Time Sheet Approval Configuration

The ]po[ Timesheet2 Approval Workflow requires the package Timesheet2 Approval Workflow

The package is provided in all ]po[ distributions but is yet to be installed. Please go to Packet Manager (ADMIN->Package Manager->Install packages) and perform the installation. 

Customization of the ]po[ Timesheet Approval Workflow 

The following "check list" should give an idea how a standard TS Approval Workflow can be extended.

WF Design: 

Workflow Step: "Inquire for approval"

  • User confirms hours per week
  • User confirms hours per month
  • User confirms per month or week

Workflow Step: "Approval

  • Approver does approve
    • System sends email notification to user
    • User receives notification in WF Inbox
  • Approver does not approve
    • System sends email notification to user
    • User receives notification in WF Inbox
    • User needs to confirm denial of approval
      • Approver will be informed about user confirmation
        • By notification in WF inbox
        • By email notification
  • Approver can't approve due to absence
    • WF adminsitrator / HR Manager can reassign task to other user
    • System sends email notification to user
    • User receives notification in WF Inbox
    • System sends email notification to Approver initially assigned
    • Approver initially assigned receives notification in WF Inbox

System Behaviour:

State: "Approval transmitted"

  •     System determines Approver
    • Supervisor
    • Project manager
    • Other
State: "Approval Pending"
  •     Block entry of hours for period of approval inquiry
  •     Allow entry of hours for period of approval inquiry
    • New request for Approval will automatically delete existing one

  • Allow changes of hours logged by Approver
    • System sends email notification to user
    • User receives notification in WF Inbox
State: "Approved"
  • Blocking new entries/changes of hours for already approved period
    In the default configuration users can abolish an already made approval for a given period simply by adding new hours (or change already entered hours) within the approved period.
    In this case the approval already made will be removed and a new WF will be initiated. This behaviour is usually preferred over "hard blocking" changes for the following reasons: 
    • It is assumed that changes that happen after an approval are exceptions and that users make them for a good reason 
    • The approver gets notified about the changes and can still deny them or ask the user to reverse them
    • No need to provide an additional feature and configuration setting that would allow other parties to change hours
    • If already approved hours are changed by another party, an additional process needs to be in place to ensure the employee is getting informed about the changes made 

    If "hard blocking" is still required, additional configuration steps and extensions to the current implementation will be necessary.
    • Who should be capable of manipulating hours that have been approved? 
      Permission can be set based on Context Role (PM of the project) or Application Role (User group)
    • Should the system take any role in informing the affected employee or getting his approval? 
    • Is it necessary to protocol the changes since logging data as tracked by the WF will be different from the data that has been changed outside the WF.
    • etc. 

    Please get in touch with us to get an estimation of effort. Describe your requirements as detailed as possible.

  • Allow adjustments by requester to already approved hours until a certain day of the following month
    • System sends email notification to user
    • User receives notification in WF Inbox
  • Allow adjustments by Approver / HR department to already approved hours
    • System sends email notification to user
    • User receives notification in WF Inbox

]po[ TS Approval Process support: 

References: 

Related Tutorials:

Related Object Types:

Related Packages:

Related Modules:

 

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