Reviewing timesheets

DMF

191717 WEB PORTAL ** VALIDATE MULTIPLE TIMESHEETS

191718 WEB PORTAL ** VALIDATE TIMESHEETS FOR MULTIPLE EMPLOYEES

When the timesheet of an employee is completed for the month or the week, the manager or the person in charge of validation can review them. Validating means these timesheets have been checked and are allowed.

Timesheets can be reviewed as soon as the employee has inputed them. The reviewing feature is available when an employee has added time entries that are not validated yet, meaning entries that have a BRUT status.

Depending on the validation process of the company, timesheets can be reviewed by multiple people. For example, the timesheets of a team can first have to be reviewed by the project manager, and then by the team manager. The time review feature can be used to manage multiple levels of validation, by modifying the review status code.

Time review status codes can be set up from the Desktop Application and are used to define different levels of review, for example Validated by project manager and Validated by manager.

DMF

191703 WEB PORTAL ** TIMESHEET VALIDATION STATUS CODE - CHECKED

191704 WEB PORTAL ** TIMESHEET VALIDATION STATUS CODE - VALIDATED

191705 WEB PORTAL ** TIMESHEET VALIDATION STATUS CODE - FREE

191706 WEB PORTAL ** TIMESHEET VALIDATION STATUS CODE - NOT BILLED

191707 WEB PORTAL ** TIMESHEET VALIDATION STATUS CODE - BILLED

191708 WEB PORTAL ** TIMESHEET VALIDATION STATUS CODE - REJECTED

191719 WEB PORTAL ** TIMESHEET VALIDATION STATUS CODE - DISSOCIATED

Reviewing month timesheets of an employee at once

This review type allows you to review at once all timesheets of an employee for a desired month.

1 From the Employees overview, display the desired month.
2 Click on Review at the right for the desired employee.
3 Select the review status code.
4 Confirm the validation.

All timesheet are reviewed for the month.

Reviewing multiple timesheets of an employee

This validation type allows you to validate a selection of timesheets for an employee for a desired week.

1 From the Employees detailed view, click on the boxes on the left of each line to select them.
2 Click on Review all at the right of the search field.
3 Select the validation status code then confirm the validation.

The selected timesheet entries are validated with the selected status code. If some time entries were already validated, the previous status code is replaced.

Reviewing a timesheet line of an employee

This validation type allows you to validate one desired timesheet for an employee for a desired week.

1 From the Employees detailed view, put your mouse on the desired timesheet line.
2 Click on in the Actions column and select the reviewing status code.
3 Confirm the validation.

Timesheet line is reviewed.

1 From the Employees overview, display the desired month.
2 Check the boxes at the left of the employees' names to select.
3 Click on Review all.
4 Select the review status code.
5 Confirm the validation.

Timesheets of the selected employees are validated.

1 From the Employees overview, display the desired month and make sure all boxes are left unchecked.
2 Click on Review all.
3 Select the review status code.
4 Confirm the validation.

Employees' timesheets are reviewed.

Reviewing all timesheets linked to a project.

This reviewing type allows you to review at once all timesheets for a desired project for a desired month.

1 From the Projects overview, click on to open the detailed view of the project.
2 Click on Review all.
3 Select the review status code.
4 Confirm the validation.

All timesheets linked to this project are reviewed.

Reviewing multiple timesheets linked to a project.

This validation type allows you to validate a selection of timesheets for a desired project for a desired month.

1 From the Projects overview, click on to open the detailed view of the project.
2 Click on the boxes on the left of the lines to select.
3 Click on Review all.
4 Select the review status code.
5 Confirm the validation.

Selected timesheets are reviewed.

Reviewing a timesheet linked to a project

This validation type allows you to validate one timesheet for a desired project for a desired month.

1 From the Projects overview, click on to open the detailed view of the project.
2 Click on in the Actions column for the desired line.
3 Select the review status code.
4 Confirm the validation.

Timesheet is validated.

DMF

191709 WEB PORTAL ** CANCEL TIMESHEET VALIDATION

191710 WEB PORTAL ** CANCEL VALIDATION FOR BILLED TIMESHEET

If needed, the review can be canceled, meaning the time entries go back to the BRUT status code. Cancellation is only available from the Employees or Projects detailed view.

Display the desired week or project. It is possible to cancel the review for all the time entries displayed or for each line individually.

Canceling the review of all timesheets displayed

This type of cancellation allows you to cancel the review for all timesheets on a desired project or for a desired employee.

1 From the Projects or Employees detailed view, click on Review all.
2 Select Not controled.
3 Confirm the action.

Timesheets review is canceled.

Canceling the review of multiple timesheets displayed

This type of cancellation allows you to cancel the review of a selection of timesheets on a desired project or for a desired employee.

1 From the Employees or Projects detailed view, click on the boxes on the left of each line to select them.
2 Click on Review all.
3 Select Not controled.
4 Confirm the action.

Timesheets review for the selected lines is canceled.

Canceling the review of one timesheet displayed

This type of cancellation allows you to cancel the review of one timesheet on a desired project or for a desired employee.

1 From the Projects or Employees detailed view, click on in the Actions column for the desired timesheet.
2 Confirm the action.

Timesheets review of the selected line is canceled.