Agresso - How to Designate a Substitute for Timesheet Approval
Please Note: If this is your first time setting up a substitute timesheet approver, please scroll down further below for a current work-around on how to do so.
Log into Agresso and select Your Employment >> Activate Your Substitutes.
Under the Your Substitutes option, the out of office date range and substitutes can be setup.
- First, set up the Absence status. Change it to I am currently out of the office.
- Select the Absence date from.
- Select the Absence date to.
- To set up Timesheet substitutes, on the Type column select Element Type.
- On the Element Type column select Timesheets.
- Then, select the substitute on the Substitute column.
- For the Valid from , enter the same date as above or a different date.
- Same as the Valid until column.
- After everything is setup select Save at the bottom of the screen. Note: The Absence date to or the Valid Until dates will expire the substitute approval period, so this does have to changed once you return.
Note: It is recommended that you select a primary substitute and a secondary substitute to cover for any unexpected absences and to ensure that timesheet approval occurs without delay. This is done by adding a new row for each substitute.
Work-Around for First-Time Substitute Approval Set-Up
Issue: The username does not appear in the WF user field to set up a substitute timesheet approver if a user has not previously set up a substitute. Until the next update is installed to resolve this issue, please use the following work-around:
- Open the Activate your Substitutes screen.
- Click Save without trying to change anything.
- Then click Clear - this should activate the Absence status field and their username should show in the WF user field.
- Select the required drop down options and then tab out. The rest of the fields should now activate and the user can Save.
Please Note: If this is your first time setting up a substitute timesheet approver, please scroll down further below for a current work-around on how to do so.
Log into Agresso and select Your Employment >> Activate Your Substitutes.
Under the Your Substitutes option, the out of office date range and substitutes can be setup.
- First, set up the Absence status. Change it to I am currently out of the office.
- Select the Absence date from.
- Select the Absence date to.
- To set up Timesheet substitutes, on the Type column select Element Type.
- On the Element Type column select Timesheets.
- Then, select the substitute on the Substitute column.
- For the Valid from , enter the same date as above or a different date.
- Same as the Valid until column.
- After everything is setup select Save at the bottom of the screen. Note: The Absence date to or the Valid Until dates will expire the substitute approval period, so this does have to changed once you return.
Note: It is recommended that you select a primary substitute and a secondary substitute to cover for any unexpected absences and to ensure that timesheet approval occurs without delay. This is done by adding a new row for each substitute.
Work-Around for First-Time Substitute Approval Set-Up
Issue: The username does not appear in the WF user field to set up a substitute timesheet approver if a user has not previously set up a substitute. Until the next update is installed to resolve this issue, please use the following work-around:
- Open the Activate your Substitutes screen.
- Click Save without trying to change anything.
- Then click Clear - this should activate the Absence status field and their username should show in the WF user field.
- Select the required drop down options and then tab out. The rest of the fields should now activate and the user can Save.