What's New - Time Management

Features and enhancements to streamline timesheet management and enhance reporting

Prompt users to enter timesheet notes 

This function prompts users to enter notes on timesheet entries. 

To switch on this option, navigate to Set Up Files>Set Up Options>Timesheet Options and check the box for Timesheet notes required. 

Once enabled, a pop-up message will appear when a user saves their timesheet and there are entries that do not have notes associated.  

Easily view timesheet notes on Time Approval page

A new Notes column has been added to the Time Approval page.  Hover your mouse over the Notes icon to see the full text associated with the time entry. 

Import or export timesheet data in Excel format

The Time Approval page now allows for:

• List Export to export the detailed timesheet data based on the filter criteria set on the page
• Import to load timesheet data in Excel using the standard template provided for download

Restrict specific job types for time entry

This function allows your agency to restrict time entry to specific job types.  For example, you might not want employees to assign timesheets for jobs used specifically to manage external costs.  

By default, all Job Types are eligible for timesheets.  To restrict a specific job type for time entry, navigate to the Jobs module and click on the Job Types link. Within the Job Type record, uncheck the Use for Timesheets box.

Create custom dashboard charts for Time data

The custom dashboard tile builder now allows you to build a range of custom dashboard tiles based on the rich timesheet data available in Accountability.  You'll see a Time data link on the top of the page when creating a new tile.

The example below shows the settings to create a bar chart with Total Billable Hours by Department YTD.