Time review

DMF 1907** WEB PORTAL TIMESHEETS VALIDATION TIMESHEETS VALIDATION

Time review gathers the timesheets of the employees the manager is in charge of, in an overview by month. Managers can view their employees timesheets but also get more details about each time spent. Managers can also view time spent by projects. This way, the manager has all the information needed to validate the timesheets of a specific employee, and also can validate all the timesheets of all the employees at once.

If some employees are late for completing their timesheet (of the week or of the month), the manager can send them reminders directly from the time review interface. The manager can also complete employees' timesheets or cancel the completion if needed.

The time review is managed from the Manager module > Timesheets menu.

DMF

191701 WEB PORTAL ** ACCESS TIME REVIEW

191702 WEB PORTAL ** CHANGE MANAGER

The Time review and validation menu contains four types of views:

  • an overview by Employees that displays timesheets of all employees in a team, monthly;
  • a detailed view by Employees that displays all timesheets of an employee during a week;
  • an overview by Projects that displays all timesheets of all employees on all projects during a month;
  • a detailed view by Project that displays all timesheets of all employees on a specific project during a month.

Note

The search and filter features only apply to the timesheets displayed on screen. Akuiteo will not look for the timesheets that have been inputted before or after the displayed month.

Of multiple project

The Projects overview allows you to view timesheets linked to each project. This view displays current month. To navigate from a month to another, click on the and arrows.

A color code indicates the validation status code of the related timesheet. Each color code is associated to the following validation status codes:

  • DISSOCIE;
  • BRUT;
  • CONTROLE;
  • VALIDE;
  • GRATUIT;
  • NON FACTURE;
  • FACTURE;
  • REFUSE.

Note

Time validation status codes are set up from the Desktop Application, in Tools > Setup > General Setup > Resources and Labor > Time validation status code.

Search results are displayed in a list view and various search options are available.

Reference

For more information about the setup of results in list view, refer to Setting up results in list view.

Note

Content sorting is not available in the time review menu.

Of one project

The detailed view of a project is accessible:

  • By clicking on a status code block on a project, in order to open the timesheets detailed view associated to this status code opens.
  • By clicking on the icon at the right of the relevant line, in order to open the Projects detailed view for all status codes.

This view is displayed in a table and allows you to view all timesheets linked to a project by employee. This view displays current month. To navigate from one month to another, use the and arrows at the top left of your screen. Click on Back to go back to the overview.

Reference

For more information about the setup of results in table view, refer to Setting up results in table view.

DMF

190707 WEB PORTAL TIMESHEETS VALIDATION SHOW NON-COMPLETED TIMESHEET

060344 PROJECTS TIMESHEETS MODIFY COMPLETED TIMESHEETS

For multiple employees

The Employees overview view allows you to view timesheets for each employees of your team.

This view displays current month. To navigate from one month to another, use the and arrows at the top left of your screen.

A color code indicates the time status code:

  • Incomplete;
  • Fully inputted but not completed;
  • Fully inputted and completed;
  • Fully inputted and validated.

Hover over an employee's time block to view a timesheet summary of times inputted and yet to input for this employee, by week.

Search results are displayed in a list view and various search options are available.

Reference

For more information about the setup of results in list view, refer to Setting up results in list view.

Note

Content sorting is not available in the time review menu.

For an employee

The detailed view can be accessed by clicking on an employee's timesheet block from the Time review and validation menu. This Time entries by employee view displays the employee's timesheet details for a week. The manager can control each timesheets.

The Employees detailed view is displayed by week. To navigate from one week to the other, click on the and arrows at the top of the screen.

The name of the employee is displayed at the top left of the screen. Click on the or arrows to navigate among the list of employees and display their timesheets.

In the Actions column:

  • Click on the icon to display the detail of the timesheet of the employee. Modifying those timesheets requires the DMF 060344 PROJECTS TIMESHEETS MODIFY COMPLETED TIMESHEETS.
  • Click on the icon to modify the task associated to the timesheet.

This detailed view is displayed in a table and various search options are available.

Reference

For more information about the setup of results in table view, refer to Setting up results in table view.

Click on Back to go back to the overview.