Timesheet Delegation Maintenance

The participants in the Time and Attendance process are dictated from the Timesheet Workflow within a Job Order. This encompasses who is keying in the timesheet, who is approving the timesheet, and who receives escalation notifications if keying / approving is not completed in a timely manner.

Agencies have the ability to bulk delegate Timesheet Workflow responsibilities to another Client Contact or Agency User. This functionality is available via a security permission item called 'Delegation' for both the Agency User and the Client Contact User in both PC and Mobile experience.

Delegations, where created, will apply from the defined Start Date to the End Date whereby the To User will see all timesheets related to the From User. Thereafter timesheets will be available to the original From User.

From the Delegations list, a delegation can be edited, or deleted if required.

An Agency User cannot delegate their timesheets to a Client Contact - as an Agency User may be assigned as an Approver for Clients that are not related to the 'Delegate To' Client Contact.

Following scenarios are available:

Client Contact to Client Contact (possible where delegation is created by a Client Contact or Agency User).
Agency User to Agency User (possible where delegation is created by an Agency User)
Client Contact to Agency User (possible where delegation is created by an Agency User).

Where a delegation applies:

The Delegate To user will see the Delegate From user's timesheets in Time and Attendance.
Where a timesheet is Submitted, Approved or Rejected, the Delegate To user's name is assigned in Audit History so there is transparency.
Within Time and Attendance, in the Available, Submitted and Incomplete Tabs, items are available in Manage Layout to provide the approver with details on delegation items where they exist against a Timesheet:
- Delegated By – shows the user that has created the delegation item
- Delegated From – shows the Approver that is assigned to the Timesheet Workflow (original owner of Timesheet Approval). Delegated
- To – shows the Approver that has been assigned the Delegation
- Delegation Start – shows the start of the delegation period
- Delegation End – shows the end of the delegation period.