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Administrative Help
Creating an Automatic Timesheet Approval Policy
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 Related Topics
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An automatic timesheet approval policy is made up of a collection
of approval rules. To create an automatic approval policy, define one
or more approval rules. The rules define who should approve a timesheet,
and in what order. You can specify approvers by specific user, by role,
or by relationship to the timesheet submitter. After creating the rules
you need, order them to create a specific approval sequence.
Note: You can create
a manual approval policy if your organization allows timesheet owners
to choose who should approve their timesheets. For more information about
timesheet approval policies, see Configuring
Timesheet Approval Settings.
TO define An automatic APPROVAL POLICY:
- On the Administration Home
page, under Enterprise Settings, click Timesheet
Properties.
The Timesheet Properties screen displays.
- Click Timesheet
Approval Settings.
The Timesheet Approval Settings screen displays.
- In the Timesheet
Approval Settings section, select Automatic.
The display refreshes so you can define and order approval rules for
your policy.
- Click Create
to create a new rule, or select a rule and click Edit
Rule to change an existing rule.
The Create Timesheet Approval Rule wizard opens in a separate window.
For detailed information about each step of the wizard, see the appropriate
topic:
- Step
1 - Select Approver Types
- Step
2 - Select Roles
- Step
3 - Select Users
- Step
4 - Rule Summary
- To specify that the rules
should be followed in a particular order, select Routing
Enabled and order the rules using the Top,
Up, Down,
and Bottom buttons.
- If routing is not enabled,
select Approval by Any to specify
that a timesheet should be approved if any one of the defined rules is
satisfied, or Approval by All
if all of the rules must be satisfied in order for a timesheet to be approved.
- To delete rules from the
policy, select the rule and click Remove.
- To save any rules you have
created, edited or removed, and to save the entire approval policy, click
Save.
Important: Your new or edited rules are not saved, and any rules
you remove are not permanently removed until you click
Save.