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 > Setting Up and Managing Processes > Defining Rate Table Labels

Defining Rate Table Labels

Office Timesheets contains five employee rate tables. These rate tables appear in the Rates panel of the Employee dialog box.

By default, the rate tables are labeled A thru E. However, you can give your own names for these tables.

Note: Only systems administrators can define and set up Rate Table labels.

To define or set up Rate Table labels:

Click on Rate Tables in the Process Management tab.

The Define Rate Tables screen will appear.
Specify the Rate Table labels in the text boxes.

Note: You have to specify the names for all five rate tables. You cannot leave any entry blank.
Click the Save button to save the changes that you have made.

The following table provides more details about the components of the Define Rate Tables screen—

Item

How to use the Item

Default Value
(if any)

A.

Type the name for the first rate table

A

B.

Type the name for the second rate table

B

C.

Type the name for the third rate table

C

D.

Type the name for the fourth rate table

D

E.

Type the name for the fifth rate table

E

The Reset button

Click the Reset button to undo your changes and restore the values entered in the fields back to what they were when you last saved the page.

The Save button

Click the Save button to save any changes you make to the page.

Note: If you move to some other page before clicking the Save button, the changes you have made will be discarded. Therefore, remember to always click the Save button before you move away from the page.

Tip: If you do not want to save your changes, move to some other page without clicking the Save button.

See also

Understanding Office Timesheets Data and Process Framework
Defining the Elements to Track Time and Expense Entries
Defining Custom Fields for the Task Elements
Defining Task Rate Field Labels
Customizing Task Status Values
Customizing Entry Status Values
Customizing Approval Status Values
Holidays and Holiday Groups
Defining Task Rules and Dependencies
Understanding Approval Process Workflows
Managing your Approval Process Workflow
Managing Reporting Periods
Employees and Employee Groups
Element Items and Element Item Groups
Expense Items and Expense Item Groups

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