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 |
|---|---|---|
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: |  | |
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 |  | |
Menu 2: | ||
Regenerate: Regenerates the timecard with signatures |  | |
Download: Download the different types of documents |  | |
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. |  |