Timesheets

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{{page.name: Core Human Resources: Employee Timesheet - Subscribe-HR Wiki}}
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{{page.head: Timesheets}}
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__TOC__
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===Creating a Timesheet===
 
===Creating a Timesheet===
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# After logging into the Subscribe-HR, select the Human Resources TAB.
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# After logging into the Subscribe-HR HCM Platform, select "HUMAN RESOURCES" on the left hand side from the navigation area.  
 
# Select the Employee folder.
 
# Select the Employee folder.
 
# Select the desired Employee from the list.
 
# Select the desired Employee from the list.
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# Select the Timesheets sub-folder.
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# Select the Timesheets sub-folder from the left side menu.
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# Select the <b>Create</b> button.
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# Select the <b>[Add New Record]</b> button.
 
# Fill in the fields.
 
# Fill in the fields.
 
# Select the <b>Save</b> button.
 
# Select the <b>Save</b> button.
 
<b>Mandatory fields are marked in bold, the record will not be saved unless the mandatory fields are filled in first.</b>
 
<b>Mandatory fields are marked in bold, the record will not be saved unless the mandatory fields are filled in first.</b>
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<br/>
 
 
<br/>
 
<br/>
  
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===Performance fields explained===
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===Timesheet Fields===
 
<table border="1" width="700px" id="table3" cellspacing="0">
 
<table border="1" width="700px" id="table3" cellspacing="0">
 
<tr>
 
<tr>
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</tr>
 
</tr>
 
<tr>
 
<tr>
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<td width="232">Review Name</td>
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<td width="232">Add Jobs</td>
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<td width="458">Enter the Review Name of which the Performance Review will be known as.</td>
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<td width="458">This allow you to add more than one Job on a Specific Day. Jobs relate mainly to cost codes.</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
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<td width="232">From Date</td>
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<td width="232">Job Drop Down Field</td>
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<td width="458">Select the From Date which the Performance Review begins.</td>
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<td width="458">When you select Add Job, you can then use this Field to Select the relevant code</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
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<td width="232">To Date</td>
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<td width="232">Start Time</td>
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<td width="458">Select the To Date which the Performance Review is completed.</td>
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<td width="458">Record the Start Time of the Job Here</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
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<td width="232">Review Description</td>
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<td width="232">Finish Time</td>
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<td width="458">Enter the Review Description of what this Performance Review is set to achieve.</td>
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<td width="458">Record the Finish Time of the Job here</td>
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</tr>
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<tr>
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<td width="232">T.I.L. Used</td>
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<td width="458">If T.I.L. was used for this Job, enter this here.</td>
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</tr>
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<tr>
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<td width="232">T.I.L. Used</td>
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<td width="458">If person was Sick, enter sick hours here.</td>
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</tr>
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<tr>
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<td width="232">Annual Leave</td>
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<td width="458">If person was on Annual Leave enter this here.</td>
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</tr>
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<tr>
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<td width="232">Breaks</td>
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<td width="458">Enter Break Time Here.</td>
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</tr>
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<tr>
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<td width="232">Hours</td>
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<td width="458">Canculate the Hours Worked here. If you would like this to be auto calculated, please let us know</td>
 
</tr>
 
</tr>
 
</table>
 
</table>
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<br/>
 
  
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===Skills Rating===
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===Timesheet Settings===
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The Skills Rating TAB allows you to set skills which you can rate that employee proficiency in these skills.
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<table border="1" width="700px" id="table3" cellspacing="0">
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# Select the Employee Folder.
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<tr>
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# Select the desired Employee.
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<td width="232"><b><font face="Arial" size="2">Field Name</font></b></td>
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# Select the Performance Reviews sub-folder.
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<td width="458"><b><font face="Arial" size="2">Description</font></b></td>
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# Select the desired Performance Review from the list.
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</tr>
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# Select the Skills Rating TAB.
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<tr>
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# Select the <b>Add Defined Skill</b> button.
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<td width="232">Timesheet Type</td>
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# Select all desired Defined Skills from the pop up menu.
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<td width="458">This setting will place in to layout, the fields related to either 1 week or 2 weeks, based on "Week Start On"</td>
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# Select the <b>OK</b> button.
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</tr>
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# Select the <b>Add Custom Skill</b> button.
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<tr>
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# Enter the <b>Name</b> and <b>Description</b> of the custom skill.
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<td width="232">Week Start On</td>
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# Select the <b>OK</b> button.
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<td width="458">This will determine which day timesheets are to start from</td>
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# Rate each skill on a scale between 0 and 5.
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</tr>
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# Select the <b>Save</b> button to save the current Skills Rating.
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<tr>
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# Alternatively select the <b>Continue</b> button to save the current Skills Rating and to continue on to Goals Rating.
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<td width="232">Track Time in Lieu</td>
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<td width="458">If this is set to "Yes" you will be able to track T.I.L. amount accruals in the Timesheet itself</td>
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</tr>
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<tr>
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<td width="232">Disable Drop Down Time Selection in Working Hours</td>
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<td width="458">This will disable the Time Selection fields in the Timesheet Form.</td>
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</tr>
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</table>
 
