Time Sheets

OBJECTIVE

The time sheets function is used to distribute hours in a more detailed manner than the standard hour entry method. When the time sheets are confirmed, the entered hours are automatically transferred to the Enter Hours or Enter Hours – Invoicing option.

PREREQUISITEs

Employee Management
Equipment Management
Set Pay Periods
Project Management
Define Trades
Define Regions (optional)
Define Earning/Deduction Codes
Define Hourly Rates

steps

maestro* > Time Management > Project Time > Processing > Time Sheets

Creating a Time Sheet

First enter the following information:

Field

Description

Employee*

Employee for whom the time sheet is entered.

NOTE: The list of employees is displayed according to the security settings defined. It is possible to display laid off employees by selecting this functionality in the configurations.

Date*

Period for which the time sheet is entered.

NOTE: Only periods in the active year are displayed.

Status*

It is possible to define a default status in the configurations. Available values:

Entered / Ongoing

Status of an incomplete timesheet (Ongoing if the source of the timesheet is maestro*MOBILE).

Confirmed

Only a Confirmed timesheet can be transferred.

Completed

A Completed timesheet cannot be transferred.

This option can only be selected if the timesheet does not come from maestro*MOBILE and if the security configuration The User Cannot Confirm Timesheets is not checked.

Approved

This option is only available if the security configuration The User Cannot Confirm Timesheets is not checked.

If applicable, enter the Default Values to automatically apply to timesheets added in the breakdown grid:

Field

Description

Region

Allows to choose the default region to create new timesheets.

W/C - CSST

Allows to choose a default W/C - CSST activity to create new timesheets.

PBB

Allows to choose a default PBB activity to create new timesheets.

Project

Allows to choose the default project to create new timesheets.

Employee

Allows to choose a default employee to create new timesheets.

Equipment

Allows to choose a default equipment code to create new timesheets.

Bonus

Allows to choose a default bonus to create new timesheets.

Field	Description
Region	Allows to choose the default region to create new timesheets.
W/C - CSST	Allows to choose a default W/C - CSST activity to create new timesheets.
PBB	Allows to choose a default PBB activity to create new timesheets.
Project	Allows to choose the default project to create new timesheets.
Employee	Allows to choose a default employee to create new timesheets.
Equipment	Allows to choose a default equipment code to create new timesheets.
Bonus	Allows to choose a default bonus to create new timesheets.

Enter the timesheets, represented by a line in the breakdown grid:

Field

Description

Company

Company responsible for the expense, in multidimensional mode only.

Project no.

Project to which the salary expense belongs.

Employee Activity

Employee Group

Activity and group to which the expense belongs.

NOTE: In separate hours entry mode (see configuration section), this column is only available if the hour type is set to Employee.

Trade

The employee’s trade code. By default, maestro* displays the trade code specified in the Trades and Unions tab in Employee Management, if applicable.

NOTE: In separate hours entry mode (see configuration section), this column is only available if the hour type is set to Employee.

Years or Level

The employee’s years or level for the selected trade. By default, maestro* displays the number of years or level specified in Employee Management.

Annex

Annex for the project by default. By default, maestro* displays the annex specified in Project Management; otherwise, it uses the annex identified by default in Employee Management.

Region

Region code for the employee. By default, maestro* displays the region code specified in Project Management; otherwise, it uses the region provided by default in Employee Management, if applicable.

Union Code

Union code used.

NOTE: If the union code is specified in Project Management in the Define Unions by Trade Code tab, maestro* displays the union code. If a union code is not specified in the project, maestro* uses the union specified in Define Regions. Otherwise, maestro* uses the union specified in the Trades and Unions tab in Employee Management or the default union code in Employee Management. The union code is not mandatory.

Shift

Work shift.

NOTE: You can find the hourly rate associated with a shift if the hourly rates are entered by shift.

Hourly rate

Hourly rate used.

NOTE: The hourly rate is now calculated based on Define Hourly Rates and maestro* reads from the most precise entry to the least precise to determine the hourly rate.

Rate Type

Used to determine whether the hours entered are paid in regular, half or double time, bonus or banked hours.

Bonus (Quantity, Rate, Activity and Group)

Quantity and rate of the bonus.

Bonus activity and group to which the expense belongs.

NOTE: According to the setting for the bonus, the bonus quantity can be a number of hours, as a quantity or an amount.

In separate hours entry mode (see configuration section), this column is only available if the hour type is set to Bonus.

