quick_guides-8

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quick_guides-8 [2013/04/30 10:15] – created barbaraquick_guides-8 [2017/12/01 16:35] (current) – external edit 127.0.0.1
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 ====== Completing Timesheets - hints for problems ====== ====== Completing Timesheets - hints for problems ======
 +
  
 ===== Shifts not for correct time ===== ===== Shifts not for correct time =====
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 You can also can right click on a shift and select **Edit Details** to alter by entering an exact time. You can also can right click on a shift and select **Edit Details** to alter by entering an exact time.
 +
 +===== Missing Shifts =====
 +
 +The quickest way to add a missing shift fully is to start on the Temp Desk Timesheets view.
 +
 +{{:going_to_vacancy_from_timesheet.jpg|}}
 +
 +Select the line of the provisional timesheet then click the **vacancy** button. The vacancy opens on the Shifts view. Use **Ctrl + Add Shifts** to open Grid.
 +
 +{{:add_shifts_from_vacancy.jpg|}}
 +
 +Select the shift type and enter date, times and break minutes. Use the **Duplicate** button to help add further.
 +Click **Save & Fill** or **Save & Close** then **Fill Shifts**
 +
 +{{ :fill_shifts.jpg?400|}}Choose **Specified Individual** for filling the shift and enter the keyname to find then book. 
 +
 +The existing Provisional timesheet will find the new shifts when reopened.\\ \\ \\ \\ 
 +
 +**ACC Timesheets** {{ :acc_shift_type.png?150|}}The script to create lines work on the TYPE of the shift ->\\ If a proper shift has been entered there is a shift Type code on the right. {{:add_shifts_from_timesheet.png?450|}}\\ 
 +
 +\\ {{ :shift_type.png|}}If there is a missing shift, you can use the **Add Shifts** button to add a shift - if you ENTER a type using the drop down then the script will create the expected line on the next page. 
 +
 +===== No Units in the Pay Lines =====
 +There is a mismatch between the Rates Scheme and the Candidate match it is looking for - usually the Candidate's Grade.
 +Perhaps the Candidate has not been coded to have the grade - inform Compliance to set code the candidate's skills and then the match will happen. 
 +Or perhaps the Scheme does not have lines that cover the grade - inform the Section Manager to correct the scheme and then the match will happen.
 +
 +===== How to save Override Pay Rates for future Timesheets for this Candidate/Vacancy combimation =====
 +Schemes are set with the STANDARD rate of pay - what the Agency would prefer the candidate to be paid. However some candidates have custom rates of pay so the scheme needs to be overridden.
 +
 +Rather than having to overwrite manually every time (which is EVERY time if rate = 0.00) the Booking can have the override rates set in it to use in the future.
 +
 +From the timesheet view, use the **vacancy** button (opens in the shifts view). 
 +Click on a line containing the correct candidate's name. You may have to change the date back on the shift view to find the correct candidate.
 +
 +{{ :override_pay_rates..png?350|}}Click on the Booking/Rates view.\\ 
 +Go to the rates view (default)\\ 
 +Overwrite the pay rates (they will go red)\\
 +Save and refresh (background goes white to indicate an overwrite.)
 +
 +Now the timesheets on for this booking will always use these rates.
 +
 +===== How to Add Pay Lines =====
 +On the timesheet, use the **Add Rate** button. This will activate a new cell at the bottom of the existing lines.  Select the Pay Band and enter the units and rates.
 +
 +{{:add_rate_lineto_timesheet.jpg|}}
 +
 +**After completion you need to open the timesheet and add the shift date to the pay line** (You can only add a date of a shift linked to the timesheet. A dateless line is given with no date is given the last day of the week as a default so may need changed.)
 +
 +{{:shift_date_to_pay_line.jpg|}}
 +
 +===== Hours not equal ======
 +
 +{{ :hours_not_equal_warning.png?350|}}
 +Warning message when Sleep Over shifts exist.  This is because even though the sleepover covers HOURS only 1 UNIT is charged. Also the total cells are yellow. It is a warning to check a sleepover was intended.
 +
 +[[UG16-00|Audit Features]]
 +
 +
 +
 +Go back to [[3_quick_guides|Quick Guides/How To section]]
  • quick_guides-8.1367316903.txt.gz
  • Last modified: 2017/11/16 21:57
  • (external edit)