finish line implementation: archive and edit timesheet positions

TABLE OF CONTENTS

• The Importance of Timesheet Positions
• Updating a Timesheet Position
• Archiving a Timesheet Position
• Restoring an Archived Position

The Importance of Timesheet Positions

As part of Finish Line implementation, it’s important to make sure your Timesheet Positions are current and accurate. Timesheet Positions were previously called Timesheet Associations. The updated name better reflects their critical role in defining each reporter’s Goal Hours and ensuring accurate Finish Line tracking.

Why Timesheet Positions matter:

• Each reporter must be assigned both a Timesheet Position and a Timesheet Template to begin submitting timesheets.
  
  

• A Timesheet Position defines the Goal Hours a reporter is expected to complete during their term.
  
  

• Goal Hours, along with other Timesheet settings, are essential inputs for Finish Line — the system that determines whether a reporter is Ahead, On Track, Behind, or Really Behind in completing their service by their Personal End Date.
  
  

• Accurate Positions ensure accurate Finish Line statuses, which programs rely on to monitor progress and support members effectively.
  
  

Because Finish Line relies on Goal Hours to calculate progress, keeping Timesheet Positions up to date is one of the most important steps in ensuring your program’s Finish Line data is reliable.

Updating a Timesheet Position

Update an existing Timesheet Position when:

• The Goal Hours requirement for a term changes.
  
  

• The name of the Position needs to be updated to match program terminology.
  
  

Steps to update a Timesheet Position:

1. In your Mission Control, on the left, click Timesheets.
   
   

2. On the right, under Settings, click Manage timesheet positions.
   
   

3. In the table of Positions, click the name of the Position you want to update. A pop-up window will open.
   
   

4. In the pop-up window, edit the Position Name or Goal Hours as needed.
   
   

5. At the bottom, click Save.

Archiving a Timesheet Position

Archive a Timesheet Position when it is no longer in use. Archiving removes the Position from active lists but preserves its history for accurate reporting.

Steps to archive a Timesheet Position:

1. In your Mission Control, on the left, click Timesheets.
   
   

2. On the right, under Settings, click Manage timesheet positions.
   
   

3. In the table of Positions, check the box to the left of the Position you want to archive.
   
   

4. Above the table, open the Select Action drop-down menu and choose Archive Selected (#).
   
   

Important: If reporters are still assigned to the Position you want to archive, a warning message will appear. Reassign those reporters to an active Position before completing the archive action.

Restoring an Archived Position

You can reactivate a Position you’ve archived if your program needs to use it again.

Steps to restore a Timesheet Position:

1. In your Mission Control, at the top of the Manage timesheet positions page, click Customize a View.
   
   

2. In the view options, select Archived Positions and then click View.
   
   

3. In the table of archived Positions, check the box to the left of the Position you want to restore.
   
   

4. Above the table, open the Select Action drop-down menu and choose Activate Selected (#).

Finish Line Checklist Reminder:

• Confirm all active Positions have the correct Goal Hours.
  
  

• Archive any unused Positions to keep your lists clean and accurate.

• Restore only Positions that are needed again for active reporters.