Contents
 Welcome
    About Office Timesheets
       Features
       Versions
       System Requirements
 Installing Office Timesheets
    Office Timesheets Server Installation
    Installing Office Timesheets with Microsoft SQL Server Express
 Accessing Office Timesheets
    Logging into the Office Timesheets Self-Installed Version
    Logging into the Office Timesheets Hosted Version
    Logging out from Office Timesheets
 The Office Timesheets Application Interface
 Configuring Office Timesheets
    Setting Time Entry Options
    Setting Company Information
    Configuring E-mail Settings
    Setting Auditing Options
       Implementation of Auditing in Office Timesheets
    Changing Regional Settings
       Assigning Regional Options Settings to Other Users
    Setting Up User Accounts
       Understanding User Accounts
       Adding User Accounts
       Viewing or Changing User Account details
       Resetting a User’s Password
       Deleting a User’s Account
    Changing your Password
    Controlling Access with Security Policies
       Understanding Security Policies
       Using Security Policies
       Creating a New Security Policy
          Selecting the Interface Options
          Providing access to Element-related Functions
          Providing access to Task-related Functions
          Providing access to Entry-related functions
          Providing access to Lock-related functions
          Enforcing Time Entry Options
          Enforcing Regional and Language Options
          Saving the Security Policy
       Using Security Policies to allow members from different groups to share data
       Making Changes to a Security Policy
       Deleting a Security Policy
    Configuring Password Options
       Password Options for Office Timesheets Hosted Version
       Password Options for Office Timesheets Self-Installed Version
 Setting Up and Managing Processes
    Understanding Office Timesheets Data and Process Framework
    Defining the Elements to Track Time and Expense Entries
    Defining Custom Fields for the Task Elements
       Custom Field Types
    Defining Task Rate Field Labels
    Customizing Task Status Values
    Customizing Entry Status Values
    Customizing Approval Status Values
    Defining Rate Table Labels
    Holidays and Holiday Groups
       Creating a Holiday Entry
       Viewing or Making Changes to a Holiday Entry
       Deleting a Holiday Entry
       Creating a Holiday Group Entry
       Viewing or Making Changes to a Holiday Group Entry
       Deleting a Holiday Group Entry
    Defining Task Rules and Dependencies
    Understanding Approval Process Workflows
    Managing your Approval Process Workflow
       Adding an Approval Step Entry
          Specifying the Email Notification Settings
          Setting Time Entry Status Fields
          Setting Expense Entry Status Fields
          Saving the Approval Step Entry
       Viewing or Making Changes to an Approval Step Entry
       Deleting an Approval Step Entry
    Managing Reporting Periods
       Adding a Reporting Period
          Specifying Timesheet Rules for the Reporting Period
          Specifying Employee Notification Settings
          Specifying Manager Notification Settings
          Saving the Reporting Period Entry
       Viewing or Making Changes to a Reporting Period Entry
       Deleting a Reporting Period Entry
    Employees and Employee Groups
       Adding an Employee Entry
          Setting the Pay Rates for the Employee
          Assigning the Employee to One or More Groups
          Specifying Dependent Element Items and Groups
          Entering Other Details about the Employee
          Saving the Employee Entry
       Viewing or Making Changes to an Employee Entry
       Deleting an Employee Entry
       Creating an Employee Group Entry
       Viewing or Making Changes to an Employee Group Entry
       Deleting an Employee Group Entry
    Element Items and Element Item Groups
       Adding an Element Item Entry
          Assigning the Element Item to one or more Groups
          Specifying Dependency Element Items and Groups
          Entering Other Details About the Element Item
          Saving the Element Item Entry
       Viewing or Making Changes to an Element Item Entry
       Deleting an Element Item Entry
       Creating an Element Item Group Entry
       Viewing or Making Changes to an Element Item Group Entry
       Deleting an Element Item Group Entry
    Expense Items and Expense Item Groups
       Adding an Expense Item Entry
          Assigning the Expense Item to One or More Groups
          Entering Other Details About the Expense Item
          Saving the Expense Item Entry
       Viewing or Making Changes to an Expense Item Entry
       Deleting an Expense Item Entry
       Creating an Expense Group Entry
       Viewing or Making Changes to an Expense Group Entry
       Deleting an Expense Group Entry
 Managing Timesheets, Expenses and Task Entries
    Viewing your Timesheet
       Timesheet View
       Day View
       Time Clock View
    Viewing your Expense Sheet
    Configuring the Timesheet and Expense Sheet View
    Adding Task Entries
    Viewing or Making Changes to Task Entries
    Copying Tasks between Timesheets
    Adding Time Entries
       Directly Typing Values into a Cell
       Using the Time Entry Dialog Box
       Using the Timer
    Using the Day View
    Using the Time Clock View
    Viewing or Making Changes to Time Entries
    Adding Expense Entries
    Viewing or Making Changes to Expense Entries
    Mass Updating Task, Time, and Expense Entries
       Examples of Using Mass Update
          Example—Marking Expense Entries as Billable
          Example—Marking Time Entries as Overtime
          Example—Rejecting All Submitted Timesheets and Expense Sheets
          Example—Changing the Standard Pay Rate
          Example—Changing the Due Date for a Task
          Example—Marking a Project as Completed
 Appendix
    Using the Date Picker
    Using the Select Element Dialog Box
    Using the List Items Dialog Box
  
