Timesheet Journal
Path: Timesheet Journal
Timesheet Journal is a convenient tool for modifying timesheet details for an employee or safely importing actual hours into timesheet details (when such data is sent in files).
The principles of working with the Timesheet Journal are the same as for any other type of journal in the Microsoft Dynamics system. Different types of sections can be created for the journal. The Timesheet Journal allows modifying the number of hours in timesheet details (within the values allowed by the calendar) or adding rows with other time activity codes. Changes are applied after the journal lines are posted.
Structure of the Timesheet Journal
| Field | Description |
|---|---|
| Employee Code | Employee Code. |
| Full name | Employee's last name, first name, and middle name. |
| Subdivision Code | Subdivision Code. |
| Subdivision Name | Subdivision Name. |
| Date | Date. |
| Time Activity Code | Types of employee presence or absence at the workplace that determine the overall type of activity (presence, sick leave, vacation, business trip, etc.). |
| Description | Text description. |
| Description (English) | Text description in English. |
| Hours Q-ty. | Quantity of hours. |
| Timesheet No. | Number of the timesheet. It may, for example, correspond to the period code to which the date belongs. |
| Delete Existing | Automatically filled depending on the selection of the option in the Suggest Timesheet Lines report. |
Entries in the journal can be added manually or using the Suggest Timesheet Lines function.
| Field | Description |
|---|---|
| Clear Journal | This option can be added along with one of the import options. If selected, the system will clear previously created lines in the journal and create new lines selected by one of the import options. |
| Delete Existing | Selecting this option means re-populating (deleting and re-adding) timesheet details from Timesheet Lines or the Calendar. This option can be added along with one of the import options. |
| Import Lines from Timesheet Details | Fills in the lines with data from timesheet details. |
| Import Lines from Calendar | Fills in the lines with data from the calendar. |
| Import Lines from Self-Service | Imports lines from Self-Service. |
| Start Date | Start date of the period for which lines need to be created in the journal. |
| End Date | End date of the period for which lines need to be created in the journal. |
| Timesheet No. | Number of the timesheet. |
The import of lines can be configured using filters for Employees, Resources, Timesheet Lines, and Timesheet Details.
A large amount of information can be conveniently viewed using the Show as Matrix view, which allows editing records in rows.