WebTimesheet < BusinessPractices

---++ Timecard Submission 

%N% 4-Dec-2007 Renamed from Time-sheet to Timecard to match Solomon usage.

All AAO employees are required to submit a weekly Timecard :-( .  This is essential to the organization as it allows us to plan our work better and to correctly charge projects :-) .    The time reporting period is Monday to Sunday.

Timecards must be submitted every Monday following the period concerned :-I .   If you are on leave or otherwise not at work on the Monday, then you must submit them on the first available opportunity after that point :-( .  If you are going on extended leave, submit your Timecards for all periods covered by the leave on the day before you go on leave :-( .  You can always submit a correction later if things change.

Here is the [[http://portalsrv:81/Sites/BusinessPortal/bppagelibrary/Home1.aspx][Business Portal Web page link]] for those who already know what to do.  For others, read on.

%TOC%

---++ Timecard System Introduction

To enter your Timecard you must access a certain web-page on our *Business Portal* web site.  You can create a new Timecard or edit a previously saved Timecard that has not yet been submitted.

You add lines to the Timecard detailing the tasks (project or otherwise) you have been working on - or indicate you have been on leave.   You specify the hours for each task.  You can then save the Timecard for later completion or submit it (so doing each days activities at the end of each day is possible).

Your supervisor is notified when you submit a Timecard and is required to check that it makes sense.  If they reject it they will talk to your or send you an e-mail message indicating why.  You must then return to the Timecard web page and fix the problem.

The process below seems complicated, and it is somewhat more complicated then we would like.  But you will quickly learn the process and become efficient at it . (Consider that an order >;-) .)

---++ Accessing the Business Portal.

Due to being part of our Microsoft Dynamics SL (Solomon) accounting system - Timecard submission must be done via the *Business Portal* web site.  This is, unfortunately, very much Microsoft centric and *you must use Internet Explorer (windows only)* to make it work :mad: .  (We were sold this system on the basis that it did not require IE :confused: .)  But there are schemes which mean you don't need a windows machine as your main machine :-( .

In addition - you need to be logged in on the AAO Domain (either the machine log-in or just the BP log-in).  - this is a scheme which allows you to use the one user name and password throughout AAO machines (this similar to the NIS system we use on Unix systems).  The domain name is =aao-domain= and under this scheme you may need to specify your username as =aao-domain\&lt;username&gt;= rather then just plain  =&lt;username&gt;=.    There will be a password associated with this domain login  (at some point to become your main AAO password through both Windows and Unix systems).

Please see BusinessPortalAccess for details about accessing the Business Portal.   Once you are logged in - continue below.


#EnteringTimecard
---++ Business portal - getting to the Timecard.
Goto the [[http://portalsrv:81/Sites/BusinessPortal/bppagelibrary/Home1.aspx][AAO Business Portal Web Site]].  At this point you are likely to see a screen roughly like the following one %ICON{arrowbright}%

<img src="%ATTACHURLPATH%/businessport-entry.gif" alt="businessport-entry.gif" width='528' height='489' />
<!-- Original size 705, 652 -->

Please select the *Project* button in the top line of links.

After a while you should now see a page with a link named ==Time== down the left hand side.  Select that link.  This should give you a page like this one %ICON{arrowbright}%

<img src="%ATTACHURLPATH%/timecard-entry.gif" alt="timecard-entry.gif" width='606' height='394' />
<!-- Original size 808, 526 -->

Down the left hand side are the following links/buttons %ICON{arrowbright}%

   $ *New* button : Invoke this button to create a new Timecard for the period ending date specified with the drop-down list.  If a date is missing - it is likely you have already started or submitted a Timecard for the specified week.
   $ *In Progress* : Expand this to see a list of Timecard you have started but not yet submitted.
   $ *Rejected* : Expand this to see a list of Timecard that have been rejected.
   $ *Completed* : Expand this to see a list of  Timecard you have submitted but which have not yet been approved.
   $ *Approved/Posted* : Expand this to see a list of Timecard that have been approved.  You can create Timecard corrections from here.
   $ *Timesheets* :  This one is not used at the AAO.

You should now either create a new Timecard using the *New* button - remembering to get the period ending date correct - or, select an *In Progress* or *Rejected* Timecard to continue work on.    Alternatively, you can view *Completed* or *Approved* Timecards.

