This document describes the method by which a manager can delegate their timecard approvals if they know that they will be out of office during a time approval window. Timecards are approved weekly by EOD Tuesday for the previous week or within 2 business days from EOM/EOQ. End of Month timecards must be approved by the 2nd business day of the new month.
If a timecard approver is out of office unexpectedly, CX Ops can delegate the timecard approvals. If this is needed, send a message in #financialforce.
Weekly Timecard Review
DRI: Team Lead and above, Project Managers on T&M Projects
- Review Missing Timecard Report and ensure your team has submitted timecards for the previous week. (This step is for people managers only)
-
Approve Multiple TImecards from the App launcher or Navigation bar.
- Navigate to the Approve Multiple Timecards object
Pro Tip: Before moving to the next step, update the Groupings to Group by Resource, instead of by Project. This can be locked by checking the ‘Always group timecards by these settings’ box.
- Scroll down and multi-select the timecards you’d like to approve by selecting the checkboxes of each individual line item
- Note: You can select all by clicking the top left checkbox
- Scroll up, enter comments, and click Approve Selected.
- Note: If you receive an error message, try reducing the number of selected items to isolate which timecard has the error. Contact #financialforce for assistance to resolve the timecard with the error
Delegating Timecard Review
DRI: Team Lead and above, Project Managers on T&M Projects
- If an approver will be OOO, they need to delegate another approver for Timecards.
- To approve delegated time cards, access the Time Approval Component from the App Launcher or Navigation bar.
- Notes on timecards can be viewed by clicking on the Timecard Id.
- Select the timecards to Approve or Reject by clicking in the selection box and then selecting ‘Reject’ or ‘Approve’
- When the Approver returns to the office, the delegation must be removed.
Adjust Email Notification
DRI: Team Lead and above, Project Managers on T&M Projects
- If an Approver does not want to receive emails for submitted timecards, they can turn off email notifications from Settings.
- Select the preferred level of notification and Save.
