Setting Up Timesheet Options
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When to Override an Approvers Permissions
You may choose to override the users permissions if you want to provide them additional permissions only
when approving specific items or specific users entries. For example, John Smith is a supervisor and has
supervisor permissions already set up in his user profile. If you want John Smith to approve all time for his
staff, but also approve expenses for everyone in the company, you will need to set up a special approver
type specifically for John Smith to do expense approvals. In this case, you will want to override the approv-
er's existing permissions and set uppermissions specific to the expense approval. You can achieve this by
selecting the Override approver's existing permissions check box and selecting the appropriate permis-
sions.
When you override John Smiths permissions, any approval paths using this special approver type will give
John Smith the permissions set up for that approver type (his regular permissions will still be in effect for
other approval paths that use him as a supervisor).
Defining the Order of Approval
Approval paths define which approvers will approve a users timesheet, and the order in which they will ap-
prove it. Separate approval paths are created for timesheets, expenses, and time off bookings.
Timesheet approval paths can be created at:
Administration > Approval Setup > Approval Paths > Timesheet tab
For each approval path you add or edit, you must specify:
1. The name of the approval path, which is used to identify the path when assigning it to users
2. The approver types to include in the path
3. The order in which the timesheet is forwarded to the approvers. Approvals can either occur in se-
quence, or at the same time. To have approvers approve at the same time, set all the approver types
to the same level in the approval sequence.
Setting a Default Approval Path
At the bottom of the Approval Paths page, you can set a default approval path for timesheets. This path will
automatically be assigned to all new users that are added in the future. If a small set of users requires a
different path, you can change the value when creating their user profile.
Setting Timesheet System Preferences
Within the system preferences, you can allow users to enter more than 24 hours in each day of their
timesheet, and specify that Employee and/or Approver signature lines appear on printed timesheets. If using
the Project & Billing Edition, you can also configure how client and project columns are displayed on the
timesheet.
Timesheet system preferences can be configured at:
Administration > System > System Preferences > Timesheet Screen section
A System approver type is available for selection. Select this approver if you want the
timesheet to be automatically approved by the system.