Thursday, January 4, 2024

Timesheet Restricted Tasks

Hello everyone, today we have an interesting topic related to Timesheet Signoff: how to enable and use Timesheet Restricted Tasks. There might be the case where an organization needs to restrict employees from sending timesheets with certain tasks. These could be something like expired projects, or activities (subtasks) that an individual is not meant to work on, placeholder tasks that might be needed to integrate with another system, or it could even be extracurricular activities...!

Let's see how to set this up. First we go to the Administration tab and select "Configure Timesheet Settings" within the Staff section:

Scroll down until you find the "Timesheet Restricted Tasks" section:

If you want to prevent employees from signing their timesheet, tick the checkbox for "Prevent Timesheet Signoff with Restricted Tasks", otherwise, if it's left unchecked, then the employee would just get a warning prior to signing their timesheet.

Next, we have to select the Restricted Tasks. For example, we want to use "Team Building", so we search for it, then click the "Add" button:

After that, it will be added to the list of restricted tasks:

Finally, click the "Save" button at the bottom of the screen and you are done!

Let us know if you have any questions or comments; we have more exciting news coming up!

--Econz Team

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