Time & Expense - Create Timesheet Periods
Create Timesheet Periods needs to be run for every Employee to establish their Timesheet Dates.
Valid Resource Periods can be viewed in the Periods List. Resources cannot enter Timesheets unless Timesheet Periods have been generated for them.
Timesheet Periods can be generated for all Resources by running the process with no filter.
Options
Field Name | Description |
---|---|
Use resource employment date | Specifies, if selected (true) to set the start date to the date the Resource began working. NOTE: If the Resource Employment Date is not a Monday, Start Date must be selected. |
Start Date | Specifies, the beginning date for the Time Periods, if Use Resource Employment Date option is not selected. |
End Date | Specifies the end date for creating the time records. |
Period # | Specifies a number to begin the numbering sequence of the Time Periods. |
Filter: Resource No. | Filter field for selecting a Resource. You can select one specific Resource or remove the filter to create Time Periods for all Resources. |
Click +Filter to add additional filters on the Resource selection. | |
Click Filter Total by: + Filter... to add additional filters on the totals. |
To create Time Periods, see: Create Timesheet Periods