Required Permissions 

To enable your organisation to use Time Sheets, you need to be assigned to a Role where the following Universe-level permissions exist. By default, this is only possible for a user with a System Administrator: 

Setting up a Time Sheet Period

Each Time Sheet Period will define the period over which time will be recorded, signed-off and analysed. You may choose to add each manually one by one or use the wizard to add multiple Time Sheet Periods based over months, weeks or days. Each Time Sheet Period has a Start Date, End Date, Name and Active State ('Draft', 'Live', 'Closed').

• A single Time Sheet Period relates to all users in the system, so there is no need Time Sheet Periods by Department.
• Once a Time Sheet Period has been added, all standard users can view the My Time Sheets tab to input their own Time Sheet data.
• Managers can also view the Time Sheets page, which displays a Time Sheet for each Team Member.

To begin setting up your Internal Audit system for Timesheets, we must go to the Time Sheet Periods page. 

Adding a Single Time Sheet Period

1. Right-click in the Data Pane, then go to [Add] then [Add Time Sheet Period] OR click [Add] then [Add} via the "General" section of the ribbon. 
2. This will open the Properties Panel, from here we can use the [Drop-down] menu's and calendar displays to select a Start Date and End Date for the Time Sheet Period.
3. By default, the Name field will then be populated with the 'Start Date - End Date' values, although this can be changed afterwards. (e.g. in dd/mm/yyyy format - instead of 01/10/17 - 31/10/17, name the Time Sheet Period "October 2017"). 
4. Click the [Ellipsis] icon to add a Descriptio?n to your time sheet (e.g. "My Organisations Time Sheets over the period of October 2017.")
5. By clicking the [Drop-down] icon for the Active State field once all mandatory fields have been entered (Start Date, End Date and Name), we can set the Time Sheet Period to the 'Set As Live' state.

Note: You are not able to overlap start and end dates for each period.

Adding multiple Time Sheet Periods

• Right-click in the Data Pane, then go to [Add] then [Add Time Sheet Periods] OR click [Add] then  [Add Time Sheet Periods] via the "General" section of the ribbon.
• This will open the Time Sheet Periods wizard,
  • From here you can select a fixed Time Sheet Period length (in Months, Weeks or Days)
  • The [Unit] of Time Sheet Period measurement. (e.g. Setting the Units to 'Months')
  • The default [Length] to '1' month
  • Then selecting a [Quantity] of '12' to create Time Sheet Periods for the year ahead.

• Click [OK] to confirm the addition of the defined Time Sheet Periods. 

Note: You are not able to overlap start and end dates for each period. 

Tasks and Components
Although Time can be recorded against an Audit generally, Time can be recorded more specifically against Tasks (e.g. Holiday) and an Audit can be broken down further by Component (e.g. Fieldwork) if required. These Tasks and Components cannot be added by any user, so instead this lies with the System Administrator user (by default) or a user role where the Launch Segmentations and Manage Segmentations permissions are set to 'Grant'.

By following the below steps below, data can be added to the Time Sheets:
 

1. Firstly. open the [Admin] tab, then one loaded go to the [Segmentations] page. 
2. Use the scrollbar to go down and open the [Time Sheet Components] segmentation.
3. Right-click in the Data Pane, then go to [Add Time Sheet Component] OR click [Add] via the 'General' section of the ribbon.
4. This will open the Properties Panel, you will find the following field; Order, Name, Active, Default, Colour and Description. Enter information as required, the Order value will determine the order of the [Drop-down] menu displayed when adding a Component in your Time Sheet, so it is best to order your Components by the most common to the least common component of an Audit. The same can be said when adding Tasks.
5. Click [Save] in the top right corner of the Data Pane to save the Component. No restart of Internal Audit is required for this change to take effect, though a [Refresh] of the My Time Sheets page will be required.

By the time you have finished adding Time Sheet Periods, Tasks and Components, the end users will now be ready to edit their own Time Sheets effectively. For more information on how to write up a Time Sheet, see How to use Time Sheets Effectively.