Employee Calendar

This month-at-a-glance view enables a manager to quickly review, edit and reject time entries that have been approved. It also permits a manager to add time entries for other employees.

 

Notes: Time entries not submitted or waiting approval are not displayed in the Employee Calendar view. When Time Lockout is enabled, time entries associated with employees that fall within the lock out period cannot be edited, deleted or rejected. New time entries cannot be added under these same conditions.

 

The Employee Calendar view is accessed from the navigation bar (Time & Expenses > Employee Calendar).

To review an employee's monthly timesheet:

1. Select an employee from the drop-down list located at the top right-hand corner of the Employee Calendar view.
   
   

2. Select the month and year.
    

The employee calendar is displayed

• Hours shown in blue are regular hours worked

• Hours shown in orange are overtime hours worked

 

 

 To edit an employee's time entries:

1. Click on the day of the month containing the time entries to edit.

2. Click the View Timesheets button.

3. Select the time entry row to edit and click the Edit button at the far right.

4. Edit the time entry information in the pop-up window.

5. Click the Save button at the bottom of the form to save changes made.

 

To reject an employee's single time entry:

1. From the Monthly view, click on the day of the month containing the time entry to reject.

2. Click the View Timesheets button.

3. Select the row to reject.

4. Click the ellipsis button above the Project column and select Reject Timesheet.

5. Enter the reason for the rejection. This reason is displayed to the employee who submitted the time.
    

Note: When time is rejected, the employee who submitted the time will receive an e-mail notification if this option has been enabled.

 

 

To reject an employee's timesheet entries for an entire day:

1. From the Monthly view, select 1 or more days by clicking on the calendar day.

2. Click the Reject Time Entries button.

3. Enter the reason for the rejection.

 

To add time entries for an employee:

 

Warning:  Time entries added using this view bypass all approval workflows.

 

1. Select the employee from the drop-down list.

2. Select the month and year.

3. Select the day of the month and click the View Timesheets button.

4. Click the Create Time Entry button.

5. Select the project from the drop-down list.

6. Select the task from the drop-down list.

7. (Optional) Select the overtime rate (only available to users with appropriate security rights).

8. Check the billable box if this time entry is billable.

9. Enter a duration (in hours). This is the total time worked.
   or
   Enter the start and end times for the time entry.

10. (Optional) Select the client overtime rate (only available to users with appropriate security rights).

11. (Optional) Enter a description.

12. Click the Save button at the bottom of the form.