Access Another Employee's Timesheet

If you have proper security role settings, you can access other employees' timesheets.

Your access to this feature requires the following:

• You have access to timesheets.
• Your role must give you access to the employee through the Application settings on the Record Access tab in Settings > Security > Roles.
• You must have the appropriate Timesheet Administration Level field on the Time & Expense tab in the Employees hub:
  • Group: You can access timesheets for employees assigned to the timesheet groups to which you have access.
  • Company: You can access timesheets for employees in the companies your role can access.
  • Admin: You can access timesheets for all employees.

If you use multiple companies, you are limited to accessing only the timesheets for the companies your role has access to as configured on the Access Rights tab in Security Settings. If you have multiple companies and want to open the timesheet of an employee in another company, you can switch companies from any open Timesheet form.

To access another employee's timesheet:

1. In the Navigation pane, select My Stuff > Timesheet.
2. In the search field, click the filter drop-down arrow on the left and select a search type. If your firm has multiple companies, these search filters include timesheets from other companies.
   • All Current Period: Display a list of timesheets for all accessible employees for the current time period.
   • All Previous Period: Display a list of timesheets for all accessible employees for the previous time period.
   • All Missing: Display a list, by time period, of timesheets that are missing for all accessible employees. The (#) shows the number of accessible timesheets that match.
   • All in Progress: Display a list of timesheets for all accessible employees that were started but not yet submitted for approval. The (#) shows the number of accessible timesheets that match.
   • All Submitted: Display a list of timesheets for all accessible employees that were submitted for approval and have not yet been approved. The (#) shows the number of accessible timesheets that match.
   • All Pending Approval: Display a list of timesheets for all accessible employees that are waiting for your approval. Search results that are displayed with this filter are based on your approval role and access rights. The (#) shows the number of accessible timesheets that match.
   • Custom: Display the Custom Search dialog box where you can create and apply a new custom search filter, which you can save for future use. The Custom Search dialog box includes timesheet fields, such as Period Status and Timesheet Status. You can also add additional search criteria to the dialog box to filter your search. With the ability to access others' timesheets enabled, these additional fields include Employee Name to search for employees on accessible timesheets, Employee Status to search specifically for active, inactive or terminated employees, and Timesheet Group to search for employees that belong to a specific timesheet group as set up in Time Settings.
   For information about creating and using searches, see the following topics in Basics:

   • Search for and Select a Record
   • Create a Custom Search Filter
   • Custom Search Dialog Box
3. From the search results list, select the timesheet to display on the Timesheets form. If you select a timesheet for a company that is different than the one associated with the timesheet you are currently viewing, the screen refreshes to reflect the company's settings and updates the options for the employee on the selected timesheet.