Administrative Help
Configuring Timesheet Notification Settings
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Related Topics
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Administrators can set timesheet notification
properties to specify when, and to whom, notifications are sent.
To configure timesheet notification settings:
- On the Administration Home
page, under Enterprise Settings, click Timesheet
Properties.
The Timesheet Properties screen displays.
- Click Timesheet
Notification Settings.
The Timesheet Notification Settings page displays.
- 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.
- 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.
- 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.
- 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.
- Timesheet
Owner—This
option sends a notification to the user whose timesheet is overdue.
- Resource
Manager—This
option sends a notification to the timesheet owner's resource manager.
- Timesheet
Supervisor—This
option sends a notification to the timesheet owner's supervisor.
- 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 tasks for the approvers workspace.
- 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):
- All
Approvers—This
option sends a notification to all the approvers of the timesheet.
- 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.
- Resource
Manager—This
option sends a notification to the timesheet owner's Resource manager.
- Timesheet
Supervisor—This
option sends a notification to the timesheet owner's supervisor.
- 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.
- Timesheet is approved and closed
To send a notification
when a timesheet is approved and closed, select one or more of the options:
- All
Approvers—This
option sends a notification to all the approvers of the timesheet.
- Timesheet
Owner—This
option sends the timesheet owner a notification when one of the approvers
approves the timesheet.
- Resource
Manager—This
option sends a notification to the timesheet owner's Resource manager.
- Timesheet
Supervisor—This
option sends a notification to the timesheet owner's supervisor.
- 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.
- Timesheet is approved by any Approver
To send a notification
when any approver approves a timesheet, select one or more of the
options:
- All
Approvers—This
option sends a notification to all the approvers of the timesheet.
- 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.
- Timesheet
Owner—This
option sends the timesheet owner a notification when one of the approvers
approves the timesheet.
- Resource
Manager—This
option sends a notification to the timesheet owner's resource manager.
- Timesheet
Supervisor—This
option sends a notification to the timesheet owner's supervisor.
- 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.
- Timesheet is declined by any Approver
To send a notification
when any approver declines a timesheet, select one or more of the
options:
- All
Approvers—This
option sends a notification to all the approvers of the timesheet.
- 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.
- Timesheet
Owner—This
option sends the timesheet owner a notification when one of the approvers
declines the timesheet.
- Resource
Manager—This
option sends a notification to the timesheet owner's Resource manager.
- Timesheet
Supervisor—This
option sends a notification to the timesheet owner's supervisor.
- 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.
- Timesheet is re-opened
To send a notification
when a timesheet is reopened, select one or more of the options:
- All
Approvers—This
option sends a notification to all the approvers of the timesheet.
- Timesheet
Owner—This
option sends the timesheet owner a notification when the timesheet is
reopened.
- Resource
Manager—This
option sends a notification to the timesheet owner's Resource manager.
- Timesheet
Supervisor—This
option sends a notification to the timesheet owner's supervisor.
- 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.
- 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:
- All
Approvers—This
option sends a notification to all the approvers of the timesheet.
- Timesheet
Owner—This
option sends the timesheet owner a notification when a work entry on the
timesheet is changed.
- Resource
Manager—This
option sends a notification to the timesheet owner's Resource manager.
- Timesheet
Supervisor—This
option sends a notification to the timesheet owner's supervisor.
- 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.
- 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:
- All
Approvers—This
option sends a notification to all the approvers of the timesheet.
- Timesheet
Owner—This
option sends the timesheet owner a notification when a timesheet comment
is added or updated.
- Resource
Manager—This
option sends a notification to the timesheet owner's Resource manager.
- Timesheet
Supervisor—This
option sends a notification to the timesheet owner's supervisor.
- 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.
- Click Save
to save the timesheet notification settings, or Cancel
to discard the changes to the settings.