{"id":3786,"date":"2024-10-21T14:08:24","date_gmt":"2024-10-21T14:08:24","guid":{"rendered":"\/agile\/?post_type=ht_kb&p=3786"},"modified":"2025-01-07T21:03:22","modified_gmt":"2025-01-07T21:03:22","slug":"mss-timesheet-signoff-dashboard","status":"publish","type":"ht_kb","link":"\/agile\/knowledge-base\/mss-timesheet-signoff-dashboard\/","title":{"rendered":"MSS Timesheet Signoff_Dashboard\u00a0"},"content":{"rendered":"\n

MSS Timesheet Sign off dashboard allows MSS user to view the pending and signed of timesheets for the selected period group and pay period. From home dashboard, user can also view, approve, reject, and sign off the timesheet. <\/p>\n\n\n\n

Timesheet Signoff Card<\/strong> <\/p>\n\n\n\n

Timesheet Signoff card on homepage gives the user an overview of period week and number of pending signoffs and signed off timesheets. To view the details, user can click on the card and can view the employees under default-selected period group. By-default, it shows the current pay period week. <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

NOTE: Week range and number of pending signoff & signed off reflects based on the selected period week under Timesheet Signoff details on home page. <\/em><\/strong> <\/p>\n\n\n\n

Select Period Week and Pay Period Group <\/strong><\/p>\n\n\n\n

User can select different period weeks and period groups to view the timesheets of respective users under those groups. <\/p>\n\n\n\n

To select period week, <\/p>\n\n\n\n

    \n
  1. Click on Timesheet Signoff Card appearing on homepage <\/li>\n\n\n\n
  2. Click on \u201cCurrent Pay Period(date range) drop-down (By-default, it shows the current period week)<\/em> <\/li>\n\n\n\n
  3. Click in the \u2018Select Period\u2019 drop down <\/li>\n\n\n\n
  4. It will list out the 3-period weeks (1 is current and 2 previous period weeks) <\/li>\n\n\n\n
  5. Select the period week user wants to view the timesheets for the selected period week <\/li>\n\n\n\n
  6. Once week is selected, it will refresh the grid and shows the updated employee info along with timesheet status under Timesheet details and will also reflect the info in Timesheet card. <\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    To select Pay Period Group, <\/p>\n\n\n\n

      \n
    1. Click on Timesheet Signoff Card appearing on homepage <\/li>\n\n\n\n
    2. Click on \u201cCurrent Pay Period(date range) drop-down  <\/li>\n\n\n\n
    3. Click in the \u2018Select Pay Period Group\u2019 drop down <\/li>\n\n\n\n
    4. It will show the list of all pay period groups existing in the database  <\/li>\n\n\n\n
    5. Select the pay period group user wants to view the timesheets  <\/li>\n\n\n\n
    6. Once group is selected, it will refresh the grid and shows the updated employee info along with timesheet status under Timesheet details and will also reflect the info in Timesheet card. <\/li>\n<\/ol>\n\n\n\n
      \"\"<\/figure>\n\n\n\n

      Timesheet Signoff details on homepage <\/strong><\/p>\n\n\n\n

      MSS user can view the timesheet signoff details on home page for the selected pay period group and period week. It will allow MSS user to view all employees (associated to the selected pay period group) timesheet  status, total paid hours, hours grouped by time categories, any errors or exceptions (if exists), status of the timesheet and can also view, approve and sign off the timesheet. <\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      Toggles \u2013 Show by weeks & Unsigned Only<\/strong> <\/p>\n\n\n\n

      Show by Weeks toggle:<\/strong> <\/p>\n\n\n\n

      User can also view the timesheet details for each week under a pay period. To view by week, user needs to turn the toggle \u201cShow by Weeks\u201d on. When user turns the toggle on, it will show the timesheet of each week along with hours, time categories, errors\/exceptions, and status of each timesheet. <\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      NOTE: User can view the week range by hovering over the week labels<\/em><\/strong> <\/p>\n\n\n\n

      Unsigned Only toggle:<\/strong> <\/p>\n\n\n\n

      User can also filter the timesheet based on the signed or unsigned by enabling the \u201cUnsigned Only\u201d toggle. When user turns the toggle, it will hide the timesheets that are already signed off and display the timesheets that have pending signoffs. <\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      NOTE: When user navigates to timesheet page or other pages and come back to homepage, the selection user has made on timesheet signoff dashboard on homepage will be retained including toggles states.<\/em><\/strong> <\/p>\n\n\n\n

      View Timesheet <\/strong><\/p>\n\n\n\n

      User can view the timesheet from Timesheet Signoff dashboard on homepage. To view the timesheet, <\/p>\n\n\n\n

        \n
      1. Click on Timesheet Signoff Card appearing on homepage <\/li>\n\n\n\n
      2. Click on \u201cCurrent Pay Period(date range) drop-down to select different pay period week and group (if user wants to select a week or group other than default one appearing on timesheet sign off details grid)<\/em> <\/li>\n\n\n\n
      3. Click on button \u201cView Timesheet<\/strong>\u201d
        <\/li>\n<\/ol>\n\n\n\n
        \"\"<\/figure>\n\n\n\n
          \n
        1. It will take user to the timesheet page and shows the selected employees\u2019 period week full timesheet details in the grid. <\/li>\n<\/ol>\n\n\n\n

