(r3) WebTimesheet < BusinessPractices

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---++ Time-sheet Submission (Via Web Access)

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

Time-sheets 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 time-sheets for all periods covered by the leave on the day before you go on leave :-( .

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

---++ Time-sheet System Introduction

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

You add lines to the time-sheet 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 time-sheet for later completion or submit it.  

Your supervisor is notified when you submit a time-sheet 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 time-sheet 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 (Solomon) system - timesheet 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 - this is a scheme which allows you to use the one user name and password throughout AAO machines.  The domain 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).

---+++ External Users

If you are outside the AAO, then you must first connect via the AAO VPN before you can access the business portal. This means that services will not be available to users with simple web access only.

---+++ Fully Set-up AAO Windows Users - logged in on the Domain.
#FullsetupWindows

If you use a MS Windows machine as your normal machine and have logged into the AAO domain, then you should need only to start IE and goto [[http://businessportal/Sites/BusinessPortal/bppagelibrary/Home1.aspx][this page]].  Most testing has been done use IE 7, but IE 6 has been tried a bit and seems to work just as well.  

You can now jump [[#EnteringTimesheet][here]] for the rest of the instructions.

---+++ Other Windows Users (not logged into the domain).

Goto  [[http://businessportal/Sites/BusinessPortal/bppagelibrary/Home1.aspx][this page]] but you will be prompted for your username and password.  Specify  =aao-domain\&lt;username&gt;= rather then just plain  =&lt;username&gt;=.     (For example =aao-domain\tjf= rather then =tjf=).

You may at this point be asked to install "Microsoft Business Framework" with the following dialog.  

 <img src="%ATTACHURLPATH%/businessframeworkwarn.gif" alt="businessframeworkwarn.gif" width='350' height='165' />
<!-- original size 470, 220 -->

Please confirm you are viewing the right page and then select  "Install".    (If you don't have permission to do this install, please ask your machine administrator).


You may also have to add "businessportal" to your list of trusted sites - IE will tell you it has blocked the site but offer you the ability to add this site.


---+++ Mac and Linux Users :cool: 

I'm afraid that you are forced to use *Remote Desktop* to log into a "terminal-services" MS Windows machine in order to submit your timesheet.  You will need to log into the machine "termsrv1"  (192.231.167.203)

---++++ Mac Users

The Microsoft version of Remote Desktop seems to work somewhat better then the X11 version.  If you have Microsoft Office 2004 installed on your mac, then you will find this in

==/Applications/Microsoft Office 2004/Additional Tools/Remote Desktop Connection==

Otherwise, goto the [[http://www.microsoft.com/mac/][The Micro$oft Mac site]] and find a link to the *Remote Desktop Connection Client for Mac*.  Download and install this.

When you start the program you will be prompted for the name of the machine to connect to.  I suggest you explore the "Options" and, in particular, save a configuration that will automatically connect to the machine.  If you run a second display, the display options allow you to put the MS Windows  fullscreen on your second display, which seems to work well for me.  Also remember to specify the Domain as =aao-domain=.  

If you get the login prompt without explict mention of the domain, specify =aao-domain\&lt;username&gt;=, as your username, where =&lt;username&gt;= is your usernas

Now, in the remote desktop MS Windows session, you should start IE and goto [[http://businessportal/Sites/BusinessPortal/bppagelibrary/Home1.aspx][this page]].  

You can now jump [[#EnteringTimesheet][here]] for the rest of the instructions.

---++++ Linux Users.

If not already installed on your machine, an open source version of Remote Desktop is available from [[http://sourceforge.net/projects/rdesktop/][Sourceforge]].    From the command line, you should be able to run this with just 
<verbatim>
rdesktop -d aao-domain -u tjf 192.231.167.203
</verbatim>
Where "-u" is specifying your domain username, =tjf= in this case.

Run =rdesktop= without any arguments to see the full list of options.

Now in the remote desktop MS Windows session, you should start IE and goto [[http://businessportal/Sites/BusinessPortal/bppagelibrary/Home1.aspx][this page]].  

You can now jump [[#EnteringTimesheet][here]] for the rest of the instructions.

---+++ Other Windows Users via Remote desktop.

You might want to use *Remote Desktop* to connect from windows in some cases (say to use a different user name from what you are logged in as on the domain).    This program is found in 
<verbatim>
   Start->Programs->Accessories->Communications->Remote Desktop Connection
</verbatim>

When you start the program you will be prompted for the name of the machine to connect to - which is "termsrv1"  (192.231.167.203).  I suggest you explore the "Options" and, in particular, save a configuration that will automatically connect to the machine.   Also remember to specify the Domain as =aao-domain=.  

If you get the login prompt without explict mention of the domain, specify =aao-domain\&lt;username&gt;=, as your username, where =&lt;username&gt;= is your username.

Now in the remote desktop MS Windows session, you should start IE and goto [[http://businessportal/Sites/BusinessPortal/bppagelibrary/Home1.aspx][this page]].  

You can now jump [[#EnteringTimesheet][here]] for the rest of the instructions.


#EnteringTimesheet
---++ Business portal - getting to the time-sheet.
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.

