Copyright: ©1996-2003, Timberline Software Corp. All rights reserved.


Introducing Remote Time Entry

Remote Time Entry is an automated time entry program designed to eliminate the need for paper timesheets to be delivered to the control office before labor hours and costs can be included in progress reports. The on-screen time entry window is laid out like a paper timesheet to make entry logical and easy to learn. At the end of each reporting period, timesheet information is transmitted to payroll. This data is not limited to Timberline applications, but can be used by any application or spreadsheet that accepts an ASCII text file.

Remote Time Entry ensures that timesheets are accurate and up-to-date. Timesheets can be entered daily or weekly by employees or by supervisors and transmitted to payroll for immediate recognition of cost on Job Cost.


[Attachments]

Opens an Attachments window to add, change, view, and delete attached notes and files.


[Autoset]

Marks the active column with an asterisk, indicating that the column prefills with the previous column entry when a new line begins.


[Cancel]

Closes this window without accepting any of the current entries.


[Set tab] and [Clear tab]

If [Set tab], sets a tab at the current item. The cursor stops at this item when [Ctrl + Tab] is used to advance through the window.

If [Clear tab], removes the tab from the current item. After clearing, the cursor does not stop at this item when [Ctrl + Tab] is used to advance through the window.


[Close]

Closes this window and returns to the main Remote Time Entry window.


[Conditions]

Sets up, views, or clears conditions which limit your choices or the information that displays or prints.


[Delete line]

Deletes the information on the current grid line.


[Help]

Starts Help and displays information about this window.


[OK]

Accepts the current entries and closes this window.


[Printer Setup]

Opens the Printer Setup window to modify printer options before printing. [Printer Setup] displays with asterisks if printer options have been changed.


[Page Setup]

Opens the Page Setup window to modify page options before printing. [Page Setup] displays with asterisks if page options have been changed.


[Ranges]

Opens a Range Selection window to select one or more ranges of records to display or print.


[Start]

Begins processing.


Remote Time Extended Help version 8.3.0.


Import Setup Records (Tools menu)

Use to import ASCII text files (TXT) that contain the setup records used in this application.

 Windows

Related Topics


Import Setup Records

Use to import ASCII text files that contain the setup records used in this application. See Importing setup records to Remote Time Entry for detailed instructions.


Import Setup Records windows

 Import Setup Records

 List Import FIles


List Import Files window

Use to select the ASCII text file (TXT) that contains the setup records you want to import.


Import Setup Records - Selection window
Import Setup Records window

Use to specify the files to import setup records from and write error messages to. Also, use to specify import options for each type of setup record.

 Items

 Buttons

Related Topics


Import Setup Records items

 Error file

 Import file

 Import options


Import file

Accept the prefill, or enter a different drive, folder, and name of an ASCII text file that contains the records you want to import (e.g., C:\DATA\EMPLOYEE.TXT). You can also click [List] to select a file from the List Import Files window.

This item prefills with data entered on the Import Defaults tab (Import/Export Settings window).


Error file

Accept the prefill, or enter a different name for the error file (e.g., EMPLOYEE.ERR). Any records that couldn't be imported are stored in this file. This file is saved to the current data folder unless a drive and folder are specified. You can also click [List] to select a file from the List Error Files window.

This item prefills with data entered on the Import Defaults tab (Import/Export Settings window).


Import options

Accept the prefills, or select how to update each type of setup record during the import process:

•	Update -- Overwrites all existing records with new data.

•	Add Only -- Does not overwrite any data in existing records; adds only new records.

•	Clear/Add -- Clears the file of all records of this type before importing, then imports new records. If you use the Clear/Add option, be sure to deselect it once you've imported the setup records you wanted to clear. This option will continue to clear records regardless of the type of setup records you are importing.

The titles of these options may be different if changed in Custom Descriptions. These items prefill with data entered on the Import Defaults tab (Import/Export Settings window).


Import Setup Records buttons

 [Cancel]

 [Conditions]

 [Help]

 [List]

 [Page Setup]

 [Printer Setup]

 [Start]


[List]

Opens a file selection window to select the desired file.


Current to History (Tools, Move Time menu)

Use to transfer timesheets from one time file to another. This command is useful if you need to merge time files from multiple sites. Another use is to merge individual employee or job time files.

 Window

Notes

•	Back up your time files before transferring timesheets between time files.

•	Time files with different timesheet options cannot be combined.

Related Topics


Move Time -- Current to History

Use to transfer timesheets from one time file to another. This command is useful if you need to merge time files from multiple sites. See Moving time -- current to history for detailed instructions.

Notes

•	Back up your time files before transferring timesheets between time files.

•	Time files with different timesheet options cannot be combined.


Current to Current (Tools, Move Time menu)

Use to transfer timesheets from one time file to another. This command is useful if you need to merge time files from multiple sites. Another use is to merge individual employee or job time files.

 Window

Notes

•	Back up your time files before transferring timesheets between time files.

•	Time files with different timesheet options cannot be combined.

Related Topics


Move Time -- Current to Current

Use to transfer timesheets from one time file to another. This command is useful if you need to merge time files from multiple sites. See Moving time -- current to current for detailed instructions.

Notes

•	Back up your time files before transferring timesheets between time files.

•	Time files with different timesheet options cannot be combined.


History to History (Tools, Move Time menu)

Use to transfer timesheets from one time file to another. This command is useful if you need to merge time files from multiple sites. Another use is to merge individual employee or job time files.

 Window

Notes

•	Back up your time files before transferring timesheets between time files.

•	Time files with different timesheet options cannot be combined.

Related Topics


Move Time -- History to History

Use to transfer timesheets from one time file to another. This command is useful if you need to merge time files from multiple sites. See Moving time -- history to history for detailed instructions.

Notes

•	Back up your time files before transferring timesheets between time files.

•	Time files with different timesheet options cannot be combined.


History to Current (Tools, Move Time menu)

Use to transfer timesheets from one time file to another. This command is useful if you need to merge time files from multiple sites. Another use is to merge individual employee or job time files.

 Window

Notes

•	Back up your time files before transferring timesheets between time files.

•	Time files with different timesheet options cannot be combined.

Related Topics


Move Time -- History to Current

Use to transfer timesheets from one time file to another. This command is useful if you need to merge time files from multiple sites. See Moving time -- history to current for detailed instructions.

Notes

•	Back up your time files before transferring timesheets between time files.

•	Time files with different timesheet options cannot be combined.


Move Time - Selection window

Use to transfer timesheets from one time file to another. The source file (either current or history) and destination file (either current or history) will differ depending on whether you choose Current to History, Current to Current, History to History, or History to Current. Use [Ranges] and [Conditions] to select the timesheets being moved.

Notes

•	Back up your time files before transferring timesheets between time files.

•	Time files with different timesheet options cannot be combined.

Related Topics


Remove Time (Tools menu)

Use to delete timesheets from time files or to delete entire time files. Use [Ranges] and [Conditions] to select timesheets to delete.

Note

•	Back up your time files before deleting timesheets or time files.

Related Topics


Remove Time

Use to delete timesheets from time files or to delete entire time files. Use [Ranges] and [Conditions] to select timesheets to delete. See Removing time for detailed instructions.

Note

•	Back up your time files before deleting timesheets or time files.


Remove Time - Selection window

Use to delete timesheets from time files or to delete entire time files. Use [Ranges] and [Conditions] to select timesheets to delete.

Note

•	Back up your time files before deleting timesheets or time files.

Related Topics


Specifying Remote Time Entry custom descriptions

  1	Determine the field descriptions you want to change. Use the table below as a guide to change Remote Time Entry field descriptions to match those used in Payroll and Job Cost.

Field type	Description, Size, Right justify, and Capitals	Set Up Sections
RT Category	Match JC Category.	No
RT Cost Code	Match JC Cost Code.	Yes
RT Employee	Match PR Employee.	No
RT Extra	Match JC Extra.	No
RT Job	Match JC Job.	Yes
RT Pay ID	Match PR Pay ID.	No
  2	Change custom descriptions in Remote Time Entry as needed.

 How?

  3	Set up cost code and job sections.

 How?

Related Topics


Specifying entry and approval settings

  1	From the File menu, select Data Folder Settings, Entry/Approval Settings.

  2	On the Verification Options tab, select a Verification level on the top half of this tab to specify when data is verified.

