My Timesheet - Project
Ø Click “My Timesheet - Project” under “Time Booking” to navigate to the “My Timesheet - Project” page.
The “My Timesheet - Project” page consists of the following details:
The dynamically generated tiles show the carousel of weeks. Every time the current week and the previous 7 weeks will be visible on top. The current week should be by default highlighted.
Note: The dates that form the week is based on the time management ROTA schedule of the login employee. This is considering that the time management integration is FULL. The ROTA schedule begin date is start date of the week and the end date of the week is 7 days from the start of the week.
4 Even if one timesheet record for the week is in ‘Rejected’ status, Red coloured dot is shown in the carousel.
4 In a week, even if one record is in “Pending for Approval” status and other records are in approved status, Orange coloured dot is shown in the carousel.
4 If all records in the week are in ‘Approved’ status, then Green coloured dot is shown for that week in the carousel.
4 If all the records in the week are in ‘Draft’ status, then Grey coloured dot is shown for that week in the carousel.
The following details are displayed in the multiline:
Date
|
The dates and days of the week are shown in this column. If there is a Holiday, then against the date holiday will be shown. If it is a rest Day, then rest day will be shown against the date. The planned shift for the date is also displayed along with the Standard hours with in brackets. Standard hours will include break if shift is inclusive of break and it is a paid break. If the break is unpaid break, it will not be included in Standard hours. Note: Suppose for the week, if the planned shift spans between 2 dates, then consider the date for which the shift started and consider that to be the shift of the day. The status of the record is indicated with different colored dots: 4 Green dot – Approved 4 Orange dot – Pending for approval 4 Red dot – Rejected 4 Grey dot – Draft Note: If there is no record for the day then it will be blank. |
Booked Hours |
The actual hours entered by the employee for that day. In case hours are not entered for a particular day then it is displayed as "00". |
Time-Off |
If there is a record in leave module for the day, the hours of leave is shown in the time-off column. If it is a full-day leave then the full planned hours for the day will be shown as time-off hours. |
Difference |
Difference = Booked hours + Time off - Standard hours. Note: If the difference is a positive figure then it is shown in green color, if it is a negative value, it is shown in red color. If there is no difference then "00.00" is displayed in black color. |
Billable Hours |
The hours which are billable based on the billability criteria given in “Project based – Add / Edit Time Booking” screen. Note: If the entry is booked with billable check box ticket it is considered as billable hours. |
Weekly Summary
The “Weekly Summary” section displays the following details:
Booked Hours: The sum of total booked hours for the week.
Total Booked hours for the week = Sum of hours booked in every task, activity and project of all days in the selected week of that employee.
Standard Hours: The sum of standard hours for the week.
Attach
Ø Click “Attach” icon to attach documents for the week.
Ø Click “Delete” icon. A confirmation message appears to delete the attachment.
Ø Clicks “Yes” to delete the attachment otherwise click “No”.
Ø Click “Submit”. The documents attached get saved.
Quick Request
Ø Click “Quick Time-Off” button to navigate to the “Quick Request” pop-up.
Ø Enter the following field details:
Type |
From the drop-down list box, select the type of leave. The combo is loaded with all the applicable leave types. If in ‘My Preferences’ screen, the Leave type to default parameter is set to a particular leave type, then type combo is defaulted as My Preference settings. |
Available |
On selecting the leave type from the “Type” combo, the available balance gets displayed. |
Start Date |
The leave start date is defaulted as per My Preference settings. User can change it as required. |
End Date |
The leave end date is defaulted as per My Preference settings. User can change it as required. In the case of hour based leave, the End Date control would be hidden. |
Duration |
The duration of leave is calculated as displayed. |
Ø Click “Apply” to apply for leave. The leave request id is created after successful validations.
Copy Time
Ø Click “Copy Time” button to navigate to the “Copy Time - Project” pop-up.
Ø Enter the following field details:
The date in the call out is a place holder and the “Copy Time” screen will be defaulted with date (date displayed in the “Date” column) from where the copy icon was pressed.
Project |
This combo is loaded with all projects for which the time has been booked on the day, which is being copied. Note: The "All" option is also loaded in the combo to copy the time booked entries across all projects for the day. When there is only project for which the time has been booked on that day then only that project is loaded and “All option” is not loaded. The project is not loaded if it has only rejected entries in that date. |
Ø Select the radio button next to “till end of this week”, “till end of this month” and “to specific date” as per requirement.
Ø Enter a specific date in the Date field.
Ø Click “Submit” to submit the details.
Note:
4 Even when the user selects "Till end of this week" or "Till end of this week", the time booked will get copied only till the current system date or only till such time the employee is mapped to that project..
4 Only ‘Draft’, ‘Pending for Approval’ and ‘Approved’ records can be copied. Rejected records cannot be copied. The Copy icon is disabled against rejected record
4 While copying record for the week or month the records should be copied only for those dates where there are no time booking entries.