As a timesheet approval manager, you can send an e-mail notification to a timesheet resource at any time. For example, you may want to remind a resource or group of resources about not submitted timesheets.
Whenever you choose to send an e-mail, the body of the e-mail is automatically populated based on your timesheet filter selection in Timesheet Approval. You can edit the body of the e-mail as necessary.
To send an e-mail to an individual timesheet resource
- In Timesheet Approval, select the appropriate timesheet in the Timesheet Table.
- Click
.
The e-mail is automatically addressed to the resource associated with the timesheet. The subject and body of the e-mail are automatically populated based on your timesheet filter selection. You can edit the e-mail as necessary.
- Click Send E-mail.
To send an e-mail to a group of timesheet resources
- In Timesheet Approval, if applicable, click
above the Timesheet Table to select the appropriate timesheet filter.
Tip: You can send an e-mail to multiple timesheet resources regardless of your filter and group by settings. This step is intended to help you organize your timesheets into logical groups before sending an e-mail.
For example, if you want to send a reminder to all timesheet resources who have not submitted a timesheet for the current period, set the timesheet filter to Not Submitted.
Alternatively, if you set the timesheet filter to All, you can click
and group timesheets by Status.
For more information on filter and group by options, see Customize Timesheet Approval.
- Use Ctrl-click or Shift-click to select all of the timesheets associated with the resources you want to e-mail.
- Click
.
The e-mail is automatically addressed to the resources associated with the selected timesheets. The subject and body of the e-mail are automatically populated based on your timesheet filter selection. You can edit the e-mail as necessary.
- Click Send E-mail.