Create a Custom Timesheet in a Pay Run

A 'Custom Timesheet' is similar to your Excel or csv timesheet where there are fixed columns for specific components. The components needed are able to be selected when creating the custom timesheet and the information flows directly through to employee's pay packets upon saving the timesheet data.

From the Pay Packet view, click on 'Timesheet' in the ribbon and select 'Create Custom Timesheet'.

In the box that pops up, name the new timesheet. Select the components to be included in the timesheet from the left-hand box and move them to the right-hand box by either double clicking on the component or highlighting the component and clicking on the >> button. The components can be ordered in the right-hand column by highlighting the component you wish to move and clicking on the 'Move Up' or 'Move Down' buttons. Click 'OK' once you have selected and ordered your columns.

In the timesheet view, enter the relevant employee code. If unsure, clicking in the employee code column and hitting F2 on the keyboard will pop up a list of employees. This also works for the component code column.

Enter the appropriate hours/values into the appropriate columns. Hit 'Enter' on your keyboard each time you need to move to a new column. Costing may be entered in the 'Division', 'Cost Centre', and 'Department' columns if needed. If you use dates on your timesheets, dates may also be added. Hit 'Enter' to move into a new row. Save frequently.

Each column has a 'Lock' tick-box above it. This can be used to lock in a cell value. Simply enter a value for the component needed and tick the box; every new line created will automatically include the value stipulated for the component immediately before locking the column.

The 'Show Period Indicator' option at the top will add a column to the timesheet. The period indicator determines which pay period the data in each line is entered into. A period indicator of 1 will enter the data into the pay packet for the current pay period. A period indicator of 2 will create a future pay packet for the next consecutive pay period for the employee and enter row data into that. A period indicator of 3 will create a future pay packet for the pay period after the next and so on and so forth.

There is an option to 'Create new Manual Pay Packet for each employee' if you wish the timesheet information to be in a different pay packet to the existing information in the pay run. This option must be ticked before saving the timesheet.
Totals for the timesheet can be viewed by clicking on the 'Totals' button at the top right corner of the timesheet. This will give a total for each component selected in the timesheet.