how to switch your member to a new timesheet template

Modified on Tue, 20 Aug at 2:54 PM


TABLE OF CONTENTS



Move your Returning Reporter to a New Timesheet Template

If you have multiple timesheet templates, and your reporter has finished their term one Template A and can be moved to Template B, here is the process you'll follow.



IMPORTANT: Confirm that all timesheets have been approved before moving your reporter to a new template. Once a template is switched, automatic blackout dates are applied to the previous template. 


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

  2. On the right, click Manage reporter accounts.

  3. Find the reporter's name in the table and click it. You can make changes to any panel or sub-panel by using the Edit buttons on the right and by clicking Update.

  4. Open the Timesheet Settings panel and click the Edit button.

  5. Update their Timesheet Association, Timesheet Template, and add any blackout dates. Click Update to save your changes. 


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