W/C – CSST Activity

W/C - CSST activity.

NOTE: By default, maestro* displays the W/C - CSST activity code entered in Employee Management. However, if a W/C - CSST code is also associated with the project activity entered, it has priority.

PBB Activity

PBB Activity.

NOTE: In Quebec, this activity applies only to electricians. By default, maestro* displays the PBB activity code entered in Employee Management. However, if a PBB code is also associated with the project activity entered, it has priority.

Equipment (Code, Activity, Group and Rate)

Equipment code, activity, group and rate for which hours are entered.

NOTE: In separate hours entry mode (see configuration section), this column is only available if the hour type is set to Equipment.

Counter 1

Counter for equipment in the Equipment module.

Comment

Comment on hours.

NOTE: This comment is not included in any miscellaneous reports. It can only be printed by the List Generator.

Reference

Reference from the time sheet.

NOTE: This reference is transferred to hour entry and is available in the report viewer or pivotal hours analysis. This reference is also displayed in Invoice Preparation (W/O) if the invoicing method is by Reference.

Transferred

If the box is checked, indicates that the hours have already been transferred.

Information is automatically transferred to the breakdown grid.

Field	Description
Company	Company responsible for the expense, in multidimensional mode only.
Project no.	Project to which the salary expense belongs.
Employee Activity Employee Group	Activity and group to which the expense belongs. NOTE: In separate hours entry mode (see configuration section), this column is only available if the hour type is set to Employee.
Trade	The employee’s trade code. By default, maestro* displays the trade code specified in the Trades and Unions tab in Employee Management, if applicable. NOTE: In separate hours entry mode (see configuration section), this column is only available if the hour type is set to Employee.
Years or Level	The employee’s years or level for the selected trade. By default, maestro* displays the number of years or level specified in Employee Management.
Annex	Annex for the project by default. By default, maestro* displays the annex specified in Project Management; otherwise, it uses the annex identified by default in Employee Management.
Region	Region code for the employee. By default, maestro* displays the region code specified in Project Management; otherwise, it uses the region provided by default in Employee Management, if applicable.
Union Code	Union code used. NOTE: If the union code is specified in Project Management in the Define Unions by Trade Code tab, maestro* displays the union code. If a union code is not specified in the project, maestro* uses the union specified in Define Regions. Otherwise, maestro* uses the union specified in the Trades and Unions tab in Employee Management or the default union code in Employee Management. The union code is not mandatory.
Shift	Work shift. NOTE: You can find the hourly rate associated with a shift if the hourly rates are entered by shift.
Hourly rate	Hourly rate used. NOTE: The hourly rate is now calculated based on Define Hourly Rates and maestro* reads from the most precise entry to the least precise to determine the hourly rate.
Rate Type	Used to determine whether the hours entered are paid in regular, half or double time, bonus or banked hours.
Bonus (Quantity, Rate, Activity and Group)	Quantity and rate of the bonus. Bonus activity and group to which the expense belongs. NOTE: According to the setting for the bonus, the bonus quantity can be a number of hours, as a quantity or an amount. In separate hours entry mode (see configuration section), this column is only available if the hour type is set to Bonus.
W/C – CSST Activity	W/C - CSST activity. NOTE: By default, maestro* displays the W/C - CSST activity code entered in Employee Management. However, if a W/C - CSST code is also associated with the project activity entered, it has priority.
PBB Activity	PBB Activity. NOTE: In Quebec, this activity applies only to electricians. By default, maestro* displays the PBB activity code entered in Employee Management. However, if a PBB code is also associated with the project activity entered, it has priority.
Equipment (Code, Activity, Group and Rate)	Equipment code, activity, group and rate for which hours are entered. NOTE: In separate hours entry mode (see configuration section), this column is only available if the hour type is set to Equipment.
Counter 1	Counter for equipment in the Equipment module.
Comment	Comment on hours. NOTE: This comment is not included in any miscellaneous reports. It can only be printed by the List Generator.
Reference	Reference from the time sheet. NOTE: This reference is transferred to hour entry and is available in the report viewer or pivotal hours analysis. This reference is also displayed in Invoice Preparation (W/O) if the invoicing method is by Reference.
Transferred	If the box is checked, indicates that the hours have already been transferred.

Click Save.

Before the time sheet is transferred, select the Confirmed status.

Maestro* may refuse to save hours if the hour transfer method is set to 2 - Balanced and if the Closure of the auxiliary (hours) column in Set Pay Periods is checked. This setting lets the administrator prevent the entry of hours in a payroll period that has already been calculated.

