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Timesheet Reports
Function
Accumulates all timesheet batches entered and proofed for the month and prints monthly and year- to-date timesheet reports.
Drill Downs Available on Timesheet Reports
These drill downs are designed to retrieve the detail of all timesheet charges for the current month and year-to-date
Things You Should Know
How It Works
Each month four reports are produced and designed to be a part of the documentation trail supporting salary charges to programs. These reports are equally designed to become tools to assist managers in monitoring and assessing activities performed by employees. These reports are:
The above reports document the direct salary charges to programs. Later in Monthly Processing, leave costs will be allocated to programs. Together, direct salary charges and allocated leave will equal year-to-date salary amounts, normally reported under code 50000 on the revenue and expenditure reports.
The single most important issue is to make certain that all timesheet batches used during the month are posted to the correct month.
Should you fail to post a batch, click on Tools, Post Timesheet Batches and post the applicable batch. Typically, only timesheet batches that are adjustments and not processed through leave processing on payroll processing may not have been posted.
If you posted a batch to a wrong posting period, under Timesheet Data Entry, click on the Timesheet Batch Entry tab. Click Edit and change the posting period and save.
If the batch is posted and you found a coding error, you need to enter a new timesheet adjustment showing negative hours and dollars to the wrong element and positive to the correct element. Next, post this batch by going to Tools, Post Timesheet Batches.
For all timesheet options, there is a check box for the option to Include Net Zero Transactions.
Monthly Timesheet Charges by Activity
Function
To print, display, or export the Monthly Timesheet Charges by Activity.
The Monthly Timesheet Charges by Activity report is based upon the timesheet batches entered for the month.
It shows the distribution of all salary charges for the month, listing each employee under the appropriate program element worked or type of leave taken. Listed in project, program element, employee name sequence, it includes the following:
Operating Instructions
To print, display or export the Timesheet Charges by Activity, select Timesheet Reports.
Things You Should Know
- Incorrect dates were entered for the current month. Reenter or re-select the correct period From and To dates, reprint your reports.
You may repeat these correction steps as many times as may be required.
Monthly Timesheet Charges by Employee
Function
To print, display, or export the Monthly Timesheet Charges by Employee.
The Monthly Timesheet Charges by Employee report is based upon the timesheet batches entered for the month.
This report shows lists each individual employee and itemizes the programs they have charged their time to during the current month.
Report includes the following:
Operating Instructions
To print, display or export the Monthly Timesheet Charges By Employee, select Timesheet Reports.
Things You Should Know
- Incorrect batches (or incorrect data was in your batches) were used for the month. Begin by entering a timesheet adjustment batch for any coding changes, if necessary and include in the current period.
- Incorrect dates were entered for the current month. Reenter or re-select the correct period From and To dates, reprint your reports.
Year-To-Date Timesheet Charges by Activity
Function
Print, display, or export the Year-To-Date Timesheet Charges by Activity.
The Year-To-Date Timesheet Charges by Activity report lists each individual employee and itemizes the programs where they have charged their time to during the fiscal year.
Report includes the following:
Operating Instructions
To print, display or export the Year-To-Date Timesheet Charges By Activity, select Timesheet Reports.
Things You Should Know
- Incorrect batches (or incorrect data was in your batches) were used for the month. Begin by entering a timesheet adjustment batch for any coding changes, if necessary.
- Incorrect dates were entered for the From and To dates. Reenter or re-select the correct period From and To dates, reprint your reports.
Year-To-Date Timesheet Charges by Employee
Function
Print, Display, or Export the Year-To-Date Timesheet Charges by Employee.
The Year-To-Date Timesheet Charges by Employee lists each employee and where they have charged their time during the fiscal year.
Report includes:
Operating Instructions
To print, display or export the Year-To-Date Timesheet Charges by Employee, select Timesheet Reports.
Things You Should Know
- Incorrect batches (or incorrect data was in your batches) were used for the month. Begin by entering a timesheet adjustment batch for any coding changes, if necessary.
- Incorrect dates were entered for the From and To dates. Reenter or re-select the correct period From and To dates, reprint your reports.
Accumulates all timesheet batches entered and proofed for the month and prints monthly and year- to-date timesheet reports.
Drill Downs Available on Timesheet Reports
These drill downs are designed to retrieve the detail of all timesheet charges for the current month and year-to-date
Things You Should Know
- To get the drill down detail for current and year-to-date amounts, put a check in the checkbox on the Timesheet Reports form next to "Include Drill Down Details". Since the report takes longer to load when you select drill down detail, we do not have it automatically included.