  3	To indicate which items can be entered on timesheets, mark the appropriate boxes under Enter.

  4	To determine how data will be verified, mark the appropriate boxes under Verify.

  5	Click the Timesheet Options tab and select the Timesheet Orientation to use to record time.

  6	Select the Timesheet Period to use to enter hours on timesheets. If you select the Bi-Weekly option, enter the First bi-weekly date to use as the first period ending date. If you select the Weekly or Weekly Total option, select the Cut-off Day to use as the period ending date.

  7	If using security, click the Security/Approval Options tab and select options to define whether access to timesheets is limited, whether approval of timesheets is limited, and the level at which timesheets can be maintained and approved.

  8	Click [OK].

Warning

•	Changes made on the Timesheet Options tab affect new time files (RTT) only; they do not affect existing ones.

Note

•	If using standard cost codes and categories, items on the Verification Options tab must be specified differently. To specify entry and approval settings for standard cost codes and categories, click [image].

Related Topics


Specifying entry and approval settings for standard cost codes and categories

  1	From the File menu, select Data Folder Settings, Entry/Approval Settings.

  2	To verify jobs and extras, select the Warning on invalid verification option, mark the appropriate boxes under Enter to indicate which items can be entered on timesheets, and mark the Job and Extra boxes and unmark the Cost Code and Category boxes under Verify on the Verification Options tab.

  3	If not using extras and categories, unmark the Extra and Category boxes and mark the Job, Cost Code and Pay ID boxes under Verify.

  4	Click [OK].

  5	Click the Timesheet Options tab and select the Timesheet Orientation to use to record time.

  6	Select the Timesheet Period to use to enter hours on timesheets. If you select the Bi-Weekly option, enter the First bi-weekly date to use as the first period ending date. If you select the Weekly or Weekly Total option, select the Cut-off Day to use as the period ending date.

  7	If using security, click the Security/Approval Options tab and select options to define whether access to timesheets is limited, whether approval of timesheets is limited, and the level at which timesheets can be maintained and approved.

  8	Click [OK].

Warning

•	Changes made on the Timesheet Options tab affect new time files (RTT) only; they do not affect existing ones.

Related Topics


Changing timesheet options after processing has begun

  1	Use Explorer to rename the CURRENT.RTT and HISTORY.RTT (if one exists) to OLDCURRENT.RTT and OLDHISTORY.RTT.

  2	Change timesheet options and other entry and approval settings as needed.

 How?

  3	Begin the processing tasks. The system will create a new CURRENT.RTT file using the new timesheet orientation, timesheet period, or cut-off date that you specified.

  4	Back up OLDCURRENT.RTT and OLDHISTORY.RTT for historical purposes and then use Windows Explorer to delete them.

Tip

•	If using named files, simply change timesheet options (timesheet orientation, timesheet period, or cut-off date) and then create a new time file when prompted for a file name.

Related Topics


Overview

If using unnamed files, use to change timesheet options (timesheet orientation, timesheet period, or cut-off date) after tasks have been processed on timesheets. You can change verification options, security options, and import and export settings and then continue processing using existing time files.


Specifying import and export settings

  1	From the File menu, select Data Folder Settings, Import/Export Settings.

  2	On the Import Defaults tab, enter the drive, folder and name of the Import file (TXT) most often used to import setup records. Or, enter the drive and folder name here and then enter the file name during the import process.

  3	Enter the name of the Error file (ERR) most often used during the import process.

  4	Select the Import options to determine how each type of setup record will be updated during the import process.

  5	Click the Export Information tab and select the type of timesheet transactions to export. Leave blank to export all transactions that have not already been exported. You can select multiple Export selection options.

  6	Enter a Description of the contents of the file you are exporting.

  7	Enter the names of up to nine export Designs (excluding RPT) to use to export transactions, or click [List] to select a design from the Report Designs window.

  8	Enter the drive, folder and name of the Output file (TXT) to store exported transactions in.

  9	Click [OK].

Related Topics


Customizing the RT EXPORT.RPT design using Report Designer

  1	Open Report Designer and use Help to complete the following steps.

  2	Open the RT EXPORT.RPT design in the folder where reports are located. The default file location is \PROGRAM FILES\TIMBERLINE\REPORT if not installed on a network or \TIMBERLINE\REPORT if installed on a network.

  3	Change the design as needed.

  4	Save the modified design to a new name.

  5	In Remote Time Entry, enter the new design name on the Export Information tab (Import/Export Settings window) to use it to export transactions.

Related Topics


Overview

If you are using a job timesheet orientation, use the RT EXPORT.RPT design to export timesheet transactions to an ASCII text file. You can change this export design as needed to fit your company's needs using Report Designer. You can use this export design over and over to export time for use by Payroll or non-Timberline software.


Creating new export designs using Report Designer

  1	Open Report Designer and use Help to complete the following steps.

  2	Open a new design.

  3	Select the RT - Timesheet Detail record to use on the design.

  4	Turn off column headings.

  5	Turn off page headings.

  6	If using a job timesheet orientation, set up the sort order to use the print in timesheet detail order option. If you using an employee timesheet orientation, set up the sort order to use the print in job, timesheet date, row, date order option.

  7	In the design area, position the cursor in column 1, row 1.

  8	From the RT - Timesheet Detail box, select items in the order that matches the time entry view used in Payroll followed by a comma. Enter a comma in place of items that cannot be or that are not used in Remote Time Entry. You can export Job, Extra, Cost Code, Category, Pay ID, Employee ID, Date, and Timesheet Date.

  9	Set the line spacing for all items to single spacing.

10	In the design area, highlight the entire row of items and commas.

11	Define Print Controls to print once per Timesheet Detail Record.

12	Turn off the Print Option form feed printing.

13	Save the new design using a descriptive name that represents its purpose, such as RT EMPLOYEE EXPORT.RPT.

14	In Remote Time Entry, enter the new design name on the Export Information tab (Import/Export Settings window) to use it to export transactions.

Tips

•	You can print this topic by clicking [Options] and selecting Print Topic.

•	For an example of items to include on export designs, click [image].

Related Topics


Overview

If you are using an employee timesheet orientation, you must create a custom export design to export timesheet transactions to an ASCII text file. You can use this export design over and over to export time for use by Payroll or non-Timberline software.


Selecting items to include on export designs -- An example

For example, let's say you use the following items in the Payroll time entry view:
Employee, Job, Cost Code, Category, Pay, Hours, Rate, Amount, Date

The timesheet in Remote Time Entry includes these items:
Employee, Job, Cost Code, Pay, Units, Date

Select these items and enter a comma in place of items that cannot be or that are not used in Remote Time Entry:
Employee, Job, Cost Code,, Pay, Hours,,, Date


Exporting setup records from Payroll

  1	If exporting standard cost codes and categories, rename the corresponding report designs.

 How to rename category report designs?

 How to rename cost code report designs?

  2	Open Payroll and use Help to complete the following step.

  3	Export each type of setup record used in Remote Time Entry to a separate ASCII text file (TXT). If using group cost codes (e.g., 1-000), use a condition to export only individual cost codes (e.g., 1-100, 1-200, 1-300, . . .). Time entries with group cost codes cannot be posted from Payroll to Job Cost. See Group cost codes in Job Cost Help for definitions of group and individual cost codes. For an example of how to create this condition based on your setup, click [image].

  4	Import setup records.

 How?

Note

•	Timberline recommends that you name these files based on their contents, e.g., EMPLOYEE.TXT.

Related Topics


How to exclude group cost codes when exporting cost codes -- An example

How you create a condition to limit cost codes that are exported depends on how cost codes have been set up in the JC Cost Code Sections window (File, Data Folder, Custom Descriptions menu). For example, let’s say cost codes have been formatted into three sections: Division (section 1), Area (section 2), and Cost Code (section 3 ), and the format appears as 1-22-33. You would use this condition:

Cost Code NE "00"


Renaming category report designs

  1	In My Computer or Windows Explorer, select the folder where reports are located. The default file location is \PROGRAM FILES\TIMBERLINE\REPORT if not installed on a network or \TIMBERLINE\REPORT if installed on a network.

  2	Select PR EXPORT CATEGORIES.RPT.

  3	From the File menu, select Rename.

  4	Enter PR EXPORT DEFAULT CATEGORIES.RPT and press [Enter].

  5	Select PR EXPORT STANDARD CATEGORIES.RPT.

  6	From the File menu, select Rename.

  7	Enter PR EXPORT CATEGORIES.RPT and press [Enter].


Renaming cost code report designs

  1	In My Computer or Windows Explorer, select the folder where reports are located. The default file location is \PROGRAM FILES\TIMBERLINE\REPORT if not installed on a network or \TIMBERLINE\REPORT if installed on a network.

