Timesheet Rules

Timesheet rules are a way of putting policy around timesheet submissions. There are several Submission rules you can activate. These are:

• Minimum number of hours required on the timesheet

• Maximum number of hours allowed on the timesheet

• Minimum number of hours per day required on the timesheet

• Maximum number of hours per day allowed on the timesheet

• Minimum leave accrual balance, and Exclude weekends from the daily rules

The first four of these require you to select whether to choose fixed hours or a percentage of the work schedule as the base for the rule. Selecting the percentage of the work schedule is helpful when you are establishing a policy that spans full-time and part-time employees.

You also need to specify the value for the item as well as the Action (Warn or Error) when the rule is violated. For the Minimum leave accrual balance, you need to select the minimum value and the Action to be sent to the employee.

Other options include:

• Require a time entry every day, independent of workschedule — enables you to require employees to enter time on Saturday and Sunday, for example.

• Exclude weekends from the daily rules — permits weekends on timesheets to pass through timesheet validation without triggering an exception for either the minimum number of hours per day required on the timesheet or maximum number of hours per day allowed on the timesheet rules.

• Exclude hours associated with cost centers from the daily rules — If you are using the timesheet rules to monitor minimum and maximum hours per day and cost centers are used to classify employees, this option lets you filter the timesheet daily rule for only those cost centers where the rules apply. For example, you may want to not apply the rules to the sales cost center.

• Exclude days with no hours from the daily rules — permits blank days (that is, days with no hours) on timesheets to pass through timesheet validation without triggering an exception for either the minimum number of hours per day required on the timesheet or maximum number of hours per day allowed on the timesheet rules.

• Require project selection for the following time types — permits time types to control whether a project is required for timesheet submission. For example, you may have a time type called internal that, when selected, will not require a project selection for time entry. Recording time at the time type level only will not provide a service or task breakdown; therefore, a high level single time type value will have limited reporting capabilities. A good example of a time type that would be useful on its own would be bench time. Please note that this feature is only applicable if you do not require a project selection on all time entries, and it is not commonly used.