Overview of Time Sheet Policies

Time sheet policies are rules designed to control the creation and operation of time sheets. You can configure different time sheet policies and apply them to different resources (one by one) as needed. For example, you might want different time sheet policies to apply to different resources depending on their business units or whether they are employees or contractors.

Every resource is assigned a time sheet policy. You can designate one time sheet policy as the global time sheet policy (see Configuring the Global Time Sheet Policy). By default every resource is assigned this time sheet policy.

After you create new time sheet policies, you can assign them to specific resources as needed. If necessary, you can also edit existing time sheet policies, and the changes will apply to their assigned resources.

Note: Most changes to existing time sheet policies affect only time sheets that are created after the policy change. Exceptions are noted in following sections where appropriate.

The Time Sheet Policy window consists of the following sections and tabs:

  • General information section. This section appears above the Time Sheet Policy window tabs and shows the Name of the time sheet policy and the Period TypeWeekly, Bi-Weekly, Semi-Monthly, or Monthly—that is to be used to log time.

  • Time Sheet Policy tab. This tab is the default tab displayed when the Time Sheet Policy window opens. On this tab, you specify how resources who are assigned this policy are to enter time worked on their time sheets—by Day in Hours, Period in Hours, Period in Percent, Day in Days, or Period in Days. You specify whether resources view expected time for tasks on their time sheets. You can also allow a resource to create multiple time sheets for the same time period, require resources to submit a time sheet for each time period, and set up automatic time sheet approval. Finally, you can specify whether resources who are assigned this policy are allowed to submit time sheets that have empty lines (lines in which all values are 0).

  • Notifications tab. On this tab, you can specify when email notifications should be sent to resources and what they should say. Notifications can be used to remind resources to submit time sheets (before or after they are due, or both). Notifications can also be used to tell resources that an approver has rejected time they submitted.

  • Min/Max Enforcement tab. On this tab, you can set the maximum time that resources can report on a time sheet for one day, and the minimum and maximum total time they can report on a time sheet (or the minimum and maximum percentages they can report if time is entered by Period in Percent). You can also set the level of enforcement to only warn resources and approvers of policy violations, or to prevent resources from submitting time sheets that have violations.

  • Charge Codes tab. On this tab, you set the default charge code or apportioned charge codes for the time sheet policy. For information about creating charge codes and how Time Management prioritizes time sheet policies among other factors in determining which charge codes to apply to the time logged by a resource, see Charge Codes.

  • Work Items tab. On this tab, you specify, in any combination, the work item types against which users are allowed to log time.

  • Activities tab. This tab allows you to control whether users are allowed to specify activities for any work items at all. If allowed, you can require that users specify activities for any of the work item types—programs, projects, tasks, requests, packages, or miscellaneous items—on their time sheets. For information about creating activities, see Activities.