Difference between revisions of "Timesheet Visibility"
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+ | ==Roles== | ||
− | + | A user will require the '''Timesheet Administrator''' to view and manage Timesheet visibility mappings | |
− | The list will be pre | + | ==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. | * 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''' | + | {{infobox|If you wish to retain this level of visibility please do not use the '''Generate - YES''' option detailed below }} |
− | == Generate == | + | === 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 | ||
− | == + == | + | === + === |
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 | + | * '''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. | ||
+ | === 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 | Configure individual team timesheet visibility |
Revision as of 10:15, 22 May 2020
Home > Administration > Timesheet Manager > Timesheet Visibility | Index |
IntroductionConfigure 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.
- 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