Printing Time Sheets

Printing the Current Time Sheet

Click on the arrow to the right of the Print icon and select Current Time Sheet or press on Ctrl + P. The Maestro Report Viewer is displayed.
Once done, click on Quit.

Printing Multiple Time Sheets

Click on the arrow to the right of the Print icon and choose Select Time Sheets. A Parameter Selection window is displayed.
Enter the required information in the Parameters section:

Field

Description

Committee

Allows to filter time sheets according to one or various committees.

To select all committees, check the All box.

Date Range

Allows to select the desired periods.

*This field is mandatory.

Employee Range

Allows to select the employees for which the time sheets must be printed.

Page break on each employee

Check this box to print a single employee per page.

NOTE: This method prints total by employee (Regular, Overtime, Double, Bonuses), even if there are no hours. The Bonus Qty prints only if not 0. The Grand Total is printed on a separate page.

The Approved By comment is printed only if the Print "Approved By" Text field is checked in Configuration - Time Management. The fields associated with the regions and group code must also be checked to be printed.

Payroll Company Selection

Available values:

All Companies

Allows to print time sheets from all companies.

Current Company Only

Allows to print time sheets for all employees whose indicated prefix corresponds to the current company.

NOTE: This field is available in multidimensional mode only.

Click on Accept. The Maestro Report Viewer is displayed.
Once done, click on Quit.

Time Sheet Configuration

Click on the Configuration icon to access the various timesheet configurations.

Field

Description

Maximum Number of Lines

Maximum number of lines displayed in the breakdown grid.

Default Status (Non-transferred)

Default timesheet status when creating new timesheets.

Display the previous transaction values as default

By default, display the values of the last transaction upon opening the Timesheet option.

Default Activity

Default Group

Employee, Equipment, or Bonus default activity and group when adding a timesheet.

Select current period by default

If this box is checked, the current period is selected by default.

Display layoffs in employees list

If this box is checked, laid off employees will also be displayed in the employee list.

Enter hours for equipment, employees and bonuses separately

Allows to enter equipment hours, bonuses, and hours on separate lines.

Equipment Code

It is possible to display a default equipment code linked to the employee by selecting the Use the employee's first default equipment code option.

If the Don't use employee's default equipment codes option is selected, no equipment code will be displayed in the Equipment field, but it is possible to enter one manually.

If the Use all employee's default equipment codes option is selected, the Equipment field will be hidden and the additional lines will be generated for default equipment in the employee's file.

See the periods for the active year only

If this box checked, only periods from the current year can be selected.

Accept all types of groups on premium entry

If this box is checked, all group types can be entered on premium lines.

"Daily" Entry Mode

This mode allows a daily (if deactivated, the total number of hours worked during the day) and start/end time entry (if activated, the total number of hours worked between the start and end time).

Overlap of Time Periods

Allows to determine the type of time period overlap: None, Display Only, Validate or Block.

Field	Description
Maximum Number of Lines	Maximum number of lines displayed in the breakdown grid.
Default Status (Non-transferred)	Default timesheet status when creating new timesheets.
Display the previous transaction values as default	By default, display the values of the last transaction upon opening the Timesheet option.
Default Activity Default Group	Employee, Equipment, or Bonus default activity and group when adding a timesheet.
Select current period by default	If this box is checked, the current period is selected by default.
Display layoffs in employees list	If this box is checked, laid off employees will also be displayed in the employee list.
Enter hours for equipment, employees and bonuses separately	Allows to enter equipment hours, bonuses, and hours on separate lines.
Equipment Code	It is possible to display a default equipment code linked to the employee by selecting the Use the employee's first default equipment code option. If the Don't use employee's default equipment codes option is selected, no equipment code will be displayed in the Equipment field, but it is possible to enter one manually. If the Use all employee's default equipment codes option is selected, the Equipment field will be hidden and the additional lines will be generated for default equipment in the employee's file.
See the periods for the active year only	If this box checked, only periods from the current year can be selected.
Accept all types of groups on premium entry	If this box is checked, all group types can be entered on premium lines.
"Daily" Entry Mode	This mode allows a daily (if deactivated, the total number of hours worked during the day) and start/end time entry (if activated, the total number of hours worked between the start and end time).
Overlap of Time Periods	Allows to determine the type of time period overlap: None, Display Only, Validate or Block.