Checklist: Configure and Enable Approvals for Timesheets
Use an approval process based on an approval workflow for timesheets.
Step | Description | Location |
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1 | You must activate the Time & Expense application, if it is not already activated. | Modules tab in |
2 | If you use organizations in Vantagepoint and you want timesheets to be approved by someone at the organization level, add approval role at the organization level. Assign an employee to the approval role. |
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3 | Create an approval workflow for timesheets. | In
The sample approval workflows are:
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in the desktop application, create a new workflow or select a sample workflow and modify it to suit your needs. When you set up a new workflow, you enter an approval administrator for it, approval steps and the
employees who are assigned to those steps, and notification alerts to be sent to approvers.
4 | Enable and assign an approval workflow for timesheets. | In
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Parent Topic: Basics