To use an existing timecard as a template, use the *Duplicate* link in the "Actions" column.  This only appears if lines have been added to the Timecard.  See [[#DuplicatingTimecard][Duplicating existing Timecards]] below for more details

#TimeCardLayout
---++ Timecard layout.

The Timecard will appear to the right of the window - here is a typical layout:

 <img src="%ATTACHURLPATH%/timecard-initial.gif" alt="timecard-initial.gif" width='788' height='556' />
<!-- original size 1051, 745 -->


The following image labels each significant item in the Timecard area of the screen %ICON{arrowbright}%

<img src="%ATTACHURLPATH%/TimecardEntryItems.gif" alt="TimecardEntryItems.gif" width='720' height='540' />

Here are the descriptions of each labeled item.

<!-- The numbers are allocated automatically in this list - but must match the numbers in the diagram -->
   1. The *Save Status* button - invoked to save the current status of the timesheet.  Here we are only dealing with setting the timesheet to  *In Progress* or *Completed*.  If you have not saved the line items at this point you will be warned before losing any line item changes.
   1. The *Print this Timecard* link - invoke to produce a printable (but sometimes rather useless) version of the timecard in a new window.
   1. The *Delete Timecard* button - invoke to delete this timecard without submitting it (only if status is *In Process*  or *Rejected*)
   1. The *Comments* button - invoke to add comments to be saved with your timecard - typically comments for your supervisor (Timecard approver).  %RED% This is currently the only place where you should add comments - other comment facilities are not easy for your approver to view %ENDCOLOR%
   1. The *Add Scheduled Tasks* button - invoke to add a line to your Timecard for every task which you are scheduled to be doing in the period.
   1. The *Day Range* entry - when adding schedule tasks, include for this number of days into the future from the current period end date - TBC %ICON{wip}%.
   1. The *Status* of this Timecard.  Whilst you are working on it, you should set this to =In Process=.   To submit this Timecard, set this to =Completed=.  This value may also be =Rejected= if your Timecard has been rejected - you can set it back to =Complete= when you have corrected it.  The status may also be =Approved/Posted= when your Timecard has been accepted.
   1. The initials of the person who approves you Timecard will appear here.  SCB (Sam Barden) in this example.  You can't change this.
   1. Information on this Timecard appears on this row.  The "Document #" is a unique system ID number - you can ignore it.  The period ending and employee details are then specified, as is the type of Timecard (Regular/Correction).    The little white icon is for adding comments - but don't use this feature (it will disappear at some point).
   1. This line shows the total time you have booked for each day in the period, and the total for the period.  
   1. The *Add a Line* button - allows you to add a new line to the Timecard.  You must add a line for each separate task you have worked on, and for each type of leave.
   1. The *Save Line Items* button - allows you to save the current set of line line items.   If you have changed the Timecard status at this point, then it will be set back to "In Progress" (you are warned about this).   __It is highly recommended that you save each line after filling it in__
   1.  The detail lines - initially these lines does not exist.   Using the *Add a line* button or the *Add Scheduled Tasks* button will add lines of this style.  When your Timecard is complete you should have one of these lines for each task you have worked on during the period and for each type of leave you have taken (if any) during the period - except for flex leave, don't book that at all.  %RED% Do not use the commenting facilities on this line - at this stage.  They are not viewable by your supervisor %ENDCOLOR%.
   1.  The *Delete* checkbox - if this is selected when you invoke the "Save Line Items" button, then the line in question is deleted.
   1.  The *Project* entry box - the Solomon ID of the project this line refers to must go here.   If you double click this box, you will see a list of projects.    The Description field will give you the information you need to select the right project.  Just click on the relevant row to select the project.  If you linger the mouse over this entry box it will display the project "description"
   1.  The *Task* entry box - the Solomon ID of the project task this line refers to must go here.  If you double click this box, you will see a list of tasks.    The Description field will give you the information you need to select the right project.  Just click on the relevant row to select the task.  More details below.   If you linger the mouse over this entry box it will display the task "description"
   1.  The *Acct* entry box - should be filled in automatically.  You can ignore this.
   1.  The *SubAcc* entry box - should be filled in automatically.  You can ignore this.
   1.  The *Description* entry box - Optional. Add any extra information you wish to provide about this item.  Also might be a note to yourself.  Defaults to the task description and limitied to about 40 characters.
   1.  The hours entry boxes - enter the number of hours worked on this task per day (decimal hours, NOT hours and minutes).  
   1.  The *Total Hours* item.  This is total number of hours you have entered for the task on this time-card (the sum across the line).   This is filled in after you have saved the line items.
   1.  The *Customer* Item.  This is the name of the customer for this project.  This is filled in after you have saved the line items.
   1.  The *Est to Complete* item. Enter the number of hours to complete the task in this box.  If you do not know this - leave it at zero.
   1.  The *Est Date Complete* item.  Enter the date you expect the task to complete.   Ignore (leave set to 01/01/1900) for on-going tasks.
   1.   The *%  Complete* item.  Set this if you know it.


