Timesheets | Configuration options

Configure page options

Go to Setup, and in Quick Find enter installed and select Installed Packages from the search results. On the list of packages, select Configure next to the HCM package.

Setting	Description
Features > Timesheets V2	Enables the native WX Timesheets process, which replaced an earlier iFrame-based solution. Enabled by default, cannot be unchecked.

Policy options

Setting	Description
Timesheet	Checkbox. Check to enable the Timesheet process in WX.
Timesheet Pattern	Lookup. Search for and select a timesheet pattern for team members associated with this policy. Leave blank in a policy used for managers who do not need to complete timesheets but need to approve timesheets for team members they manage.

If the Policy page does not display these fields, you can add them: 

1. Go to Setup > Object Manager, and select the Policy object.

2. From the sidebar, select Field Sets.

3. Select the Additional Policies field set.

4. Drag and drop the missing fields into the field set.

5. Select Save.

Setting	Description
Work Days Pattern	Typically displayed in the Absences - Paid Time Off section of the policy page. Defines the standard working days, non-working days, and public holidays for the team members associated with the policy. When using the Timesheet process, make sure you define a work days pattern for the policy.

Field sets

Timesheet object

Field set	Purpose
Timesheets API Additional Fields	Fields available as additional fields for the Sage People Timesheets API.

Work Allocation object

Field set

Purpose

Hierarchy

Fields defining a set of levels for work allocations as used for timesheets. The order of the fields defines the order of the hierarchy, with the highest level at the top of the list. The hierarchy is displayed as a set of selection boxes in a timesheet when the timesheet pattern is set to use the Work Allocation entry type. By default the field set contains: Area Work Allocation Name Code in that order. You can rename the Area and Code fields, and you can define and add further fields to extend the hierarchy. To set up a flat set of work allocations without a hierarchy, remove Area and Code from the field set.

Picklists

To edit these default picklist values:

1. Go to Setup and select the Object Manager tab.

2. Select object, select the picklist field, go to the Values related list.

Overtime Condition object

Apply To field

• All Days

• Public Holidays

• Weekends

• Weekdays

• Monday

• Tuesday

• Wednesday

• Thursday

• Friday

• Saturday

• Sunday

Timespan field

• Day

• Week

• Timesheet

Overtime Rule object

Multiple Rule Action field

• Maximum

• Minimum

• Add

Timesheet Accrual Contribution object

Contribution field

• Normal

• Time in Lieu

Timesheet Pattern object

Entry Type field

• Pay Code

• Total Time

• Work Allocation

• Start-End Time

Layout field

• Left

• Top

Show Overtime Calculations field

• Team Member

• Manager

• HR

Show Overtime Rate field

• Team Member

• Manager

• HR

Timespan field

• Week

• Biweek

• Semimonth

• Month

Object fields

To rename these custom fields:

1. Go to Setup and in Quick Find enter Override.

2. On the Override page select the:

   • Package hosting the object

   • Language

   • Setup Component = Custom Field

   • Object

   • Aspect = Field Label

3. Enter new values in the Field Label Override column

Employment Record object (Time)
Default Field Label	Field Type
Shift Pattern	Lookup (Shift Pattern)
Timesheet Pattern	Lookup (Timesheet Pattern)

 

Overtime Condition object (Time)
Default Field Label	Field Type
Absence Reason	Text (255)
Additional Pay Code	Checkbox
Apply To	Picklist
Calculated Read-Only	Checkbox
Code	Formula (Text)
Holiday Name	Text (255)
Hours Greater Than	Number (5,4)
Ignore Following Rules If Matched	Checkbox
Include Public Holidays	Checkbox
Order	Number (5,1)
Overtime Rule	Master-Detail (Overtime Rule)
Part Of	Lookup (Overtime Condition)
Pay Code	Lookup (Pay Code)
Rate	Formula (Number)
Rollup Group	Text (80)
Start Time	Text (5)
Timespan	Picklist

 

Overtime Rule object (Time)
Default Field Label	Field Type
Active	Checkbox
Minimum Hours For Consecutive Day	Number (2,2)
Multiple Rule Action	Picklist

 

Pay Code object (Time)
Default Field Label	Field Type
Code	Text (80)
Description	Long Text Area (32768)
Hide on Timesheet	Checkbox
Rate	Number (5,4)

