Summary

The Timesheets Proof List displays the timesheets that have been entered using the Timesheets process (PR> Timesheets). Click here for information on the Timesheets process.

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.
  • Select Work Order Detail if you would like the report to display all of the work order details associated with every timesheet line item on all of the employees in the batch. In addition to the work order number, this version of the report will display the WO reference number and WO activity type.
• 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 Pay Schedule field search button to select a pay schedule from a list.
• This will open the Pay Schedule Period 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 click the Select button 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).
    • Leave the Period field blank.
  • 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 Period field search button to open the Pay Schedule Period Selection screen.
    • 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 click the Select button. This will select the pay schedule and the 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 search button   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 search button 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 search button 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.
• Check the Show Timesheet Notes toggle if you would like to include the notes attached to the timesheet line in the proof list.

3     Print the report.

• Once the required report settings have been specified, click the Print button to print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select Send PDF to Job Viewer to print the report in the default Springbrook format.
  • Select Send Excel to Job Viewer to export the report data to an Excel spreadsheet as unformatted data.
  • Select Send Excel (Formatted) to Job Viewer to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
• Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
  • Enter a Date and Time to generate the report and click SUBMIT.
• Users can also regenerate a report with the same configuration as a prior report via the report history section. This can help improve efficiency when an identical report is frequently generated.
  • Once a report has been generated, the date and time it was generated will display in the report history accessed via the Expand Arrow button on the right side of the window.
  • Expand the report history and click on a previous report record to automatically populate the report criteria with the criteria specified on the previously generated report. This section will display the last three times the report was generated.