Design Timesheet Templates

This screen enables you to design a Timesheet Template to be used for time entries on the Employee Self Service (ESS) Time Recording and Mobile Time Recording screens. You can configure the rules for a Template, including which:

  • Time Code Filter to apply,
  • Daily Rule Filter to apply,
  • Time User Code Filter to apply,
  • Report by Hours, Report by Time, Enable Leave Reporting,
  • Fields to be visible and in what order to be displayed.

Prerequisite

Rules and Guidelines

  • You can create, update or delete a Template.
  • You can search Templates by Template ID or Template Description.
  • A Template can be assigned to an employee via the Group Profile.

  • You can decide whether to display or hide some fields for an employee on his ESS Time Recording screen and Mobile Time Recording screens via the Visible option in the browselist.

  • You can drag and drop the 3 dots on the left of each row in the Timesheets section to set the default order of these columns displaying via ESS Time Recording screen. When not re-ordered, the fields are displayed in the default order as shown in the Timesheets section.

    Note that this configuration does NOT apply to the Mobile Time Recording screen.

Field Information

Enter the code (of up to 10 characters) that represents the name of the Preceda Timesheet Template.

Enter a description of the Template.

Select from the list of Time Code Filters set up via the Time Code Filters screen and attach it to this Template.

When no entry/left blank, all Time Codes are displayed on ESS and Mobile Time Recording screens.

By selecting different mode, these fields' availability (Start Time, Finish Time, Hours, Time Code) changes on ESS and Mobile Time Recording screens.

When ticked, an Entry Type prompt list will appear on ESS and Mobile Time Recording screens to allow employees to specify the type of hours they want to record.

This section determines which fields are to be displayed in the Preceda Time Timesheet window.

This field displays the name of the field.

This is the description of the field name and displays on ESS and Mobile Time Recording screens.

The description can be changed.

When ticked, the corresponding column/ field is displayed on ESS and Mobile Time Recording screens.

When unticked, the corresponding column/ field is hidden on ESS and Mobile Time Recording screens.

This field is enabled when the Visible checkbox is ticked for the row.

By default, this has no entry and all codes in the corresponding category are displayed on ESS and Mobile Time Recording screens.