  2	Select PR EXPORT COST CODES.RPT.

  3	From the File menu, select Rename.

  4	Enter PR EXPORT DEFAULT COST CODES.RPT and press [Enter].

  5	Select PR EXPORT STANDARD COST CODES.RPT.

  6	From the File menu, select Rename.

  7	Enter PR EXPORT COST CODES.RPT and press [Enter].


Exporting setup records from non-Timberline software

  1	Format an ASCII text file with each type of setup record used in Remote Time Entry.

 How to format employee records?

 How to format job records?

 How to format job records without extras?

 How to format extra records?

 How to format cost code records?

 How to format category records?

 How to format pay records?

  2	Import setup records.

 How?

Note

•	Timberline recommends that you name these files based on their contents, e.g., EXPORT RECORDS.TXT.

Tips

•	A record is a series of fields separated by commas. If a field is omitted, enter a comma in place of omitted field.

•	Although records may be two or more lines, an individual field cannot begin on one line and end on the next.

•	A line is a string of characters that ends with a carriage return. If you are manually creating an import file, the carriage return is generated when you press [Enter].

•	Spaces and tabs are ignored.

•	Alpha fields can also contain special characters such as commas, periods, percent signs, and double quotes. You must enclose fields that contain quotes, commas, or semi-colons with double quotes.

•	To indicate a negative number, enter a minus (-) sign in front of a number.

Related Topics


Overview

If you are not using Payroll, data must be in a specific format before setup records can be imported into Remote Time Entry. Proper conversion from an ASCII text file to a Timberline data file depends on the information being in the correct format.


Formatting employee records

Use this table as a guide to format employee records.

No.	Type	Length	Field	Required?	Comment
1	Alpha	5	RTM1	Yes	Indicates an employee record
2	Alpha	10	Employee	Yes	ID of the employee
3	Alpha	35	Name	Yes	Employee name
4	Alpha		,	Yes	Indicates a blank
5	Alpha		,	Yes	Indicates a blank
6	Numeric	1	Status	No	1 -- Active (prefills when blank) 2 -- Inactive
7-54	Alpha		,	No	Enter 50 commas
55+	-- Defined in Custom Fields --	No	Enter contents of each custom field separated by a comma
Tips

•	To include custom fields, add fields 7-54 and 55+ to each record as needed.

•	For an example of formatted ASCII text file, click [image].

Related Topics


Formatted employee records -- An example

RTM1,101,"Jones; Robert E",,,1

RTM1,102,"Sanford; Dennis G",,,1

RTM1,103,"Lovett; Gregory",,,1

RTM1,104,"Franks; Jimmy D",,,1

RTM1,105,"Grant; Randy P",,,1


Formatting job records

Use this table as a guide to format job records.

No.	Type	Length	Field	Required?	Comment
1	Alpha	5	RTM3	Yes	Indicates a job record
2	Alpha	10	Job	Yes	ID of the job
3	Alpha	30	Description	Yes	Description of the job
4	Numeric	1	Status	No	1 -- Active (prefills when blank) 2 -- Inactive
5+	-- Defined in Custom Fields --	No	Enter contents of each custom field separated by a comma
Tips

•	To include custom fields, add fields 5+ to each record as needed.

•	For an example of a formatted ASCII text file, click [image].

Related Topics


Formatted job records -- An example

RTM3,98001,"NW Food Warehouse",1

RTM3,98002,"Clackamas Office Park #4",1

RTM3,98003,"Fort Wayne Officer's Club",1


Formatting job records without extras

Use this table as a guide to format job records that don't have extras.

No.	Type	Length	Field	Required?	Comment
1	Alpha	5	RTM3	Yes	Indicates a job record
2	Alpha	10	Job	Yes	ID of the job
3	Alpha	25	,	Yes	Description of the job
4	Alpha		""	Yes	Indicates that an extra isn't associated with this job
5	Numeric	1	Status	No	1 -- Active (prefills when blank) 2 -- Inactive
6+	-- Defined in Custom Fields --	No	Enter contents of each custom field separated by a comma
Tips

•	To include custom fields, add fields 6+ to each record as needed.

•	For an example of a formatted ASCII text file, click [image].

Related Topics


Formatted job records without extras-- An example

RTM3,98001,"","NW Food Warehouse",1

RTM3,98002,"","Clackamas Office Park #4",1

RTM3,98003,"","Fort Wayne Officer's Club",1


Overview

If verification options are defined to verify valid extras on jobs and some jobs don't have extras, use this procedure to format these job records. This will allow you to enter time for these jobs.

Verification options are defined in the Entry/Approval Settings window (File, Data Folder Settings menu).


Formatting extra records

Use this table as a guide to format extra records.

No.	Type	Length	Field	Required?	Comment
1	Alpha	5	RTM5	Yes	Indicates an extra record
2	Alpha	10	Job	Yes	ID of the job
3	Alpha	10	Extra	Yes	ID of the extra
4	Alpha	30	Description	Yes	Description of the extra
5	Numeric	1	Status	No	1 -- Active (prefills when blank) 2 -- Inactive
6+	-- Defined in Custom Fields --	No	Enter contents of each custom field separated by a comma
Tips

•	To include custom fields, add fields 6+ to each record as needed.

•	For an example of formatted ASCII text file, click [image].

Related Topics


Formatted extra records -- An example

RTM5,98001,981,"Abestos removal",1

RTM5,98002,982,"Pool addition",1

RTM5,98003,983A,"First story",1

RTM5,98003,983B,"Second story",1


Formatting cost code records

Use this table as a guide to format cost code records.

No.	Type	Length	Field	Required?	Comment
1	Alpha	5	RTM7	Yes	Indicates a cost code record
2	Alpha	10	Job	Yes	ID of the job
3	Alpha	10	Extra	Yes	ID of the extra
4	Alpha	10	Cost Code	Yes	ID of the cost code
5	Alpha	30	Description	Yes	Description of the cost code
6	Numeric	1	Status	No	1 -- Active (prefills when blank) 2 -- Inactive
7+	-- Defined in Custom Fields --	No	Enter contents of each custom field separated by a comma
Tips

•	To include custom fields, add fields 7+ to each record as needed.

•	For an example of a formatted ASCII text file, click [image].

Related Topics


Formatted cost code records -- An example

RTM7,98001,,1-040,"Coordination",1

RTM7,98001,,1-045,"Insurance",1

RTM7,98001,,1-065,"Permits - General",1

RTM7,98001,,1-510,"Temporary Utilities",1


Formatting category records

Use this table as a guide to format category records.

No.	Type	Length	Field	Required?	Comment
1	Alpha	5	RTM9	Yes	Indicates a category record
2	Alpha	10	Job	Yes	ID of the job
3	Alpha	10	Extra	No	ID of the extra
4	Alpha	10	Cost Code	Yes	ID of the cost code
5	Alpha	3	Category	Yes	ID of the category
6	Alpha	30	Description	Yes	Description of the category
7	Numeric	1	Status	No	1 -- Active (prefills when blank) 2 -- Inactive
8+	-- Defined in Custom Fields --	No	Enter contents of each custom field separated by a comma
Tips

•	To include custom fields, add fields 8+ to each record as needed.

•	For an example of a formatted ASCII text file, click [image].

Related Topics


Formatted category records -- An example

RTM9,98001,,1-040,L,"Labor",1

RTM9,98001,,1-045,O,"Other",1

RTM9,98001,,1-065,O,"Other",1

RTM9,98001,,3-310,L,"Labor",1

RTM9,98001,,6-110,L,"Labor",1


Formatting pay records

Use this table as a guide to format pay records.

No.	Type	Length	Field	Required?	Comment
1	Alpha	5	RTM11	Yes	Indicates a pay record
2	Alpha	10	Pay	Yes	ID of the pay
3	Alpha	30	Description	Yes	Description of the pay
4	Numeric	1	Status	No	1 -- Active (prefills when blank) 2 -- Inactive
5+	-- Defined in Custom Fields --	No	Enter contents of each custom field separated by a comma
Tips

•	To include custom fields, add fields 5+ to each record as needed.

•	For an example of a formatted ASCII text file, click [image].

Related Topics


Formatted pay records -- An example

RTM11,BONUS,"Bonus"

RTM11,DT,"Doubletime"

RTM11,OT,"Overtime"

RTM11,SICK,"Sick"

RTM11,VAC,"Vacation"


Importing setup records to Remote Time Entry

  1	Export setup records.

 How to export setup records from Payroll?

