Additional configurable timesheet template options
Looking for help with this feature in Polaris? Check out Time entry component settings in the Polaris help.
For each Configurable timesheet template, you can adjust the permissions available to the timesheet owner and customize the settings in each component.
Why don’t my timesheet template changes appear in the timesheet?
Changes you make to a timesheet template are only reflected in timesheets that are generated after you make the change. If you need a change to apply to an existing timesheet, you’ll need to delete and regenerate it.
Timesheet owner permissions
These permissions apply to the timesheet as a whole, regardless of what components it includes.
|
Permission name |
This permission.. |
|---|---|
|
Reopen Timesheet before Approval |
Allows the user to open their timesheets that are awaiting approval in order to make corrections. To be reopened, the timesheet cannot have been approved by any approvers. |
|
Reopen Timesheet after Approval |
Allows the user to reopen their approved timesheets in order to make corrections. Timesheets that have been invoiced cannot be reopened. |
|
Allow Blank Resubmission Comments |
Allows the user to resubmit a timesheet that was reopened without entering any comments in the comments field that displays. Deselect this option to require resubmission comments. |
|
Allow Blank Timesheet Comments |
This option is not supported. Comments can always be left blank. |
|
Auto-submit timesheet on due date |
Submits the timesheet automatically when it is due. This option is often enabled for CloudClock users, so they don’t need access to the Replicon web app. |
|
View Pay Details |
This option is not supported. See the option available in the Payroll Summary component instead. |
Time Distribution Grid settings
Within the Time Distribution Grid component, the following settings are available.
|
Setting name |
This setting... |
|---|---|
|
Projects and Tasks |
Allows the user to enter time against projects and tasks. Select Row to enable. |
|
Billing Rate |
Allows the user to choose whether the time is billable or non-billable and, if billable, the billing rate to apply. The options available on the timesheet are based on the selected project’s billing settings. Select Row to enable billing rate selection. |
|
Activities |
Allows the user to enter time against their assigned activities. Select Row to enable. |
|
Comments |
Allows the user to capture comments with each time entry. Select Cell to enable. |
|
Custom fields |
Allows the user to track custom data related to each row or cell in the timesheet using 'new'-type custom fields. For example, you could allow a user to include the number of calls they made during the work period in question. Use the toggle to choose either Row or Cell; the row option adds a column to the data grid so the user can enter data related to each row, while the cell option includes a custom field in a bubble when the user selects a cell and then clicks the plus icon.
|
|
Snap durations to the nearest |
Determines whether the durations the user enters are automatically rounded. You can choose the increment to round to. The rounded value is the saved value; the original value is not retained. |
|
Allow negative durations |
Allows users to enter negative durations to make adjustments for billing or costing errors. Typically used if the incorrect hours have already been billed, so the timesheet that includes the error can't be reopened. Negative time entry should never be used to make adjustments on timesheets used for payroll, even when correcting a costing or billing error. Including negative values in timesheets used to calculate payroll can result in incorrect or failed pay calculations. |
|
View task progress bar |
Displays a bar graph in timesheets, that shows hours worked / hours estimate for the task. Refer to What does the Progress column show? for more information. These graphs can:
The graph displays for everyone who has access to the timesheet, even if the Show Task Progress When Approving permission is enabled for a timesheet approver. |
|
Custom help URL |
Displays custom help relevant to this component, that you provide, on the right side of the timesheet |
For the above toggle options, the current selection shows with a dark gray background. In the image below, Row is the current selection, meaning users will select an activity for each timesheet row.
To disable activities on the timesheet, click Disabled to select it.
Project/Task Selection settings
This section allows you to choose settings, outlined in the table below, related to the task selector in timesheets.
|
Setting name |
This setting... |
|---|---|
|
Filter Projects By |
Determines whether all projects and tasks are filtered by program or client |
|
Name Formatting |
Determines how Project and Task display in the task selector.
By default, Task is more prominent, but it might make more sense to your users to make Project more prominent.
|
|
Allow Selection of Projects/Tasks Beyond Start/End Dates |
When disabled, projects or tasks whose date ranges do not overlap with the timesheet period dates range won't be available for selection in the task selector. Allowing time entry outside of project/task dates can allow work to continue when projects overrun their date limits, while waiting for dates to be updated. |
|
Advanced Search |
Determines what filters display under the search field.
If you add 3 or more filters, users will have to click the Advanced Search tab in the task selector for the fields to display. |
Time Distribution Category setting
When you add the Time Distribution Grid, the Time Distribution Category section is shown in the timesheet template. In most cases, the Time Distribution Category should be left blank.
However, if users will be entering their time using one of the other components and then allocating their hours in the Time Distribution Grid, choose a distribution category so users know how many hours they have to allocate.
In/Out Times settings
Within the In/Out Times component, the following settings are available.
|
Setting name |
This setting... |
|---|---|
|
Title |
Shows the title entered above the in/out component of the timesheet. A title is only required if you're adding custom help links to this component, since the help icon for the in/out table will display beside the title, and can help users identify what component the help applies to. |
|
Track Breaks |
Allows the user to track break times |
|
Time Entry Comments |
Allows the user to enter comments for each time entry |
|
Split times that cross midnight |
If the user is punched in at midnight, the system automatically creates an out time at 11:59 p.m., and an in time at 12:00 a.m. |
|
Snap times to the nearest |
Determines whether the in and out times are automatically rounded. You can choose the increment to round to. The rounded value is the saved value; the original value is not retained. |
|
Custom help URL |
Displays custom help relevant to this component, that you provide, on the right side of the timesheet |
In/Out Times + Allocation settings
The In/Out Times + Allocation component is not fully supported on the Replicon Mobile app for Android.
Within the In/Out Times + Allocation component, the following settings are available.
|
Setting name |
This setting... |
|---|---|
|
Title |
Shows the title entered above the in/out component of the timesheet. A title is only required if you're adding custom help links to this component, since the help icon for the in/out table will display beside the title, and can help users identify what component the help applies to. |
|
Projects and Tasks |
Allows the user to enter time against projects and tasks |
|
Billing Rate |
Allows the user to choose whether the time is billable or non-billable and, if billable, the billing rate to apply. The options available on the timesheet are based on the selected project’s billing settings. |
|
Activity |
Allows the user to enter time against their assigned activities |
|
Comments |
Allows the user to enter comments for each time entry |
|
Custom fields |
Allows the user to enter custom data for each time entry using 'new'-type custom fields. For example, you could allow a user to include the number of calls they made during the work period in question. Adds a column to the timesheet for each custom field you add, allowing users to record custom data against each row of data. |
|
Break Time |
Allows the user to track break times |
|
Split times that cross midnight |
If the user is punched in at midnight, the system automatically creates an out time at 11:59 p.m., and an in time at 12:00 a.m. |
|
Snap times to the nearest |
Determines whether the in and out times are automatically rounded. You can choose the increment to round to. The rounded value is the saved value; the original value is not retained. |
|
Custom help URL |
Displays custom help relevant to this component, that you provide, on the right side of the timesheet |
Related links
Configurable timesheet template options
Setting up timesheet templates
How Replicon timesheets work
Time tracking setup checklist
Setting up timesheets (video)
