The Timesheet Smoothing Process Workflow kicks-off when an individual timesheet is Submitted.  It splits each transaction on the timesheet when total timesheet actuals exceed total weekly availability for the resource.  Total weekly availability is determined by multiplying resource availability rate by the number of workdays in the week.  Non-workdays include weekends, holidays, PTO, and other scheduled days off, as set on the resource calendar.  If timesheet actuals <= total weekly availability, then the timesheet remains unchanged.  But if timesheet actuals > total weekly availability, then the following occurs. Each timesheet transaction is reduced by a calculated percentage that will reduce the total regular hours to equal the total weekly availability.  Then the remaining transaction hours are placed in a “Split” row for that task on that day, with an Input Type Code set based on a process parameter (which parameter can be set within the script action on the process). Note:  If a single day has overtime hours, but the total timesheet actuals <= total weekly availability, no splitting occurs.

The process is built to clear the random timesheet locks that happens occasionally.  There are three Processes and one lookup component and one job definition in the package.

• PRLock (Timesheets) Record Removal (ID: rego_prlock_rec_rmvl). This process requires PRNAME, PRTABLENAME and PRRECORDID from PRLock Table.
  • The Lookup PRLock Check (Timesheet) (Id: REGO_PRLOCK_CHECK) should be used to update the GEL parameters for the above process.
• PRLock (Timesheets) Record Removal All (ID: rego_prlk_rc_rmv_all) This deletes ALL prtimesheet locks.

Or

• Rego Remove Timesheet Locks (ID: rego_rmv_ts_locks). This process is run as a job “PrLock Clear for Timesheet Locks” which performs the same functionality as the above two processes. The process and job definition are separate XOG files.

This process workflow with gel script forces billable hours on timesheet down to 40 hours, and sets overtime hours to non-billable.  Timesheets with 40 or fewer hours are not touched.  Process kicks off upon submission of timesheet.  Steps are:

• Determine if timesheet has > 40 hours.  If so, proceed.
• Create a SPLIT row for each timesheet row, with Input Type Code = Non-Bill.
• Divide 40 by total timesheet ours.  Store this value.
• Multiply each timesheet cell by the stored value, and enter the result into that cell.
• Take the difference (original cell value – new cell value), and enter in same cell on Split row.
• The end result will be 40 hours total on Billable rows, and overtime hours on Non-Billable rows.