assigning reporters to their timesheet settings

Assigning Reporters to their Timesheet Settings

To link reporters to their Timesheet Association and to the correct Timesheet Template:

1. On the left, in your Mission Control, click Reporters, Staff, & Sites.
   
   

2. On the right, click Manage reporter accounts.
   
   

3. Click on the name of the reporter you would like to update.
   
   

4. Find the Timesheets Settings panel like the one in the following image:

5. To make changes to this panel, click the Edit button. This pop-up window will open:
   
   

   

   1. Connect your reporter to their Timesheet Association Assignment using the drop-down menu.
      
      

   2. Next, connect the reporter to their Template.
      NOTE: If you'd like more information about how you can use your timesheets to track Accompaniment, Teleservice, or other non-time-based information, please contact us at support@americalearns.net.
      
      

   3. Click Edit to make adjustments if the reporter's Personal Start Date is different from your Template Start Date. This will create an automatic blackout period at the start of their service term.
      
      

   4. Click Edit to make adjustments if the reporter's Personal End Date is different from your Template End Date. This will create an automatic blackout period at the end of their service term. 
      NOTE: For more information on using Personal Start and End Dates, see this article: personal start and end dates: automatic blackout periods
      
      

   5. Click Edit blackout dates if the reporter has additional time in the middle of their service term that you'd like to blackout.
      NOTE: For more information on using Blackout Dates, see this article: creating blackout dates for individual reporters
      
      

6. Click the Update to save your changes.