Setting Up Time Sheet

Objective

After completing this lesson, you will be able to activate Time Sheet.

Time Sheet Activation

The basic Time Sheet that is available as part of Employee Central can be activated by going to Admin CenterManage Employee Central SettingsTime and Attendance ManagementTime Sheet. Note that it can only be activated if also Time Off is enabled. Time Tracking must be enabled in Provisioning as it requires a separate license.

For Time and Attendance Management, only the three following combinations of activation settings are supported:

  • Activate Time Off (Time Off for Leave of Absence Only & Time Sheet are inactive.)

  • Activate Time Off and Time Sheet (Time Off for Leave of Absence Only is inactive.)

  • Activate Time Off and Time Off for Leave of Absence Only (Time Sheet is inactive.)

Employee time and attendance management settings in the Admin Center, with toggles to enable or disable various features.

It is not possible to activate Time Off for Leave of Absence Only and Time Sheet together. Time Sheet is only activated with Time Off.

Detailed settings for employee time and attendance management in an administrative interface, with various toggle options to enable or disable features.

Note

A customer doesn't have access to Provisioning. To complete tasks in Provisioning, customers need to ask an implementation partner. If they are no longer working with an implementation partner, they need to contact Product Support.

Enablement of Time Sheet Fields in Employee Job Info

You must enable the following fields if you want them to appear in Job Information, under Time Information, of all employees by using the Payroll Time Sheet:

  • Time Recording Profile

  • Time Recording Variant

  • Time Recording Admissibility

  • Default Overtime Compensation Variant

To enable these fields, go to Manage Business ConfigurationjobInfo.

Various employee time recording settings, including profiles, variants, and overtime compensation, along with toggle switches and details buttons.

In the HRIS Fields section, select Yes in the Enabled field for each field you want to appear in the employee's Job Information.

Role Based Permission Settings for Time Sheets

You must assign Role Based Permissions (RBP) for Time Sheets.

RBP Settings for the Time Sheet Maintenance View

You need to assign a permission within the Time Management User Permissions group, so that employees can record their time in the Payroll Time Sheet.

Usually, assigning the permissions attached to the Employee Self Service role is enough. Proceed as follows:

  1. Go to the Admin Center and choose Manage Permission Roles.

  2. Open the Employee Self Service role.

  3. Select the Permissions button.

  4. Select Time Management User Permissions and then select the Access Time Sheet check box.

    The Permission setting allows administrators to specify the permissions users in a particular role should have.
  5. Open the Manager role and repeat these steps to assign the time sheet maintenance view permission to all employees with this role.

  6. Open the HR Role and repeat these steps to assign the time sheet maintenance view permission to all employees with this role.

By assigning the time sheet maintenance view permission to managers and HR administrators, you effectively enable time recording on-behalf for these two roles. These permissions grant authorized managers and HR administrators the ability to take the same actions in the time sheet as the target employees in each respective role. The named manager can perform time recording on behalf of this employee and the time sheet is automatically approved after this on-behalf time recording.

RBP Settings for the Time Sheet Fields Within Job Info

If you want employees, managers, or HR users assigned to the Employee Self Service, Manager, and HR Role roles to view or maintain permissions for the Time Recording Profile, Time Recording Variant, Time Recording Admissibility, and Default Overtime Compensation Variant fields, within the Time Information section under Job Information, then you must grant the proper Role Based Permissions to these three roles separately.

The Role Based Permissions (RBP) settings for the Time Sheet fields within the Job Info section.

The steps are:

  1. Go to the Admin Center and choose Manage Permission Roles.

  2. Open the Employee Self Service role (Use HR Role for HRs and the Manager role for managers.)

  3. Select the Permissions button.

  4. In the User Permissions section, choose Employee Central Effective Dated Entities.

  5. Select the first two check boxes for viewing (and select all four boxes for maintaining) of the Time Recording Profile, Time Recording Variant, Time Recording Admissibility, and Default Overtime Compensation Variant entries.

  6. Select Done to save your changes.

RBP Settings for Administrative Access to Time Tracking Objects

The Permission settings allows administrators to configure access permissions for various employee-related features and data, including time management, payroll integration, and data retention.

You need to add the necessary permissions for administrators to be able to access the time tracking objects. The relevant permissions in Time Management Object Permissions and Miscellaneous Permissions must be granted.