<br/>
 
<br/>
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<br><br>
  
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===Goals Rating===
 
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The Goals Rating TAB allows you to set goals which you would like each employee to achieve and their rate their progress towards achieving these goals.
 
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# Select the Employee Folder.
 
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# Select the desired Employee.
 
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# Select the Performance Reviews sub-folder.
 
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# Select the desired Performance Review from the list.
 
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# Select the Goals Rating TAB.
 
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# Select the <b>Add Defined Goal</b> button.
 
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# Select all desired Defined Goals from the pop up menu.
 
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# Select the <b>OK</b> button.
 
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# Select the <b>Add Custom Goal</b> button.
 
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# Enter the <b>Name</b> of the custom goal.
 
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# Select the <b>OK</b> button.
 
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# Rate each goal on a scale between 0 and 5.
 
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# Select the <b>Save</b> button to save the current Goals Rating.
 
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# Alternatively select the <b>Continue</b> button to save the current Goals Ratins and to continue on to Overall Rating.
 
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<br/>
 
  
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===Overall Rating===
 
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The Overall Rating TAB allows you to set the current employees overall rating in regards to their proficiency in their skills aa well as their proficiency in achieving their goals in which they have been set.
 
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# Select the Employee Folder.
 
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# Select the desired Employee.
 
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# Select the Performance Review sub-folder.
 
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# Select the desired Performance Review from the list.
 
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# Select the Overall Rating TAB.
 
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# <b>Calculated Average Score</b> is the average calculated from all the ratings that given in the Skills Rating TAB and the Goals Rating TAB.
 
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# Alternatively check the <b>Overwrite Score</b> checkbox and select your overall score in the <b>My Score</b> dropdown.
 
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# Enter any overall comments about the skills and goals of the employee into the <b>Overall Comments</b> textarea.
 
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# Select the <b>Save</b> button.
 
  
 
[[File:subscribehr_logo.gif]]
 
[[File:subscribehr_logo.gif]]

Latest revision as of 07:16, 3 December 2018

Creating a Timesheet

  1. After logging into the Subscribe-HR HCM Platform, select "HUMAN RESOURCES" on the left hand side from the navigation area.
  2. Select the Employee folder.
  3. Select the desired Employee from the list.
  4. Select the Timesheets sub-folder from the left side menu.
  5. Select the [Add New Record] button.
  6. Fill in the fields.
  7. Select the Save button.

Mandatory fields are marked in bold, the record will not be saved unless the mandatory fields are filled in first.

Timesheet Fields

Field Name Description
Add Jobs This allow you to add more than one Job on a Specific Day. Jobs relate mainly to cost codes.
Job Drop Down Field When you select Add Job, you can then use this Field to Select the relevant code
Start Time Record the Start Time of the Job Here
Finish Time Record the Finish Time of the Job here
T.I.L. Used If T.I.L. was used for this Job, enter this here.
T.I.L. Used If person was Sick, enter sick hours here.
Annual Leave If person was on Annual Leave enter this here.
Breaks Enter Break Time Here.
Hours Canculate the Hours Worked here. If you would like this to be auto calculated, please let us know

Timesheet Settings

Field Name Description
Timesheet Type This setting will place in to layout, the fields related to either 1 week or 2 weeks, based on "Week Start On"
Week Start On This will determine which day timesheets are to start from
Track Time in Lieu If this is set to "Yes" you will be able to track T.I.L. amount accruals in the Timesheet itself
Disable Drop Down Time Selection in Working Hours This will disable the Time Selection fields in the Timesheet Form.





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