 How to export setup records from non-Timberline software?

  2	From the Tools menu, select Import Setup Records.

  3	Accept the prefill, or enter a different drive, folder, and name of the Import file (TXT) that contains the records you want to import. You can also click [List] to select a file from the List Import Files window.

  4	Accept the prefill, or enter a different name for the Error file (ERR). You can also click [List] to select a file from the List Error Files window.

  5	Accept the prefills, or select different Import options for each type of record being imported.

  6	Use [Conditions] to select records to be imported; otherwise, all records are imported.

  7	Click [Start] to import records and print an Import Journal.

  8	Review the Import Journal to verify that all records were imported.

  9	If any records couldn't be imported, use the Import Journal and error file to identify and fix them.

10	Repeat steps 2-8 until all record types have been imported.

Warning

•	If you use the Import option Clear/Add, be sure to deselect it once you've imported the setup records you wanted to clear. This option will continue to clear records regardless of the type of setup records you are importing.

Note

•	Import the same text file(s) you created in Exporting setup records from Payroll or Exporting setup records from non-Timberline software procedures.


Identifying and assigning managers

  1	From the Setup menu, select Employees.

  2	Click [Next] until a manager displays, then press [Enter] to advance to Authority level.

  3	Mark the Manager box.

  4	Click [Save].

  5	Repeat steps 2-4 until all managers have been identified.

  6	Click [Close].

  7	If using a job timesheet orientation, assign managers to jobs. If using an employee timesheet orientation, assign managers to employees.

 How to assign managers to jobs?

 How to assign managers to employees?

Related Topics


Assigning managers to jobs

  1	From the Setup menu, select Jobs.

  2	Click [Next] until an unassigned job displays, then press [Enter] to advance to Manager.

  3	Enter the employee ID assigned to the manager responsible for this job, or click [List] to select from a list of managers.

  4	Click [Save].

  5	Repeat steps 2-4 until all jobs have been assigned to a manager.

  6	Click [Close].

Note

•	If using security to limit timesheet access, managers can only enter and approve time for jobs they are assigned to or to unassigned jobs.

Related Topics


Assigning managers to employees

  1	From the Setup menu, select Employees.

  2	Click [Next], then press [Enter] to advance to Manager.

  3	Enter the employee ID assigned to the employee's manager, or click [List] to select from a list of managers.

  4	Click [Save].

  5	Repeat steps 2-4 until all employees have been assigned to a manager.

  6	Click [Close].


Entering and approving time at the employee level

  1	From the Tasks menu, select Enter Time.

  2	If using named files, select the desired time file and click [OK].

  3	Enter the timesheet controls to select the desired timesheet, or click [List] to select from a list for the current item.

  4	Click [Edit].

  5	Enter employees or jobs, extras, cost codes, categories, or pays as needed, or click [List] to select from a list for the current item.

  6	Enter hours worked.

  7	Click [Save line] to save data entered on the current grid line and advance to the next.

  8	If using an employee timesheet orientation, click [Approve].

  9	Click [Timesheet] to select another timesheet, or click [Close].

Related Topics


Entering and approving time at the manager or accounting level

  1	From the Tasks menu, select Approve Time.

  2	If using named files, select the desired time file and click [OK].

  3	Enter the approval controls to select the desired timesheet, or click [List] to select from a list for the current item.

  4	Click [Edit].

  5	Mark the approval level and click [OK].

  6	Make changes to the timesheet as needed.

  7	Click [Close].

Related Topics


Copying timesheets at the employee level

  1	From the Tasks menu, select Enter Time.

  2	If using named files, select the desired time file and click [OK].

  3	Enter the timesheet controls to select the desired timesheet, or click [List] to select from a list for the current item.

  4	Click [Copy].

  5	Accept the prefill, or enter a different From date. Enter a To date. You can also click [List] to select from a list of available dates.

  6	To copy hours and files attached to this timesheet along with other data, mark the Copy hours/notes box.

  7	Click [Copy].

  8	Make changes to the new timesheet as needed.

  9	If using an employee timesheet orientation, click [Approve].

10	Click [Timesheet] to select another timesheet, or click [Close].

Related Topics


Deleting timesheets at the employee level

  1	From the Tasks menu, select Enter Time.

  2	If using named files, select the desired time file and click [OK].

  3	Enter the timesheet controls to select the desired timesheet, or click [List] to select from a list for the current item.

  4	Click [Delete].

  5	The question "Delete the timesheet?" is displayed. Click [Yes] to delete the timesheet. Click [No] to keep it.

Related Topics


Copying timesheets at the manager or accounting level

  1	From the Tasks menu, select Approve Time.

  2	If using named files, select the desired time file and click [OK].

  3	Enter the approval controls to select the desired timesheet, or click [List] to select from a list for the current item.

  4	Click [Copy].

  5	Accept the prefill, or enter a different From date. Enter a To date. You can also click [List] to select from a list of available dates.

  6	To copy hours and files attached to this timesheet along with other data, mark the Copy hours/attachments box.

  7	Click [Copy].

  8	Mark the approval level and click [OK].

  9	Make changes to the new timesheet as needed.

10	Click [Close].

Related Topics


Deleting timesheets at the manager or accounting level

  1	From the Tasks menu, select Approve Time.

  2	If using named files, select the desired time file and click [OK].

  3	Enter the approval controls to select the desired timesheet, or click [List] to select from a list for the current item.

  4	Click [Delete].

  5	The question "Delete the timesheet?" is displayed. Click [Yes] to delete the timesheet. Click [No] to keep it.

Related Topics


Exporting time

  1	If using a job timesheet orientation, select Job Orientation, Job Export Preview from the Reports menu. If using an employee timesheet orientation, select Employee Orientation, Employee Export Preview from the Reports menu.

  2	Select the RT Time (current) File and click [OK].

  3	If using named files, select the desired time file and click [OK].

  4	Review the report to ensure that all data being exported is valid.

  5	From the Tasks menu, select the appropriate Export to.

  6	If using named files, select the same time file you selected in step 3.

  7	Accept the prefill, or enter a different drive, folder, and name of the Output file (TXT) to store exported transactions in .

  8	Accept the prefills, or select different types of transactions to export. Leave blank to export all transactions that have not already been exported. You can select multiple Export selection options.

  9	Use [Ranges] and [Conditions] to select transactions to be exported; otherwise, all transactions that have not already been exported are exported.

10	Click [Start].

11	When the export is complete, import the Output file into Payroll or non-Timberline software as appropriate.

Related Topics


Moving time -- current to history

  1	Back up your time files.

  2	From the Tools menu, select Move Time, Current to History.

  3	If using named files, select the current file you are moving timesheets from, then select the history file you are moving timesheets to.

  4	Use [Ranges] and [Conditions] to select timesheets to move; otherwise, all timesheets are moved.

  5	Click [Start].

Note

•	Time files with different timesheet options cannot be combined.

Related Topics


Moving time -- current to current

  1	Back up your time files.

  2	From the Tools menu, select Move Time, Current to Current.

  3	If using named files, select the current file you are moving timesheets from, then select the current file you are moving timesheets to. If not using named files, select the destination folder of the current file you want to move timesheets to. This must be a different folder than your current data folder.

  4	Use [Ranges] and [Conditions] to select timesheets to move; otherwise, all timesheets are moved.

  5	Click [Start].

Note

•	Time files with different timesheet options cannot be combined.

Related Topics


Moving time -- history to history

  1	Back up your time files.

  2	From the Tools menu, select Move Time, History to History.

  3	If using named files, select the history file you are moving timesheets from, then select the history file you are moving timesheets to. If not using named files, select the destination folder of the history file you want to move timesheets to. This must be a different folder than your current data folder.

  4	Use [Ranges] and [Conditions] to select timesheets to move; otherwise, all timesheets are moved.

  5	Click [Start].

Note

•	Time files with different timesheet options cannot be combined.

Related Topics


Moving time -- history to current

  1	Back up your time files.

  2	From the Tools menu, select Move Time, History to Current.

  3	If using named files, select the history file you are moving timesheets from, then select the current file you are moving timesheets to.

  4	Use [Ranges] and [Conditions] to select timesheets to move; otherwise, all timesheets are moved.

  5	Click [Start].

Note

•	Time files with different timesheet options cannot be combined.

