Memorized Sheets is located under Management-->Memorized Sheets.
Memorized Sheets allow you to save users' routine tasks with preset hours so that they do not have to repeatedly select them when entering time. A Memorized Sheet can contain one or more time entries. Each time entry will contain a Project, Activity, Pay Type, Bill Type, Comment, and hours. After creating a Memorized Sheet and assigning it to users or Groups, it will be accessible for loading into all of those users' timesheets thereafter.

Memorized sheets can not be created with semi-monthly or monthly periods because these periods can have different numbers of days period to period. Use weekly or bi-weekly memorized sheets for users with monthly or semi-monthly periods.

User Memorized Sheets

Memorized Sheets can be created and managed for users and Groups. This section discusses Memorized Sheets that will be assigned to users. User Memorized Sheet management is located under Management-->Memorized Sheets-->User Memorized Sheets (see figure 22.1).



Figure 22.1. User Memorized Sheets main page

To create a User Memorized Sheet, you must first select the user for whom you would like to create the Memorized Sheet. Specify the search criteria for users in the main User Memorized Sheets screen and click the Search button. The search results will be displayed below the criteria. Click the name of the user to create the Memorized Sheet (see figure 22.2). This will direct you to the Memorized Sheet management screen. This screen displays any Memorized Sheets that are already assigned to the user and will also allow you to create a new Memorized Sheet.



Figure 22.2. Memorized Sheets assigned to user

To create a User Memorized Sheet, click the Create New Memorized Sheet button. This will load a blank timesheet where you can specify a name for the Memorized Sheet and select time entries containing Group, Project, Activity, Pay Type, Bill Type, Comment, and hours worked (see figure 22.3). When finished, click the Save button. The Memorized Sheet will then be assigned to the selected user.



Figure 22.3. User Memorized Sheet creation

Additionally, if a user has been assigned more than one Memorized Sheet, you can select a single Memorized Sheet to be the default (see figure 22.2). When a Memorized Sheet is set to default for a user, that Memorized Sheet will be loaded by default in the user's timesheet at the beginning of each new period. The user will then have the option to save the default sheet or select another Memorized Sheet.

To manage existing Memorized Sheets for a user, you must first select the user you would like to manage (see figure 22.1). Specify the search criteria for users in the main User Memorized Sheets screen and click the Search button. The search results will be displayed below the criteria. Click the name of the user to manage. This will direct you to the Memorized Sheet management screen (see figure 22.2). This screen displays any Memorized Sheets that are already assigned to the user. Click the name of the Memorized Sheet to manage. This will load the Memorized Sheet and allow you to modify the time entries containing Group, Project, Activity, Pay Type, Bill Type, Comment, and hours worked. When finished, click the Save button.

To delete a Memorized sheet, you must first select the user (see figure 22.1). Specify the search criteria for users in the main User Memorized Sheets screen and click the Search button. The search results will be displayed below the criteria. Click the name of the user to manage. This will direct you to the Memorized Sheet management screen (see figure 22.2). This screen displays any Memorized Sheets that are already assigned to the user. Select the Memorized Sheets to delete and click the Delete button.

Group Memorized Sheets

Memorized Sheets can be created and managed for users and Groups. This section discusses Memorized Sheets that will be assigned to Groups. Group Memorized Sheet management is located under Management-->Memorized Sheets-->Group Memorized Sheets (see figure 22.4).



Figure 22.4. Group Memorized Sheets main page

To create a Group Memorized Sheet, select a period and click the Create New Memorized Sheet button (see figure 22.5). This will load a blank timesheet where you can specify a name for the Memorized Sheet and select time entries containing Group, Project, Activity, Pay Type, Bill Type, Comment, and hours worked (see figure 22.6).



Figure 22.5. Period selection



Figure 22.6. Memorized Sheet creation


When finished, click the Save button. Once the Group Memorized Sheet has been created, it must be assigned to Groups. This can be done from the main Group Memorized Sheets screen located under Management-->Memorized Sheets-->Group Memorized Sheets (see figure 22.4). You must first select the Groups that you would like to assign the Memorized Sheet to. Specify the search criteria for Groups in the main Group Memorized Sheets screen and click the Search button. The search results will be displayed below the criteria. Next to the respective Group, click the 'assign' link. This will direct you to the Memorized Sheet management screen (see figure 22.7). This screen displays all Group Memorized Sheets. Select the Memorized Sheets to assign and click the Set Assignments button. The selected Memorized Sheets will now be assigned to the Group.



Figure 22.7. Memorized Sheet Group assignment

To delete a Group Memorized Sheet, you must first select the Group (see figure 22.4). Specify the search criteria for Groups in the main Group Memorized Sheets screen and click the Search button. The search results will be displayed below the criteria. Click the name of the Group to manage. This will direct you to a screen containing all the Memorized Sheets assigned to that Group (see figure 22.8). Select the Memorized Sheets to delete and click the Delete button. Keep in mind that deleting a Memorized Sheet for one Group will also delete the Memorized Sheet from all other Groups that were assigned to it.



Figure 22.8. Memorized Sheet deletion