets in the application.
  • Enter the desired information in the Code and Status fields and click the Search button   to filter the displayed web timesheets.
  • Select a web timesheet and click DELETE to delete the selected web timesheet.
    • Web timesheets that are attached to employee records cannot be deleted.
  • Select a web timesheet and click EDIT to edit the selected web timesheet.
  • Select a web timesheet and click COPY to create a copy of the selected web timesheet.
    • This will create a new web timesheet and automatically populate the timesheet details and associated employees from the original web timesheet.
  • Click ADD to create a new web timesheet. This will open the Web Timesheet Maintenance window.

 

2     Create a new web timesheet.

  • Enter a Code for the new web timesheet.
    • Once the web timesheet is saved, the code cannot be edited. This field can accommodate up to 10 alphanumeric characters.
  • Enter a Description for the web timesheet.
    • While the description can be up to 32 characters in length, only the first 24 characters will be displayed when the Timesheets page is first accessed.
  • Enter a Pay Code for the web timesheet or click the field search button  to select one from a list.
    • Pay codes determine how the time entered on the web timesheet will affect the employee's paycheck (for example, if the time is taxable or if the time reduces the employee's accrued time off or sick time).
    • Pay codes are created and maintained on the Pay Code Maintenance window (PR> Maintenance> Pay Code).
  • Enter a Rate Code for the web timesheet or click the field search button  to select one from a list.
    • Rate codes act as a multiplier or modifier of the pay code. This is an optional feature that may not be used by your organization.
    • The selected rate code must be associated with all of the employees attached to the web timesheet in order to save the new web timesheet. Rate codes are created and maintained on the Rate Code Maintenance window (PR> Maintenance> Rate Code).
  • Enter a Shift Code for the web timesheet or click the field search button  to select one from a list.
    • Shift codes modify the time on a line item. For example, you may have a shift code titled SWING that increases the hourly rate of the hours on that line item by $1.00. As with rate codes, shift codes are optional and may not be used by your organization.
    • Shift codes are created and maintained on the Shift Code Maintenance window (PR> Maintenance> Shift Code).
  • Enter a Work Comp code for the web timesheet or click the field search button  to select one from a list.
    • The Work Comp field may populate with a workers' compensation code based on the pay code or rate code attached to the line item. If this field is left blank, the workers' compensation code attached to the employee record will be used.
    • Workers' comp codes are created and maintained on the Workers' Comp Maintenance window (PR> Maintenance> Workers' Comp).
  • Enter a GL Account for the web timesheet or click the field search button  to select one from a list.
    • The GL account entered in this field will override the GL account attached to the employee record (PR> Maintenance> Employee> Distribution tab), and will be debited for the gross amount of the line item when the web timesheet paycheck is generated in the Computer Checks process (PR> Computer Checks).
    • If a GL account is not attached to the web timesheet line item, the standard GL account hierarchy will determine the account used.
  • Enter a PM Task and Type Code for the web timesheet or click the field search buttons  to select them from a list.
    • Task and Type codes are added to the web timesheet line items in order to associate the time the employee works with the PM module task. The type field is used to specify the type of work being performed on the task.
    • PM task codes are created and maintained on the Task Maintenance window (PM> Maintenance> Task).
    • Type codes are created and maintained on the Type Maintenance window (PM> Maintenance> Type).
  • Enter a WO Number and Activity Type Code for the web timesheet. You will not be able to attach a work order or activity type code to the web timesheet if a PM task and type code are already attached.
    • Work orders and activity types are added to the web timesheet line items in order to associate the time the employee works with the WO module work order.
    • Work orders are created and maintained on the Work Order Maintenance window (WO> Work Orders> Work Orders).
    • Activity type codes are created and maintained on the Activity Type Maintenance window (WO> Maintenance> Activity Type).
  • Check the Active toggle if the web timesheet should be available to the specified employees immediately.
    • The toggle will be checked by default.

 

3     Add Employees to the web timesheet.

  • Click ADD to attach existing PR employees to the web timesheet. This will open the PR Employee Selection window.
    • Enter the desired filter criteria and click the Search button.
    • Select the employees you would like to associate with the web timesheet and click the Select button  .
      • Use the SHIFT key to select a range of employees.
  • Select an employee and click DELETE to remove the employee from the web timesheet.
  • Once all of the desired employees have been added, click the Save button   to save the web timesheet.
  • The web timesheet can now be associated with an employee timesheet line item. Once the web timesheet is attached to the timesheet line item, the details associated with the web timesheet will populate the timesheet line item.
    • Click here for information on entering time on Timesheets.
  • When an employee enters time and submits a web timesheet, the timesheet will be available for selection in the Timesheets Approval process (PR> Timesheets Approval) just like a standard timesheet.
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