Index

Home > Setting Up and Managing Processes > Managing Reporting Periods > Adding a Reporting Period > Specifying Manager Notification Settings

Specifying Manager Notification Settings

Previous: Specifying the Employee Notification Settings

  1. Click on the Manager Notifications button to specify the Manager Notification settings.

    The Group Manager Notifications panel appears.

    Process Management: Adding a Reporting Period Manager Notification

    Use the contents of this panel to specify whether a notification has to be sent to the employee and to type the contents of the notification. The Group Manager Notifications panel is divided into two halves—

    • In the upper half of the Group Manager Notifications panel, specify the details of the notification to be sent when the timesheets are due.
    • In the lower half of the Group Manager Notifications panel, specify the details of the notification to be sent when the timesheets are overdue.

    The following table describes the various items in the Group Manager Notifications panel—

    Item How to use the Item Default Value
    (if any)
    Notify manager when timesheets are due Check the Notify manager when timesheets are due check box if you want a notification to be sent to the manager when timesheets are due from the employee.
    Token

    While preparing the notification message, select a token from the Token drop-down list to insert it into the subject or body of the message. The Token drop-down list contains the following tokens—

    Token...

    Appears on the screen as... What happens to it when the message is sent...
    Employee Name [Employee Name] Will get replaced with the employee’s name.
    Manager Name [Manager Name] Will get replaced with the manager’s name.
    Start Date [Start Date] Will get replaced with the starting date of the Reporting Period.
    End Date [End Date] Will get replaced with the ending date of the Reporting Period.

     

    Note: A Token is a special code that you can insert into the subject and body of the message. Tokens are similar to Merge Fields or Merge Codes used in your Word Processing software’s Mail Merge feature. When Office Timesheets sends the message, it replaces the token with the value of the token. For example, if you type “Dear ” and insert the Employee Name token, you will see “Dear [Employee Name]” on your screen. However, when this message is sent to an employee (say, Chris), in the message it will appear as “Dear Chris”.

     
    Email Subject Type the subject of the notification message.
    The Add Subject Token button Select a token from the Token drop-down list and click the Add Subject Token button, to add the selected token to the Email Subject at the current cursor location.
    The Email body text box Type the text of the notification message.
    The Add Message Token button While typing the body matter of the notification message, select a token from the Token drop-down list and click the Add Message Token button, to add the selected token to the body of the message at the current cursor location.
    Notify manager when timesheets are overdue Check the Notify manager when timesheets are overdue check box if you want a notification to be sent to the manager when timesheets are overdue from the employee.

Next: Saving the Reporting Period entry



See also

  
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