Using the Workflow - Level 1 (Primary Approver)
User Self Service>>Timekeeper>>Timesheets>>Timesheet>> Current
Level 1 - Workflow Progress and Actions
Once the workflow is set up and enabled, the Timekeeper at Level 1, upon logon, can view the timesheets for approval. Timekeepers MUST have access to the Company, Department and Schedule and can only view the workflow at each of their designated Levels.
Workflow Actions
For each individual timesheet, you may select the specific Workflow Actions of:
- Move Forward - Timekeepers at Level 1 can ONLY move timesheets forward.
- Move Backward - Timekeepers at Level 1 CANNOT move timesheets backward as there are no previous approval levels to which the timesheets can be sent.
- Post Record: Timekeepers at Level 1 CANNOT post and approve timesheets this MUST be done by the Timekeeper who is at the final Approval Level.
Step 1. View the Timekeeper Timesheet
Step 2. View all Workflow Progress
At Approval Level 1, only this default step will be displayed.
Step 3. View Workflow Actions Displayed in Drop-Down
Step 4. Select the Option to Move the Workflow Forward
Move Forward: To move forward a timesheet means to approve and send it to the next approval level. Select Move Forward from the drop-down, enter a Comment and click Submit Comment.
Click Submit when data entry is complete. The grid will be refreshed or click the Refresh button - the timesheets that have been sent forward will no longer be displayed at this Level.
For each Timesheet, repeat the process to move it forward.
The Timesheet Sent Forward is No Longer Visible
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