Related Topics


Removing time

  1	Back up your time files.

  2	From the Tools menu, select Remove Time.

  3	If using named files, select the time file you want to delete. If not using named files, select the type of time file you want to delete.

  4	Use [Ranges] and [Conditions] to select timesheets to delete; otherwise, all timesheets are deleted.

  5	Click [Start].

Related Topics


Printing timesheets at the employee level

  1	From the Tasks menu, select Enter Time.

  2	If using named files, select the desired time file and click [OK].

  3	Enter the timesheet controls to select the desired timesheet, or click [List] to select from a list for the current item.

  4	Click [Edit].

  5	From the File menu, select Print.

  6	Make any necessary print selections.

  7	Click [Start].

Related Topics


Printing timesheets at the manager or accounting level

  1	From the Tasks menu, select Approve Time.

  2	If using named files, select the desired time file and click [OK].

  3	Enter the approval controls to select the desired timesheet, or click [List] to select from a list for the current item.

  4	Click [Edit].

  5	Mark the approval level and click [OK].

  6	From the File menu, select Print.

  7	Make any necessary print selections.

  8	Click [Start].

Related Topics


Entry/Approval Settings (File, Data Folder Settings menu)

Use to set up the verification, timesheet, and security options that determine how timesheets are processed.

 Window

Related Topics


Data Folder Settings -- Entry/Approval Settings

Use to set up the verification, timesheet, and security options that determine how timesheets are processed. See Specifying entry and approval settings for detailed instructions.


Entry/Approval Settings window

Use to set up the verification, timesheet, and security options that determine how timesheets are processed.

 Tabs

 Buttons

Related Topics


Entry/Approval Settings tabs

 Verification Options

 Timesheet Options

 Security/Approval Options


Verification Options tab (Entry/Approval Settings window)

Use to define when timesheet data is verified, what data can be entered on timesheets, and how data is verified.

 Items

 Buttons

Related Topics


Verification Options items

 Enter

 Verification Level

 Verify


Verification Level

Select when timesheet data is verified:

•	Don't verify -- The accuracy of data is never verified.

•	Warning on invalid verification -- A message window is displayed when invalid data is entered. This option only applies to items marked in Verify.

•	Require valid verification -- Valid data must be entered before continuing.


Enter

To indicate which items can be entered on timesheets, mark the appropriate boxes. The titles of these items may be different if changed in Custom Descriptions.


Verify

To determine how data entered on timesheets will be verified, mark the appropriate boxes. For example, if both Extra boxes are marked, the extra itself and the extra for the job must be valid. The titles of these items may be different if changed in Custom Descriptions.


Timesheet Options tab (Entry/Approval Settings window)

Use to define the orientation of timesheets and the period of time used to enter hours on timesheets.

 Items

 Buttons

Warning

•	Changes affect new time files (RTT) only; they do not affect existing ones.

Related Topics


Timesheet Options items

 Cut-off Day

 First bi-weekly date

 Timesheet Orientation

 Timesheet Period


Timesheet Orientation

Select how you want to record time:

•	Employee -- Adds a Job column to the timesheet so you can record hours worked by employee. On each grid line on the timesheet, the hours an employee worked on each job is entered.

•	Job -- Adds an Employee column to the timesheet so you can record hours worked by job. On each grid line on the timesheet, the hours each employee worked on a specific job is entered.

The titles of these options may be different if changed in Custom Descriptions.


Timesheet Period

Select the period of time used to enter hours on timesheets:

•	Daily -- Displays one day on timesheets.

•	Weekly -- Displays seven days on timesheets, ending with the Cut-off Day.

•	Bi-Weekly -- Displays a two-week period (fourteen days) on timesheets. The First bi-weekly date defines the first period ending date.

•	Semi-Monthly -- Displays the 1st through the 15th or the 16th through the last day of the month, depending on the timesheet date.

•	Weekly Total -- Displays one column for entering a weekly total on timesheets. The Cut-off Day defines the period ending date.

Your selections in Timesheet Period and Cut-off Day determine which dates are available when entering and approving timesheets. To use different timesheet dates, you must change the timesheet period and cut-off date and then create a new time file (RTT). If not using named files, you must first delete the existing time file.


First bi-weekly date

Enter the beginning date of the first bi-weekly timesheet period.


Cut-off Day

Select the day of the week to end weekly or weekly total timesheet periods.

Your selections in Timesheet Period and Cut-off Day determine which dates are available when entering and approving timesheets. To use different timesheet dates, you must change the timesheet period and cut-off date and then create a new time file (RTT). If not using named files, you must first delete the existing time file.


Security/Approval Options tab (Entry/Approval Settings window)

Use to define how to use security to limit access, maintenance, and approval of timesheets.

If using security, employee IDs must match operator IDs. Use Operators and Groups (Tools, Security menu) to set up security.

If not using security, timesheets can only be accessed using employee IDs.

 Items

 Buttons

Related Topics


Security/Approval Options items

 Allow accounting to approve at employee level

 Allow accounting to approve at manager level

 Allow accounting to change/copy/delete employee timesheets

 Allow manager to approve at employee level

 Allow manager to change/copy/delete employee timesheets

 Allow timesheet changes after accounting approval

 Allow timesheet changes after manager approval

 Use security to limit approval access

 Use security to limit timesheet access


Use security to limit timesheet access

To use operator IDs to limit timesheet access by employees, mark this box. If marked, employee IDs must match operator IDs. Use Operators and Groups (Tools, Security menu) to set up security.


Use security to limit approval access

To use operator IDs to limit timesheet approval access by employees, mark this box. If marked, employee IDs must match operator IDs. Use Operators and Groups (Tools, Security menu) to set up security.


Allow timesheet changes after manager approval

To allow changes to a timesheet after it has been approved by a manager, mark this box. If marked, employee IDs must match operator IDs. Use Operators and Groups (Tools, Security menu) to set up security.

The title of this item may be different if changed in Custom Descriptions.


Allow timesheet changes after accounting approval

To allow changes to a timesheet after it has been approved by accounting, mark this box.


Allow manager to change/copy/delete employee timesheets

To allow managers to enter and change timesheet data and to copy and delete timesheets for their employees only, mark this box. This item is only available if using an employee timesheet orientation. The title of this item may be different if changed in Custom Descriptions.


Allow manager to approve at employee level

To allow managers to approve timesheets for their employees only, mark this box. This item is only available if using an employee timesheet orientation. The title of this item may be different if changed in Custom Descriptions.


Allow accounting to change/copy/delete employee timesheets

To allow accounting to enter and change timesheet data and to copy and delete timesheets for all employees, mark this box. This item is only available if using an employee timesheet orientation. The title of this item may be different if changed in Custom Descriptions.


Allow accounting to approve at employee level

To allow accounting to approve timesheets for all employees, mark this box. This item is only available if using an employee timesheet orientation. The title of this item may be different if changed in Custom Descriptions.


Allow accounting to approve at manager level

To allow accounting to approve timesheets at the manager level, mark this box. The title of this item may be different if changed in Custom Descriptions.


Entry/Approval Settings buttons

 [Cancel]

 [Help]

 [OK]


Import/Export Settings (File, Data Folder Settings menu)

Use to define prefilled data used to import setup records from ASCII text files into this application and to export timesheet transactions to ASCII text files. Also, use to identify the export designs used during the export time process.

 Windows

Related Topics


Data Folder Settings -- Import/Export Settings

Use to define prefilled data used to import setup records from ASCII text files into this application and to export timesheet transactions to ASCII text files. Also, use to identify the export designs used during the export time process. See Specifying import and export settings for detailed instructions.


Import/Export Settings windows

 Import/Export Settings

 Report Designs


Report Designs window

Use to select the report designs you want to use to export time.


Import/Export Settings window

Use to define prefilled data used to import setup records from ASCII text files into this application and to export timesheet transactions to ASCII text files. Also, use to identify the export designs used during the export time process.

 Tabs

 Buttons

Related Topics


Import/Export Settings tabs

 Import Defaults

 Export Information


Import Defaults tab (Import/Export Settings window)

Use to define prefilled data used to import setup records from ASCII text files into this application. These records can be imported from text files created using Payroll or non-Timberline software.

 Items

 Buttons

Related Topics


Import Defaults items

 Error file

 Import file

 Import options


Import file

Enter the drive, folder, and name of the ASCII text file most often used to import setup records (e.g., C:\DATA\EMPLOYEE.TXT). Or, enter the drive and folder name here, and then enter the file name during the import process.


