Entry for a staff member

Enter timesheets or expenses for another staff member in your office using the 'View a different staff member' feature.

ClosedGetting Started

Setup required before use

 Who Can Use It? Where Is It?

Timesheet tasks

Site Inspections

Travel rates

Staff records

Data entry available to:

Staff Managers

Director

Administrator

System Administrator

 

View only available to:

Project Manager

Timesheets > View different staff member

Tips:

What is View a different staff member?

Timesheet and expense transactions can require to be entered for other staff members. This allows for a Director to request that another user enter their expenses for them after returning from a business trip, or general monthly expenses that they need to be reimbursed for. If the staff member is out of the office, another staff member can also enter their timesheets for them.

This provides a method to ensures that all the required transactions are shown within the project ready for invoicing to the client. The staff would need to provide a list of the work completed for each date to allow the timesheets to be entered, or a copy of the receipts to allow expense entry.

Why use View a different staff member?

Enter or edit time and expense transactions for another staff member when they are not in the office.

Actions available

ClosedSwitch to a different staff member

This feature is found in the top right corner of the time and expense screen, above the calendar. This is available to users that have Project Manager access level or higher. View another staff member's time and expenses by:

  1. Click the 'View different staff member' button.
  2. Select which staff member from the list.
  3. Press OK.

Click the image above to view the User Selection screen.

  1. The selected staff member is shown in the top of the screen.

  1. Select a date in the calendar to view the time or expenses for that staff member.

Tip: User and Assistant Project Manager access levels cannot view the time and expenses entered by another user.

ClosedView timesheet and expense transactions

The view a different staff member button is shown to Project Manager access level or higher staff accounts. In addition Staff Managers also have access to this feature. Project Manager access level staff can view time and expense transactions for a different staff member, but they cannot add or edit records. A information message is shown to advise the user that they have read only access (see the image below).

Click the image above to view the read only message for Project Manager access level.

View alternate staff members time and expenses to check that the transactions have been entered correctly. Send the staff member a Synergy Note or raise a transaction query if the transaction requires adjustment. If the staff member is unavailable to make the changes, following the instructions below to add or edit transactions.

ClosedAdd or edit timesheet and expense transactions

The ability to add or edit time and expenses is available to Director access level or higher. In addition Staff Managers also have access to this feature.

Add new transaction, or edit existing transactions when the staff member is unavailable to make the required changes.

  1. Open Timesheets.
  2. Click the 'View a different staff member' button.
  3. Select the staff member you want to add the transaction for in the list of Users.
  4. Click OK.
  5. Timesheets will update to show that user in the top left corner of the screen.
  6. Select a date from the calendar.
  7. Add a new timesheet or expense transactions on that date as required.
  8. Save.

Tip: Click on these links to read detailed instructions on how to enter timesheets, cash expenses, travel expense.

Want to learn more?

Looking for more help? Try reviewing the following topics: Concept Link IconView Topics

 

© 2019 Total Synergy Pty Ltd

 

Open topic with navigation