personal start and end dates: automatic blackout periods

TABLE OF CONTENTS

• Why Use Personal Start and End Dates?
• Create Personal Start and End Dates for Each Reporter

Why Use Personal Start and End Dates?

After you assign a Timesheet Template to a reporter, you’ll have an option of creating personal start and personal end dates as well as additional blackout dates for their service term. Personal start and end dates create automatic blackout periods for your reporter at the beginning and/or end of their service term.

You'll want to update a reporter's personal start, personal end, and blackout dates under the following conditions:

1. If the reporter is beginning to serve after the Start Date of your Template, you'll want to update their Personal Start Date so that the reporter is not prompted to retroactively fill out sheets for the time when they were not in the program.
   
   

2. If the reporter will not be serving with you through your Template’s End Date, you'll want to update their Personal End Date so that the reporter is never prompted to submit sheets after their term of service ends.
   
   

3. If you know the reporter will not be serving for a week or more in the middle of their service term, we also encourage you to create additional blackout dates for that period so that the reporter does not have to submit timesheets unnecessarily.

IMPORTANT: Blackout periods influence when reporters are prompted to submit timesheets.

• If any timesheet period (ex. weekly, biweekly, monthly, etc) from your template has an overlapping blackout date for the entire timesheet period, the reporter at issue will not be prompted to submit a timesheet during that time.
  
  

• If any timesheet period from your template has an overlapping blackout date for part of the timesheet period, the reporter at issue will only be prompted to report time on days from that sheet that have not been blacked out.

Create Personal Start and End Dates for Each Reporter

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:
   
   Note: The default Personal Start and End Dates will reflect the start and end dates of the Timesheet Template
   
   
   
   
   

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

   
   
   

6. Click Edit next to the personal start anor end date you'd like to update, and select the new date from the calendar.
   
   

7. Then click Update to save your changes.
   

NOTE: You can create additional blackout periods by selecting Edit blackout dates. See this article for more information: creating blackout dates for individual reporters