---++ Filling in a Timecard
To fill in a Timecard, you should first  set a "Day Range" and invoke "Add Scheduled Tasks" to add automatically the list of all tasks you are scheduled to do within the period.    If you have not actually worked on one of these tasks you can use the "Delete" check-button to remove it.  You can linger the mouse over the Project and Task fields to see a description of the  project and task. 

For each other task you have done or for each type of leave taken, you should use the "Add a Line" button to add a new line.   (%ICON{warning}% *Don't book flex-leave - it is accounted for elsewhere*).

---+++ Project Selection Dialog
For each added line you need to select the project -  double click the project entry box to see the list of possible projects.  A dialog similar to the one below will appear %ICON{arrowbright}%

<img src="%ATTACHURLPATH%/ProjectSelectionDialog.gif" alt="ProjectSelectionDialog.gif" width='712' height='605' />

Click once on a line to select that project.  

The *Description* column will give you the most important information - the formal name of the project.  The "Project" column is the name by which the project is known within Solomon - which is limited to 12 characters and hence is of limited use.

Use *Leave* (Task ID *AAO 07 A 001*) as the project when reporting leave.  There are [[#GroupSpecificProjects][Group Specific Projects]] listed below for activites internal to each group.  Use *General Administrative Tasks* (Task ID *AAO 07 A 002*) when non group specific, non project work.

Note that only the first 15 projects are displayed.   There are buttons to page through the rest of the available projects or you can use the "Filter" at the bottom.   For example - set that drop-down to "Description", enter the first few characters of the description in the entry box and then invoke "Apply Filter".


---+++ Task Selection Dialog
Having selected the project, you can now select the task - double click the task entry box to see the list of possible tasks.  A dialog similar to the one below will appear %ICON{arrowbright}%

<img src="%ATTACHURLPATH%/TaskSelectionDialog.gif" alt="TaskSelectionDialog.gif" width='712' height='606' />

Here are the descriptions of each column %ICON{arrowbright}%

   * The *WBS* column gives the *Work Breakdown Structure* ID for the task in question.  Project managers will specify tasks using the WBS.
   * The *Description* column gives the name of the task as known to *Microsoft Project* (truncated to 30 characters)
   * The *Task ID* column is the *Microsoft Project* UID (Unique ID) of the task in question.  This value never changes (The WBS ID is not expected to change but we can't lock it, whilst this value is locked).  This value is also used by Solomon as the Solomon Task ID.
   * The *Status* column gives the status of a task.  An abbreviation of the possible values in the %Complete drop down in the bottom right area of the dialog.
   * The *Start* column give the schedule start date for the task.
   * The *End* column gives the scheduled end date for the task.
 
Note that only the first 15 tasks are displayed.   There are buttons to page through the rest of the available tasks or you can use the "Filter" at the bottom. 

Only the tasks in %BLUE% blue %ENDCOLOR% are available for booking.  The other tasks are roll-ups which are displayed to help you pick when we have multiple tasks with the same name across different roll-ups.  

Note that in many cases we will NOT be booking time at the lowest level, but instead at the next level roll-up.  So in this example, each of the tasks in blue may actually be *Microsoft Project* roll-ups.

---++++ Task Filtering

The task filters triggered by the "Apply Filter" button in the task selection dialog are a little complicated.  They are designed to help in cases where you are having trouble finding the right task due to a large number of tasks being display.

By default - a range of +/- one month (of todays date, not the timesheet date) is put into the "Task Date Range" entries.   When you press  "Apply Filter" only tasks in this date range will be displayed.  Adjust the range as required

If you select "Assigned Tasks Only" and press "Apply Filter", then only tasks assigned to you are displayed.

