Timesheets | Setup

Sage People Time enables you to manage timesheet based attendance in a way that is fully integrated with other Sage People solutions. Essential when part or all of your workforce has part or all of their pay calculated on the basis of the time they spend at work, Sage People Time includes:

• Time reporting through Sage People WX by:

  • Date and duration.

  • Total time, pay code, start and end time for one or multiple periods, or work allocation.

• Timesheet pattern management, enabling groups of employees to report time in the same way, using the same overtime rules and conditions. Apply Timesheet patterns to policies and to individual Team Members.

• Automated calculation of pay and amounts billable, based on specified pay codes and overtime rates.

• Linkage to payroll through Sage People Payflow™.

Follow this sequence:

1. Set up pay codes.

   Each pay code represents a single rate of pay and uses:

   • A name for display on WX timesheets and in Pay Code lookup.

   • An internal code which Sage People Payflow can pass to your payroll provider.

   Overtime conditions link to pay codes.

2. Set up overtime rules.

   An overtime rule uses one or more overtime conditions to define the hours required to qualify for overtime pay. Each overtime condition links to a pay code. Overtime conditions can also have sub-conditions. All sub-conditions must be TRUE for the parent condition to be TRUE. Overtime rules are assigned to one or more timesheet patterns.

3. Set up timesheet patterns.

   A timesheet pattern defines the period and the entry type for a timesheet: time, pay code, or work allocation. Each pattern links to an overtime rule. You can assign a timesheet pattern to:

   • A policy to apply to all team members using that policy

   • Individual team members

4. Set up work days patterns.

   Each work days pattern defines the working week for one or more team members. Sage People Time uses work days patterns with overtime conditions to establish when overtime is due on a timesheet. You can assign work days patterns to:

   • A policy to apply to all team members using that policy

   • Individual team members

   Before asking users to complete timesheets, check you can see the expected working days, non-working days, and public holidays in the Timesheet view.

5. If you are using work allocations, set up work allocations.

   Each work allocation defines a project, piece of work, or customer against which you want team members to book their time. Typically used for employees who work on a number of different projects or product lines over a period of time. When work allocations are defined and active, team members can book their time against the projects they have worked on during a timesheet period.

6. Configure the policies used by team members who will be entering their work time through WX to ensure the correct level of access is provided.