Workflow settings for timecards and expenses
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Users assigned the Administrator, Financial Administrator, or 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. Learn more about specifying managers for employees.
You can also allow users to approve time and expenses for employees they do not manage but who are specified in their user profile. Learn more about approving time and expenses for employees that are not directly under management.
The Follow strict rules option for timecard entry affects all labor timecard data entry forms. When enabled, the employees available on the form are limited to the user, their subordinates, and employees specified in their user profile for approval.
| 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 administrators 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 |
This table shows which roles can approve timecards based on workflow and strict rule settings.
| 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 administrators 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 must have a security role that includes access to the Timecard Approval feature. If assigned the default Project Manager role, create a custom role, as the default role does not include time approval.