The %Complete drop-down is used to select the task status to be used in the filter.    %ICON{warning}% Warning - the %Complete box is important.  It defaults to "In Progress".  If you don't get any tasks, you may want to set it to "All"

You can also search for items in the values fields by selecting from the drop-down box (Any Field, Description, Task ID, WBS Code) and typing some value in the "contains" entry box.

---+++ Task Details

Now for each line you need to scroll a little to the right and insert the time (decimal hours) that you spent on that task.  You can do this by day (preferred) or just put all the hours into one day (probably better for leave).  Use the ==Tab== key to move between fields.  %ICON{warning}% Don't use return/enter.

Scroll further to the right to check the the *Est to Complete* (Estimate of the number of hours needed to complete the task), *Est Date Complete* and *%Complete*.  Don't worry about these items for on-going tasks (such as leave and AAO Other work).

When all your lines are added, click *Save Line Items*.   __It is highly recommended that you save each line after filling it in__.  If you wish to submit the Timecard, change the status to *Complete*.  Otherwise leave it at *In Progress*.    :ok:

%ICON{warning}% *Warning - you lose your data if you don't save the line items before the session times out.*

<HR>

#LeaveAndAdmin
---++ Leave types and General Administrative Tasks

Here is the set of leave tasks available in the *AAO leave* (Task ID *AAO 07 A 001*) project. 

%N% Updated as of 04/Dec/2007.

%EDITTABLE{}%
%TABLE{ tableborder="2" cellpadding="1" cellspacing="3" headerbg="#D5CCB1" headercolor="#666666" databg="#FAF0D4, #F3DFA8" }%
| *Task ID* | *Solomon task description* | *comments* |
| 1 | Recreational Leave | Please book 7.35 hours per full day.  E.g. if 1/2 a day, book 7.35/2. |
| 2 | Public Holiday | Please book 7.35 hours per day for these |
| 3 | Sick/Carers Leave | Please book 7.35 hours per full day.  E.g. if 1/2 a day, book 7.35/2. |
| 4 | Personal Emergency Leave | Previouly Known as Special leave |
| 5 | Long Service Leave | Please book 7.35 hours per nominal day for these |
| 6 | Study Leave | If approved study |
| 7 | Other Leave | Detail in notes - e.g. Jury Service, Emergency Service etc. |

Here is the set of tasks available in the *General Administrative Tasks* (Task ID *AAO 07 A 002*) project.   This replaced the "Other AAO Work" tab in the old instrumentation timesheet.

%N% Updated as of 04/Dec/2007.


%EDITTABLE{}%
%TABLE{ tableborder="2" cellpadding="1" cellspacing="3" headerbg="#D5CCB1" headercolor="#666666" databg="#FAF0D4, #F3DFA8" }%
| *Task ID* | *Solomon task description* | *Work Details* |
| 1 | AAO Business Development | Time spent on approved AAO Business Development activities – visiting other establishments to develop work opportunities or to gain any business related benefits required by the AAO.  Time spent on any activity associated with gaining revenue for the AAO.  Time spent on “community related” work.  Time spent on travel associated with Business Development activities" |
| 2 | Epping Building Maintenance | Time spent on infrastructure at Epping.   |
| 3 | General and Administrative | Booking of time sheets,  Attendance at approved general non-project meetings called by AAO management,  All management activities not associated with project planned activities not included elsewhere, Time spent travelling associated with G&A activities" |
| 4 | General Training | Time spent on official training programs for technical reasons but non project specific, Time spent on official training programs for administrative reasons but non project specific" |
| 5 | HR Development | Time spent on discussion and planning of activities and training and on receiving feedback on personal efficiency and development needs with supervisors - at the direction of local management.  Reading technical publications, web and library search activities  " |
| 6 | Other | Anything not covered - please detail in description field with details |
| 7 | Public Relations Outreach | Including open days. |
| 8 | Scientific and tech meetings | Attendance at discretionary scientific meetings supported by the AAO, Attendance at discretionary technical meetings supported by the AAO, Attend trade shows".  Project staff attending a talk on the project should book to the project, other staff attending a briefing on a project book to this. |
| 9 | Student Supervision | Time spent supervising students  |
| 10 | OH&S | Time on OH&S meetings and any associated AAO approved activities. Time on OH&S AAO approved training including fire drills & associated training".  NOT FOR OH&S Project time.  |



#GroupSpecificProjects
---++ Group Specific Projects

%N% Added on 04/Dec/2007.

