Time reporting by work allocation

A training module with some short videos on different aspects of timesheets, including timesheet entry type options, is available in Sage University.

Screenshot: Timesheet with work allocation entries

  • Each day displays time entry fields for available Work Allocations.

  • Available Work Allocations are separately defined and can be assigned to individual Team Members or to all Team Members assigned to a Policy.

  • When added to a Timesheet for period 1, a Work Allocation is offered on the Timesheet for period 2 to avoid the need to add it again. If the Work Allocation is not used for period 2 it is treated as an exception and dropped from period 3 onwards. The Work Allocation is retained as long as time entries are made against it.

  • Working time can also be automatically allocated to Pay Code, as defined by the Overtime Rule and Overtime Conditions.

  • Sage People calculates total hours worked, hours worked for each Work Allocation, and if Pay Codes are used, total hours for each Pay Code:

    Screenshot: Weekly summary for timesheet entered with work allocations

  • Calendars can be displayed at left, so the dates form rows, or at top, so the dates form columns.