How do I setup Review Timesheet?

Question

How do I setup Review Timesheet?

Answer

Background

There are cases where you want employees to review but not edit and submit their timesheets:

Crew Timesheets

Construction and field services companies sometimes have employees sign their signature next to their name on a paper crew timesheet. The Can Review Timesheet feature replaces the signature and allows employees to review and digitally sign off on their timesheets at the end of the time period.  

Department Timesheets

For R & D and other departments, managers can enter project hours or percent time allocations on behalf of employees. In this case, employees can review and sign off on their timesheets at the end of the time period.  Without this feature, managers would have to pass a department timesheet around like an office birthday card until all signatures were captured. 

Review Timesheet Tutorial 

Before setting up the Review My Timesheet feature, visit the Review Timesheet Tutorial.

Setting Up Review Timesheet

You setup the Review Timesheet feature in user security permissions.   

Security Permissions

1. Navigate to System>Security>
2. Clone an existing employee security permission or click Add to create a new one.
3. Under Timesheet Permissions, check "Can View My Timesheet" and "Can review my timesheet only."
4. Can review my timesheet only will disable the user's permission to edit and submit their timesheet.
5. Save
6. Assign this security permission to the appropriate users.

Employee Review - Accepted on Timesheets/Approvals tabs

The Timesheet and Approvals tabs will show the Employee Review - Accepted with a "thumbs up" icon.

Employee Review - Problem Reported on Timesheets/Approvals tabs

The Timesheets / Approvals tabs will show the Employee Review - Problem Reported with a "thumbs down" icon.

Troubleshooting

"Can review my timesheet only" will override other Can View My Timesheet security permission settings.