How To : Create Timecards
To record time usage information for various tasks, you must create a Timecard. You can complete a Timecard for one week at a time. You can enter the number of hours that you have worked on a task, and then associate those hours with an activity. After you have entered time information, you submit the Timecard hours for approval. Resources must complete a periodical Timecard. A workflow controls the processing of the Timecard.
Create Timecards can be found in 2 places:
In the Timecard
- In the Timecard:
- In the Search box, type Timecard.
- Select Timecard to open the List.
- Locate Create in the ribbon and click to open the wizard.
- The wizard shows the resource which is linked to your User ID, you can only select other resources if that authority has been delegated to you.
- Make sure the Timecard Exists boolean is not checked (you can only create one Timecard per period), otherwise use the Previous - and Next Period buttons to navigate through the periods.
- Click OK to create the Timecard.
As a Periodic Activity
- In the Search box, type Create Timecards.
- Select Create Timecards to open the request page.
- Ensure that the Year, Week and subsequently, the Starting Date and Ending Date of the week are correct.
- Select the drop-down arrow on the Generic Task No. field to open a list of generic tasks. Select the task to be associated with the Timecard.
- Select the Time Type for the Timecard calculation. If Quantity is selected, the Quantity and Unit of Measure fields are enabled for use.
- You can give a description that can be used for the Timecard.
- The Create Timecard if not Exists field appears selected if a Timecard for the given period already exists.