The first steps in setting up the Timesheet are to make sure that users have permission to access the it and that users are in groups to which the Timesheet can be applied.
Timesheet Groups
Open the Security program and go to Security > Users/Groups Setup.
Create two new security groups: 1) one for Timesheet Users and 2) one for Timesheet Administrators.
Doing so will make it easier to identify users who should or shouldn't have permissions for different parts of the Timesheet.
Assign regular users to the Timesheet users group.
Assign users who check over or manage the Timesheets to the Timesheet Admin group. Timesheet Admins are the HR users that review timesheets, lock time timesheets, and setup pay periods.
Note: Consider the broader group setup within Lucity, as well. In a later step, you will assign Timesheet forms to groups. An agency could choose to assign one or more forms could to all Timesheet users. Or, it could choose to apply different Timesheet forms to different security groups (e.g., Sewer department vs Streets department), depending on their needs. This is a good opportunity to confirm that users are in groups that make sense for your organization.
General Web Permissions
Users must have permission to use the Lucity Web Dashboard to use the Timesheet. If they don't already have this permission, follow these steps to give them access:
Within the Security program, go to Security > Permissions Setup.
On the left side, select the Timesheet Users group and the Timesheet Admin group.
On the right side, expand the General category and mark the Dashboard and User Preferences option.
Select Edit Own Record, General – Edit, and Run.
Click the << Grant button in the middle of the screen.
Timesheet User Permissions
The Timesheet User permissions are sufficient for both general users and supervisors. They enable general users to view and edit their own Timesheet. Supervisors have the ability to view and edit their own Timesheet, as well as rights to view the timesheets of any of their employees.
Within the Security program, go to Security > Permissions Setup.
On the left side, select the Timesheet Users group.
On the right side, expand the Work category and mark the Timesheet option.
Select Edit Own Record, General – Edit, and Run.
Click the << Grant button in the middle of the screen.
Timesheet Admin Permissions
The Timesheet Admin permissions allow the timesheet administrator to view and edit his or her own Timesheet, as well as the Timesheets of all other users. The administrator can also lock Timesheets to disable editing.
Within the Security program, go to Security > Permissions Setup.
On the left side, select the Timesheet Admin group.
On the right side, expand the Work category and mark the Timesheet option.
Select Edit Own Record, General – Edit, Payroll Admin, and Run.
Click the << Grant button in the middle of the screen.
