Timesheet (Claim) on Behalf
Overview
The Timesheet on Behalf feature allows managers or administrators to submit, review, or edit claims on behalf of their team members. This is useful in situations where team members are unable to submit their claims directly.
Steps to Create or Edit a Claim on Behalf:
- Select the User: Choose the employee or contractor for whom you want to submit the claim from a dropdown list.
- Weekly Claim Card:
- STATUS: Set the claim status (Pending, Ready for Review, Approved, Rejected).
- WORKING HOURS: Enter the total working hours for the week.
- TIME-OFF: Input the number of days off, if applicable.
- Create or Edit Claim: Click on the "Create" or "Edit" button to enter the details for the selected week.
Additional Options
- Ready for Review Checkbox: Once the claim is complete, check this box to send it for approval.
- Monthly/Weekly View: Toggle between weekly and monthly views to see the claimed hours over time.
- Missing Claims: If there are any weeks with missing claims, a notification will appear with the option to create a new claim for those weeks.
Screenshots:
- Select User Dropdown: [Insert screenshot showing how to select a user from the dropdown].
- Weekly Claim Card (On Behalf): [Insert screenshot of the claim submission on behalf of a user].