Staff Timesheet (Optional Module)
Introduction
This functionality allows for the Finance Management of Teacher Timesheets and Invoices.
Timesheet functions:
View Timesheet Payment Processed Status
View Class Timesheets
View Extra Activity Timesheets
View Teacher Payments
Record Payment Processing for Timesheets
Generate Timesheet Summary (pdf)
Export Timesheet Summary (Excel)
View/Export Timesheet Summary
Invoice functions:
View/Download Invoices
Delete Invoices
To manage Staff Timesheet Finance to the Accounts > Staff Timesheet
Process Timesheet
To manage Staff Timesheets:
Select the Process Timesheet menu tab
Enter the required search Criteria - Fiscal Year, Pay Period, Staff
The search result Staff list of will be shown on the bottom of the page. This list provides a summary of the Timesheet information, including status
For each listed Staff Timesheet there are three Action Icons
View Staff Timesheet
To view the Staff Timesheet:
Click the View Class Timesheet Action Icon
A window is displayed that lists the Approved Timesheet information for the Teacher.
To record that a Timesheet payment has been processed:
Enter the amount in Total Payable as required
Select the check-box for items to process
Click on the Process Action Icon
A message indicates the update success
The record of processing of Timesheets can also be reversed using the Delete Action Icon
Timesheet information can be exported in excel by clicking on the export icon as
View Extra Activity Timesheet
To view the Staff Extra Activity Timesheet:
Click the View Extra Activity Timesheet Action Icon
A window is displayed that lists the Approved Extra Activity Timesheet information for the Teacher.
To record that a Extra Activity Timesheet payment has been processed:
Enter the amount in Total Payable as required
Select the check-box for items to process
Click on the Process Action Icon
A message indicates the update success
The record of processing of Extra Activity Timesheets can also be reversed using the Delete Action Icon
Extra Activity Timesheet information can be exported in excel by clicking on the export icon as
View Teacher Payment
To view the Teacher Payment information:
Click the View Teacher Payment Action Icon
A window is displayed that lists the Approved Extra Activity Timesheet information for the particular trainer or teacher.
Selecting the type to filter the view of the list of payments.
This information can be exported using the Excel Action Icon
Generate Timesheet Summary
To Generate a Timesheet Summary as a pdf for selected Staff:
Select the check-box for the required Staff using. Only Staff with a 'Processed' Status for Timesheet and Extra Activity Timesheet can be selected.
Click the PDF Action Icon
A single pdf document is generated for download. The document will contain a Timesheet Summary for each of the selected Staff.
Export Timesheet Summary
To Export a Timesheet Summary:
Click the Export Action Icon
A single Excel document is generated for download. The document will contain a Timesheet Summary for the Staff.
View Timesheet Summary
To view Total Payable Summary:
Click the View and Export Action Icon
A window is displayed that shows the Total Payable Summary information.
This information can be exported using the Excel Action Icon
Invoice
To manage Staff Invoices:
Select the Invoice menu tab
The invoice storage repository will be shown on the bottom of the page.
Navigate the folder structure to locate individual Invoices
Click on the Invoice to download a copy
Click on the Delete Action Icon to delete the Invoice
Folders
The folder structure of the Invoice repository is
FiscalYear/Pay Period.
Invoices are named using the following format
username_PayPeriodName_TimesheetType