 

Policy object (Time)
Default Field Label	Field Type
Shift Pattern	Lookup (Shift Pattern)
Timesheet	Checkbox
Timesheet Pattern	Lookup (Timesheet Pattern)

 

Time Report object (HCM)
Default Field Label	Field Type
Absence	Lookup (Absence)
Amount	Formula (Currency)
Break Times	Text (255)
Code	Text (80)
Comment	Text (255)
Duration	Number (5,2)
End Time	Text (5)
Rate	Number (5,2)
Rate Duration	Formula (Number)
Report Date	Date
Start Time	Text (5)
Timesheet	Master-Detail (Timesheet)
Unit Amount	Currency (14,2)
Work Allocation	Lookup (Work Allocation)
Work Location	Lookup (Work Location)

 

Time Report object (Time)
Default Field Label	Field Type
Overtime Condition	Lookup (Overtime Condition)

 

Time Segment object (Time)
Default Field Label	Field Type
Containing Working Day	Master-Detail (Working Day)
Duration	Text (5)
End Time	Text (5)
Non-Working	Checkbox
Sequence	Number (4,0)
Start Time	Text (5)

 

Timesheet object (HCM)
Default Field Label	Field Type
Amount	Roll-Up Summary (SUM Time Report)
Approved Date	Date
Duration	Roll-Up Summary (SUM Time Report)
Employment	Master-Detail (Employment Record)
End Date	Date
Manager Action	Formula (Text)
Manager Action Date	Formula (Date)
Paid Date	Date
Rate Duration	Roll-Up Summary (SUM Time Report)
Start Date	Date
Submitted Date	Date

 

Timesheet object (Time)
Default Field Label	Field Type
Action Timestamp	Date/Time
Timesheet Pattern	Lookup (Timesheet Pattern)

 

Timesheet Accrual Contribution object (Time)
Default Field Label	Field Type
Absence Accrual Rule	Lookup (Absence Accrual Rule)
Contribution	Picklist
Overtime Condition	Lookup (Overtime Condition)

 

Timesheet Comment object (HCM)
Default Field Label	Field Type
Author	Lookup (Team Member)
Comment Text	Text Area (255)
Timesheet	Master-Detail (Timesheet)

 

Timesheet Comment object (Time)
Default Field Label	Field Type
Comment Date	Date

 

Timesheet Pattern object (Time)
Default Field Label	Field Type
Base Date	Date
Enable Day Comments	Checkbox
Enable Summary Comments	Checkbox
Entry Type	Picklist
Has Additional Pay Codes	Checkbox
Hide Additional Pay Code Prefix in WX	Checkbox
Layout	Picklist
Overtime Rule	Lookup (Overtime Rule)
Show Active Work Allocation	Checkbox
Show Overtime Calculations	Picklist
Show Overtime Rates	Picklist
Snap To Step Time	Checkbox
Step Time Minutes	Number (3,0)
Time Periods	Number (1,0)
Timespan	Picklist

 

Work Allocation object (HCM)
Default Field Label	Field Type
Active	Checkbox
Area	Text (255)
Code	Text (80)
Description	Long Text Area (32768)

 

Work Allocation Assignment object (Time)
Default Field Label	Field Type
Add To Timesheet	Checkbox
Order	Number (5,0)
Timesheet Pattern	Master-Detail (Timesheet Pattern)
Work Allocation	Master-Detail (Work Allocation)

 

Work Days Holiday object (HCM)
Default Field Label	Field Type
Basis	Picklist
Date	Date
Day	Picklist
Month	Picklist
Non Workday Action	Picklist
Recurring	Checkbox
Weekday	Picklist
Work Days Pattern	Master-Detail (Work Days Pattern)

 

Work Days Pattern object (HCM)
Default Field Label	Field Type
Friday	Checkbox
Monday	Checkbox
Saturday	Checkbox
Sunday	Checkbox
Thursday	Checkbox
Tuesday	Checkbox
Wednesday	Checkbox

 

Record types

None

Actions

• Manager: Approve. Appears when: 

  • Team member has submitted a timesheet.

Action events

Event	When sent
Approve	When a timesheet is approved.
Draft	When a timesheet is saved.
New	When a timesheet is created.
Reject	When a timesheet is rejected.
Submit	When a timesheet is submitted for approval.