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 time-sheet for the period ending date specified with the drop-down list.
   $ *In Progress* : Expand this to see a list of time-sheets you have started but not yet submitted.
   $ *Rejected* : Expand this to see a list of time-sheets that have been rejected.
   $ *Completed* : Expand this to see a list of time-sheets you have submitted but which have not yet been approved.
   $ *Approved/Posted* : Expand this to see a list of time-sheets that have been approved.
   $ *Timesheets* :  *DONT KNOW YET - Check*

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

To use an existing timecard as a template, use the *Duplicate* link in the "Actions" comlumn. 

---++ Time-sheet layout.

The timesheet 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 time-sheet 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 - invoke to save the current status of the timesheet.
   1. The *Print this Timecard* link - invoke to produce a printable 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 (time-sheet approver).
   1. The *Add Scheduled Tasks* button - invoke to add a line to your time-sheet for every task which you currently scheduled to be doing.
   1. The *Day Range* entry - when adding schedule tasks, include for this day range (Details still needed - *check* %ICON{wip}%)
   1. The initials of the person who approves you time-sheet will appear here.  SCB (Sam Barden) in this example.
   1. The *Status* of this time-sheet.  Whilst you are working on it, you should set this to =In Process=.   To submit this time-sheet, set this to =Completed=.  This value may also be =Rejected= if your time-sheet has been rejected - you can set it back to =Complete= when you have corrected it.  The status may also be =Approved/Posted= when your time-sheet has been accepted.
   1. Information on this time-sheet appears here.  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 Time-sheet (don't know what that means - *check*).
   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 time-sheet.  You must add a line for each separate thing you have worked on, and for each type of leave.
   1. The *Save Line Items* button - allows you to save the current set of lines (difference between this and "Save Status" - *check* %ICON{wip}%)
   1. The *OT1* and *OT2* check-boxes - to be selected *before* adding a line if that item is for overtime work.  Details *TBD* %ICON{wip}%.
   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 timesheet 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.
   1.  The *Delete* checkbox - if this is selected when you invoke the "Save Line Items" button, then the specified line 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. 
   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.
   1.  The *LabClass* entry box - should be filled in automatically.  You can ignore this.
   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 *Billable* checkbox - 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.
   1.  The hours entry boxes - enter the number of hours worked on this task per day (decimal hours).  Alternatively, you can book all hours to one day.
   1.  The *Total Hours* item - off the screen to the right in the picture.  The total number of hours you have entered for the task.
   1.  The *Est to Complete* item - off the screen to the right in the picture.  Enter the number of hours to complete the task in this box.


---++ Filling in a Time-sheet
To fill in a timesheet, you should first 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).

For each added line you need to select the project -  double click the project entry box to see the list of possible projects.  Use *AAO leave* as the project when reporting leave and *AAO Other* when reporting work which is not covered by another project.    Note that only the first ten projects are displayed.   There are buttons to page through the rest of the available projects or you can use the "Filter" at the bottom.  Note the "Project contains" Filter is for something from the first column - the "Project" column.    Alternatively you need to know the first few characters of the description.

Having selected the project, you can now select the task - double click the task entry box to see the list of possible tasks.     Note that only the first ten tasks are displayed.   There are buttons to page through the rest of the available tasks or you can use the "Filter" at the bottom.  Note the "Task contains" Filter is for something from the first column - the *Task* column.    Alternatively you need to know the first few characters of the description.

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)  *Check this is really ok*.

Scroll further to the right to check the total hours on each task and the *Est to Complete* (Estimate of the number of hours needed to complete the task).

When all your lines are added, clink *Save Line Items*.  If you wish to submit the time-sheet, change the status to *Complete*.  Otherwise leave it at *In Progress*.    :ok:

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


---++ Leave types and Other AAO Work

Here is the set of leave tasks available:

| *Solomon task description*  | comments |
| Annual Leave |  |
| Sick Leave |  |
| Public Holiday | Please book 7.35 hours for these |
| Personal Leave | AKA Special leave |
| Long Service Leave | Please book 7.35 hours per nominal day for these |

Here is the set of Other AAO Work tasks available

| *Solomon task description* | *Work Details* |
| General Admin |  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" |
| Training - technical | 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" |
| 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" |
| OH&S | Time on OH&S meetings and any associated AAO approved activities other than training, Time on OH&S AAO approved training including fire drills & associated training".  NOT FOR OH&S Project time.  |
| 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" |
| WG Housekeeping | Time spent on cleaning and tidying up the work spaces under direction from local management.  Industry visits  IT related activities associated with work group (back-up, purchasing etc) Support to other internal work groups including Administration group" |
| 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  " |
| Student Supervision | Time spent supervising students  |
| Building Maintenance | Time spent on infrastructure support for Epping and site facilities |
| Project Solomon | Time spent on implementation and training for the new management and financial software system, MS Dynamics SL  |
| Other | Anything else - please detail in description field |

---++ Page Security settings

These settings make this page visible by all. 

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

-- Main.TonyFarrell - 02 Apr 2007
Attachments
Topic attachments
I	Attachment	History	Action	Size	Date	Who	Comment
gif	TimecardEntryItems.gif	r2 r1	manage	81.3 K	2007-04-03 - 03:04	TonyFarrell	Image of power-point file - allocating numbers to time card entry
ppt	TimecardEntryItems.ppt	r1	manage	69.5 K	2007-04-03 - 03:05	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	r1	manage	46.3 K	2007-04-03 - 00:28	TonyFarrell	A Timecard
Topic revision: r3 - 2007-04-05 - TonyFarrell