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Using Timesheet View By for Midperiod Hires and Transfers in HRS

Overview

If the employee had a job change which changed the employee from punch to elapsed time reporter or from elapsed to punch time reporter, the timesheet view must be changed in order to access the employee's timesheet. Using the View By option opens the timesheet access for the period.
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Instructions

  1. If the employee had a job change which resulted in the employee changing from punch to an integrated elapsed time reporter or from integrated elapsed to a punch time reporter, or if the employee's TL Security record was changed with an effective date that was not the start of the pay period (please see Creating and Maintaining Time and Labor Security in HRS), the timesheet view must be changed in order to access the correct days for time entry. For a hire or rehire employee, you must enter the hire/rehire date in order to access the timesheet.

    Employee Transferred in Middle of Pay Period

    In the example below, the employee was transferred effective 05/22/2018.  Accessing the timesheet using the start of the period, 05/13/2018, shows time can only be entered up until the date of transfer. A message above the time reporting fields also indicates the employee has a mid-period time reporting profile change.

    Punch Timesheet

    Changing View By to Week and the date to 05/22/2018 opens timesheet for transfer date and later. The job title also updates, reflective of the new position.

    View By Criteria Punch Timesheet

  2. If the employee changed jobs and their work group and time reporter type changed, use View By: Week to access the correct kind of timesheet.  A warning message displays indicating that the employee has a mid-period time reporting profile change.

    Timesheet for Midperiod transfer from Punch to Elapsed - After Job Change

    Warning Message Punch Timesheet

    Continuing the example, to enter time for dates prior to the transfer change the View By to Week and the date to the first day of the period. Click Refresh.

    The punch timesheet displays (including default schedule hours if applicable).

    Punch Timesheet

    For dates beyond the date of transfer, choose View By: Week and change the date to the first day of the transfer. After refreshing, the integrated elapsed timesheet is displayed and reflects the employee's new job title.

        Timesheet for Second Week After Job Change, Elapsed Timesheet for Week 2
Integrated Elapsed Timesheet

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Keywords:
view timesheet for rehire view timesheet for new hire view timesheet return to work change of workgroup punch to elapsed time reporter elapsed to punch time reporter TL, AM, Time, Labor, Absence Management 
Doc ID:
16421
Owned by:
Neal W. in UW–Shared Services
Created:
2011-01-05
Updated:
2024-05-14
Sites:
UW–Shared Services