Difference between revisions of "Timesheets by Department"

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Sometimes when our implementation managers or trainers evaluate the needs of your business, one way to simplify things is to configure [[Departments_%26_Roles| Departments]].
Sometimes when our implementation managers or trainers evaluate the needs of your business, one way to simplify things is to configure [[Departments_%26_Roles| Departments]].
This can help you roster effectively, and speed up the timesheet process by having department managers finalize their own timesheets (see [[Users_%26_Security]] about department restrictions).
This can help you roster effectively, and speed up the timesheet process by having department managers finalize their own timesheets (see [[Users & Security]] about department restrictions).
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=Timesheets by Department=
=Timesheets by Department=


=Pre-Submit Summary Filter=
=Pre-Submit Filter=
Previously when viewing the Pre-Submit summary report before exporting to payroll, you would see all of your staff in a single report with the breakdown of their hours.
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We've now updated this to allow department filtering; department managers are also able to see the summary without needing to export, and also view the totals for all staff across all departments as well

Revision as of 06:26, 4 April 2023

Sometimes when our implementation managers or trainers evaluate the needs of your business, one way to simplify things is to configure Departments. This can help you roster effectively, and speed up the timesheet process by having department managers finalize their own timesheets (see Users & Security about department restrictions).

In this article we'll be covering how to finalize timesheets by department and how to view/filter your pre-submit screen for better visibility of the hours being sent to payroll for processing.

Timesheets by Department

Pre-Submit Filter

Previously when viewing the Pre-Submit summary report before exporting to payroll, you would see all of your staff in a single report with the breakdown of their hours.
We've now updated this to allow department filtering; department managers are also able to see the summary without needing to export, and also view the totals for all staff across all departments as well