Setting up managers and supervisors to approve their own Timesheets and Employee Expenses in Personal Data Keeper

Question:

In PDK, I want managers and supervisors to be able to approve their own timesheets and expense reports.How can I set this up?


Answer:

In order for managers and supervisors to approve their own timesheets and expense reports the following needs to be setup in PDK User Setup (Setup-System-User).

1. Setup the user ID and assign a Company ID and Employee ID to the user.
2. For the Type set them as either a manager or supervisor.
3. Make sure all other required fields are filled in and then Save the User ID.
4. Select that User ID again and assign the employee as their own manager or supervisor.For example: if you setup Alicia as a Manager then do a lookup on Emp. Manager and select Alicia as her manager.

Now the manager or supervisor can enter their timesheets and expense reports in Timesheet Entry or Employee Expense Entry.Then they can approve their own timesheets and expense reports in the Timesheet Approvals and Expense Report Approvals.


This can also be accomplished by granting the supervisor or manager administrative privledges.






This article was TechKnowledge Document ID:21764