Contents of the Timesheet Audit Form

Use this form to turn on auditing that tracks the revisions made to employee timesheets, billing labor transfers for timesheet hours, or both.

Contents

Field	Description
Company Name	If you use multiple companies, the name of the active company displays at the top of the form. You turn on timesheet auditing for each company.
Enable Revision Audit	Select whether or not to enable revision auditing for timesheets. This tracks the changes that are made to a timesheet whenever employees, approvers, or timesheet administrators update, delete, submit, or approve a timesheet. When you select Yes to enable revision auditing, you also: Determine when the auditing starts for timesheets. Set up standard revision explanations for employees and timesheet administrators to enter on timesheets. The Timesheet Audit Detail report (located in Reporting > Employee in the desktop application) tracks the following information when you select Enable Revision Audit: Date and time of change Employee or approver name of the person responsible for the change Action that was taken (update, submit, and approve) Day on the timesheet to which the change applies Fields that were updated and their original and new values Revision explanations, if revision explanations are enabled
Revision Audit Frequency	This field displays if you select Yes for the Enable Revision Audit field. Select one of the following options that determines when auditing starts for timesheets: Start When Employee Submits Timesheet: Auditing starts when employees submit a timesheet for the first time. The auditing information on the Timesheet Audit Detail report consists of the employee name and the date and time on which the timesheet was submitted. Auditing continues while the timesheet is in progress. Start When Employee Starts Timesheet: Auditing starts when employees starts a timesheet for the first time. If a timesheet is updated and saved frequently, each update will be reflected in the Timesheet Audit Detail report. In addition, if a timesheet is entered daily, a revision will be created each day that the time is entered and saved.
Require Revision Explanation	This field displays if you select Yes for the Enable Revision Audit field. Select whether or not to require employees and timesheet administrators to enter an explanation when they revise a timesheet. If you require an explanation, you specify when the explanation is entered. When you require revision explanations, the explanations are entered on a timesheet, but they are not listed on the Timesheet Audit Detail report. The options are: None: Do not require a revision explanation. After the Employee Submits: Require that employees and timesheet administrators enter an explanation for each revision that they make to a timesheet after the timesheet is submitted. After Any Updates Prior to the Current Day: Require that employees and administrators enter an explanation when they revise hours on a timesheet for a previous day. Changes that are entered for the day that is the current date do not require an explanation.
Global Revision Explanation	This grid displays if you select Yes for the Enable Revision Audit field. Use this grid to set up standard explanations for employees to select when they enter an explanation for a timesheet revision. The explanations that you enter here display on the Revisions Explanation dialog box that displays when you make a revision and then save or submit a timesheet. Click + Add Explanation below the grid to add a row to the grid, and enter a revision explanation in the row. Click at the end of the revision explanation field to open the Global Revision Explanation dialog box and format the explanation text, with bolding, bullets, and so on. If does not display, click in the row. To copy a row to create another revision explanation, hover over the explanation to copy, and click at the end of the row. Select Copy from the shortcut menu. A new row in the grid prefills with the copied text, which you can revise to create a new revision explanation. To delete a revision explanation from the grid, hover over the explanation, click at the end of the row, and select Delete from the shortcut menu. To sort the rows in alphabetical ascending or descending order, click or to the right of the grid title. To filter the list of revision explanations, click to the right of the grid title. In the blank row that is added to the top of the grid enter filter criteria, such as a word in a revision explanation. To clear the filter criteria, select the value in the field and delete it. Click again to close the filter.
Enable Billing Transfer Audit	You must have access to Billing for this option to display. Select whether or not to allow labor transfers of timesheet hours from one project, phase, task, or labor code to another to occur in Interactive Billing or Interactive Approvals in Billing in the desktop application. When you select Yes, this allows a biller or project manager to do a labor transfer in Billing without requiring approval from the employee who originally entered the time. When you enable billing transfers, you can also have a timesheet alert sent to the affected employee after the transfer is processed so that they are aware of the transfer. You set up the Labor Billing Transfer Audit alert in the desktop application in Settings > General > Company Alerts in the Time folder. Affected employees (or their supervisor/administrator) receive an alert through the Notification Center. When they click the alert, it opens the Timesheet form. On the form, they select Acknowledge Transfers from the Actions drop-down menu. In the Billing Transfer Audit dialog box they review the transfer information and acknowledge the transfer.
Global Transfer Reason	This grid displays if you select Yes for the Enable Billing Transfer Audit field. Use this grid to add standard global transfer reasons for labor transfers that employees can select when they enter billing transfers. The explanations that you enter here display in the drop-down list in the xx field <where?> Click + Add Reason below the grid to add a row to the grid, and enter a transfer reason in the row. Click at the end of the transfer reason field to open the Global Transfer Reason dialog box and format the explanation text, with bolding, bullets, and so on. If does not display, click in the row. To copy a row to create another transfer reason, hover over the row to copy, click at the end of the row, and select Copy from the shortcut menu. A new row in the grid prefills with the copied text, which you can revise to create a new transfer reason. To delete a transfer reason from the grid, hover over it, click at the end of the row, and select Delete from the shortcut menu. To sort the rows in alphabetical ascending or descending order, hover over the grid title and click or to the right of the grid title. To filter the list of transfer reasons, click to the right of the grid title. In the blank row that is added to the top of the grid enter filter criteria, such as a word in a transfer reason. To clear the filter criteria, select the value in the field and delete it. Click again to close the filter.