Configure profiles and roles

You need to update employee and line manager profiles and roles to allow access to the Timesheets screen.

Configure profile access

  1. Go to Admin.

  1. From the Accounts and Security section
  2. Select Profiles.
  1. In the Profile column, select the name of the profile you want to update (for example, Employee). This will open the Profiles - Editing screen.
  2. Click the Data Screens tab. You will see this screen:
  1. In the Timesheets row, tick the Show column to enable the Timesheets screen for the profile, and then configure the other settings for the Timesheets screen
  1. At the bottom of the screen, select Save. Repeat these steps for any other appropriate profile (for example, the profile that line managers use to view data for their direct reports)

Configure roles

  1. Go to Admin.

  1. From the Calendars and Time section
  2. Select Roles.
  1. In the Role column, select the name of the role you want to update (i.e. the role that all employees should have as standard, for example, Employee). This will open the Roles - Editing screen.
  2. Click the Activities tab.
  1. In the Employee Menu/Quick Links section, enable Timesheets and Self Service Timesheets. If you want to allow employees to add notes to their timesheets, enable Edit Notes.
  1. At the bottom of the screen, select Save.