How do I add a department template?
A department template stores the default tasks and activities for the employees in a specific department. When an employee in the department opens their timesheet, the department's default tasks and activities will be displayed in the employee's timesheet.
Adding a department template
1. Open Connect Timekeeping Organization Departments.
2. Use the Department box to enter a department name, and then press Enter.
3. Click to select the Timekeeping tab.
Timekeeping tab in Departments
4. Click to select the Templates tab.
Templates tab in Departments
5. Click Add Template .
Add Template button
6. Use the Search window to select a task to add to the default department template, and then click OK.
Search window for task numbers
The task displays in the list on the left.
Task and activity list
7. Add the activity.
You can click the Search button at the end of the Activity box to look up activity numbers for the selected task. The activity numbers will display in a Search window.
Search window showing activity numbers
Do you want to track time worked for an activity? To track time worked for an activity, use the GL Activity box to enter a GL activity number. This box is only available when activity tracking is set up the Connect General Ledger.
Do you want to track time worked for a job? To track time worked for a job, use the Job Number box to enter a job number. This box is only available when Project Accounting Interface is set up in Connect Timekeeping and the job is set up in Connect Project Accounting. To learn how to set up the Project Accounting Interface, see How do I turn on the Project Accounting interface?
8. Add the department time defaults (optional).
Depending on your organization's policy, you have the option of setting the department template with default entries for time worked. When the employee fills in their timesheet, they will have the option of using the default entries or replacing the default entries. You do not need to enter default entries for time worked to use the department template.
Click to select the Time Defaults tab.
Time Defaults tab
Use the options on the Time Defaults to enter the default entries for each day.
Use the Time Defaults Based On list to choose Hours, Percentage, or Shift. If you choose Hours, you can enter default time entries for each day.
Default time entries for each day
If you choose Percentage, you can set up the department template to allocate a percentage of the hours the employee records to the selected task and activity.
Default time entry based on a percentage
If you choose Shift, Connect will use the time entries from the shift as the default time entries for each day.
Default time entry based on a shift
9. Repeat steps 5 to 8 to add another task and activity to the default department template.
10. When you have added all tasks and activities to the default department template, click Save (CTRL+S).
The default department template is saved.
Using an employee template as the department template
If an employee has a template that you want to use as the department template or an employee template is close to the department template that you want to create, you can copy the employee template to the department template.
Do this...
1. Open Connect Timekeeping Organization Departments.
2. Use the Department box to look up a department name, and then press Enter.
3. Click to select the Timekeeping tab.
4. Click to select the Templates tab.
5. Click Copy Templates from an Employee .
Copy Templates from an Employee button
6. Select the employee template.
The employee template that you select must belong to an employee who is in the department.
Use the Employee box to enter an employee name or number.
Employee box
If the employee has more than one position, use the Position list to select the employee position, and then click OK.
Position list
The employee position template is copied to the department template.
Department template
7. Add, edit, or delete tasks, activities, and time defaults to set up the department template.
To learn how to update tasks, activities, and time defaults, see the related sections in Adding a Department Template.
8. Click Save (CTRL+S).
The department template is saved.
Adding default time entries to department template
Depending on your organization's policy, you have the option of setting the department template with default entries for time worked. When the employee fills in their timesheet, they will have the option of using the default entries or replacing the default entries. You do not need to enter default entries for time worked to use the department template.
Do this...
1. On the Templates tab, click to select the Time Defaults tab.
Where is the Templates tab? The Templates tab is located in Departments (Connect Timekeeping Organization). Click the Timekeeping tab and then click the Templates tab. The Templates tab is located in the pane on the right.
Time Defaults tab
2. Use the options on the Time Defaults to enter the default entries for each day.
Use the Time Defaults Based On list to choose Hours, Percentage, or Shift. If you choose Hours, you can enter default time entries for each day.
Default time entries for each day
If you choose Percentage, you can set up the department template to allocate a percentage of the hours the employee records to the selected task and activity.
Default time entry based on a percentage
If you choose Shift, Connect will use the time entries from the shift as the default time entries for each day.
Default time entry based on a shift
Adding department template to new employee positions in the department
Set up the default option to always add the department template to each new employee who you set up to fill a position in the department. To learn more, see How do I apply a department timesheet template to a group of employees?
Default on all new employee positions
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