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Assign timesheet rules to managers or employees

Assign a timesheet rule.

H
Written by Harry Ledger
Updated over 2 months ago

Before an employee or manager can create a timesheet, they must be assigned a timesheet rule. This allows the system to denote what kind of timesheets the employee is going to be able to create.
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If you do not assign a timesheet rule to the employee or manager, then the user will encounter an error telling them that they are not currently set up to create timesheets or enter timesheets for their staff.

Assign a timesheet rule to an employee

To allow employees to create their own timesheets, follow the steps below.

  1. Under Employees, click Additional, then click Time.

  2. Click on Assign Timesheet and Flexi Rules.

  3. For individual employees, select the Individual Timesheet Rule for either hours or times for the employee, then click Continue.

  4. Select the employee(s) to assign the timesheet rule to.

  5. Click Continue.

The employees selected are now on a timesheet rule and will be able to log into self-service to create their own timesheets.


Assign a timesheet rule to a manager

To apply a timesheet rule to a manager so they can create timesheets for their employees, follow these steps.

  1. Under Employees, click Additional.

  2. Click on Time.

  3. Click on Assign Timesheet and Flexi Rules.

  4. Select a value from the Group Timesheet Rule field and click Continue.

  5. Select the Manager(s) to assign the Timesheet Rule to.

  6. Click Continue.

The manager(s) selected are now on a group timesheet rule, and can create timesheets for their employees.

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