- If an employee has multiple Local Tax Codes, the appropriate Local Tax Code will appear next to the charges
- Once the report is displayed, you can double click on any column for a particular employee (on the activity reports) or element (on the employee reports) and it will display the current and year-to-date detail. The report will include all employee or element information, depending on what was requested, reflecting the timesheet batch #, pay period from and to dates, posting period, employee class, pay code, hours, rate, salary amount, payroll amount and locality.
How It Works
Each month four reports are produced and designed to be a part of the documentation trail supporting salary charges to programs. These reports are equally designed to become tools to assist managers in monitoring and assessing activities performed by employees. These reports are:
- Monthly Timesheet Charges by Activity
- Monthly Timesheet Charges by Employee
- Year-To-Date Timesheet Charges by Activity
- Year-To-Date Timesheet Charges by Employee
The above reports document the direct salary charges to programs. Later in Monthly Processing, leave costs will be allocated to programs. Together, direct salary charges and allocated leave will equal year-to-date salary amounts, normally reported under code 50000 on the revenue and expenditure reports.
The single most important issue is to make certain that all timesheet batches used during the month are posted to the correct month.
Should you fail to post a batch, click on Tools, Post Timesheet Batches and post the applicable batch. Typically, only timesheet batches that are adjustments and not processed through leave processing on payroll processing may not have been posted.
If you posted a batch to a wrong posting period, under Timesheet Data Entry, click on the Timesheet Batch Entry tab. Click Edit and change the posting period and save.
If the batch is posted and you found a coding error, you need to enter a new timesheet adjustment showing negative hours and dollars to the wrong element and positive to the correct element. Next, post this batch by going to Tools, Post Timesheet Batches.
For all timesheet options, there is a check box for the option to Include Net Zero Transactions.
Monthly Timesheet Charges by Activity
Function
To print, display, or export the Monthly Timesheet Charges by Activity.
The Monthly Timesheet Charges by Activity report is based upon the timesheet batches entered for the month.
It shows the distribution of all salary charges for the month, listing each employee under the appropriate program element worked or type of leave taken. Listed in project, program element, employee name sequence, it includes the following:
- Projects, project periods, program element numbers and descriptions
- Employee code, class and employee name
- Hours worked and leave taken hours
- Total salary costs
Operating Instructions
To print, display or export the Timesheet Charges by Activity, select Timesheet Reports.
- Select Timesheet Charges by Activity from the combo box.
- Enter or select a Period From and To date for the current period you are processing. This will identify to the system what timesheet batches to include in this report.
- Select from the list box of program elements and projects those that you wish to include on the Monthly Timesheet by Activity Report by placing a check mark in the box next to the program element and project code. If you wish to include all program element and project codes, no selection is needed. In most cases you would select all. This will allow you to verify that report totals equal the total of all timesheet batches for the month.
Note: In this list box you can select multiple codes without holding the control or shift key. - Click on Page between Projects to have each project number start printing on a separate page. Click on Page between Program Elements to have each program element start printing on a separate page. If Page between Program Elements is selected, no project totals will be printed.
- Click on the Print button to print the Monthly Timesheet by Activity Report for the current period requested.
Things You Should Know
- The report provides you with an excellent way to review program and leave taken charges.
- Before proceeding you should compare report totals to the total of all timesheet batches for the month.
- Should your control totals fail to match, consider these possibilities:
- Incorrect dates were entered for the current month. Reenter or re-select the correct period From and To dates, reprint your reports.
You may repeat these correction steps as many times as may be required.
Monthly Timesheet Charges by Employee
Function
To print, display, or export the Monthly Timesheet Charges by Employee.
The Monthly Timesheet Charges by Employee report is based upon the timesheet batches entered for the month.
This report shows lists each individual employee and itemizes the programs they have charged their time to during the current month.
Report includes the following:
- Employee Name
- Class
- Pay codes
- Program element and description
- Actual hours
- Total Salary costs
Operating Instructions
To print, display or export the Monthly Timesheet Charges By Employee, select Timesheet Reports.
- Select Timesheet Charges By Employee from the combo box.
- Enter or select a Period From and To date for the current period you are processing. This will identify to the system what timesheet batches to include in this report.
- Select from the list box of program elements and projects those that you wish to include on the Monthly Timesheet by Activity Report by placing a check mark in the box next to the program element and project code. If you wish to include all program element and project codes, no selection is needed. In most cases you would select all. This will allow you to verify that report totals equal the total of all timesheet batches for the month.