The steps are:

  1. Go to the Admin Center and choose Manage Permission Roles.
  2. Open the Administrator role or other relevant permission role.
  3. Select the Permissions button.
  4. In the User Permissions section, choose Time Management Object Permissions.
  5. Select all permissions for the relevant time tracking objects you want to grant the administrator access to, except for Field Level Overrides.
  6. Repeat from Step 4, but navigate to the User Permissions section, and choose Miscellaneous Permissions. Grant the relevant permissions, except Field Level Overrides.
  7. Click Done to save your changes.

RBP Settings Time Valuation Trace

There's a separate permission for the Time Valuation Trace and you need to grant this permission to the Manager role or HR Admin role.

Permission settings allows administrators to configure the permissions for various employee management functions, including managing pay scale, time, time off, advances, benefits, and document generation. The highlighted option is View Time Valuation Trace, which enables users to view the time valuation trace.
  1. Go to the Admin Center and choose Manage Permission Roles.

  2. Select the relevant role in the Permission Role List and select Permission.

  3. In the User Permissions section, choose Manage Time.

  4. In the resulting screen, select the View Time Valuation Trace check box.

  5. Select Done to save your changes.

Time Sheet Workflow Configuration

You can configure an approval workflow for time sheets. Approvers can approve or decline a complete Weekly or Monthly time sheet submitted by an employee. For a general description of all aspects of setting up approval workflows in Employee Central, see the Employee Central implementation guide.

Calendar-Based Automatic Approval of Pending Time Sheet Workflow Requests

We've added a processing user to the time recording calendar. The processing user lets you automatically approve time sheets with pending workflows.

In some organizations, time sheets need to be approved by a certain date to ensure that employees are paid on time. You can now ensure that pending time sheets are automatically approved by a certain date by assigning a processing user in the time recording calendar. The processing user is a user with permissions to manage workflows. This user performs all workflow actions and saves objects related to the time sheet. If no processing user is provided, auto-approval of time sheets is only possible if the submission date is equal to the approval date. Auto-approval is possible for positive, negative, and overtime recorders.

This functionality helps customers pay their employees on time.

You can also approve time sheets on a monthly rather than on a weekly basis. A monthly calendar view in Time Sheet allows employees as well as managers and administrators in on-behalf mode to get an overview of the employees' attendance and absence recordings in a calendar month.

Note

Time Tracking license is required to have a Monthly Calendar View.

A Screenshot of the Time Sheet. The icons for Monthly Calendar view is highlighted.

The length of a time sheet period can vary. In some organizations, time sheets are submitted and approved on a monthly rather than a weekly basis. When you set up such monthly time sheets, the new calendar view of the time sheet is the default view. This view shows all relevant time entries (absences, working times, on-calls, and allowances) in a calendar month. Also, to enable the monthly approval of time sheets, the Time Valuation Period object was adapted and renamed to Time Recording Approval Period. The Time Valuation Period field is changed on the Time Recording Profile object to Time Recording Approval Period. Two persistence objects are added, called Time Recording and Allowance Recording. For monthly time sheets, working and on-call times as well as allowances are stored in these separate objects rather than in the Employee Time Sheet Entry and Allowance sections of the Employee Time Sheet object. Therefore, even though a monthly time sheet contains working times, on-call times, or allowances, the Employee Time Sheet Entry and Allowance sections of the Employee Time Sheet object are not filled. The only section of the Employee Time Sheet object that is filled by a monthly time sheet is the Time Valuation Results section.

With Single Record Approval, individual time recordings within the time sheet can trigger a workflow that needs to be approved before the time sheet as a whole can be submitted. On submission of the time sheet, a workflow for the complete time sheet can be triggered as well as the single record approvals, depending on the configuration.

It is also possible to configure single record approval for time sheets with flexible approval periods.

Additionally, we can now set up time valuations for single record approval that ensure that only approved single records are processed by the time valuation, to ensure that only approved single records are considered for payroll processing, a mechanism is introduced to filter out unapproved single records.

Users can filter out unapproved single records in time valuations, ensuring only approved records are processed.

A Screenshot of single record approval

Time Sheet Approval Center

Time Sheet Approval Center provides a single comprehensive overview for managers to view important contextual information and perform mass approval of their employees' time sheet requests, in an easy and efficient manner. The information on the Time Sheet Approval Center page includes details of the submitted and non-submitted time sheets, time sheet key facts, missing time punches, absences, related approvals, alerts, and amendments.

