Try It!

This functionality is helpful if someone needs to fill in for either a Timesheet Manager or Team Member who is not available.

Important: Only Administrators will be able to create new timesheets as a delegate, while both Line and Timesheet managers can perform all other delegate functions.


To act as a timesheet delegate:

Approve submitted timesheets as a delegate

1. Ensure you are in the Resources area, click Timesheet Approvals in the Resources section.
   
   
2. Click the Filter icon.
   
   
3. Change the filter criteria for the Timesheet Manager to Equals then the name of the person for whom you need to approve Timesheets.
   
4. Click Apply.
   
5. Follow standard processes for Reviewing and approving timesheets.
   
   

Submit timesheets as a delegate

1. Ensure you are in the Work area, click Timesheets in the Work section.
   
   
2. Click the Filter icon.
   
   
3. Change the filter criteria for the User to Equals then the name of the person for whom you need to submit a timesheet.
   
4. Click Apply.
   
5. Follow standard processes for Submitting a timesheet.
   
   

Create a new timesheet as a delegate

1. Ensure you are in the Work area, click Timesheets in the Work section.
   
   
2. From the header dropdown, search for and select the Resource for whom you need to create a timesheet.
   
   
3. Search for and select the appropriate Timesheet Period.
   
   
4. Click Save and follow standard processes for Submitting a timesheet.
   
   

Download Job Aid: Review and Approve Timesheets