Timesheet Line Reports
This topic provides information on the various Timesheet line reports available for reviewing the Timesheet lines for the Time Management feature that can be submitted for processing payroll.
Roles and Privileges
Users must have one of the following roles:
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Human resource manager
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Project manager
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Project accountant
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Project supervisor
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Project timesheet user
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Resource manager
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Timesheet delegate user
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CMC: Federal work study administrator
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CMC: Federal work study manager
Access Method
Click Modules > Project management and accounting > Timesheets > Details
Timesheet Line Reports
Following are the Timesheet Line reports that can be generated in Anthology Finance & HCM:
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All Timesheet Lines - Displays all timesheet lines which are processed and unprocessed.
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Unprocessed Timesheet Lines - Displays timesheet lines that are not yet synced to the payroll module (i.e. the Synced with Payroll field is unchecked for these timesheet lines). The Send timesheet to payroll option is available for these records.
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Processed Timesheet Lines - Displays timesheet lines that are synced to the payroll module (i.e. the Synced with Payroll field is checked for these timesheet lines). The Send timesheet to payroll option is not available for these records.
View all open positions to assigned employee:
Access Method:
Click Modules > Project management and Accounting > Timesheets > All timesheets
Steps:
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Select an employee.
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Click the Position drop-down to view all the open positions that are assigned to the employee.
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Choose and submit the timesheet for preferred position.
Create a New Timesheet Line and Validate position dates based on week
Access Method:
Click Modules > Project management and Accounting > Timesheets > All timesheets > New Line > Enter all required fields
When an employee is assigned to multiple positions, with only one of the positions being active, while the rest are inactive and If the employee attempts to manually enter timesheets for an inactive position, an error will occur, preventing submission of the timesheet.
View Status and Export Exceptions for Timesheets
Access Method:
Click Modules > Project management and Accounting > Select any of the following: Inquiries and reports > Timesheet reports > All timesheet lines
Or
Timesheets > Details > All timesheet lines/Unprocessed/Processed timesheet lines
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Click Send Timesheet to Payroll and complete the information on Send Timesheet to Payroll window.
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Upon selecting a timesheet line, Status is displayed at the bottom of window.
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After the Send timesheet to payroll batch job is run successfully, you can:
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View a list of all timesheet lines.
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View Exceptions under Status section.
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Select the Export to excel option, and export exceptions, if you require to view exceptions in bulk.
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Task(s) that use this Form
Navigating the Form
The following tables provide descriptions of controls on this page.
| Action button | Description |
|---|---|
| Edit | Edit the Timesheet lines. |
| Send timesheet to payroll | Sends the selected approved timesheets to the payroll module (D365 Payroll module or the Anthology Payroll module) for processing. Note: The Earning code source field must be set to Payroll or Anthology Payroll in the Project management and accounting parameters page. For details, see Configurations for Time Management. Display of exception messages upon errors- When users navigate to "Send timesheets to Payroll," the system now generates a comprehensive list of all affected records when errors occur during the process. Upon encountering exceptions and selecting "OK," the system displays all affected records that would typically not be sent to Anthology Payroll. Only the error-ed records exhibit exception messages, while other records proceed to the Anthology Payroll process. |
| Open in Excel | Export the timesheet line details to a Microsoft Excel file. Institutions using third party payroll system can leverage this option to export the timesheet lines from Anthology Finance & HCM and import it into their payroll system. |
| Filter | Description |
|---|---|
| Approval Status | View the timesheet lines based on one of the following approval status values:
|
| Action button | Description |
|---|---|
| Start Date | Displays the default date of the current month. |
| End Date | Displays the selected End Date. |
Note: Date fields filters based on the "Timesheet period" dates
|
Field |
Description |
|---|---|
| Project date | The Timesheet line date. |
| Resource | The value in this field is a concatenation of the following values:
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| Category | The project category associated with the earning code. |
| Position | The position assigned to the project resource. |
| Position group | The position group assigned to the position. |
| Earning code | The earning code assigned to the position to which the project resource is assigned. |
| Hours | Number of hours. |
| Line number | The line number in a timesheet. |
| Project ID | The project ID linked to the timesheet. |
| Period code | The period code associated with the project resource. |
| Approval status | Indicates the approval status of the timesheet line. It can have one of the following values:
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| Synced with Payroll | Displays the status of the timesheet sent to the payroll system (Anthology Payroll or D365 Finance & Operations Payroll). It can have one of the following values:
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