Submitting daily unit based timesheets | HR Web Platform

Overview

As an employee, you will need to submit timesheets if your organisation requires you to track the number of units you have worked per day. Timesheet requests allow your manager to see the number of units you have worked over the last week, so they can compare this against your contracted number, with the end goal being approval of the units worked so you receive payment for the days you have worked.

You can use the My Daily Units Based Timesheets feature to submit a timesheet for the units you have worked during the day. With the ability to add details such as a work type or a comment to your entry. You can also use this feature to edit a submitted timesheet if the details changed and delete an entry if it is no longer required. To use this timesheet type, you need to create the work type within the payroll platform. To read details on how to enable this feature, refer to the following guide.

Availability

HR Plan:   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium
  User Access:   Employee         Manager         Admin      

  We base the default access level on a per user basis and whether they have  view,  edit and  delete access and excluding any changes made via our Custom Security feature.

Getting started

This section will walk you through how you can submit the units you have worked at your organisation through to your manager for approval.

Add a new timesheet
  1. Click the   Timt menu.
  2. Click the Timesheet submenu.
  3. Click the Add New Timesheet button. addtimesheets.jpg
  4. In the Work Types field select the Units of Work option.
  5. Complete the following fields:
    • Date.
    • Unit of work.
    • Cost centre.
    • Comment.
  6. Click the Save button.
    editTS.jpg

Maintain

This section will walk you though how you can view, edit and/or delete a timesheet entry you have submitted for approval.

Filter displayed timesheets
  1. Click the   Time menu.
  2. Click the Timesheet submenu.
  3. Click the Filter drop-down.
  4. Choose the required data range.
  5. Click the Search button.
    filterTS.jpg
View my submitted timesheet

Important

The ability to view a timesheet is only available if payroll has processed the timesheet. Use the Clock symbol to see the payroll status of the timesheet. You can access further information on the meaning of the clock symbol in this article section Definitions: Symbols.

  1. Click the   Time menu.
  2. Click the Timesheet submenu.
  3. Click the Action   button.
  4. Click the View button. viewts.jpg

    Helpful Hint

    You will now see the details of your timesheet on your screen.

    viewts2.jpg
Edit my timesheet entry

Important

The ability to edit a timesheet is only available if payroll has not processed the timesheet. Use the Clock symbol to see the payroll status of the timesheet. You can access further information on the meaning of the clock symbol in this article section Definitions: Symbols.

  1. Click the   Time menu.
  2. Click the Timesheet submenu.
  3. Click the Action   button.
  4. Click the Edit button.
    editTS2.jpg
  5. Make the required changes and click the Update button.
    editTS3.jpg
Delete my timesheet entry

Important

The ability to delete a timesheet is only available if payroll has not processed the timesheet. Use the Clock symbol to see the payroll status of the timesheet. You can access further information on the meaning of the clock symbol in this article section Definitions: Symbols.

  1. Click the   Time menu.
  2. Click the Timesheet submenu.
  3. Click the Action   button.
  4. Click the Delete button.
    deleteTS.jpg
  5. Click the Delete button.
    deleteTS2.jpg

Further information

Definitions: Timesheet status
Pending A manager needs to approve the timesheet.
Approved A manager has approved the timesheet.
Declined A manager has rejected the timesheet.
Definitions: Clock messages
Created at Provides a timestamp of the timesheet creation date
Synced at Provides a timestamp of when the timesheet tried to sync with Employment Hero Payroll.
Sync successful Determines whether the synchronisation of the timesheet between Employment Hero and Employment Hero Payroll has been successful.
Edited at Provides a timestamp of the last edit done to the timesheet after a previous Employment Hero Payroll synchronisation attempt.
Definitions: Symbols
Icon Name  Description
  Blue clock Used for approved, pending, or declined timesheets that have not synchronised with Employment Hero Payroll.
  Green clock Used for approved timesheets that have synchronised with Employment Hero Payroll.
  Red clock Used for approved timesheets that has not synchronised with Employment Hero Payroll.
  Orange clock Used for pending, approved, or declined timesheets that have had changes made to them after being synchronised with Employment Hero Payroll.
  Message The employer has left a note regarding this timesheet.

Author recommended

So you have now learned how to submit a timesheet and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

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