Each new installation of Timesheet assigned each user the default Time Period (timesheet), that is comprised of seven (7) days and runs from Sunday through Saturday. If your organization will be using one or more different Time Periods, you will need to assign these periods to the users who will be affected. Time Period Adjustment is available from the main admin screen, under the Application Settings heading. Clicking on this link will take you to the Timesheet Assignment Search screen. Please note: Journyx strongly recommends that you backup your database before proceeding with Time Period reassignment. Instructions for how to backup your database are available from the Journyx web site at the following URL: http://www.journyx.com/jwtfaq.html#backup
Time Period Assignment Search Screen
The first step in assigning/reassigning time periods (timesheets) to your users is to search for the user(s) to be modified. This screen allows you to search for users in one of three ways:
- By Project affiliation
You may select one or more projects to use as search criteria. The search will return all users who are in groups that have access to the project(s) you chose as criteria.
- By Group affiliation
You may select one or more groups to use as search criteria. The search will return all users who are in the group(s) you chose as criteria.
- By User name
You may enter all or part of a users names as search criteria. The search will return all users whose names match or contain the text you entered.
Once you have entered your search criteria, click the Search button. Timesheet will then display the Timesheet Assignment Screen.
Timesheet Assignment Screen
After you have performed your search, you should select the user(s) you need to modify by clicking the select box to the left of their names. Then choose the new Time Period to assign to each of the selected users. You will also need to indicate whether this change should be made for the future only or if this change should apply to the entire history for this user.
- Future Only
Journyx recommends this option because it leaves past data in place for historical reporting purposes. The changes made to the user(s) time periods with this option will apply only to time entry that begins within the newly assigned time period.
- Remove Old
This option completely removes all old data associated with the user(s) who are being modified and starts them fresh with the new time period. Please Note: This option cannot be undone. If you select this option, Timesheet will display a popup window displaying a message reminding you to backup your database before proceeding.
Once you have chosen the users to be modified, indicated which new time period you wish to use, and selected the method of applying this change, click the Assign To Users button. Timesheet will display a popup message advising you to backup your database before proceeding and asking you to confirm that you are ready to proceed. If you are ready, click OK in this popup window. Timesheet will perform the adjustments to the user(s) time periods and the Time Period Assignment screen will be displayed with a green text confirming that the changes have been made.