How to: Set Up Time Sheet Administration and Approval
After you have set up how your organization will use time sheets, the next step is to specify who has permissions to approve time sheets. Depending on the needs of your organization, you have options about how you set up a time sheet approver. You can designate:
One or more users as the time sheet administrator for all time sheets.
A time sheet approver for each resource.
To specify a time sheet administrator
In the Search box, enter User Setup, and then choose the related link.
Add a new user, if the user list does not include the person who you want to be the time sheet administrator. For more information, see How to: Create Users.
Select a user to be a time sheet administrator, and on the Home tab, choose Edit List, and then select the Time Sheet Admin. check box.
Tip
We recommend that you designate only one user to be the time sheet administrator for a company.
In the next procedure, you set up a time sheet owner and approver. In this case, the time sheet approver is specified for each resource.
To specify a time sheet owner and approver
In the Search box, enter Resource Card, and then choose the related link. Select the resource for which you want to set up the ability to use time sheets. The resource can be a person or a machine.
On the General FastTab, select the Use Time Sheet check box.
In the Time Sheet Owner User ID field, enter the ID of the owner of the time sheet. The owner can enter time usage on a time sheet and submit it for approval. In general, when the resource is a person, that person is also the owner.
In the Time Sheet Approver User ID field, enter the ID of the approver of the time sheet. The approver can approve, reject, or reopen a time sheet.
Note
You cannot change the ID of the time sheet approver if there are time sheets that have not yet been processed and have the status of Submitted or Open.