          NOTE: <\/em><\/strong> <\/p>\n\n\n\n

            \n
          1. Option \u201cView Timesheet\u201d will appear regardless of the toggle state is set to on or off.<\/em><\/strong> <\/li>\n\n\n\n
          2. If toggle \u201cShow by weeks\u201d is disabled and user clicks on \u201cView Timesheet\u201d, it will take the user to the first period week of the pay period range.<\/em><\/strong> <\/li>\n\n\n\n
          3. If toggle \u201cShow by weeks\u201d is enabled, user can click on \u201cView Timesheet\u201d for any week user wants to view the timesheet details.<\/em><\/strong> <\/li>\n<\/ol>\n\n\n\n

            Approve Timesheet <\/strong><\/p>\n\n\n\n

            MSS user can also approve the timesheet from Timesheet signoff dashboard instead of going to timesheet pages. To approve the timesheet from signoff dashboard, user needs to turn the toggle \u201cShow by weeks\u201d and timesheet must have no errors. <\/p>\n\n\n\n

            To Approve the timesheet, <\/p>\n\n\n\n

              \n
            1. Click on Timesheet Signoff Card appearing on homepage <\/li>\n\n\n\n
            2. Click on \u201cCurrent Pay Period(date range) drop-down to select different pay period week and group (if user wants to select a week or group other than default one appearing on timesheet sign off details)<\/em> <\/li>\n\n\n\n
            3. Turn the toggle \u201cShow by weeks\u201d on <\/li>\n\n\n\n
            4. User will see button \u201cApprove Timesheet<\/strong>\u201d only for the weeks having no errors
              <\/li>\n<\/ol>\n\n\n\n
              \"\"<\/figure>\n\n\n\n
                \n
              1. Click in employee\u2019s cell to highlight the selected employee
                <\/li>\n<\/ol>\n\n\n\n
                \"\"<\/figure>\n\n\n\n
                  \n
                1. Click on the button \u201cApprove Timesheet<\/strong>\u201d <\/li>\n\n\n\n
                2. It will show the success toast message and refresh the grid with updated status of timesheet as \u201cApproved\u201d and CTA will change to \u201cView Timesheet\u201d
                  <\/li>\n<\/ol>\n\n\n\n
                  \"\"<\/figure>\n\n\n\n

                  NOTE:<\/em><\/strong> <\/p>\n\n\n\n

                    \n
                  1. Button \u201cApprove Timesheet\u201d will only appear when timesheet for a week has no errors and toggle \u201cShow by weeks\u201d is enabled.<\/em><\/strong> <\/li>\n\n\n\n
                  2. When toggle \u201cShow by weeks\u201d is enabled but timesheet has errors, user will see button as \u201cView Timesheet\u201d<\/em><\/strong> <\/li>\n<\/ol>\n\n\n\n

                    Signoff Timesheet <\/strong><\/p>\n\n\n\n

                    MSS user can signoff the timesheet via timesheet signoff dashboard on homepage. User can only signoff the timesheet when all weeks under the pay period have no errors and toggle \u201cShow by weeks\u201d is disabled. <\/p>\n\n\n\n

                    To signoff the timesheet, <\/p>\n\n\n\n

                      \n
                    1. Click on Timesheet Signoff Card appearing on homepage <\/li>\n\n\n\n
                    2. Click on \u201cCurrent Pay Period(date range) drop-down to select different pay period week and group (if user wants to select a week or group other than default one appearing on timesheet sign off details)<\/em> <\/li>\n\n\n\n
                    3. Keep the toggle \u201cShow by weeks\u201d OFF <\/li>\n\n\n\n
                    4. User will see button as \u201cSign off Timesheet\u201d when there is no error in all the weeks under pay period <\/li>\n<\/ol>\n\n\n\n
                        \n
                      1. Click on the cell to highlight the selected employee
                        <\/li>\n<\/ol>\n\n\n\n
                        \"\"<\/figure>\n\n\n\n

                        6. Click on button \u201cSignOff Timesheet<\/strong>\u201d\u00a0<\/p>\n\n\n\n

                        7. Signoff Confirmation dialog will appear
                        <\/p>\n\n\n\n

                        \"\"<\/figure>\n\n\n\n
                          <\/ol>\n\n\n\n
                            \n
                          1. Click on \u201cSign Off\u201d <\/li>\n\n\n\n
                          2. It will show the success toast message and button will be updated to \u201cView Timesheet\u201d
                            <\/li>\n<\/ol>\n\n\n\n
                            \"\"<\/figure>\n\n\n\n
                              \n
                            1. User can view the timesheet sign off stamped by hovering over the \u201cView Timesheet\u201d button
                              <\/li>\n<\/ol>\n\n\n\n
                              \"\"<\/figure>\n\n\n\n

                              NOTE: Button \u201cSignOff Timesheet\u201d will only appear if toggle \u201cShow by Weeks\u201d is off and weeks under pay period have no errors.<\/em><\/strong> <\/p>\n","protected":false},"excerpt":{"rendered":"

                              MSS Timesheet Sign off dashboard allows MSS user to view the pending and signed of timesheets for the selected period group and pay period. From home dashboard, user can also view, approve, reject, and sign off the timesheet.  Timesheet Signoff Card  Timesheet Signoff card on homepage gives the user an…<\/p>\n","protected":false},"author":4,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"ht-kb-category":[242],"ht-kb-tag":[142,116,226],"class_list":["post-3786","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-mss-timesheet","ht_kb_tag-home-page","ht_kb_tag-mss","ht_kb_tag-timesheet"],"_links":{"self":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/3786","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/comments?post=3786"}],"version-history":[{"count":2,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/3786\/revisions"}],"predecessor-version":[{"id":5442,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/3786\/revisions\/5442"}],"wp:attachment":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/media?parent=3786"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-category?post=3786"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-tag?post=3786"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}