An employee custom role can be created, by configuring the Settings in the Employees app of Apptivo. The employee custom role “All submitted timesheets” allows you to view all submitted timesheets.
Steps to create role - "All Submitted Timesheets"
- Log in and access the Employees app from your universal navigation menu bar.
- Click on the "More(...)" icon and select "Settings" located at the app header.
- Select "Roles" under the "Security" dropdown located in the left navigation panel. Now, click on the “Create” button to create a new role.
- The "Create Role" popup will be displayed. Provide role name and description of the role.
- Click on the “Add” button to add privileges.
- Choose “Category” as “Project Management” and “App” as “Timesheets”.
- Select the privileges such as “Access Timesheets” and “Access Submitted Timesheets”. Click on the “Save” button to save the custom role.
- Now, this privilege will be added to the creating role. Click on "Create" to complete.
- You can view the created custom role as shown in the image below.
For example:
- Add "All Submitted Timesheets" role to an employee "Jennifer" as shown in the image below:
- To view "All Submitted Timesheets", the employee can log into her account and access the submitted timesheets from the Timesheets app.