By using the Time Sheet Approval Center page, a manager or an approver can perform the following actions:

  • Approve all the time sheets submitted by their employees with a single operation, by using the Approve All button.
  • Select multiple time sheets and send them for approval with a single operation.
  • Take a decision to approve or decline a single time sheet.
  • View the status of the time sheets.
  • Use the in-line approval functions to review pending requests related to time off, time event corrections, or single attendance record approvals.
  • When an employee is blocked from submitting the time sheet due to a pending single attendance record approval request, action can be taken directly from this page to approve the request and unblock the employee.
  • Navigate to the Time Sheet user interface or Time Workbench of the employee to get further information.
  • Review alerts or amendments that are associated with time sheets. Take the necessary action by navigating to either the Time Sheet or the Time Admin Workbench.
  • Review the configured Time Sheet Key Facts, which can include details like Time Type Group, Allowance Type, Unpaired Time Event, Time Off in Lieu Account balance, and Working Time Account balance. Use these Time Sheet Key Facts to create a Time Sheet Key Fact Configuration and vice versa.

The Time Sheet Approval Center also includes basic filters for Employee, Status, and Time Period, support for daily time containers, and a role-based action menu.

In the current scenario, managers have to go through each time sheet manually for every direct report and verify multiple details before approving the time sheet. However, all of these details are not available on a single page. Time Sheet Approval Center provides a holistic view of all the time sheets along with key details in a single place allowing the manager or approver to approve the time sheets confidently in an efficient manner.

A screenshot of the Time Sheet Approval Center is displayed.

Workflow Definition

First, define a workflow for the approval of time sheets. To do this step, go to the Admin Center and choose Manage Organization, Pay and Job Structures. In the Create New: field, select Workflow.

Time sheet approval workflow interface, showing various fields and options.

Define a new workflow by using the settings as in the preceding figure.

Configuration of Employee Time Sheet Object Definition

Details for configuring an Employee Time Sheet. The ToDo Category field is highlighted in green.

To configure the Employee Time Sheet object, go to Configure Object Definitions, call up the Employee Time Sheet object definition and changing it, as illustrated in the preceding figure.

Creation of a Business Rule

A time sheet workflow with details such as basic information, parameters, and objects. The workflow involves actions based on the time sheet approval status.

Then, you must set up a business rule to enable the time sheet to retrieve the workflow configuration from the corresponding time recording profile. To do so, go to the Configure Business Rules and create a rule as shown in the preceding figure.

Assignment of the Business Rule to the Employee Time Sheet Object

Workflow rules highlighting the saveRules section, which includes a Time Sheet Workflow (TIMESHEETWF) rule.

Now, you are ready to assign your newly created business rule to the Employee Time Sheet object definition. To do this step, go to the Configure Object Definitions, choose the Employee Time Sheet object definition, and then select Take ActionMake Correction. Assign the business rule in the saveRules field and save your changes.

Assignment of Approval Workflow to Time Recording Profile

Finally, you assign the time sheet approval workflow to the relevant time recording profile.

Time recording profile with details such as the profile name, time validation period, time recording method, and workflow configuration for time sheet approval.

The preceding figure is an example of a time recording profile for an employee with the workflow configuration assigned.

E-Mail Notifications for Time Sheets

You can set up e-mail notifications for employees and approvers after submitting and approving time. More information about workflow alerts and notifications can be found in the Employee Central implementation guide.

Payroll Time Sheet uses the standard templates to send notifications. To check the templates, go to the E-Mail Notification Templates Settings.

Then, select, customize, and activate these e-mail notification templates:

  • Workflow Action Pending Notification

  • Workflow Action Approval Notification

  • Workflow Action Rejected Notification

  • Workflow Comment Posted Notification

A workflow action approval notification allowing the user to customize the email template, set the email priority, and specify a different template for each form.

Time Sheet Change Audit Document for an Employee Self-Service Scenario

Employees and Admins can generate a Time Sheet Change Audit Document using the Time Sheet UI and review the updates made to their time sheet.

Admins and Employees can access the Change Audit Document if you have the relevant permissions. You can create and view the change audit data for your own time sheet. As a manager or administrator, you can create and view the change audit data for your target population. At any point in time, a single user can generate only one Change Audit Document for one time sheet period. The Change Audit document will be available for download for up to 7 days, after which it will be deleted.

The Time Sheet Change Audit document serves to track and document manual changes in an easy manner to ensure transparency, accountability for payroll and time inquiries, investigations, or any audit needs.