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Menu Options - Timecards Module

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Menu Options - Timecards Module

Owned by Jonathan Casse (Deactivated)
Last updated: 18 May 2023 by Monica Riordan (Deactivated)
4 min read

Background: The right side bar provides the Buyer and Approver the ability to perform administrative tasks within the Timecards Module. The list works horizontally and uses the scroll bar to move up and down. In most instances these functions will be used by the accounts individual(s) completing timesheet submission.

 

Context: The use of these features are more specified to completing administrative tasks that are not as openly used when creating, submitting and approving timecards.

 

Feature

Screenshot

Reference

Feature

Screenshot

Reference

Kebab Menu:

Menu option which reveals the functions available in Options 1 and Options 2.

 

 

Refresh:

Updates the payslip if a new one is available for the timecard entry

 

Arrows:

Navigate to the next record in the list

 

 

Menu 1:

 

 

Attachment:

The documents attached to the timecard will appear here. For most productions this will include the Freelance Portal timecard and DPF timecard.

 

If another attachment need to be add, this can be completed by clicking the + icon

 

 

Exceptions:
Notes issues with the transaction. For use by TPH technical team.

 

 

Approvals:

The approval group and approvers of the group will appear here in a list

 

 

Comments:

Comments left by the Buyer and Approvers will appear here in a list.

To a comment the buyer or approver will need to click the + icon

 

Comments In DPF

Menu 2:

 

 

Regenerate:

Regenerates the timecard with signatures

 

 

Download:

Download the different types of documents

 

Download Timesheets, Payslips and Attachments from DPF

Approvals:

Display field of all approval groups and used to filter the list

 

 

Changes:

(currently not available)

 

 

Activity:

Audit log of the timecards within DPF

 

 

Export:

Export Timecard into excel spreadsheet

Export Timecard into Distribution excel spreadsheet (currently not available)

 

 

 

TPH Payroll:

Select the option to generate a task for TPH Payroll to complete

 

 

 

Reports:

Run reports for timecards

(currently not available)

 

 

Tax Balance:

Balance tax for timecards

 

 

Import:

Import the changes completed on the exported timecard spreadsheet

(currently not available)

 

 

Move:

Move timecard into batch

-Click on Move and select batch from the drop-down list to select which batch you would like the employee/s timecards to be added to (Paymaster will need to create the batch/batches before you can do this step).

 

Operator User Guide - Customer Support - Confluence (atlassian.net)

Batch List:

Batches available for selection for Timecards and used to filter timecards.

-Selecting a batch here by clicking the checkbox will filter the timecards list to those only in the batch.