Post

4 followers Follow
0
Avatar

Automated Timesheet Reminders

Hi, 

How can I set up automatic timesheet reminders to go out on a certain day of each week to all resources? 

I would also like to set up an additional automatic timesheet reminder to go out once a month which I can add a standard message to? 

 

Many thanks 

Sam Carrington-Stait Answered

Please sign in to leave a comment.

9 comments

0
Avatar

Hi Sam,

The best way to do that is using a scheduled work flow rule.

There's a couple of ways to do both, but the basic way is just send a plain reminder with link to Clarizen TT module.

 

Tamir Avital,

CSM

Tamir Avital 0 votes
Comment actions Permalink
0
Avatar

Hi Tamir, 

When setting a workflow rule on the 'Timesheets' object, I don't see the scheduling option. Can you help?

 

Priyanka Patil 0 votes
Comment actions Permalink
0
Avatar

Hi Priyanka,

Could you provide screenshots of your process? You would need to go to "Settings > Configure" then click on module you want on the left and then click "Create New Scheduled Workflow Rule".

Tom Do 0 votes
Comment actions Permalink
0
Avatar

Hi Tom, 

I found out from other Clarizen Support that if I set up 'Approval reminders' the system automatically send Timesheet approval reminder emails to Direct managers once every week. So i didn't need to set up a Scheduled Workflow rule. 

Thanks for your help. 

Priyanka

 

Priyanka Patil 0 votes
Comment actions Permalink
0
Avatar

I do not want to send out timesheet approval reminders to all direct managers.  I just want to be able to send them to managers who request them.  I set up a scheduled workflow rule to do so; however, it will send an email every time a task is submitted for the resources I specify (some of our resources have a lot of tasks) so it can be up to 10 emails a day.  Is there a way that I can make the scheduled workflow rule only send a timesheet approval reminder when the timesheet reaches a total of 40 hours and not on EVERY time submission on EVERY task?

Andrew Marris 0 votes
Comment actions Permalink
0
Avatar

Hi Josh,

 

I tried looking into the Timesheet Reporting Compliance App as you suggested.  Is this app still available?  We were unable to download it and every time I attempt to click on the app in the marketplace, I keep getting re-routed to the homepage. 

 

Thanks for your help.

 

Regards,

Andrew

Andrew Marris 0 votes
Comment actions Permalink
0
Avatar

Hi Andrew, I am having the same issue. Let me look into why this is happening.

Josh Santos 0 votes
Comment actions Permalink