Initial Setup
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      Timesheet Approval Process Overview

      Overview of the Timesheet Approval Process

      The Timesheet approval process follows the logged on user's reporting structure

       

      The Timesheet approval process consists of 4 parts (in order): 

       

      1.   Management Levels are added

       

      2.   Management Assignments are assigned to employees 

       

      3.   Security Groups are added and assigned to employees. For a manager to manage Timesheets, the Manage Timesheet Privilege must be enabled.



      4.   Workflows are reviewed/edited to reflect the company's Timesheet Approval process.

      • Reopen Pay Period 
      • Timesheet Approval - Initiated By Employee 
      • Timesheet Approval - Initiated By Manager 
      • Close Pay Period 

      5.   A Pay Period Configuration is added which inserts the respective Timesheet that follows all of the rules configured in the previous steps