Note: In this list box you can select multiple codes without holding the control or shift key.
Options for page break by employee and subtotals by project code are available. - Click on the Print button to print the Monthly Timesheet Charges by Employee Report for the current period requested.
Things You Should Know
- The report provides you with an excellent way to review program and leave taken charges.
- Before proceeding you should compare report totals to the total of all timesheet batches for the month.
- Should your control totals fail to match, consider these possibilities:
- Incorrect batches (or incorrect data was in your batches) were used for the month. Begin by entering a timesheet adjustment batch for any coding changes, if necessary and include in the current period.
- Incorrect dates were entered for the current month. Reenter or re-select the correct period From and To dates, reprint your reports.
Year-To-Date Timesheet Charges by Activity
Function
Print, display, or export the Year-To-Date Timesheet Charges by Activity.
The Year-To-Date Timesheet Charges by Activity report lists each individual employee and itemizes the programs where they have charged their time to during the fiscal year.
Report includes the following:
- Project/Element
- Project Periods
- Employee code, class and name
- Budgeted hours
- Actual hours
- Total salary charges
- Comparison of budgeted hours to actual hours
Operating Instructions
To print, display or export the Year-To-Date Timesheet Charges By Activity, select Timesheet Reports.
- Select Timesheet Charges By Activity from the combo box.
- Enter or select a Period From and To date for the period you are preparing the report for. This will identify to the system what timesheet batches to include in this report. Normally, the From date will be the posting period for the first month of your agency’s fiscal year. The To date will be the posting period for your current month.
- Select from the list box of program elements and projects those that you wish to include on the YTD Timesheet Charges by Activity report by placing a check mark in the box next to the program element and project code. If you wish to include all program element and project codes, no selection is needed. In most cases you would select all. This will allow you to verify that report totals equal the total of all timesheet batches for the month.
Note: In this list box you can select multiple codes without holding the control or shift key. - Options for page break by employee and subtotals by project code are available.
- Click on the Print button to print the Year-To-Date Timesheet Charges by Activity report.
Things You Should Know
- Over/under budget is automatically computed. For information on entered budgeted hours refer to Budget Procedures - Timesheet Budgets.
- Verify the report totals to the YTD timesheet charges from the previous month plus current month timesheets.
- Should your control totals fail to match, consider these possibilities:
- Incorrect batches (or incorrect data was in your batches) were used for the month. Begin by entering a timesheet adjustment batch for any coding changes, if necessary.
- Incorrect dates were entered for the From and To dates. Reenter or re-select the correct period From and To dates, reprint your reports.
Year-To-Date Timesheet Charges by Employee
Function
Print, Display, or Export the Year-To-Date Timesheet Charges by Employee.
The Year-To-Date Timesheet Charges by Employee lists each employee and where they have charged their time during the fiscal year.
Report includes:
- Employee name
- Class
- Program element and description
- Budgeted hours
- Actual Hours
- Comparison of budgeted hours to actual hours
Operating Instructions
To print, display or export the Year-To-Date Timesheet Charges by Employee, select Timesheet Reports.
- Select Timesheet Charges by Employee from the combo box.
- Enter or select a Period From and To date for the period you are preparing the report for. This will identify to the system what timesheet batches to include in this report. Normally, the From date will be the posting period for the first month of your agency’s fiscal year. The To date will be the posting period for your current month.
- Select from the list box of program elements and projects those that you wish to include on the YTD Timesheet by Activity report by placing a check mark in the box next to the program element and project code. If you wish to include all program element and project codes, no selection is needed. In most cases you would select all. This will allow you to verify that report totals equal the total of all timesheet batches for the month.
Note: In this list box you can select multiple codes without holding the control or shift key. - Click on Page between Employees to have each employee start printing on a separate page.
- Click on the Print button to print the Year-To-Date Timesheet Charges by Employee report.
Things You Should Know
- Over/Under budget is automatically computed. For information on entering budgeted hours see Budget Procedures - timesheet Budgets.
- Verify the report totals to the YTD timesheet charges from the previous month plus current month timesheets.
- Should your control totals fail to match, consider these possibilities:
- Incorrect batches (or incorrect data was in your batches) were used for the month. Begin by entering a timesheet adjustment batch for any coding changes, if necessary.
- Incorrect dates were entered for the From and To dates. Reenter or re-select the correct period From and To dates, reprint your reports.