Assigning Timesheets

After giving users permission to use the timesheet and setting up their employee record, it is time to review the types of timesheets and assigned to groups of users.

Types of Timesheets

The timesheet forms that appear in the web are pre - built forms. There are 12 forms available with different sets of fields available. Some of the fields on the forms maybe be required. Which timesheet is used for which group of users will depend on what fields they need to fill out.

Note: Required fields can be disabled for one Timesheet. This is done using a setting in the Lucity Admin tool.

Field Types

Text Box

Drop Down

Note: The Project Numbers, Account Numbers, and Tasks fields require additional setup.

Assigning Timesheets

1. After choosing which timesheets will be used they need to be assigned to groups.
2. Open the Lucity Administration tool.
3. Go to Security > Assign Groups to Forms....
4. On the left in the Groups column choose a group.
   • These are groups configured in the Lucity Security program.
   • Remember, you can either choose one group that everybody is in and assign one or more forms to it or you can assign one of more forms to each group.
5. Check the Show All Views/Forms box in the middle.
6. On the right in the Avaliable Views/Forms column select one of the timesheet forms.
7. Click the Assign Groups button.

   

   Note: If a user ends up with only one timesheet assigned to them through their groups, the timesheet button will automatically open that timesheet. Any users with two assigned timesheets will get a dropdown list of available timesheets when they click the timesheet button.