Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Header

The timesheet header displays information such as the timesheet period ending date and the timesheet status. Most fields in the header are non-editable.

Application Toolbar

Field Description
Sign

Click to sign your timesheet. A pop-up message confirms the action.

Request Time Off/New Planned Leave

Click this button to display the New Leave pop-up screen, where you can submit a leave request or enter planned leave without navigating to the Work Schedule/Leave screen.

If you are required to request leave, the button name is Request Time Off, but if requesting leave is not required, it displays as New Planned Leave.

The button might be hidden if Hide Leave Functions is selected in Timesheet Classes

New Click this button to display a new, blank timesheet form.
More Click the More drop-down to access informational subtasks. Depending on your configuration, these can include:
  • Leave
  • Pay Type Summary
  • Charge Favorites
  • Start/Stop Times
  • Work Schedule (this links to a read-only display)
  • Revision Audit
  • Overtime Distribution
Click this directional arrow to display the timesheet for the previous pay period.

This arrow displays in the timesheet toolbar only in Form view. Your timesheet may be configured by your administrator to display in Table view.

Click this directional arrow to display the timesheet for the next pay period.

This arrow displays in the timesheet toolbar only in Form view. Your timesheet may be configured by your administrator to display in Table view.

View Controls Depending on how your timesheet is configured by your administrator, you may have two display options to choose from, either Form or Table view. If your timesheet is configured to allow both display options, the application toolbar includes the following options:
  • In Table View, click to switch to Form View.
  • In Form View, click to switch to Table View

If your timesheet is configured so that you do not have option to switch between views, neither icon displays in the application toolbar.

Query If your timesheet is configured to enable Form view, the icon may also display on the toolbar. Click to search for a timesheet record.

Basic Information Tab

Field Description
Name

This field displays your last name, first name, and middle initial, as you submitted your name to your human resources department.

Employee Information Card
This pop-up screen, accessed when you click the Information icon that appears when you mouse over the right side of the Employee field, displays additional information for the employee, including the following:
  • Class - This field displays the timesheet class to which the employee is assigned. The timesheet class determines the business rules that will be in effect during timesheet entry.
  • Signature - If the timesheet has a status of Signed, this field displays the name of the signer and a time/date stamp. Normally, you sign your own timesheet. However, employees with the necessary access rights can sign another employee's timesheet with an interim signature.

    The Signature button is disabled when:

    • The employee who last signed the timesheet is viewing the timesheet.
    • A supervisor is viewing the timesheet and does not have modification rights.
    • The timesheet does not have any lines, or it has lines without any hour cells or cell comments entered.
    • A supervisor is viewing the timesheet and the status is Signed, Approved, Processed, or Rejected.

      If there are unsaved changes when you click the Sign button, the following message displays: Unsaved changes, do you want to save? You cannot sign the timesheet until you save.

      A number of validations are performed during the signing process. See the Validations Performed help topic for more information.

      When you save or sign your timesheet, errors or warnings may initially display in a pop-up message window. After you click OK, the message is saved in read-only format to the Warnings tab. In the case of warnings, you can close the pop-up window and sign your timesheet. Errors must be resolved before you can sign.

      If no warnings or errors display after you click the Sign button, or you close the warning pop-up window, your name and the time/date stamp display in the Signature field.

  • Approval - If the timesheet has a status of Approved, this field displays information about the person who approved it, along with a time/date stamp.
Class

This field displays the timesheet class to which the employee is assigned. The timesheet class determines the business rules that will be in effect during timesheet entry.

ID

This field displays your employee identification code.

Period Ending

This field displays the period ending date, based on the company's timesheet schedules and the schedule that is assigned to you.

The field label also provides a description of the schedule (for example, Semi-Monthly Period Ending).

Additional text may follow the period ending date in parentheses. For example, if you are paid biweekly but your timesheet periods are weekly, you may see a message like this: 07/14/2016 (Week 1).

Revision

This field displays only when the timesheet is viewed by supervisors from the Manage/Approve Timesheets screen.

This field displays the current revision number of the timesheet. The revision displays as 1 for a new timesheet. The revision number increments by one every time you save auditable changes.

To review previous revisions, click Audit and the Revision drop-down box to select and review previous revisions.

Status

This field displays the status of the current timesheet:

  • Missing - A timesheet is considered missing if you have not started working on it and you are required to submit a timesheet for the current timesheet period.
  • Open - You started a timesheet but have not signed it.
  • Signed  - You signed the timesheet but it has not been approved.
  • Approved  - All necessary supervisors approved the timesheet, but it has not been processed.
  • Rejected - A supervisor rejected the timesheet, but you have not corrected it.  Rejected cells are displayed with a red foreground.
  • Processed - The timesheet was successfully exported. All cells are marked as either Processed or Sent. (Processed cells have blue text and sent cells have green text. These cells cannot be edited.)
Org ID (UDT09) Depending on how your timesheet is configured, a field displaying your Org ID (UDT09) may display below the Signature field.
Entered/Prorated

Use the Entered/Prorated options to toggle between two different hour views of your timesheet:

  • Select Entered to view the hours as you actually entered them. This is the default.
  • Select Prorated to view prorated hours, which are determined by the proration routine when you sign the timesheet. See the Special Topic: Hours Proration help topic for more information.
Sign

Click to sign your timesheet. A pop-up message confirms the action.

Correct

Use Correct to enter corrections to a processed timesheet.

When you click Correct, the timesheet becomes editable. After you sign the corrected timesheet, your supervisor is notified that the timesheet is awaiting approval.

If the period is Closed, this button changes to Request Correction. When you click Request Correction, a window displays where you can enter an explanation for the correction. If your supervisor approves your request, the Correct button is enabled when you next open the timesheet.

Note: The Request Correction button may not display depending on how your administrator configured your timesheet.
Note: If you do not input any modifications during the correction phase, a notice displays to inform you that no changes were made. When you click OK to dismiss this notice, the correction operation is negated and the timesheet returns to its original state.
Total Hours (Previous Period) This hyperlinked field, which links to a read-only display of the prior timesheet period, aggregates Cost Only and Non Cost Only hours.
Total Hours (Next Period)

This hyperlinked field, which links to a read-only display of the next timesheet period, aggregates Cost Only and Non Cost Only hours.

Note: The Total Hours (Previous Period) and Total Hours (Next Period) fields display only in the Approve Timesheet screen for use by managers and supervisors.

Notes Tab

This tab is read-only and displays only when the timesheet is viewed by supervisors from the Manage/Approve Timesheets screen. It stores all Save, Sign, and Approve warnings associated with the timesheet.

Warnings Tab

This tab is read-only and stores all Save, Sign, and Approve warnings associated with the timesheet.

Revision Explanation Tab

This tab displays automatically when you click or after you have made a revision that requires an explanation. The explanation field is outlined in red. Enter your explanation in the field. If displays next to the field, you can use Lookup to select from a list of standardized revision explanations preset by your company. Select an explanation from the table or Query to search for one. Depending on your company's configuration settings, selection of preset explanations may be required. After you enter your revision explanation in the field, you can close the error message pop-up window. To view the revision history of the timesheet, click the Revision Audit subtask