Set up an employee position's template with the tasks and activities the employee will usually need to fill in a timesheet. Each time an employee fills out a timesheet, the timesheet will show the default tasks and activities that have been assigned to the employee position's template.

Before you get started

• Add the tasks to the Task Codes (Organization Task Codes). See the help topic titled How Do I Add a Task Code?

• Add the activities to the Activity Codes (Organization Activity Codes). See the help topic titled How Do I add an Activity Code?

Adding tasks and activities to an employee position's template

1. Open Connect Timekeeping Employees Modify Existing Employees.

2. Use the Employee field to enter an employee name or number. Press Enter.

Employee

3. Click to select the Positions tab.

Positions tab

4. Use the pane on the Positions tab to select a position.

Positions grid

5. Click to select the Templates tab.

Templates tab

6. Click Add Templates.

Add Templates button

The Search form displays a task list.

Search

7. Click to select a task and then click OK.

The task displays in the pane on the Templates tab and in the Task field. .

Task field

8. Fill in the task properties.

Connect Online Timesheets: An activity is required for online timesheets. Adding a task without adding an activity will cause an error when an employee uses Connect Online to update their timesheet.

Task properties

Add an activity to the task.

First, click on the cell in the Activity column BEFORE you fill in the Activity field with an activity code.

Activity

Second, click on the Activity field and enter an activity number or click the Search button at the end of the Activity field. Press Enter to save the activity.

Activity drop-down list

Add a GL Activity.

Optional. You can assign a GL Activity to the task/activity if you're using GL Activities to track activities in General Ledger. See also the help topic titled How do I add an activity code?

GL activity

Add a Job Number.

Optional. You can add a job number to the task/activity if you're using Project Accounting to track jobs. See also the help topic titled How Do I Set Up a Job?

Job number

Repeat the steps in this section to add another task/activity to the employee's timesheet.

The order the task/activity displays in the pane on the Templates tab is the same order that the task/activity will be displayed on the employee's timesheet. To change the display order, click on a task/activity and then use the Move Up and Move Down buttons to change the display order.

Move Up/Down buttons

When you're done adding tasks/activities, you're ready to set up the timesheet time defaults.  

9. Click to select the Time Defaults tab.

Optional. You can enter the values that will be displayed on the timesheet.

10. Click Save (CTRL+S).

When the employee logs into Connect Online, the employee's timesheet will show the tasks and activities that have been assigned to the employee position's template.

Why doesn't an employee position's template show up until the next pay period?

After you set up a position template, Connect will use the position template to create the employee's timesheet the first time a week is viewed by an employee. In other words, if an employee has already opened a timesheet for the current week and then you add a position template for the employee, the employee won't be able to see the position template until the employee starts to fill in their timesheet for the next week. Each time the employee moves to a new week, Connect will check to see if there's a position template for that week. If the position template doesn't exist, Connect will create a new one.  

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