creating and managing your “timesheet association”

TABLE OF CONTENTS

• Walkthrough
• Creating your Timesheet Association
• Managing and updating your "timesheet association"

Walkthrough

Creating your Timesheet Association

The Impact Suite uses “Associations” (or special categories) for sorting various types or groups of reporters. You’ll need to create a special Timesheet Association in order to tell the Impact Suite which service terms your reporters are assigned to (e.g., Full Time, Half Time, Quarter Time).

Steps to follow:

1. On the left, in your Mission Control, click Timesheets.
   
   

2. On the right, click Manage your timesheet association.
   
   

3. On the next page, create a name for your Timesheet Association.  We recommend “Timesheet Association (Service Terms)”. 

   If you use the complete version of the America Learns Impact Suite, be sure to name this Association in a way that easily distinguishes it from your other Associations.
   
   
4. Select the fourth option in the radio button list, Timesheet (Only one of these may be active at any one time.).
   
   
5. In the Options column, enter the name of a service term (e.g., Full Time).
   
   
6. In the Total Hours Must Accrue column, enter the number of hours that reporters of that service type need to accrue in order to earn their Education Award.
   
   
7. Click Add. A second row will be displayed where you can enter an additional service term.
   
   

You may create an unlimited number of service terms.

Managing and updating your "timesheet association"

You can update your Timesheet Association at any time.  You’ll want to do this if:

• Education Award hour limits change for any one service term;
  
  

• Your program no longer uses a particular service term; or
  
  

• You need to reactivate a service term.

Steps for updating your Timesheet Association:

1. On the left, in your Mission Control, click Timesheets.
   
   

2. On the right, click Manage your timesheet association.
   
   

• To Add a New Option
  1) Give the option a name. > 2) Add the minimum number of hours that the reporter must accrue. > 3) Click Add.
  
  
  
• To Edit an Existing Option

Modify the text in any field and click Update & Apply Edits. The new settings take effect immediately.

• To Delete or Hide an Existing Option

Click the option’s corresponding Remove link.

If data exists for the option at issue, the option will immediately be hidden for sheets so long as that item is not connected to any currently-enrolled reporters who are connected to currently-active Timesheet Templates. (Timesheet Templates are covered in the next step.)

• To Reactivate a Hidden Option

Click the option’s corresponding Restore link.  The option will be become visible on any active timesheets immediately.