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Pay run timesheet context panel on Payroll classic

Updated

Available for the following plans: Employment Lite, Employment Plus
Available for the following Payroll plans: Standard, Premium, Core Payroll

The Timesheet Context Panel allows you to access and view the details of the rule sets that the Payroll classic platform is applying for a chosen employee. You can also download this information and analyse the information further in any CSV-supported programme. A Pay Run needs creating first, before you can access the Timesheet Context Panel.

Interactive learning

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Daily activities

Viewing an employee's timesheet context panel
  1. Click the Pay Runs menu.
  2. Click on the Pay Run that needs an employee's timesheet context panel viewed.
    screenshot of pay run screen, highlighting a pay run
  3. Click on the employee's name who needs their timesheet context panel viewed.
    screenshot of pay runs screen, highlighting employee name
  4. Click the button for the rule set name.
    screenshot of employee name dropdown, highlighting rule set name
  5. Click the Date drop-down.
    screenshot of timesheet rule screen, highlighting date dropdown

    Helpful Hint

    You will now see the rule set details that the payroll platform applied to the employees timesheet submission for this date record.

    screenshot of timesheet rule screen, highlighting rule set details
Downloading an employee's timesheet context panel
  1. Click the Pay Run menu.
  2. Click on the Pay Run that needs an employee's timesheet context panel downloaded.
    screenshot of pay run screen, highlighting a pay run
  3. Click on the employee's name who needs their timesheet context panel downloaded.
    screenshot of pay runs screen, highlighting employee name
  4. Click the button for the rule set name.
    screenshot of employee name dropdown, highlighting rule set name
  5. Click the Download button.
    screenshot of timesheet rule screen, highlighting download button

Explore related content

  • Add employee timesheets into a pay run This Payroll classic platform article will walk you through adding employee timesheets into a Pay Run, either in bulk or per employee manually.
  • Rule sets This Payroll classic platform article will walk you through the steps to create rule sets, including rules for timesheet contexts.
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