How to Create a Timesheet - Manually

Users in a specific job role have the ability to create a timesheet within the database

Locate the Timesheet Dataset

1. Select Operations, then Timesheet:

Add a Timesheet

2. Select New>Timesheet or hit Insert on your keyboard.
3. Fill in the relevant fields.

Note: (Pink = System Generated, Blue = Mandatory):

Field	Description
Timesheet Date	Select the relevant date from the calendar
Personnel Name	Select the relevant name from the drop down menu
Payroll No	This will populate when a name has been selected
Discipline	This will populate when a name has been selected, however you can select the relevant discipline from the drop down menu
Default Client	Select the relevant client from the drop down menu
Default Job Number	Manually type or use the binoculars to search for the relevant job number (if applicable)
Default Personnel Requirement	Select the relevant job title from the drop down menu
Default Job Personnel Rate	Select the relevant rate from the drop down menu
Timesheet (Hdr)
Default Time Type	Select the relevant time type from the drop down menu
Default Work Site	Select the relevant work site from the drop down menu
Country	Select the relevant country from the drop down menu
Contract Type	System Generated
Offshore	System Generated
Description	Text field for additional information
Time Planner No	Manually type or use the binoculars to assign to a time planner (if applicable)
Business Unit	Select the relevant business unit
Group Company	Select the relevant group company
Basic Hours	Enter the hours

4. Select Save, the fields will now change to pink and lock.
5. Select the Timesheet Analysis Tab:

6. The record added in step 3-4 will show in grid view. Double click on the grey area to the left of the Timesheet Date column to open, or from the toolbar Select Open All.
7. The displayed tab allows the user to add additional hours and assign relevant system records if applicable.

Note: (Pink = System Generated, Blue = Mandatory):

Field	Description
Damage Report Number	Manually type the damage report or use the binoculars to search for the relevant record (if applicable)
Maintenance No	Manually type the damage report or use the binoculars to search for the relevant record (if applicable)
Asset No	Manually type the damage report or use the binoculars to search for the relevant record (if applicable)
Work Site	Defaulted from previous screen, can be amended if required
Country	Defaulted from previous screen, can be amended if required
Basic Hours	Defaulted from previous screen, can be amended if required
Overtime Hours	Enter the value of overtime hours (if applicable)
Sunday Overtime Hours	Enter the value of sunday overtime hours (if applicable)
Shift Hours	Enter the value of shift hours (if applicable)
Offshore Rate Hours	Enter the value of offshore rate hours (if applicable)
International Day (Tickbox)	Check this if the timesheet relates to an international day
On call Day (Tickbox)	Check this if the timesheet relates to an on call day
Chargeable (Tickbox)	Check this if the timesheet hours can be back charged
Hold from Invoice (Tickbox)	Check this if the timesheet is to be held from the invoice
Business Unit	Defaulted from previous screen, can be amended if required
Group Company	Defaulted from previous screen, can be amended if required

8. Select the Finance Breakdown tab to view/edit/assign the relevant codes to the timesheet:

9. Select Close.