Timesheet Approval Alert Configuration Form

Use the Timesheet Approval Alert Configuration form to apply or remove an existing timesheet approval alert rule or to create a new rule.

For this alert to work, you must select the Require Timesheet to be approved before posting option on the Setup tab in Configuration > Time and Expense > Company Timesheet.

If your firm uses multiple companies, this alert only applies to the employees that are active in the company for which the alert is configured.

Location

To display the dialog box:

1. From the Vision Navigation menu, click Configuration > General > Company Alerts.
2. In the Folders field on the Company Alerts Configuration form, select Time.
3. In the grid, click Timesheet Approval and then click .

Contents

Field	Description
Employee Group Rules
Employee Groups	Select the employee group to which you want to apply the new rule, such as Administration or Engineering. Or, select [All Groups], which allows you to create global alert rules for all employee groups without having to create redundant rule settings for each group. Groups are created in Time and Expense Configuration.
Alert Rule Name	This field displays the names of existing alert rules; or, if you are creating a new alert rule, enter the name of the rule. You can change the name of an existing rule; however, all alert rule names must be unique.
Languages	This column displays if you use the Vision Multilingual module. Use this column to select the language for this alert. Only employees with the selected language receive the alert. However, if you leave this column blank, all employees receive this alert regardless of their designated language. For example, if you create an email alert for English US and English UK, then only the users that have English US or English UK in the Language field in the Employee Info Center receive that message. The system administrator must set up a separate alert rule for Spanish employees to receive a message in Spanish. The Language field displays <languages selected> if any languages are selected.
Delivery Options	You can select one or more of these options. Email Select this option if you want Vision to send the alert via email. In the email message, Vision provides a link to the timesheet. If you select this option, complete the Email Options fields. Dashboard Select this option if you want Vision to send the alert via the dashboard. In the alert, Vision provides a link to the timesheet. Alert Timesheet System Admins If you select this option, Vision will send an email to users who are set up with System Approval rights in the Time and Expense tabs of the Employee Info Center, as well as anyone who has Approval rights for the group you specified above. If you do not select this option, Vision will only send an email to anyone who has Approval rights for the group you specified above. Groups are created in Time and Expense Configuration.
Email Options	If you selected Email for the delivery option, these fields are activated.
Subject	Enter the subject text for the email.
Message	Enter the message text for the email. You can either enter text directly in this field or you can use the text editor, which provides formatting tools. If you want to specify the name of the employee in the text, you can enter [EMPL]; for example Alert for [EMPL]. Vision will replace [EMPL] with the name of the employee.