Timesheets can only be set up by Finance Admins.
It is recommended that your school’s Finance or Payroll team set up the more granular side of Clipboard’s Timesheets feature. To customise and edit any of these items, Finance Admins simply need to go to Settings > Timesheets. Before you set up Timesheets, ensure you have Departments and Activities set up.
Here are the Recommended Steps for Setting up Timesheets:
Determine with your team the Basic Details for your Timesheet Setup. These can be found under Settings > Timesheets > Basic Details. Choose whether you want to:
Restrict changes to payroll details - if this is switched on, only Finance Admins will be able to edit Employee IDs and Pay Grades of staff.
Restrict viewing of Pay Grades and rates - if this is switched on, only Finance Admins will be able to view Pay Grades and rates for staff.
Lock minimum hours option - if this is switched on, staff won't be able to deselect the minimum hours option when logging hours less than the Activity's minimum.
Week start and end: Choose which day of the week you want the week to begin and end on.
2. Set up a Pay Cycle—If you’d like, you can stop here and use Timesheets without any further setup if you simply want to calculate hours worked per Pay Cycle.
3. To set up the automatic calculation of different Pay Blocks (Ordinary hours, Afternoon hours, Overtime), you can continue with Timesheets setup:
4. Set up Pay Blocks
5. Set up Pay Allowances
6. Set up Pay Grades: If you’d like to allocate certain Pay Grades/rates to staff, you can do so once the Pay Grades are created.
7. Set up Pay Rules
8. In the Timesheets Staff settings, tick Paid on Timesheets and add the relevant Pay Grades to the Staff for their Activities
9. Ensure you set up the timesheet details in the Activities Timesheets settings. Once you tick “Timesheets enabled”, Clipboard will begin auto-creating Timesheets for your users to start logging their hours.
10. Test by Adding Hours
11. Test an Export: Please feel free to contact Clipboard if you’d like a different export format for the Timesheets Export.