Timesheet Visibility

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==Roles==
  
===Coworkers===
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A user will require the '''Timesheet Administrator''' to view and manage Timesheet visibility mappings
  
The list will be pre=populated with your existing mappings, which is built dynamically based on the following:
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==Coworkers==
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The list will be pre-populated with your existing mappings, which is built dynamically based on the following:
  
 
* A user who is allocated a '''Manager''' or '''Team Leader''' role in an organizational grouping, will be able to view the timesheets of anyone else in this grouping.  
 
* A user who is allocated a '''Manager''' or '''Team Leader''' role in an organizational grouping, will be able to view the timesheets of anyone else in this grouping.  
  
{{infobox|If you wish to retain this level of visibility please do not use the '''Generate''' options }}
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{{infobox|If you wish to retain this level of visibility please do not use the '''Generate - YES''' option detailed below }}
  
== Generate ==
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=== Generate ===
  
 
This option provides you with the ability to automatically generate timesheet visibility based on the following logic:
 
This option provides you with the ability to automatically generate timesheet visibility based on the following logic:
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:* '''No''' - Choosing this option will '''Not''' remove any existing coworker visibility mappings, but will additionally automatically add mappings allowing each users manager visibility of their timesheet
 
:* '''No''' - Choosing this option will '''Not''' remove any existing coworker visibility mappings, but will additionally automatically add mappings allowing each users manager visibility of their timesheet
  
== + ==
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=== + ===
  
 
Manually create timesheet visibility mappings between users
 
Manually create timesheet visibility mappings between users
  
 
* '''Timesheet Viewer''' - This is the user you would like to have access to another users timesheet
 
* '''Timesheet Viewer''' - This is the user you would like to have access to another users timesheet
* '''Timesheet owner''' - This is the user who's timesheet the '''Timesheet viewer''' will be granted visibility too.  
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* '''Timesheet Owner''' - This is the user who's timesheet the '''Timesheet viewer''' will be granted visibility too.  
 
* '''Status'''  - The status of the visibility mapping
 
* '''Status'''  - The status of the visibility mapping
 
:* '''Active''' - This mapping is active and the timesheet viewer will have visibility to the specified timesheet owner's timesheet
 
:* '''Active''' - This mapping is active and the timesheet viewer will have visibility to the specified timesheet owner's timesheet
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Once a mapping has been created manually it will appear in the Timesheet visibility table.
 
Once a mapping has been created manually it will appear in the Timesheet visibility table.
  
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=== Managing Timehseet Mappings ===
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From the mapping list, you can perform the following actions
  
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* Select the update option on the mapping to change it's status
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* Select the trash can icon on the mapping to permanently delete the visibility mapping
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* Use the search option to search for a visibility mapping based on Timesheet Viewer or Timesheet Owner
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* The '''Generate''' option can be used at anytime to automatically re-generate visibility relationships, with the '''Yes''' and '''No''' logic, enforced each time as described above.
  
===Teams===
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==Teams==
  
 
Configure individual team timesheet visibility  
 
Configure individual team timesheet visibility  

Revision as of 10:15, 22 May 2020

Home > Administration > Timesheet Manager > Timesheet Visibility Index

Introduction

Configure which users have the visibility rights to other users and teams timehseets

Related Articles

Roles

A user will require the Timesheet Administrator to view and manage Timesheet visibility mappings

Coworkers

The list will be pre-populated with your existing mappings, which is built dynamically based on the following:

  • A user who is allocated a Manager or Team Leader role in an organizational grouping, will be able to view the timesheets of anyone else in this grouping.
Information
If you wish to retain this level of visibility please do not use the Generate - YES option detailed below

Generate

This option provides you with the ability to automatically generate timesheet visibility based on the following logic:

  • Enable visibility of a co-workers timesheet, to a manager, if the manager is marked as the coworkers manager, on their profile (this is not the same as having the manager or team leader roles in a group users belong too).

Would you like to remove all existing Timesheet Visibility Mappings?

  • Yes - Choosing this option will permanently remove the existing coworker visibility mappings, and automatically replace them with mappings allowing the manager of user visibility to their timesheet
  • No - Choosing this option will Not remove any existing coworker visibility mappings, but will additionally automatically add mappings allowing each users manager visibility of their timesheet

+

Manually create timesheet visibility mappings between users

  • Timesheet Viewer - This is the user you would like to have access to another users timesheet
  • Timesheet Owner - This is the user who's timesheet the Timesheet viewer will be granted visibility too.
  • Status - The status of the visibility mapping
  • Active - This mapping is active and the timesheet viewer will have visibility to the specified timesheet owner's timesheet
  • Offline - The mapping is not active, and the timesheet viewer will not have visibility to the specified timesheet owner's timesheet

Once a mapping has been created manually it will appear in the Timesheet visibility table.

Managing Timehseet Mappings

From the mapping list, you can perform the following actions

  • Select the update option on the mapping to change it's status
  • Select the trash can icon on the mapping to permanently delete the visibility mapping
  • Use the search option to search for a visibility mapping based on Timesheet Viewer or Timesheet Owner
  • The Generate option can be used at anytime to automatically re-generate visibility relationships, with the Yes and No logic, enforced each time as described above.

Teams

Configure individual team timesheet visibility

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