Timesheet Approval - RM - SQL Server


The Timesheet Approval - RM process is an auto-start process that begins once the resource submits their timesheet. This process provides a checks-and-balances style to ensure that all resources entering time have entered the 40 hours.

Once the timesheet is submitted, the process will lock the user’s timesheet to prevent editing. The process will then select the next action based on three different factors:

1) The timesheet has less than 40 hours.
2) The timesheet has 40 or more hours.
3) The resource’s availability is less than 8hrs/day.

If the user has submitted a timesheet with less than 40 hours, then the process will email the user informing him/her of issue, unlocks the timesheet, and changes the status to “Returned”. If the user has an availability of less than 8hrs/day or the timesheet has 40 or more hours, then an action item will be sent to the resource manager informing them of the timesheet. If the resource manager (RM) approves the action item, then the process will approve the timesheet and unlock the timesheet. However, if the RM selects “Return” on the action item, then the process will return the timesheet, mail the user that informing them that the timesheet has been returned, and unlock the timesheet.

Download Details
Submission Date Aug 14, 2012 12:46 pm
Submitter Rego
Content Type Other
Database Architecture Microsoft SQL Server
Work Type
Work Categories
Related Content
Supported Versions 12.x, 13.x, 14.x, 15.x
Special Instructions In the send email to submitter step: Parameter email address to send must be set.

Users that initiate this process must have Process Start permissions. Typically those rights are granted to a security group which contains all active users.
Company Rego Consulting