This topic is intended for system administrators.

In general

Umana offers both a desktop timesheet and a web timesheet.

• This HELP is about the web timesheet.
• Both timesheets use the same data (in the TIMETMP database table), so what is entered on either platform is visible and editable on the other.

Timesheet data is captured by the employee and managed by his supervisor. When the supervisor approves an employee's time, it is goes into the (gross) pay, to be processed by your payroll department.

• The web timesheet is weekly oriented, even if your pay cycle is biweekly or monthly.

Web timesheet configuration

The web timesheet is configured using the Umana desktop platform. The configuration is stored in the Umana database. No configuration options are available from the web.

Configuration options (desktop platform) are in...

• System settings Admin > Options > Timesheets > web (2)

  (Many other Umana settings, used also by Umana desktop, are used as well by the web timesheet.)

• Reference tables (paycodes, events, etc.), where you configure which codes are visible on the web timesheet.

• Rules: Attendance plans, rule-tables, etc.

System settings

Admin > Options > Timesheets > Web (2)

• Close period after how many days:
• Can take pre-approved absence early
• Fields to capture on web:
• User can choose any job
• Max hours in advance user can enter time worked:
• Max hours worked in a day:
• Max hours for a break:
• Preload absences & stat holidays:
• Email msg on absence entry (Subject and Body) templates

For explanations, hover your mouse over an option (on Umana desktop) and read the tool tip.

Transactions types

You control the types of transactions employees can by what you include in Fields to Capture on Web. See system options, above.

• Time worked
• Premiums (include P-Premiums in the list of fields)
• Absences (include A-Absence Code in list of fields)
• Statutory Holidays are absences with special handling

When the user decides to enter any of those, Umana opens a dialog box with multiple drop-down lists requesting detail on various fields: pay-code / absence-code, job performed, etc.

Drop-down lists — Reference tables

The list of choices available for each field comes from a corresponding reference table. The entries (codes) in the table are the choices shown to the web timesheet user — filtered based on the user and the context.

• To add/delete choices in reference table, go to Administration > Tables (Umana desktop) and select the reference table to configure.

• For many tables you can specify which codes should be shown on the web. Additional filters may also limit the codes visible based on the employee's status and what he has entered in fields above.

Grouping choices

If the table has many choices, you may want to group them with separator headings. You can do this in most tables, by creating a code with a back-slash as first character of the description. These codes become heading and are not selectable.

• For example, you might put the code TR  \Trucks in your EQUIPment table, followed by a bunch of different trucks.
• A description of \- adds a separator line without text.
• Options are displayed in order of the SORT value of the codes in table. Entries with the same SORT value are ordered by table ID.

Take the time now to learn more about the different types of transactions that employees can enter, and how to configure them:

• Time worked — Premiums — Absences — Statutory Holidays