How do I manage people based on their role, department or permission level?

        1. Logi in as Admin, click Settings (on extreme right).

        2. Under Settings, click Time and Expense.

        3. On Time and Expense Settings page, click People.

        4. Under Mange People, select Person Type (Employees, Contractors, Resources and Approvers) and Person Status (Active/Inactive).

        5. Click Add Skills, Add Approver and Add Person (as per the project needs).

        6. Under selected Person Type list, click Action against the name of individuals (define their permission level, job title, department and hourly rate) to manage their profiles, approval path, time-off and assigned projects.

        7. Click Save, once changes made.

        8. Click Delete or Inactivate to delete or inactivate an individual’s profile.

 

How do I enable timesheet and expense approval directly via email?

How do I add or edit the approval mechanism?

How do I create a timesheet to bill my people?

How do I check approval details?

How do I view a timesheet and approve or reject timesheet?

Expense sheet approval from email

How do I create and send expense sheet for approval and track its status?

How do I approve or reject expenses sheet via email?

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