Setting workflow conditions in timesheet templates
Looking for help with this feature in Polaris? Check out Setting workflow conditions for timesheet templates in the Polaris help.
Workflow conditions determine when users can submit their timesheet.
To add a workflow condition, click + Workflow Condition and select an option from the list. Repeat to add additional conditions.
The workflow conditions are not applied when a billing, payroll, or cost manager bypasses regular approvals to approve an unsubmitted timesheet.
The default workflow conditions are explained below.
|
Workflow condition |
Description |
|---|---|
|
Attestation Acceptance Required |
Prevents the user from submitting their timesheet unless the check box in the Attestation component is checked |
|
Errors prevent submission |
Prevents the user from submitting the timesheet if there are any validation errors. Validation checks either produce warnings or errors, depending on how the validation rule is configured. |
|
No early submission |
Prevents the user from submitting the timesheet before the last day of the timesheet period |
|
Prevent changes to invoiced timesheets |
Prevents timesheets from being reopened and edited if there are invoices using their data. If an invoiced timesheet is reopened and edited, the deltas that are created will become available as new billing items you can include on invoices. |
|
Prevent Payroll Managers approving own timesheet |
Prevent users who are assigned a 'Payroll Manager' type user role from being able to approve their own timesheet. |
|
Prevent submission if no break waiver selection |
Timesheets cannot be submitted if there are missing Break Waiver selections. Applicable for In/Out timesheets where a meal break validation with waiver or attestation is used. |
|
Prevent submission if time entries not submitted |
If users submit individual time entries, prevent timesheet submission if any individual time entries are not submitted. |
|
Restrict Re-Opening Approved Timesheets |
Blocks supervisors from reopening approved timesheets. This is useful if a supervisor approve timesheets belonging to users they don’t supervise (therefore they need Edit Timesheet permission enabled, which allows them to reopen timesheets), but they should not be able to reopen timesheets that are approved. |
|
Warnings prevent submission |
Prevents the user from submitting the timesheet if there are any validation warnings. Validations checks either produce warnings or errors, depending on how the validation rule is configured. |
Related topics
Setting up timesheet templates
Setting up timesheets (video)
How timesheets work