Checklist: Configure and Enable Approvals for Timesheets

Use an approval process based on an approval workflow for timesheets.

Follow these steps to set up and enable approval workflows for timesheets that you enter in My Stuff > Timesheet.

Step	Description	Location
1	You must activate the Time & Expense application, if it is not already activated.	Modules tab in Settings > General > General System
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.	Create approval roles for all your organizations in Settings > Organization > General in the desktop application. Assign approval roles to your organizations and assign one employee to an approval role. You can do this in one of two locations: Settings > Organization > General: Assign one or more organizations to an approval role and assign one employee to the approval role. Configuring approval roles here allows you to configure the approval roles for all your organizations from one screen without having to open each individual organization in a separate configuration screen in Individual Organization Setup. Settings > Organization > Individual: Open each organization individually, and assign one or more approval roles (that were set up in Organization General Setup), then assign one employee to an approval role.
3	Create an approval workflow for timesheets.	In Settings > Workflows > Approval Workflows 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. The sample approval workflows are: Timesheet Default Timesheet Line Default Timesheet & Lines Default
4	Enable and assign an approval workflow for timesheets.	In Settings > Time > Time Approvals: Select Yes for the Use Time Approvals setting. Select an approval workflow to use. Assign an approval administrator.