Error file

Enter a name of the error file most often used during the import process (e.g., EMPLOYEE.ERR). Any records that can't be imported will be stored in this file. This file will be saved to the current data folder unless a drive and folder are specified.


Import options

Select how each type of setup record will be updated during the import process:

•	Update Existing -- Overwrites all existing records with new data.

•	Add New Records -- Does not overwrite any data in existing records; adds only new records.

•	Clear Before Adding -- Clears the file of all records of this type before importing, then imports new records.

Timberline recommends selecting either the Update Existing or Add New Records options as prefills. The Clear Before Adding option will continue to clear records regardless of the type of setup records being imported.

The titles of these options may be different if changed in Custom Descriptions.


Export Information tab (Import/Export Settings window)

Use to define prefilled data used to export timesheet transactions to ASCII text files and to identify the export designs used during the export time process. Time can be exported for use by Payroll or non-Timberline software.

 Items

 Buttons

Related Topics


Export Information items

 Description

 Design

 Export selections

 Output file (include path)


Export selections

Select the type of timesheet transactions to export. Leave blank to export all transactions that have not already been exported. You can select multiple options:

•	Only export employee approved transactions -- Export only transactions approved by an authorized employee. The title of this item may be different if changed in Custom Descriptions.

•	Only export manager approved transactions -- Export only transactions approved by an authorized manager. The title of this item may be different if changed in Custom Descriptions.

•	Only export accounting approved transactions -- Export only transactions approved by accounting.


Description

Enter a description of the contents of the file you are exporting. The description is appended to the Export Time (Tasks menu) command. For example, if you enter Payroll here, Export Time to Payroll will be displayed on the Tasks menu.


Design

Enter the names of up to 9 export designs (excluding RPT) to use to export transactions, or click [List] to select a design from the Report Designs window. The default file location of reports is \PROGRAM FILES\TIMBERLINE\REPORT if not installed on a network or \TIMBERLINE\REPORT if installed on a network.


Output file (include path)

Enter the drive, folder, and name of the ASCII text file to store exported transactions in (e.g., C:\DATA\RT TIME.TXT).


Import/Export Settings buttons

 [Cancel]

 [Help]

 [List]

 [OK]


[List]

Displays a list you can select from for the Design item in this window.


Enter Time (Tasks menu)

Use to view, set up, change, delete, copy, approve, and print timesheets for employees or jobs.

 Windows

Related Topics


Enter Time

Use to view, set up, change, delete, copy, approve, and print timesheets for employees or jobs. See Entering and approving time at the employee level for detailed instructions.


Enter Time windows

 Copy Timesheet Options

 Enter Time

 Print Timesheet

 Timesheet Controls

 Timesheet Date


Print Timesheet window

Use to specify print options before printing a timesheet.

The Printer Information area displays the current printer and page setup information.

For help on an item in this window, click [image] on the toolbar and then click the item.

Related Topics


Controls window

Use to select timesheets that you want to view, set up, change, delete, copy, approve, or print.

 Items

 Buttons

Related Topics


Controls items

 Employee or Job

 Manager

 Timesheet date


Manager

Enter the employee ID of the employee's manager, or click [List] to select from a list of managers. This item is only available if using an employee timesheet orientation in Approve Time.


Employee or Job

Enter the ID of the employee or job, or click [List] to select from a list of employees or jobs. The title of this item is based on the timesheet orientation. The title of this item may be different if changed in Custom Descriptions.

Timesheet orientation is defined on the Timesheet Options tab (Entry/Approval Settings window).


Timesheet date

Accept the prefill, or enter a different period ending date. You can also click [List] to select from a list of available dates.


Controls buttons

 [Cancel]

 [Copy]

 [Delete]

 [Edit]

 [Help]

 [List]


[Copy]

Opens the Copy Timesheet Options window to copy an existing timesheet to a different period ending date.


[Delete]

Deletes the current timesheet.


[Edit]

Opens a Time window to view, set up, change, approve, and print timesheets.


[List]

Displays a list you can select from for the Manager, Employee or Job, and Timesheet date items in this window.


Timesheet Date window

Use to select an available date for a timesheet.

 Buttons


Timesheet Date buttons

 [Cancel]

 [Help]

 [OK]


Copy Timesheet Options window

Use to copy an existing timesheet to a different date.

 Items

 Buttons

Related Topics


Copy Timesheet Options items

 Copy hours/attachments

 From date

 To date


From date

Accept the prefill, or enter a different period ending date of an existing timesheet to copy. You can also click [List] to select from a list of available dates. This item prefills with the date of the current timesheet.


To date

Enter the period ending date for the new timesheet, or click [List] to select from a list of available dates.


Copy hours/attachments

To copy the hours entered and notes and files attached to the current timesheet to the new timesheet, mark this box.


Copy Timesheet Options buttons

 [Cancel]

 [Copy]

 [Help]

 [List]


[Cancel]

Closes this window without accepting any of the current entries, and returns to a Controls window.


[Copy]

Copies the current timesheet to the new period ending date.


[List]

Displays a list you can select from for the From date and To date items in this window.


Time window

Use to view, set up, change, approve, and print timesheets. Hours worked are entered by employee or job based on timesheet orientation.

Timesheet orientation is defined on the Timesheet Options tab (Entry/Approval Settings window).

 Items

 Buttons

Related Topics


Time items

 Category

 Category (display only)

 Cost Code

 Cost Code (display only)

 Days/Dates

 Employee or Job

 Employee or Job (display only)

 Extra

 Extra (display only)

 Pay ID

 Pay ID (display only)

 Total Hours

 Total


Employee or Job

Enter the ID of the employee or job, or click [List] to select from a list of employees or jobs. The title of this item is based on the timesheet orientation. The title of this item may be different if changed in Custom Descriptions.

Timesheet orientation is defined on the Timesheet Options tab (Entry/Approval Settings window).


Extra

Enter the ID of the extra associated with the job you are entering time for, or click [List] to select from a list of extras. The title of this item may be different if changed in Custom Descriptions.


Cost Code

Enter the cost code associated with the job you are entering time for, or click [List] to select from a list of cost codes. The title of this item may be different if changed in Custom Descriptions.


Category

Enter the category associated with the job you are entering time for, or click [List] to select from a list of categories. The title of this item may be different if changed in Custom Descriptions.


Pay ID

Enter the ID of the pay associated with the employee you are entering hours for, or click [List] to select from a list of pays. The title of this item may be different if changed in Custom Descriptions.


Days/Dates

Enter the number of hours worked.


Total Hours

Displays the total number of hours entered for each grid line and each employee or job.


Total

Displays the total number of hours entered in each Days/Dates column.


Employee or Job (display only)

Displays the description of the employee or job on the current grid line. The title of this item is based on the timesheet orientation. The title of this item may be different if changed in Custom Descriptions.

Timesheet orientation is defined on the Timesheet Options tab (Entry/Approval Settings window).


Extra (display only)

Displays the description of the extra on the current grid line. The title of this item may be different if changed in Custom Descriptions.


Cost Code (display only)

Displays the description of the cost code on the current grid line. The title of this item may be different if changed in Custom Descriptions.


Category (display only)

Displays the description of the category on the current grid line. The title of this item may be different if changed in Custom Descriptions.


Pay ID (display only)

Displays the description of the pay on the current grid line. The title of this item may be different if changed in Custom Descriptions.


Time buttons

 [Approvals]

 [Approve]

 [Attachments]

 [Autoset]

 [Cancel line]

 [Clear Approval]

 [Close]

 [Delete line]

 [Help]

 [List]

 [Save line]

 [Sort]

 [Timesheet]


[Approvals]

Open the Approvals window to approve time. This button is only available in Approve Time.


[Approve]

Approves the timesheet. This button is only available if using an employee timesheet orientation in Enter Time.


[Cancel line]

Cancels entries made to the current grid line.


[Clear Approval]

Clears the approval of the timesheet. This button is only available if using an employee timesheet orientation in Enter Time.


[Delete line]

Deletes the information on the current grid line.


[List]

Displays a list you can select from for the Employee or Job, Extra, Cost Code, Category, and Pay ID in this window.


[Save line]

Saves your entries for the current grid line, and advances to the first column on the next line.


[Sort]

Sorts grid lines on the timesheet.


[Timesheet]

Selects another timesheet to view, set up, change, copy, delete, or approve.


Approve Time (Tasks menu)

Use to view, set up, change, delete, copy, approve, and print timesheets for employees or jobs. Typically, only managers and accounting staff have authority to approve timesheets.

