Timesheet Policies

Timesheet policies define the rules for entering timesheets and the approval process for timesheets once they are submitted. Timesheet policies are associated with users who are required to report their time in the platform. Multiple policies can be defined, for example one for internal staff and another for external staff. A person can only have one policy assigned to them at any point in time.

• Timesheet policies enforce the following rules

  1. Users to whom the policy applies

  2. Whether approval is required by direct manager or is autoapproved.

  3. What types of entities a person can book time to. Exactly which entities of a particular type a person can book time to are defined by Entity Templates 

  4. Whether activities must be specified for the timesheet line

  5. Minimum and maximum hours per timesheet

  6. Minimum and maximum hours per day

  7. Which days are considered working days

  8. Which group will be responsible for freezing timesheets

• The timesheet policies dashboard can be accessed from the Administration Workbench. From the menu, select Admin Center under the Administration section.

• From the administration workbench, select Timesheet Policies from the Time and Finance section.

• Click on the '+' icon labelled 'Timesheet Policy' at the top right of the dashboard.

• The Timesheet Policy Detail page will be displayed.

• Click on the ID link of an existing policy to view the Timesheet Policy Detail page.

• Once created, timesheet policies cannot be deleted. To stop using the policy, ensure that no users are associated with the group defined in the policy.

• To deactivate a timesheet policy click on an existing policy to view the policy in the Timesheet Policy Detail page.

• The policy should be edited and switched to a non-active group (one with no users defined). Groups are managed from the Groups Dashboard 

• A policy can have an automatic approval type which means that when a timesheet is submitted it is automatically approved. The only exception to this are lines on the timesheet for an entity which requires timesheet approval. In this case the individual line will require manual approval.

• Automatic approvals are enabled using the Approval Type attribute on the Timesheet Policy Detail.