timesheets: frequently asked questions

TABLE OF CONTENTS

• FAQ: Our timesheets have two signers. Can I approve the sheet without the first signer?
• FAQ: I need to sign off on a timesheet that isn't in my Action Center. How do I find it?
• FAQ: Can I control who gets the emails that are sent out when a timesheet is deleted? 

FAQ: Our timesheets have two signers. Can I approve the sheet without the first signer?

Scenarios will arrive when you may need to skip the first signer in the timesheet flow (maybe a site supervisor is going on vacation, or is very behind on timesheets and the reporter needs those hours approved). 

Those with a Timesheet Director assignment (second signers) are able to bypass the first signer in the signing flow if this box is checked in the timesheet template:
Here's how to do it. 

1. From Mission Control on your left, click Timesheets.
   
2. Next, at the top, select Create & manage timesheet templates.
   
3. Select the timesheet template you need to change the signing flow for.
   
4. Now within that timesheet template, scroll down towards the bottom to the section titled, "When Screening Sheets, How Many People Should Sign Off on Each Site?"
   
   Check the box under the Two Signers section that states: "Timesheet Directors will be able to approve hours for sites before Timesheet Supervisors do so. Once a Timesheet Director approves those hours, no other user can approve them."
   
5. You will now be able to approve hours for the reporter(s) without needing a first signer. Navigate to the reporter(s) Timesheet Dashboard to sign off. (See below for instructions on accessing timesheets from a reporter dashboard.) 

IMPORTANT: Be sure to UNCHECK this box when you're done screening the necessary timesheets. 

Leaving this box checked will result in submitted timesheets appearing in the Site Supervisor and Director Action Centers at the same time. This can lead to your second signers accidentally signing timesheets before site supervisors when they shouldn't.   

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FAQ: I need to sign off on a timesheet that isn't in my Action Center. How do I find it?

Here is how to access all timesheets for screening through a reporter's Timesheet Dashboard. 

1. From Mission Control on your left, select Reporters, Staff, & Sites.
2. At the top, select Manage reporter accounts.
   
3. Select the name of the reporter whose timesheets you'd like to screen.
4. Scroll to the panel labeled Timesheet Settings and open the panel using the green carrot on the left.
   
   
5. On the right, select the blue hyperlink labeled Show Dashboard.
   
   
6. A new window will open with this reporter's timesheet information. Scroll to the area labeled Sheets Pending Approval and select the timesheet you'd like to screen.
    
7. Approve or reject that sheet, and return to the reporter's Timesheet Dashboard to continue screening other sheets as needed!

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FAQ: Can I control who gets the emails that are sent out when a timesheet is deleted? 

• Answer: No. All staff listed as Timesheet Directors will get these emails. There is not currently a way to stop these emails from being sent to folks with this timesheet role. 
• Is this annoying you or someone on your team? We recommend setting up a filter with your email provider to either delete or automatically move to a folder. 
  
  Google: "how to set up email filters in [enter your email provider]" (Example: how to set up email filters in Gmail)