]po[ Timesheet Workflow

When at least one timesheet entry is made, a button appears on the last weekday. ­

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Clicking the button results in a confirmation message:­

­ Following the employees supervisor receives a request for approval in his "Home Workflow Inbox:

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  Starting the approval process, the supervisor will be redirected to the following screen. The supervisor he can either approve or reject the approval or change the attributes.  

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­Customization of the ]po[ Timesheet Approval Workflow 

To many organizations the above described WF serves merely as framework. The following  "check list" should gibe an idea how a standard TS Approval Workflow can be extended so that it suits the requirements of larger companies. 

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"

• Block entry of hours for approved period
• 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: 

• Report: Weekly TS View - Status of approval 
• PM send reminder emails to employees that have not yet applied for approval
• System sends email reminders automatically on a certain date
  

­Related Tutorials

• Timesheet Management Tutorial
  

Related Object Types

• Timesheet Confirmation Object
• Timesheet Tasks
• Timesheet Invoice 
• [Timesheet Approval]

Related Packages

• Timesheet Invoices
• Timesheet Tasks

Related Modules

• Finance

Package Documentation

TCL Libraries

tcl/intranet-timesheet2-workflow-procs.tcl

Definitions for the intranet timesheet workflow

TCL Procedures

eval_wf_start_date		Helper routine to evaluate start for each week in TS calendar view for Weekly TS confirmation
im_timesheet_conf_new_page_wf_perm_delete_button		Should we show the "Delete" button in the TimesheetConfNewPage? The button is visible only for the Owner of the timesheet and the Admin, but nobody else during the course of the WF.
im_timesheet_conf_new_page_wf_perm_edit_button		Should we show the "Edit" button in the TimesheetConfNewPage?
im_timesheet_conf_new_page_wf_perm_table		Returns a hash array representing (role x status) -> (v r d w a), controlling the read and write permissions on the Timesheet Conf Object's new page, depending on the users's role and the WF status.
im_timesheet_conf_obj_status_active
im_timesheet_conf_obj_status_deleted
im_timesheet_conf_obj_status_rejected
im_timesheet_conf_obj_status_requested
im_timesheet_conf_obj_type_default
im_timesheet_conf_object_delete		Delete a confirmation object for the specified (main-) project that covers the specified day.
im_timesheet_conf_object_new		Create a new confirmation object
im_timesheet_workflow_spawn_update_workflow		Check if there is already a WF running for that project/user/date and either reset this WF or create a new one if there wasn't one before.

SQL Files

sql/postgresql/intranet-timesheet2-workflow-create.sql
sql/postgresql/intranet-timesheet2-workflow-drop.sql
sql/postgresql/intranet-timesheet2-workflow-workflow.sql
sql/postgresql/update/upgrade-4.0.3.0.0-4.0.3.0.1.sql
sql/postgresql/update/upgrade-4.0.3.0.1-4.0.3.0.2.sql
sql/postgresql/update/upgrade-4.0.3.0.2-4.0.3.0.3.sql
sql/postgresql/update/upgrade-4.0.3.0.3-4.0.3.0.4.sql
sql/postgresql/update/upgrade-4.0.3.0.4-4.0.3.0.5.sql
sql/postgresql/workflow-timesheet_approval_wf-create.sql
sql/postgresql/workflow-vacation_approval_wf-create.sql

Content Files