 Windows

Related Topics


Approve Time

Use to view, set up, change, delete, copy, approve, and print timesheets for employees or jobs. See Entering and approving time at the manager or accounting level for detailed instructions.


Approve Time windows

 Approval Controls

 Approvals

 Approve Time

 Copy Timesheet Options

 Print Timesheet

 Timesheet Date


Approvals window

Use to change approvals and show who has approved the time.

 Items

 Buttons


Approvals items

 Accounting

 Employee

 Manager


Employee

To approve this employee's timesheet, mark this box. This box may already be marked if employees can approve their own timesheets.


Manager

To approve this timesheet at the manager level, mark this box.


Accounting

To approve this timesheet at the accounting level, mark this box.


Approvals buttons

 [Cancel]

 [Help]

 [OK]


Export Time (Tasks menu)

Use to export timesheet transactions to an ASCII text file that can be imported into Payroll or non-Timberline software.

This command is available only when export settings have been specified on the Export Information tab (Import/Export Settings window).

 Window

Related Topics


Export Time

Use to export timesheet transactions to an ASCII text file that can be imported into Payroll or non-Timberline software. See Exporting time for detailed instructions.

This command is available only when export settings have been specified on the Export Information tab (Import/Export Settings window).


Export Selection window

Use to specify the type of timesheet transactions to export and the ASCII text file to store them in. Time can be exported for use by Payroll or non-Timberline software.

 Items

 Buttons

Related Topics


Export Selection items

 Export selections

 Output file


Output file

Accept the prefill, or enter a different drive, folder, and name of the ASCII text file to store exported transactions in (e.g., C:\DATA\RT TIME.TXT). This item prefills with data entered on the Export Information tab (Import/Export Settings window).


Export selections

Accept the prefills, or select different types of transactions to export. Leave blank to export all transactions that have not already been exported. You can select multiple options.

•	Only export employee approved transactions -- Export only transactions approved by an authorized employee. The title of this item may be different if changed in Custom Descriptions.

•	Only export manager approved transactions -- Export only transactions approved by an authorized manager. The title of this item may be different if changed in Custom Descriptions.

•	Only export accounting approved transactions -- Export only transactions approved by accounting.

•	Export transactions already exported -- Export transactions that have previously been exported.

These items prefill with data entered on the Export Information tab (Import/Export Settings window).


Export Selection buttons

 [Cancel]

 [Conditions]

 [Help]

 [Page Setup]

 [Printer Setup]

 [Ranges]

 [Start]


Employees (Setup menu)

Use to set up an employee record for each employee within the company. If employee records were imported from Payroll or non-Timberline software, use to distinguish managers from employees and define authority levels for timesheet access.

The title of this command may be different if changed in Custom Descriptions.

 Window

Related Topics


Employees

Use to set up an employee record for each employee within the company. If employee records were imported, use to distinguish managers from employees and define authority levels for timesheet access. See Importing setup records to Remote Time Entry and Identifying and assigning managers for detailed instructions.

The title of this command may be different if changed in Custom Descriptions.


Employee Setup window

Use to set up an employee record for each employee within the company. If employee records were imported from Payroll or non-Timberline software, use to distinguish managers from employees and define authority levels for timesheet access.

The title of this window may be different if changed in Custom Descriptions.

 Items

 Tabs

 Buttons

Related Topics


Employee Setup items

 Employee

 Name


Employee

Enter the ID of the employee (up to 10 characters), or click [List] to select from a list of employees. If using Payroll, use the same employee ID. If using security, employee IDs must match operator IDs. Use Operators and Groups (Tools, Security menu) to set up security.

The title of this item may be different if changed in Custom Descriptions.


Name

Enter the employee's name (up to 35 characters). Separate the last name and any following characters (such as Jr. or Sr.) by entering a semi-colon followed by a space, e.g., Smith; John E., or Smith, Jr.; John E. You can also click [List] to select from a list of employees.


Employee Setup tabs

 General

 Custom Fields


General tab (Employee Setup window)

Use to define the authority level, status, timesheet access level, and manager of each employee.

 Items

 Buttons

Related Topics


General tab (Employee Setup window) items

 Authority level

 Manager

 Status

 Timesheet access level


Authority level

Select the employee's authority level. If this employee has no authority level, leave both options unmarked.

•	Manager -- This employee manages a group of employees. The title of this option may be different if changed in Custom Descriptions.

•	Accounting -- This employee is part of the accounting group that processes timesheets.

If using security, this option determines whether an employee can enter or approve another employee's timesheet. If using a job timesheet orientation, this option determines which jobs a manager can enter timesheets for.


Status

Select the current employment status of the employee:

•	Active -- Employee is currently working.

•	Inactive -- Employee is not currently working. Time cannot be entered for an inactive employee.


Timesheet access level

If using security, select the timesheets the employee can access. Use Operators and Groups (Tools, Security menu) to set up security.

•	Own timesheet only -- Employee can only access her or his own timesheet.

•	Managed employees -- Employee can access timesheets of all employees under his or her management.

•	All timesheets -- Employee can access all timesheets.


Manager

Enter the employee ID of the employee's manager, or click [List] to select from a list of managers. The title of this item may be different if changed in Custom Descriptions.


Custom Fields tab (Employee Setup window)

Use to enter custom fields for this employee.

Use Custom Fields (File, Data Folder Settings menu) to add, change, or delete items that appear on this tab.

 Item

 Buttons

Related Topics


Custom field

Enter the appropriate information for this custom field. Use Data Folder Settings, Custom Fields to add, change, or delete items that appear on this tab.


Employee Setup buttons

 [Attachments]

 [Clear tab]

 [Close]

 [Conditions]

 [Delete]

 [Help]

 [List]

 [Next]

 [Prefills]

 [Previous]

 [Save]

 [Set tab]


[Delete]

Deletes the current employee record.


[List]

Displays a list you can select from for the Employee, Name, and Manager items in this window.


[Next]

Displays the next employee record.


[Prefills]

Allows you to enter default entries for items in this window. When setting up a new employee record, these items prefill with the information you enter (for this session only).


[Previous]

Displays the previous employee record.


[Save]

Saves your entries for the employee record.


Jobs (Setup menu)

Use to set up job records for your company. If job records were imported from Payroll or non-Timberline software, use to identify each job's manager.

The title of this command may be different if changed in Custom Descriptions.

 Window

Related Topics


Jobs

Use to set up job records for your company. If job records were imported, use to identify each job's manager. See Importing setup records to Remote Time Entry and Identifying and assigning managers for detailed instructions.

The title of this command may be different if changed in Custom Descriptions.


Job Setup window

Use to set up job records for your company. If job records were imported from Payroll or non-Timberline software, use to identify each job's manager.

The title of this window may be different if changed in Custom Descriptions.

 Items

 Tabs

 Buttons

Related Topics


Job Setup items

 Description

 Job


Job

Enter the ID of the job (up to 10 characters), or click [List] to select from a list of jobs. The title of this item may be different if changed in Custom Descriptions.


Description

Enter a description for the job.


Job Setup tabs

 General

 Custom Fields


General tab (Job Setup window)

Use to define the status and responsible manager of each job.

 Items

 Buttons

Related Topics


General tab (Job Setup window) items

 Manager

 Status


Status

Select the current status of the job:

•	Active -- Job is active.

•	Inactive -- Job is not active. Time cannot be entered for an inactive job.


Manager

Enter the employee ID of the responsible manager, or click [List] to select from a list of managers. The title of this item may be different if changed in Custom Descriptions.


Custom Fields tab (Job Setup window)

Use to enter custom fields for this job.

Use Custom Fields (File, Data Folder Settings menu) to add, change, or delete items that appear on this tab.

 Item

 Buttons

Related Topics


Job Setup buttons

 [Attachments]

 [Clear tab]

 [Close]

 [Conditions]

 [Delete]

 [Help]

 [List]

 [Next]

 [Prefills]

 [Previous]

 [Save]

 [Set tab]


[Delete]

Deletes the current job record.


[List]

Displays a list you can select from for the Job and Manager items in this window.


[Next]

Displays the next job record.


[Prefills]

Allows you to enter default entries for items in this window. When setting up a new job record, these items prefill with the information you enter (for this session only).


[Previous]

Displays the previous job record.


[Save]

Saves your entries for the job record.


Extras (Setup menu)

Use to set up extra records for your company. If extra records were imported from Payroll or non-Timberline software, use to identify each extra's manager for reporting purposes only.

