Administrative Help

Configuring Timesheet Notification Settings

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Administrators can set timesheet notification properties to specify when, and to whom, notifications are sent.

To configure timesheet notification settings:

  1. On the Administration Home page, under Enterprise Settings, click Timesheet Properties.
    The Timesheet Properties screen displays.
  2. Click Timesheet Notification Settings.
    The Timesheet Notification Settings page displays.
  3. Timesheet is due

    If Timesheets are required for a user (see Adding Enterprise Users) the system can send a reminder email to the user before the timesheet is due. From the Timesheet is due drop down select when the reminder email should be sent and select the Timesheet Owner checkbox.
  4. Timesheet is overdue

    If timesheets are required the system can automatically inform specific users when a timesheet is overdue. To send a notification when a timesheet is overdue, choose when you want to send the notification from the Timesheet is X days overdue drop down. Then select one or more of the options.
  5. All Approvers—This option sends a notification to all the approvers of the timesheet. Note: This option is only valid if an Automatic Approval Policy is enabled.
  6. First Approver in Routing Order—This option sends a notification to the first approver in the routing list.
    Note:
    This option is only valid if an Automatic Approval Policy is enabled and routing is enabled. For more information, see Configuring Timesheet Approval Settings.
  7. Timesheet Owner—This option sends a notification to the user whose timesheet is overdue.
  8. Resource Manager—This option sends a notification to the timesheet owner's resource manager.
  9. Timesheet Supervisor—This option sends a notification to the timesheet owner's supervisor.
  10. Timesheet Workspace ApproversThis option sends a notification to all workspace members with permission to approve a submitted timesheet (frequently project managers) when that timesheet includes tasks for the approvers workspace.
  1. Timesheet is submitted for approval

    To send a notification when a timesheet is submitted for approval, select one or more of the options
    Note: No notification is sent if there is no approval policy (timesheets are automatically approved):
  1. All Approvers—This option sends a notification to all the approvers of the timesheet.
  2. First Approver in Routing Order—This option sends a notification to the first approver in the routing list.
    Note:
    This option is only valid if routing is enabled. For more information, see Configuring Timesheet Approval Settings.
  3. Resource Manager—This option sends a notification to the timesheet owner's Resource manager.
  4. Timesheet Supervisor—This option sends a notification to the timesheet owner's supervisor.
  5. Timesheet Workspace ApproversThis option sends a notification to all workspace members with permission to approve a submitted timesheet (frequently project managers) when that timesheet includes time charged to the approver's workspace.
     
  1. Timesheet is approved and closed

    To send a notification when a timesheet is approved and closed, select one or more of the options:
  2. All Approvers—This option sends a notification to all the approvers of the timesheet.
  3. Timesheet Owner—This option sends the timesheet owner a notification when one of the approvers approves the timesheet.
  4. Resource Manager—This option sends a notification to the timesheet owner's Resource manager.
  5. Timesheet Supervisor—This option sends a notification to the timesheet owner's supervisor.
  6. Timesheet Workspace Approvers—This option sends a notification to all workspace members with permission to approve a submitted timesheet (frequently project managers) when that timesheet includes time charged to the approver's workspace.
     
  1. Timesheet is approved by any Approver

    To send a notification when any approver approves a timesheet, select one or more of the options:
  2. All Approvers—This option sends a notification to all the approvers of the timesheet.
  3. Next Approver in Routing Order—This option sends a notification to the next approver in the routing list.
    Note:
    This option is only valid if routing is enabled. For more information, see Creating an Automatic Timesheet Approval Policy.
  4. Timesheet Owner—This option sends the timesheet owner a notification when one of the approvers approves the timesheet.
  5. Resource Manager—This option sends a notification to the timesheet owner's resource manager.
  6. Timesheet Supervisor—This option sends a notification to the timesheet owner's supervisor.
  7. Timesheet Workspace Approvers—This option sends a notification to all workspace members with permission to approve a submitted timesheet (frequently project managers) when that timesheet includes time charged to the approver's workspace.
     
  1. Timesheet is declined by any Approver

    To send a notification when any approver declines a timesheet, select one or more of the options:
  2. All Approvers—This option sends a notification to all the approvers of the timesheet.
  3. Next Approver in Routing Order—This option sends a notification to the next approver in the routing list.
    Note:
    This option is only valid if routing is enabled. For more information, see Creating an Automatic Timesheet Approval Policy.
  4. Timesheet Owner—This option sends the timesheet owner a notification when one of the approvers declines the timesheet.
  5. Resource Manager—This option sends a notification to the timesheet owner's Resource manager.
  6. Timesheet Supervisor—This option sends a notification to the timesheet owner's supervisor.
  7. Timesheet Workspace Approvers—This option sends a notification to all workspace members with permission to approve a submitted timesheet (frequently project managers) when that timesheet includes time charged to the approver's workspace.
     
  1. Timesheet is re-opened

    To send a notification when a timesheet is reopened, select one or more of the options:
  2. All Approvers—This option sends a notification to all the approvers of the timesheet.
  3. Timesheet Owner—This option sends the timesheet owner a notification when the timesheet is reopened.
  4. Resource Manager—This option sends a notification to the timesheet owner's Resource manager.
  5. Timesheet Supervisor—This option sends a notification to the timesheet owner's supervisor.
  6. Timesheet Workspace Approvers—This option sends a notification to all workspace members with permission to approve a submitted timesheet (frequently project managers) when that timesheet includes time charged to the approver's workspace.
     
  1. Timesheet Work Entries are edited and saved

    To send a notification when work entries are edited and saved on a timesheet, select one or more of the options:
  2. All Approvers—This option sends a notification to all the approvers of the timesheet.
  3. Timesheet Owner—This option sends the timesheet owner a notification when a work entry on the timesheet is changed.
  4. Resource Manager—This option sends a notification to the timesheet owner's Resource manager.
  5. Timesheet Supervisor—This option sends a notification to the timesheet owner's supervisor.
  6. Timesheet Workspace Approvers—This option sends a notification to all workspace members with permission to approve a submitted timesheet (frequently project managers) when that timesheet includes time charged to the approver's workspace.
  1. Timesheet comment is edited and saved

    To send a notification when a timesheet comment is edited and saved, select one or more of the options:
  2. All Approvers—This option sends a notification to all the approvers of the timesheet.
  3. Timesheet Owner—This option sends the timesheet owner a notification when a timesheet comment is added or updated.
  4. Resource Manager—This option sends a notification to the timesheet owner's Resource manager.
  5. Timesheet Supervisor—This option sends a notification to the timesheet owner's supervisor.
  6. Timesheet Workspace Approvers—This option sends a notification to all workspace members with permission to approve a submitted timesheet (frequently project managers) when that timesheet includes time charged to the approver's workspace.
     
  1. Click Save to save the timesheet notification settings, or Cancel to discard the changes to the settings.