Set Up Alerts for Timesheet Approval
The Timesheet Approval alert is triggered by the process server. You specify who receives the alert, when, and under what conditions.
Prerequisites: Before you create Timesheet Approval alert rules, you need to create employee groups to which you apply the rule. See the Timesheet Configuration help for information on how to create groups. You must also select the Require Timesheet to be approved before posting option on the Setup tab in Configuration > Time and Expense > Company Timesheet.
To set up Timesheet Approval alerts, complete the following steps:
- From the Vision Navigation menu, click Configuration > General Company Alerts.
- In the Folders field on the Alerts Configuration form, select Time.
- In the Alert field, select Timesheet Approval.
- Select the Active option to enable the alert throughout Vision; if no rules exist for this alert, the Active field is disabled.
- Click Options to select an existing alert rule or to create a new rule. If a rule was already assigned to this alert, <options selected> displays in this field.
- To remove the option for this alert, delete <options selected>.
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Click
Save.