This topic is intended for system administrators.

Entering Time Worked

On the Umana web timesheet, an employee can enter time worked...

• from the NOW panel (click the green START WORK button), or
• from the ONE-DAY panel (choose the date, click the (+) button, and select ADD TIME WORKED)

After initiating the process, a dialog box open to obtain more information.

That information include times, plus various questions (fields) about what the employee did.

• From the NOW panel, the box asks What are you GOING to do? when he starts work, and What DID you do? when he finishes (or starts a break)
• From the ONE-DAY panel both start and end times are entered at once with the question What DID you do?

Configuring the questions

First you configure which of those fields to show on the web.

• To do that, in the desktop application go to: Admin > Options > Timesheet > Fields-to-capture-on-the web.

Then, for each field, you configure which codes (choices) are available.

• For each field, in the desktop application go to Admin > Tables > [table-name]

Fields captured

Just which additional information (fields) is requested, is configured in the Fields to capture in configuration.

Here are the fields available for capture for time worked. The choices (codes) available for each field come from the corresponding reference table.

• Pay code : TIMEOPT table
• Job performed : JOB table
• Department worked in : ENTITY1 table
• Project worked on : PROJECT table
• Equipment used: EQUIP table
• Pay reason : PAYREAS table
• Location where worked : LOCN table
• Coordinator (supervisor) working for

For some tables you can specify which codes shown, and sometimes specify just who can see the code.

When an employee has no choices available for a field, the field will not be shown at all. For example, employees not working on projects will not be asked to fill in a project code.

Pay code (TIMEOPT table)

You may not want to let the employee to choose the paycode.

In this case, just exclude the TIMEOPT field from the list of fields available. The default paycode for regular time will then be used (Admin > Options). Your timesheet signing or posting process can convert regular time to overtime based on your rules.

To configure pay codes available, go to Admin > Tables > TIMEOPT > Additional Info.

• The Timesheet filter option (click the [...] button for details) specifies to which employees / jobs / departments the pay code applies.
• The Timesheet col field (click the [...] button) offers a multi-choice set of options which apply to this pay code.
  The letter W tells Umana to show it on web timesheet (in a drop-down list).

Jobs and the JOB table

On the web timesheet, the employee enters the job performed first right after the paycode.

• The job performed, using its filter in the JOB table, affects the choices available in subsequent fields (department / location / etc.) In general, if the job has no filter on dept / location / etc, that means that job applies to any dept / location / etc. ( The opposite is true for premiums!)

JOB drop-down list

• The first job shown on the web drop-down list is either the job scheduled for the employee on that day, or his home job.

• Next on the list are jobs based on his competencies and hats.

• Other jobs may be shown after that. Those jobs available will be limited (filtered according to rules on the JOB table) according to the employee's status/union/dept/etc.

  Whether or not other jobs are shown at all depends on the configuration option User can choose any job, mentioned above.

Projects

Not every company uses projects.

If you do, your project table may be customized. You may need to customize the web interface to find the proper filter and date fields.

If no project is applicable to an employee's job or department, the project field will not be shown. (This is the opposite of how other field filters work.)

For a project filtered by JOB or DEPT, Umana web applies the filter to the job or department where the employee is working — not the employee's home job or department.