updating personal end dates

TABLE OF CONTENTS

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

Updating Personal End Dates

If your reporter's Personal End Date changes you can update it in their profile. If the reporter has submitted timesheet data beyond their new Personal End Date, you'll be prompted to delete this time.

Here are the steps: 

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:  If you have not set Personal Start and Personal End Dates, 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 End Date, and select the new date from the calendar.
   
   

7. If timesheet data is present for after the new Personal End Date, you will see a message like this. 
   
   

8. Check the box for any timesheet periods you would like to delete.
   WARNING: Deleted timesheet data cannot be recovered.

9. Then click Update to save your changes.

10. You will see the new Personal End Date and Blackout Dates for the remainder of the timesheet template in the profile. 
    
    

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