You can set up Weekly Timesheets for your Attendance Rules by enabling the feature for the relevant calculation group, defining the generation period, and assigning the correct templates. Follow the steps below to get started.
⚠️Important: The menu options required to access Weekly Timesheets vary by role. Ensure the correct menu options are assigned before configuring. See the Menu options section below for details.
Configure Weekly Timesheet settings
To configure Weekly Timesheets, navigate to WFM Admin Dashboard > WFM Configuration > Timesheets > Weekly Timesheet Settings.
Enable the Weekly Timesheet functionality for the relevant calculation group.
Set the generation period to define how far ahead timesheets are created.
Assign the correct Manager and Employee templates.
Menu options required
The following menu options must be assigned to the relevant roles to allow access to Weekly Timesheet functionality.
Role | Menu Option | Menu ID |
Admin | Weekly Timesheet Admin |
|
Manager | Weekly Timesheet Manager |
|
Employee | Weekly Timesheet Employee |
|
Employee (Native App) | Native App - Timesheet - Weekly Timesheets |
|
Admin | Generate Weekly Timesheets |
|