Lucity 7.20 Enhancements: Improved Timesheet

Welcome to the second in a series of blog posts that will highlight key changes and enhancements made to the Lucity software for 7.20!  This post discusses the new timesheet interface, which has been completely re-written in Silverlight.  Additional topics in this series include:

The Lucity Timesheet interface was completely re-written for the 7.20 release.  The new interface is much easier to use and includes many new features.  It is now  accessed by selecting the Timesheet button on the Home ribbon bar.  The Timesheet button provides access both to the employee timesheet entry as well as the Timesheet Overview interface.

Timesheet Menu

To illustrate the new timesheet functionality, we’ve developed a video to show how an end user would use the new interface to review their time entered on Work Orders and add supplemental time to complete their timesheet.

In addition to the timesheet overhaul, we added a new interface for managers and payroll administrators.  The Timesheet Overview allows managers and payroll administrators to define pay periods, review and approve employee hours, and lock timesheets.  Past timesheets can be accessed for both active and inactive employees.  Only users who supervise other employees, or users with the Payroll Administration permission, have access to the Timesheet Overview.  This video demonstrates the new interface:

Both of these videos show just one of our many timesheet layout options.  The following timesheet highlights our definable drop-down task list, which is new for the Lucity 7.20 release.

Task Picklist for Timesheet

Enable TimesheetThis was a highly-requested feature from our users.  The free-form description is still available, but this new drop-down list of tasks allows for standardization of timesheets and improved reporting.  It is easy to configure the tasks for this drop-down list.  The Work Task Setup module includes a new checkbox called “Timesheet Enable”.

Simply find the tasks you want to use for the timesheet and turn on this checkbox.  Or, add new tasks to be used specifically for the timesheet.  Then re-assign your users from their current timesheet form to the new timesheet layout that includes the new drop-down task list.  This is done in the Lucity Administration Tools application (Security>>Assign Groups to Forms).

The timesheet also supports new drop-down lists available for Project Number and Account Number.  These will be covered in a later blog post.

This table defines the new timesheet forms available and provides a brief description of what fields are displayed on each form:

Timesheet Free-form description, Time Code (Regular Time, OT, etc)
Timesheet – Accounts Free-form description, Time Code, Account Number
Timesheet – Accounts 1 Free-form description, Drop-down Task List, Time Code, Account Number
Timesheet – Accounts 2 Drop-down Task List, Time Code, Account Number
Timesheet – Project Accounts Free-form description, Time Code, Project Number, Account Number
Timesheet – Project Accounts 1 Drop-down Task List, Time Code, Project Number, Account Number
Timesheet – Project Accounts 2 Free-form description, Drop-down Task List, Time Code, Project Number, Account Number
Timesheet 1 Drop-down Task List, Time Code
Timesheet 2 Free-form description, Drop-down Task List, Time Code
Work Timesheet Free-form description, Time Code, Project Number, Account Number, Class (a simple text field sometimes used to classify a resource)
Work Timesheet 1 Drop-down Task List, Time Code, Project Number, Account Number, Class
Work Timesheet 2 Free-form description, Drop-down Task List, Time Code, Project Number, Account Number, Class

Once you select a timesheet layout, grant your users access to the timesheet using the Lucity Administration application (Security >> Assign Groups to Forms).  This will make the timesheet appear on the Home ribbon bar for your users.  Only payroll administrators and supervisors will have access to the Timesheet Overview interface.  Note that only active employees who are assigned a logon ID have access to any of the timesheet interfaces.  An employee’s active status and logon ID are configured in the Employee Setup module in Lucity.

We’d love to hear what you think about the new timesheet interface! And is there anything we can do to make our software a better experience for you and other users in your organization? Submit your comments below.

(All comments on this blog are moderated.  Please direct support requests or concerns not related to the topic of this blog post to our help desk.)

6 comments on “Lucity 7.20 Enhancements: Improved Timesheet

  1. Could you add a feature to the timesheet overview? I would like to double click on an employee and have it open the employees detailed timesheet. It would basically be like clicking the “Launch in Web” button. It seems like something that would work across the board on all of your grid views. Just a thought.

    Thanks,

    Jerred Schmidt
    City of Hutchinson

    • Nicole Schmidt says:

      Jerred,
      So are you saying you want double-click in the timesheet overview to do the same as selecting a timesheet overview record and hitting Launch in Web?

  2. Exactly! Not much of a change just seems like an intuitive way to open an employees timesheet.

  3. Nicole Schmidt says:

    Jerred, we added this change for the 7.3 release!

  4. IVAN SHRADER says:

    Is there a way to get the total hours for a project?

    • Nicole Schmidt says:

      Ivan,
      You would need to use a report to give you that information. You can modify the default report provided for the time sheet to include project subtotals if you like?

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