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Auto submission of timesheets

Overview

The “Auto Submission of Timesheets” feature automates the submission of timesheets to workflow, eliminating the need for manual submissions by fee earners/resources. This enhancement streamlines the workflow, saving time and reducing errors.

Feature Management

This feature can be made available to users by enabling the feature (evergreen) Auto Submission of timesheets.

Path: System administration > Workspace > Feature management > (evergreen) Auto Submission of timesheets

Periodic Process

A new periodic process “Auto Submission of Timesheets” has been created. This process will automatically consider the following for submission:

  • Eligible Timesheets: All draft timesheets within the defined period.
  • Completion Requirement: Only completed period timesheets will be considered for submission.

Records to Include Filter:

Users can specify one or multiple timesheets for submission.

  • If no specific timesheets are defined, all draft timesheets within the specified period will be submitted.
  • If users select specific timesheets from a dropdown, only those draft timesheets will be submitted for approval.

Background Processing

Users can choose to Run in the Background using a batch process for efficient operation.

Informational Messages

During the submission process, users will receive the following messages based on outcomes:

No Available Timesheets: If no timesheets are found within the selected period, the message displayed will be: “No timesheets available in the defined period.”
Submission Completion: If timesheets are successfully submitted, the message will be “Timesheet submission process is completed.”
Workflow Issues: If there is no defined workflow or no active version available for timesheet submission, the following warning will be shown: “No active workflow version available for timesheet submission.”
Total Amount Requirement: Only timesheets with a total amount greater than 0.00 will be processed.

Conclusion

The Auto Submission of Timesheets feature significantly enhances efficiency in timesheet management by automating submissions. This allows users to focus on their core responsibilities while ensuring timely approvals and reducing manual errors.

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