Here are the various group specific projects.  These are used to allow us to work out where our internal work is going.

%EDITTABLE{}%
%TABLE{ tableborder="2" cellpadding="1" cellspacing="3" headerbg="#D5CCB1" headercolor="#666666" databg="#FAF0D4, #F3DFA8" }%
| Project | Project Name | Tasks |
| AAO   -07-A-003 | Astronomy Group | "Astronomy Research", "Astro Student Supervision",  "Astro Conf & Sci Mtgs", "Astro Other",  "Astro Support to IG non-proj", "Astro Support to Site", "Gemini Support" |
| AAO   -07-A-004 | Corporate Group | "Corporate Management", "Corporate Administration", "Corporate Library",  "Corporate Other" |
| AAO   -07-A-005 | Information Tech Group | "IT Support- Epping", "IT Support- AAT",  "IT Support- UKST",  "IT Support- Other",  "IT Workgroup Projects" |
| AAO   -07-A-006 | Instrumentation Group | "IG Mgmt Effort",  "IG Elec Effort",  "IG Mech Effort",  "IG Soft Effort",  "IG New Proj Effort -Generic",  "IG Mech CAD Administration" |
| AAO   -07-A-007 | Instrument Science Group | "Personal Research", "Instrumentation Support", "Operations Support",  "Astronomy Support" |
| AAO   -07-A-008 | Operations Group | Many tasks - AAT and UKST Operations Group tasks |
| AAO   -07-I-001 | Epping IG Site Support | Many tasks.  Support of AAT and UKST by the Epping Instrument Group.  Particuarly the 1 FTE of software support the Epping software group is required to supply |
| AAO   -07-I-002 | IG AAO Epping Support | IG internal group housekeeping tasks at Epping |

---++ Shortcuts

#DuplicatingTimecard
---+++ Duplicating existing Timecards

In the list of time-cards (see [[#TimeCardLayout][Timecard layout]] above), for any completed/rejected/approved Timecard, you have the option of duplicating that Timecard.  If you invoke this, then a new Timecard is created for the currently selected "Timecard Period Ending date"  that has the same set of tasks as the source timecard - through all the reported hours are set to zero.  This would often by the best way to start a Timecard.

---+++ Quicker Access

The Business Portal *Quick Links* menu, near the top right of the screen, allows you to add a page to a set of quick links available when you enter BP.  Consider adding the Timecard entry screen to this.

---+++Lists of assignments

The ProjectAssignmentInquiry page shows you how to get a list of all your assignments.


---++ Page Security settings

These settings make this page visible by all. 

   * Set ALLOWTOPICVIEW = %MAINWEB%.AAOGeneralGroup, %MAINWEB%.TWikiAdminGroup, %MAINWEB%.TWikiGuest

-- Main.TonyFarrell - 17 Aug 2007
Attachments
Topic attachments
I	Attachment	History	Action	Size	Date	Who	Comment
gif	ProjectSelectionDialog.gif	r1	manage	17.9 K	2007-08-27 - 03:27	TonyFarrell	Project Selection Dialog
gif	TaskSelectionDialog.gif	r1	manage	22.6 K	2007-08-27 - 03:28	TonyFarrell	Task Selection Dialog
gif	TimecardEntryItems.gif	r3 r2 r1	manage	87.0 K	2007-08-27 - 02:26	TonyFarrell	Image of power-point file - allocating numbers to time card entry
ppt	TimecardEntryItems.ppt	r2 r1	manage	82.5 K	2007-08-27 - 02:25	TonyFarrell	Power point used to create TimecardEntryItems.gif
gif	businessframeworkwarn.gif	r1	manage	9.8 K	2007-04-02 - 22:36	TonyFarrell	Microsoft Business Framework install message.
gif	businessport-entry.gif	r1	manage	53.8 K	2007-04-02 - 23:29	TonyFarrell	Business Portal Entry page.
gif	timecard-entry.gif	r1	manage	20.0 K	2007-04-02 - 23:29	TonyFarrell	Timecard Entry page.
gif	timecard-initial.gif	r2 r1	manage	44.9 K	2007-08-27 - 02:00	TonyFarrell	A Timecard
This topic: BusinessPractices > WebHome > WorkInstructions > WebTimesheet
Topic revision: r11 - 2008-06-13 - TonyFarrell