Office Timesheets Help

Contents

Welcome

About Office Timesheets

Features

Versions

System Requirements

Installing Office Timesheets

Office Timesheets Server Installation

Installing Office Timesheets with Microsoft SQL Server Express

Accessing Office Timesheets

Logging into the Office Timesheets Self-Installed Version

Logging into the Office Timesheets Hosted Version

Logging out from Office Timesheets

The Office Timesheets Application Interface

Configuring Office Timesheets

Setting Time Entry Options

Setting Company Information

Configuring E-mail Settings

Setting Auditing Options

Implementation of Auditing in Office Timesheets

Changing Regional Settings

Assigning Regional Options Settings to Other Users

Setting Up User Accounts

Understanding User Accounts

Adding User Accounts

Viewing or Changing User Account details

Resetting a User’s Password

Deleting a User’s Account

Changing your Password

Controlling Access with Security Policies

Understanding Security Policies

Using Security Policies

Creating a New Security Policy

Selecting the Interface Options

Providing access to Element-related Functions

Providing access to Task-related Functions

Providing access to Entry-related functions

Providing access to Lock-related functions

Enforcing Time Entry Options

Enforcing Regional and Language Options

Saving the Security Policy

Using Security Policies to allow members from different groups to share data

Making Changes to a Security Policy

Deleting a Security Policy

Configuring Password Options

Password Options for Office Timesheets Hosted Version

Password Options for Office Timesheets Self-Installed Version

Setting Up and Managing Processes

Understanding Office Timesheets Data and Process Framework

Defining the Elements to Track Time and Expense Entries

Defining Custom Fields for the Task Elements

Custom Field Types

Defining Task Rate Field Labels

Customizing Task Status Values

Customizing Entry Status Values

Customizing Approval Status Values

Defining Rate Table Labels

Holidays and Holiday Groups

Creating a Holiday Entry

Viewing or Making Changes to a Holiday Entry

Deleting a Holiday Entry

Creating a Holiday Group Entry

Viewing or Making Changes to a Holiday Group Entry

Deleting a Holiday Group Entry

Defining Task Rules and Dependencies

Understanding Approval Process Workflows

Managing your Approval Process Workflow

Adding an Approval Step Entry

Specifying the Email Notification Settings

Setting Time Entry Status Fields

Setting Expense Entry Status Fields

Saving the Approval Step Entry

Viewing or Making Changes to an Approval Step Entry

Deleting an Approval Step Entry

Managing Reporting Periods

Adding a Reporting Period

Specifying Timesheet Rules for the Reporting Period

Specifying Employee Notification Settings

Specifying Manager Notification Settings

Saving the Reporting Period Entry

Viewing or Making Changes to a Reporting Period Entry

Deleting a Reporting Period Entry

Employees and Employee Groups

Adding an Employee Entry

Setting the Pay Rates for the Employee

Assigning the Employee to One or More Groups

Specifying Dependent Element Items and Groups

Entering Other Details about the Employee

Saving the Employee Entry

Viewing or Making Changes to an Employee Entry

Deleting an Employee Entry

Creating an Employee Group Entry

Viewing or Making Changes to an Employee Group Entry

Deleting an Employee Group Entry

Element Items and Element Item Groups

Adding an Element Item Entry

Assigning the Element Item to one or more Groups

Specifying Dependency Element Items and Groups

Entering Other Details About the Element Item

Saving the Element Item Entry

Viewing or Making Changes to an Element Item Entry

Deleting an Element Item Entry

Creating an Element Item Group Entry

Viewing or Making Changes to an Element Item Group Entry

Deleting an Element Item Group Entry

Expense Items and Expense Item Groups

Adding an Expense Item Entry

Assigning the Expense Item to One or More Groups

Entering Other Details About the Expense Item

Saving the Expense Item Entry

Viewing or Making Changes to an Expense Item Entry

Deleting an Expense Item Entry

Creating an Expense Group Entry

Viewing or Making Changes to an Expense Group Entry

Deleting an Expense Group Entry

Managing Timesheets, Expenses and Task Entries

Viewing your Timesheet

Timesheet View

Day View

Time Clock View

Viewing your Expense Sheet

Configuring the Timesheet and Expense Sheet View

Adding Task Entries

Viewing or Making Changes to Task Entries

Copying Tasks between Timesheets

Adding Time Entries

Directly Typing Values into a Cell

Using the Time Entry Dialog Box

Using the Timer

Using the Day View

Using the Time Clock View

Viewing or Making Changes to Time Entries

Adding Expense Entries

Viewing or Making Changes to Expense Entries

Mass Updating Task, Time, and Expense Entries

Examples of Using Mass Update

Example—Marking Expense Entries as Billable

Example—Marking Time Entries as Overtime

Example—Rejecting All Submitted Timesheets and Expense Sheets

Example—Changing the Standard Pay Rate

Example—Changing the Due Date for a Task

Example—Marking a Project as Completed

Appendix

Using the Date Picker

Using the Select Element Dialog Box

Using the List Items Dialog Box

Home > Configuring Office Timesheets > Controlling Access with Security Policies

Controlling Access with Security Policies

You can limit or control access to the various features of Office Timesheets by using Security Policies. Security Policies determine what an Office Timesheets user can see and/or do within the Office Timesheets application.

Note: Only systems administrators can create, modify, delete and/or assign Security Policies.

Click on any of the following topics to learn more about Security Policies.

Understanding Security Policies

Using Security Policies

Creating a New Security Policy

Using Security Policies to allow members from different groups to share data

Making Changes to a Security Policy

Deleting a Security Policy

See also

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