Workflow Settings for Timecards and Expenses
Users assigned the Administrator, Financial Administrator or potentially a custom security role can approve Labor Timecards and Employee Miscellaneous Expenses.
If your organization has five or more licenses, Time and Expense Workflow can be enabled. When this feature is enabled, users can approve time and expenses for their subordinates (see Specifying Managers For Employees).
You can also set them up to approve time and expenses for employees who they do not manage but are specified in their user profile (see Approving Time and Expenses for Employees That Are Not Directly Under Management).
Follow strict rules when adding time entries?
The follow strict rules option for timecard entry will impact all labor timecard data entry forms. When this is enabled, the employees listed on the form will be limited to the user, his/her subordinates and those specified in their user profile that they can approve.
Important Things To Know - Time/Expense Entry
| Function | Time Workflow = Off |
Time Workflow = On Strict Rules = Off |
Time Workflow = On Strict Rules = On |
| Administrators can enter timecards for everyone. | Yes | Yes | No |
| Financial Admins can enter timecards for everyone. | Yes | Yes | No |
| Managers can enter timecards for everyone. | Yes | Yes | Yes |
| Employees can enter timecards for everyone. | Yes | Yes | No |
Important Things To Know - Time/Expense Approval
| Function | Time Workflow = Off |
Time Workflow = On Strict Rules = Off |
Time Workflow = On Strict Rules = On |
| Administrators can approve timecards for everyone. | Yes | Yes | Yes |
| Financial Admins can approve timecards for everyone. | Yes | Yes | Yes |
| Managers can approve timecards for subordinates.* | No | Yes | Yes |
| Employees can approve their own timecards. | No | No | No |
* Managers will need to have a security role that provides access to the Timecard Approval feature. If they are currently assigned the Project Manager security role then a custom role needs to be created to allow for time approval since the default PM role does not include that option.