How To : Set up Timecard Template
Use the Timecard Template page to set up templates which are assigned to a resource and applied when the resource creates a timesheet.
Setting up a Timecard Template:
- In the Search box, type Timecard Template.
- Select Timecard Template to open the list.
- Select New to create new templates or Edit to open a template for modifications.
- Enter a code and description for the Timecard template.
- You typically enter information for the fields described in the following table. These are the fields that need values for you to create deliver templates.
| Field | Description |
|---|---|
| General | Fields on the General fasttab |
| Code and Description | Identifies the Timecard Template |
| 24 Hours Check Formula | Select the Formula to check the time registered for 1 day. |
| Working Time Formula | Select the Formula to check the registered worktime against the contract time for the resource. |
| Time Rounding Code | Select the code to be used for time rounding. |
| Approval Priority | Select the order in which the approver must be selected. |
| Request Rejection Comment | Select this field if you want the approver of the Timecard to specify a comment when rejecting the time line. |
| Due Date Formula | This field contains the date formula used to calculate the due date, when the Timecard must be approved, for each approver. |
| Formulas | Fields on the Formulas fasttab |
| Timecard Formula 1..10 | Specify statistics formulae to calculate totals based on Timecard entries. |
| Formulas (Posted) | Fields on the Formulas (Posted) fasttab |
| Registered Timecard Formula 1..10 | Specify statistics formulae used to calculate totals based on posted Timecard entries. |
| Compensation | Fields on the Compensation fasttab |
| Period | Specify the period for which compensation has to be calculated. |
| No. of Periods | Enter the number of periods such as 5 Days or 2 Weeks. |
| Calculate Compensation Time | Check if the Compensation has to be calculated with the Journal. Compensation time is the difference between the Resource Contract Time and the Registered Time. |
| Calculate Overtime | Check if the Overtime has to be calculated with the Journal. Overtime is the difference between the Resource Contract Time and the Registered Time. |
| Max. Overtime | Specify the maximum amount of overtime, used when calculating Compensation |
| Overtime Work Type Code | Specify the work type code to be used for overtime. |
| % Time-for-Time | Enter a percentage to be applied when calculating time-for-time hours. |