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timesheet approver

Tomasz Serwanski
on 10/5/15, 3:42 PM 985 views

(edit) to rephrase a question:

- at the moment under 'timesheets' to approve user with HR-rights can see all timesheets to be approved

- for user to see only his/her timesheet, record rule should be as below:


- question is: how to change above rule for user to see his/her timesteets, AND additionally timesheets of his/her subordinates?



I started to use timesheets - in general timesheets created by user are going to admin user for approval. I can say that process works (users -> approver), problem is that I can not change approver; now admin approves all timesheets, while I would to change it to other user; I wonder if it is possible to:

a) set employee superior as approver (in this case employee's line manager approves), and/or

b) set project manager as approver (in this case project manager(s) for this/those projec(s) where employee has reported hours have to approve timesheet

Are above possible? If sou, how to manage it?


(edit) just found that each user having 'officer' or 'manager' in 'hr' in user setup can approve timesheets; but still how to limit this possibility to people as above ('a' and/or 'b')?


(edit) also tried to add record rule to see if it will help me I've addedd simple:


it proves it works, as now I can see only timesheets, where I am ts creator; I believe this is right place to create filter, but I do not know how to modify above rule, to achieve (a) and/or (b) from above. What are right labels to compare user ID to its manager and/or project manager?


Thank you in advance & regards


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Asked: 10/5/15, 3:42 PM
Seen: 985 times
Last updated: 10/8/15, 10:09 AM