Timesheet Approval – Auto – Postgres

The Timesheet Approval – Auto process is an auto-start process that begins once the resource submits his or her timesheet. This process bypasses a Resource Manager approval and allows the user to post his or her timesheet.

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 the issue, unlock the timesheet, and change 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 user as a last step before the timesheet is approved. Once the timesheet is approved, then the script will set the status of the timesheet to “Approved” and unlock the timesheet.

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Download Details

RegoXchange Content ID: EX0155

Submission Date:

Submitter:

Content Type: Clarity Studio

Related Modules: Time

Company: Rego Consulting

Version Support

Versions Supported: 15.x, 16.x

Special Instructions

Special Instructions:

Parameter: from email: Email Address sending the email.

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