Configure profiles and roles

You need to update employee and line manager profiles and roles to allow access to the Timesheets screen.

Configure profile access

  1. Go to Admin > System Administration > Users, Profiles and Roles > Profiles. The user profiles screen is displayed.

  1. In the Profile column, select the profile you want to update (for example, Employee).

  2. At the top of the screen, select the Data Screens tab.

  1. In the Timesheets row, tick the Show column to enable the Timesheets screen for the profile, and then configure the other settings for the Timesheets screen.

  1. At the bottom of the screen, select Save.

  2. Repeat these steps for any other appropriate profile (for example, the profile that line managers use to view data for their direct reports)

Configure roles

  1. Go to Admin > System Administration > Users, Profiles and Roles > Roles.

  2. In the Role column, select the name of the role you want to update (i.e. the role that all employees should have as standard, for example, Employee).

  3. At the top of the screen, select the Activities tab.

  4. In the Employee Menu/Quick Links section:

    • Enable Timesheets.

    • Enable Self Service Timesheets.

    • If you want to allow employees to add notes to their timesheets, enable Edit Notes.

  5. At the bottom of the screen, select Save.