finish line implementation: assign reporters

TABLE OF CONTENTS

• Best Practice: Make Timesheet Settings Required Upon Enrollment
• Assign Reporters to Personalized Timesheet Settings (One-by-One)
• Assign Reporters to Personalized Timesheet Settings (En Masse with Excel)

Best Practice: Make Timesheet Settings Required Upon Enrollment

To streamline connecting reporters to their personalized Timesheet Settings, make these fields required during enrollment. This ensures reporters are linked to the correct settings from the start.

Here's how to do it:

1. In your Mission Control, go to Reporters, Admins, & Sites.
   
   
2. Under Manage Reporters, select Manage reporter accounts.
   
   
3. In the More menu on the right-hand side, select Manage Fields and Profile Layout.
   
   
4. Locate and open the Timesheet Settings panel, and select the field Timesheet Template.
   
   
   
5. A new window will open, select the option to Require a Timesheet Template and a Timesheet Position to be assigned when enrolling reporters.
   
   
6. Click Update to save your settings.
   
   

Assign Reporters to Personalized Timesheet Settings (One-by-One)

To get the most accurate Finish Line Status, make sure each reporter’s Timesheet Settings are personalized and up to date. The Impact Suite uses this information to calculate a reporter’s status and estimate how many hours they need to serve per day or week to complete their term on time.

Here's how you can update your reporter's personal Timesheet Settings:

1. In your Mission Control, go to Reporters, Admins, & Sites.
   
   
2. Under Manage Reporters, select Manage reporter accounts.
   
   
3. Select the name of the reporter you'd like to update.
   
   
4. Locate and open the Timesheet Settings panel in the reporter's profile, and select Edit.
   
   
5. A new window will open. Personalize the settings for the reporter.
   
   NOTE: You can come back to the reporters profile and update these settings at any time if anything changes.
   
   
   
   1. Template - select the Timesheet Template.
      
      
   2. Timesheet Position - select the Timesheet Position that corresponds with the reporter's Goal Hours. For more on Timesheet Positions, check out this article.
      
      
   3. Personal Start Date - select the reporter’s Personal Start Date if it differs from the Template Start Date. This will automatically create auto-Blackout Days from the Template Start Date up to the reporter’s Personal Start Date. Reporters will not be able to enter hours before their Personal Start Date.
      
      
   4. Personal End Date - select the reporter’s Personal End Date if it differs from the Template End Date. This will automatically create auto-Blackout Days from the reporter’s Personal End Date to the Template End Date. Reporters will not be able to enter hours after their Personal End Date.
      
      
   5. Blackout Days - select Set blackout days to add any other dates when a reporter should not be allowed to enter hours in the middle of their term. Reporters will not be able to enter hours on any additional Blackout Days you've set. 
      
      NOTE: For more on Personal Start Date, End Dates, and Blackout Days, check out this article.
      
      
   6. Time Off Calendar - select the Time Off Calendar. Any days marked as time off will be pre-filled on the reporter's timesheet, but they can still override those entries if they end up serving on those days.
      
      
6. Select Update to save the Timesheet Settings for your reporter.
   
   

Assign Reporters to Personalized Timesheet Settings (En Masse with Excel)

To get the most accurate Finish Line Status, make sure each reporter’s Timesheet Settings are personalized and up to date. The Impact Suite uses this information to calculate a reporter’s status and estimate how many hours they need to serve per day or week to complete their term on time.

Here's how you can update your reporter's personal Timesheet Settings using an Excel Import:

1. In your Mission Control, go to Reporters, Admins, & Sites.
   
   
2. Under Manage Reporters, select Manage reporter accounts.
   
   
3. In the More menu on the right-hand side, select Import Reporters.
   
   NOTE: On this page you will be able to either Add New Reporters or Update Existing Rerporters using an Excel file. This article will walk you through the steps of adding new reporters, the steps will be similar for updating existing reporters -- check out this article for more on reporter imports.
   
   
4. Download Custom Import Template
   
   
   1. Scroll down on the page to the section called Build Custom Import Template.
      
      
   2. Open the panel Timesheet Settings.
      
      
   3. Select all the fields under Timesheet Settings to be included in your import template (Timesheet Template, Timesheet Positions, Personal Start Date, Personal End Date, and Time Off Calendar).
      
      NOTE: You can also select other fields from the reporter’s profile that might be helpful—for example, Site Assignment.
      
      
   4. (Optional) Check both boxes under Additional Export Options. This will add two rows to your Excel file that match the wording and field settings in your Impact Suite, helping reduce the chance of an import error.
      
      NOTE: If you use one or both Additional Export Options in your import template, make sure to delete these rows before performing the import.
      
      
   5. Select Download Template.
      
      
5. Create Your Import File
   
   Open the Excel import template and update the file with information on your reporters.
   
   
   
6. Import Your File
   
   Scroll back to the top of the page to Import Reporters.
   
   
   1. In Step 1, select Add New Reporters.
      
      
   2. In Step 2, choose the file you just created.
      
      
   3. In Step 3, select Upload Excel File.
      
      
7. A new page will open. If you used a template to perform the import, your fields will be automatically mapped to the corresponding sections in each reporter’s profile.
   
   
   
8. Once you have checked that all your fields are mapped, click the Preview Import button to move to the next step.
   
   
   NOTE: if there are Excel columns or Impact Suite fields that you have not mapped, you will get a message like this from the system:
   
   

9. A new Preview Import page will open.
   
   NOTE: If errors are found in your excel import file, you will need to resolve them and re-upload the file. Check out this article for help with common import errors.

   
   

   
   

   This is a good opportunity to make sure you have properly mapped your template. If you find issues, you can use the Map Fields back button to correct any mistakes. 

   
   

10. Once you’re satisfied with your preview, proceed to Perform Import. Once the import is complete, you’ll get an Import Confirmation, like this:
    
    

    
    1. On this page, you’ll have the option to send the password setup e-mail to all newly-enrolled reporters right away, or you can wait until you’re ready.
       
       NOTE: If you opt to wait to send the welcome/password setup e-mail, once you’ve enrolled your reporters return to the reporter management screen (Mission Control > Reporters, Admin, & Sites > Manage reporter accounts), find them in the table at the bottom of the page, and check the box next to each name.
       
       Then use the Select Action drop-down menu to Send Welcome/Password Setup E-mail to Selected Reporter.