Privilege Needed: Manager User or An Alternate Approver
When a Timesheet User submits their time for approval, the timesheet goes through a pre-defined approval group for each user. What approval group a person belongs to is defined in the person section under the Administrator menu. This approval group can have any number of managers defined in the group. Each Submit of a timesheet passes control of that timesheet to the first person in the Approval Group. As each manager Approves a timesheet, control is then passed on to the next manager in the Approval Group until the last manager has approved the timesheet. At that point, pending the completion of any outstanding Project Manager Approvals, the timesheet is set to Completed.
Below is an example of a Manager that has three timesheets that have been submitted for
Approval. The manager can see (1) The owner of the timesheet, (2) The time period of
the timesheet, and (3) The current status of the timesheet. The display is divided
into sections showing approvals where the manager is the primary approver and approvals
where the manager is an alternate approver for someone else. The alternate approval
section if further divided into sections for each manager for which the manager is an
alternate approver. The manager can now do 1 of 3 actions. The manager can
approve the timesheet without even looking at it by pressing the (
) icon or disapprove it without
looking at it by pressing the (
)
icon. (This feature can also be disabled, forcing the approver to view the timesheet
before approving or disapproving.) Additionally, the manager can approve of
disapprove all the timesheets in a section by pressing the () icon or the () icon in the table header. In
most cases, the manager will want to view the timesheet by pressing the (
) icon.
Below is an example of a window that will pop up when the manager approves or disapproves a timesheet. These comments are captured and stored in the Approval History of that timesheet. The Approval Histroy can always be displayed when viewing any timesheet, located at the bottom of the document. These comments are also sent in the E-mail message if you are running Unanet with the E-mail option enabled.
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Below is an example of how the timesheet is displayed to the manager after the () icon is pressed from the Approve
Timesheets window shown at the top. Here, the manager can see the owner of the
timesheet, the time period, the hours worked each day for each project, and a table
listing the comments entered for each cell (if any were entered). The next table is
the approval history section followed by the current controller and status of the
timesheet.
From this screen, the manager can Approve or Disapprove the timesheet; which will pop up the approval window shown above. Another option the manager has, rather than to just disapprove it, is to Edit the timesheet. (Note: the Edit button can be disabled by setting the property unatime.manager.edit=false). This will allow the manager to make the changes to the timesheet and submit it for the owner. E-mail messages are sent to notify the owner that changes are being made to the timesheet and it is being sent through the approval process again. Also, a record is put in the Approval History, showing that the manager changed the timesheet and not the owner. The Appr/Nxt button approves the current timesheet without any comments and display the next timesheet in the Manager approval queue.
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Copyright @1998 Computer Strategies, Inc., All Rights Reserved.
Last revised: April 14, 2000.
