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Difference between the "Timesheet periods" and "Worker periods"

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Posted on by Kusare

Hi All, I wanted to know the difference between the "Timesheet periods" and "Worker periods". When you create a new employee and when you want the worker to put the timesheet, you either associate the worker to timesheet period. If there is no timesheet period, you create one and then create "Periods" for that timesheet period. After that you "Update worker period" and "Update timesheet period". What are "Worker periods" and "Timesheet periods" and whats the difference and significance? Please see the attached image.

Kind regards

Sarang

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Maria Pasnicu on at

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RE: Difference between the "Timesheet periods" and "Worker periods"

Hi Sarang,

I apologize for my late reply.

Sincerely I cannot say 100% sure where worker periods are used, haven't had to deal with it outside Projects.

But I've heard of these being maybe used in Production - working calendar & related.

I will update this thread when I have more relevant info.

Thank you,

Maria
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Ludwig Reinhard Microsoft Employee on at

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RE: Difference between the "Timesheet periods" and "Worker periods"

Hi Sarang,

You can find some information on worker periods here:

docs.microsoft.com/.../assign-and-maintain-worker-periods

That's all that I could find from the official MS documentation.

Best regards,

Ludwig
Kusare 35 on at

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RE: Difference between the "Timesheet periods" and "Worker periods"

Hi Maria,

Just an update, after my initial response, I tested a new timesheet period on a new worker with the following setup:

and I can confirm that the I was able to post timesheet without generating the "Worker periods".

Now the only question remains, where in the system are "Worker periods" used?

Thanks

Kind regards

Sarang
Kusare 35 on at

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RE: Difference between the "Timesheet periods" and "Worker periods"

Hi Maria,

Thanks a lot for this response.

Quoting you - "From my experience - the worker periods are used in other modules for ex. Production. but not dedicated to PMA (Project management and accounting)." I have following questions -

1. Does that mean that for a timesheet period, that i will link to an employee, if i only update the timesheet periods and did not update the worker periods, the user will be able to enter timesheet? I guess the answer is Yes, but wanted to confirm.

2. And when you say that "Worker periods" are used in other modules like "Production", can you please elaborate for which specific feature in "Production" it is used?

I really appreciate your input on this, as I always wanted to know the differece in these two periods and standard microsoft literature also does not throw any good explanation on this topic.

Thanks

Kind regards

Sarang
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Maria Pasnicu on at

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RE: Difference between the "Timesheet periods" and "Worker periods"

Hi Sarang,

Timesheet period is dedicated for timesheets and if you want an employee to enter the timesheet, you will have to have to set up the employee record with a period type for which timesheet period have been generated.

When generating periods for a period type code, you can turn ON the update for timesheet periods as well as worker periods. If this is not done when generating the periods, you will be able to do this using the two functionalities: Update timesheet/worker periods.

From my experience - the worker periods are used in other modules for ex. Production. but not dedicated to PMA (Project management and accounting).

The practice is to maintain them both and keep in mind the timesheet periods are mandatory for timesheets.

See below.
Ludwig Reinhard Microsoft Employee on at

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RE: Difference between the "Timesheet periods" and "Worker periods"

Hi Kusare,

These features are kind of linked.

My understanding is that the update timesheet period can be used if new periods have been created e.g. for the year 2021 that have not automatically been updated at the worker level

(Note: There is actually a parameter available in the project module that allows you updating the timesheet periods for all workers automatically but people might uncheck it or forget it).

The other one update worker periods is similar and can be used e.g. if a new worker joins your company is newly setup and needs to start posting timesheets.

Best regards,

Ludwig
Kusare 35 on at

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RE: Difference between the "Timesheet periods" and "Worker periods"