The title of this command may be different if changed in Custom Descriptions.

 Window

Related Topics


Extras

Use to set up extra records for your company. If extra records were imported, use to identify each extra's manager for reporting purposes only. See Importing setup records to Remote Time Entry for detailed instructions.

The title of this command may be different if changed in Custom Descriptions.


Extra Setup window

Use to set up extra records for your company. If extra records were imported from Payroll or non-Timberline software, use to identify each extra's manager for reporting purposes only.

The title of this window may be different if changed in Custom Descriptions.

 Items

 Tabs

 Buttons

Related Topics


Extra Setup items

 Description

 Extra

 Job


Extra

Enter the ID of the extra (up to 10 characters), or click [List] to select from a list of extras. The title of this item may be different if changed in Custom Descriptions.


Description

Enter a description of the extra.


Extra Setup tabs

 General

 Custom Fields


General tab (Extra Setup window)

Use to define the status and responsible manager of each extra.

 Items

 Buttons


General tab (Extra Setup window) items

 Manager

 Status


Status

Select the current status of the extra:

•	Active -- Extra is active.

•	Inactive -- Extra is not active. Time cannot be entered for an inactive extra.


Custom Fields tab (Extra Setup window)

Use to enter custom fields for this extra.

Use Custom Fields (File, Data Folder Settings menu) to add, change, or delete items that appear on this tab.

 Item

 Buttons

Related Topics


Extra Setup buttons

 [Attachments]

 [Clear tab]

 [Close]

 [Conditions]

 [Delete]

 [Help]

 [List]

 [Next]

 [Prefills]

 [Previous]

 [Save]

 [Set tab]


[Delete]

Deletes the current extra record.


[List]

Displays a list you can select from for the Job, Extra, and Manager items in this window.


[Next]

Displays the next extra record.


[Prefills]

Allows you to enter default entries for items in this window. When setting up a new extra record, these items prefill with the information you enter (for this session only).


[Previous]

Displays the previous extra record.


[Save]

Saves your entries for the extra record.


Cost Codes (Setup menu)

Use to set up cost code records for your company. If cost code records were imported from Payroll or non-Timberline software, use to identify each cost code's manager for reporting purposes only.

The title of this command may be different if changed in Custom Descriptions.

 Window

Related Topics


Cost Codes

Use to set up cost code records for your company. If cost code records were imported, use to identify each cost code's manager for reporting purposes only. See Importing setup records to Remote Time Entry for detailed instructions.

The title of this command may be different if changed in Custom Descriptions.


Cost Code Setup window

Use to set up cost code records for your company. If cost code records were imported from Payroll or non-Timberline software, use to identify each cost code's manager for reporting purposes only.

The title of this window may be different if changed in Custom Descriptions.

 Items

 Tabs

 Buttons

Related Topics


Cost Code Setup items

 Cost Code

 Description

 Extra

 Job


Cost Code

Enter the cost code (up to 10 characters), or click [List] to select from a list of cost codes. The title of this item may be different if changed in Custom Descriptions.


Description

Enter a description for the cost code.


Cost Code Setup tabs

 General

 Custom Fields


General tab (Cost Code Setup window)

Use to define the status and responsible manager of each cost code.

 Items

 Buttons


General tab (Cost Code Setup window) items

 Manager

 Status


Manager

Enter the employee ID of the responsible manager, or click [List] to select from a list of managers. This item is used for reporting purposes only. The title of this item may be different if changed in Custom Descriptions.


Status

Select the current status of the cost code:

•	Active -- Cost code is active.

•	Inactive -- Cost code is not active. Time cannot be entered for an inactive cost code.


Custom Fields tab (Cost Code Setup window)

Use to enter custom fields for this cost code.

Use Custom Fields (File, Data Folder Settings menu) to add, change, or delete items that appear on this tab.

 Item

 Buttons

Related Topics


Cost Code Setup buttons

 [Attachments]

 [Clear tab]

 [Close]

 [Conditions]

 [Delete]

 [Help]

 [List]

 [Next]

 [Prefills]

 [Previous]

 [Save]

 [Set tab]


[Delete]

Deletes the current cost code record.


[List]

Displays a list you can select from for the Job, Cost Code, and Manager items in this window.


[Next]

Displays the next cost code record.


[Prefills]

Allows you to enter default entries for items in this window. When setting up a new cost code record, these items prefill with the information you enter (for this session only).


[Previous]

Displays the previous cost code record.


[Save]

Saves your entries for the cost code record.


Categories (Setup menu)

Use to set up category records for your company. If category records were imported from Payroll or non-Timberline software, use to define the status of each category.

The title of this command may be different if changed in Custom Descriptions.

 Window

Related Topics


Categories

Use to set up category records for your company. If category records were imported, use to define the status of each category. See Importing setup records to Remote Time Entry for detailed instructions.

The title of this command may be different if changed in Custom Descriptions.


Category Setup window

Use to set up category records for your company. If category records were imported from Payroll or non-Timberline software, use to define the status of each category.

The title of this window may be different if changed in Custom Descriptions.

 Items

 Tabs

 Buttons

Related Topics


Category Setup items

 Category

 Cost Code

 Description

 Extra

 Job


Category

Enter the category (up to 3 characters), or click [List] to select from a list of categories. The title of this item may be different if changed in Custom Descriptions.


Description

Enter a description for the category.


Category Setup tabs

 General

 Custom Fields


General tab (Category Setup window)

Use to define the status of each category.

 Item

 Buttons


Status

Select the current status of the category:

•	Active -- Category is active.

•	Inactive -- Category is not active. Time cannot be entered for an inactive category.


Custom Fields tab (Category Setup window)

Use to enter custom fields for this category.

Use Custom Fields (File, Data Folder Settings menu) to add, change, or delete items that appear on this tab.

 Item

 Buttons

Related Topics


Category Setup buttons

 [Attachments]

 [Clear tab]

 [Close]

 [Conditions]

 [Delete]

 [Help]

 [List]

 [Next]

 [Prefills]

 [Previous]

 [Save]

 [Set tab]


[Delete]

Deletes the current category record.


[List]

Displays a list you can select from for the Job, Extra, Cost Code, and Category items in this window.


[Next]

Displays the next category record.


[Prefills]

Allows you to enter default entries for items in this window. When setting up a new category record, these items prefill with the information you enter (for this session only).


[Previous]

Displays the previous category record.


[Save]

Saves your entries for the category record.


Pay IDs (Setup menu)

Use to set up pay records for your company. If pay records were imported from Payroll or non-Timberline software, use to define the status of each pay.

The title of this command may be different if changed in Custom Descriptions.

 Window

Related Topics


Pay IDs

Use to set up pay records for your company. If pay records were imported, use to define the status of each pay. See Importing setup records to Remote Time Entry for detailed instructions.

The title of this command may be different if changed in Custom Descriptions.


Pay ID Setup window

Use to set up pay records for your company. If pay records were imported from Payroll or non-Timberline software, use to define the status of each pay.

The title of this window may be different if changed in Custom Descriptions.

 Items

 Tabs

 Buttons

Related Topics


Pay ID Setup items

 Description

 Pay ID


Pay ID

Enter the ID of the pay (up to 10 characters), or click [List] to select from a list of pays. The title of this item may be different if changed in Custom Descriptions.


Description

Enter a description for the pay.


Pay ID Setup tabs

 General

 Custom Fields


General tab (Pay ID Setup window)

Use to define the status of each pay.

 Item

 Buttons


Status

Select the current status of the pay:

•	Active -- Pay ID is active.

•	Inactive -- Pay ID is not active. Time cannot be entered for an inactive pay.


Custom Fields tab (Pay ID Setup window)

Use to enter custom fields for this pay.

Use Custom Fields (File, Data Folder Settings menu) to add, change, or delete items that appear on this tab.

 Item

 Buttons

Related Topics


Pay ID Setup buttons

 [Attachments]

 [Clear tab]

 [Close]

 [Conditions]

 [Delete]

 [Help]

 [List]

 [Next]

 [Prefills]

 [Previous]

 [Save]

 [Set tab]


[Delete]

Deletes the current pay record.


[List]

Displays a list you can select from for the Pay ID item in this window.


[Next]

Displays the next pay record.


[Prefills]

Allows you to enter default entries for items in this window. When setting up a new pay record, these items prefill with the information you enter (for this session only).


[Previous]

Displays the previous pay record.


[Save]

Saves your entries for the pay record.