Global Level Supervisor vs Group Level Supervisor

The supervisor feature is created to provide specific users access to features and functions within Hour Timesheet. Supervisors have access to the following:

Review Timesheet – create, approve, edit and reject employee timesheet data

Run Reports – access to real-time reporting data

Receive Notifications – receive event-based and time-based email alerts

Assigning users to Supervisor Role

Global Level Supervisors – Users assigned the supervisor role will have access to the Timesheet Review menu once logged in. To assign a global level supervisor follow the steps below:

1. Login to Hour Timesheet as Admin

2. Navigate to Employee menu

3. Click the Assign Roles link next to the supervisor’s name

4. Select Supervisor from the drop down

Group Level Supervisors – to create a group level supervisor, follow steps 1-4 above then follow the additional steps below:

1. Login to Hour Timesheet as Admin

2. Navigate to Group menu

3. If group already exists, select group from box, click Edit this Group, begin typing name of supervisor identified in steps 1-4 above in Select Supervisor box

4. If group does not exist, click Create New Group and enter group details and user’s name in Select Supervisor box. Only users with assigned Supervisor roles will be available for selection. Groups may have multiple supervisors. NOTE: By default, Admins have access to Supervisor privileges.

Timesheet Review Features for a Supervisor

Create, Approve or Reject an Employee Timesheet steps:

1. Login to Hour Timesheet

2. Navigate to Review Timesheet menu

3. Click the View Details icon to edit an employee timesheet.

4. Click the the Approve button to approve a timesheet for the period. This action will add a signature row to the timesheet along with a record in the audit trail. This action will also auto generate an email to the employee if notifications have been turned on in the Settings page.

Click the the Unapprove button to remove a supervisor’s signature from a timesheet. This action will add a record in the audit trail as well as auto generate an email to the employee if notifications have been turned on in the Settings page.

Click the Reject button to reject an employee’s timesheet for the period. This action will add a record in the audit trail as well as auto generate an email to the employee if notifications have been turned on in the Settings page.

Running Reports as a Supervisor

1. Login to Hour Timesheet

2. Navigate to Report menu

3. Complete the report criteria from the drop-downs

4. Name the report

5. Click the Generate Report

6. Your report will show Processing until which time report is available

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Create and Assign Employee Overtime Rules

This feature allows the system admin to establish a business rule to set a threshold on the timesheet so that employees are forced to charge time to an “overtime” pay type once certain criteria is met (defined by the rule).  Once configured; the employees will be notified upon timesheet entry that hours must be moved to a pay type associated with overtime. These hours will be identified in RED on the timesheet to the employee

Options for capturing and calculating employee overtime on a timesheet

Calculate Weekly Overtime (check box) Regular Hours per week* – This box should be checked for organizations who pay hourly employees. All hours exceeding the value entered in this box will automatically be classified as overtime.

Calculate Daily Overtime (check box) Regular Hours per day* – This box is typically checked for organizations in California who are required to pay employees based on hours per day and not hours per week.

Assigning OT Rules

Once the overtime rule has been created, you will need to assign the rule to the appropriate users. To assign employees to the newly created overtime rule, follow the instructions below:

1. Click the rule from the drop-down box

2. Move the Employees from the “Available” box to the “Selected” box – these can be selected one at a time or be filtered by group.

3. Click Assign