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Adding a timesheet with a different period

When an employee's new timesheet settings record will have a different period to the existing record, you need to complete the following process.

  1. If timesheets have been generated for the week the employee's new timesheet settings start, then you must delete all timesheets after (and including) the new records Start date.
  2. Add the new timesheet settings record to the employee. Ensure that the Start date is the start date of the timesheet period.
  3. Generate both timesheets for the employee (so they are generated using the new timesheet settings record).

Scenario

An employee has a timesheet settings record with a weekly period Monday to Sunday. You need to add a new timesheet settings record (to the employee) with a weekly period Thursday to Wednesday. Viewing the two periods from the Timesheets Admin view, the employee's new timesheet settings will start in the period shown by the red arrow.

Timesheet two periods - 1

Complete the following procedures.

  1. Delete all of the employee's timesheets that have been generated in the future and in any part of that period (shown in the red box above).

    You must delete these future timesheets before you add the new timesheet settings record to the employee.

    When the timesheet is deleted, the status changes to Not generated because it no longer exists.

    Timesheet two periods - 2

  2. Add the new timesheet settings record to the employee. Ensure that the Start date is the start date of the timesheet period.

    Timesheet second period 2

  3. Generate both timesheets for the employee.

    Timesheet two periods - 3

    The status of both timesheets changes to Not submitted.

    Timesheet two periods - 4

Outcome

Both timesheets are generated for the employee.

  1. A partial timesheet for the few days before the new timesheet period starts.

    Timesheet two periods - 5

  2. The new timesheet period.

    Timesheet two periods - 6

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Topic: 37752