Unit4 Implementation
ALTEN SWITZERLAND
Timesheet User guide
AGENDA
1 Terminology of Unit4 Business World
22 Timesheet Process overview
3 Timesheet Access & Screen display
4 Timesheet Validation
5 MPO Print
6 Timesheet Rejected
7 TIPS & Support
1 Terminology of Unit4 Business World
Terms Definition
Unit4 ERP system managing the Timesheet and Absence request
Work order Equals the current Project for any Employee and Staff
Time codes allow to distinguish the different type of hours
Time code
worked by the Employee
Codes which give the different possibilities of absence from
Absence code
Production
Icon checkbox (located on the top right) is all tasks which
Task Manager
could be pending for an action on your behalf
2 Timesheet Process Overview
3. Timesheet 4. Add overtime
2. Request 5. Validation of 6. Print out
1. Access to unit4 Overview and watch duty
Absence the Timesheet the MPO
verification (if applicable)
High level process explanations:
1. Access to Unit4 via ALTEN Connection page.
2. All absence must be requested on time and need to be validated by your manager before the
timesheet submission (please refer to Absence user guide to enter an absence). ATTENTION: all
absence approved will be present in the Timesheet
3. Before submitting your Timesheet, choose the project (work order) you are assigned to and
review your timesheet content.
4. If your project allows Overtimes and Watch Duties, you need to introduce them in your
timesheet (adding a new line for each specific timecode).
5. To submit your Timesheet change Status in “Ready” and save it for approval. This will lock the
timesheet and will allow you to print your MPO.
6. Print your MPO in order to present it to the customer for signature and sent it to :
[email protected]
3 Timesheet Access & Screen Display
TIMESHEET ACCESSIBILITY
1. URL: https://agrm5web.altengroup.com or link in
Email Timesheet : link to the Timesheet homepage
will open a login request before to land on the
Timesheet. Here are the credential information:
• Prod or Corp\username
• Password
2. Menu “Time and expenses” => Timesheets –
standard if already in Unit4 Web
3 Timesheet Access & Screen Display
Timesheet screen display explanations:
1 Name of the Employee (automatically filled in)
2 Period corresponds to the month which needs to be 1
submitted for approval. The format is YYYYMM
2 3
3 Status needs to be changed to “Ready” to activate
the workflow validation after Saving.
4 Time entry calendar which will show all the days of
the month and the different absence and Project
(=work order) 4
5 Buttons to add/delete/copy a line linked to the time 5
codes but not the absence codes.
6 Comments to be linked to the Timesheet (remark: 6
these comments will not be added to the MPO
Save button (link with the Status)
7 Save button (link with the Status) 7
4 Timesheet Validation
TIMESHEET PROCEDURE SUBMISSION
1 Verify that all absence are present in the
Timesheet
3
Verify the time entry.
2 • IF there is no time code P (Production),
press Add and a new line will appear
deducting the time of the approved absence
in the Timesheet. 2
• IF you are not assigned to a project, please
use the time code IC (Intercontract)
• ALWAYS select the cell “work order” and use
the drop list to put your Work Order/Project
When Timesheet is finalized, change status 4
3 “Draft” to “Ready”.
Save Timesheet and wait for the pop-up
confirmation message. This action will activate
4 the workflow validation to your Manager and
will allow you to print your MPO.
7
5 MPO Print
MENU BAR
Timesheet and expense => Print MPO (once timesheet
is saved in status “Ready”)
IN THE NEW TAB PRINT MPO:
1. Select the period concerned (YYYYMM)
2. Save. Pop message will appear mentioning that
MPO has been successfully generated with number 1
and you may find it in “Your orders reports”
3. Click on the button “Your ordered reports”
3
2 8
5 MPO Print
YOUR ORDERED REPORTS TAB:
1. Find the document by clicking in the icon “Show reports” (1)
2. If the icon document is grey (1), push the refresh button (2) until icon becomes blue
3. Once the status is “Finished” (3), select the document (1). This will provoke an
opening of a new screen and the download in pdf of your MPO.
4. Print out the MPO. Sign the document by the Customer Manager and send it by email
in pdf attachment to [email protected]
1 3
2
9
6 Timesheet Rejected
TIMESHEET CORRECTION STEPS
1. Select in the Task Manager the timesheet
rejected (only access possible to the
rejected Timesheet).
2. Display information on the timesheet
rejected screen:
1 You may find the reason of the
rejection
2 Button to use to execute the
corrections.
3 Save to resubmit the correction
Timesheet
10
7 Tips & Support
TIPS ON TIMESHEET
1. Timesheet must be filled in and put in Status
“Ready” to be submitted for validation. Be
careful at the pop-up message to know the
status.
2. Error Message:
• Issue with the Timesheet, you may find the
error at the bottom of the page next to an
exclamation mark.
• Pop-up message which will be red
3. You may contact for any of the issues here below
[email protected] • MPO (Monthly Project Overview) issue
• Technical issue
• Timesheet issue 11
