Periods

The Periods option is used to define periods that form the basis of Timesheet entry.

Use the icon to add a new Period or the icon to edit an item.

Every period has a start and end date and dates cannot overlap. When you create a new period the system automatically assigns a default end date based on the length of the previous period. Periods can be any length but will typically be weekly, monthly or 4 weekly.

A period can be open which means that it is available for users to enter timesheets, or closed which means that it is not available for entry but is available for reporting.

Each user can complete one timesheet per period, and will only be able to submit a timesheet once all the working days within the period have met the minimum hours requirements defined in the system.

If a user creates a Quick Entry, the entry will be assigned to an open period based on the date worked.

Timesheet reports can be filtered and grouped by period.

Delete Period

The Item Menu will allow you to delete an entry in the list unless this item is used in other data.

Delete the Period record. A Period record can only be deleted if no timesheets have been entered against it.

Period Maintenance

Period Name

A name for the period. A name is assigned automatically based on the period number, but can be changed.

Start

If this is the first period created, then select the start date of the period. Otherwise the start date is assigned automatically to be the day after the end date of the last period.

End

Select the end date of the period. If a prior period exists then this is assigned automatically based on the length of the prior period, but can be changed.

Status

• Closed: Users cannot enter timesheet data for this period
• Open: Users are able to enter timesheet data for this period