After giving users permission to use the Timesheet and setting up their Employee records, an agency should consider the types of Timesheets available and how they are assigned to groups of users.
Types of Timesheets
Twelve different Timesheet Forms are already installed with Lucity Web. The type of timesheet used by a group of users depends on the types of timesheet data they are required to provide.
The table below identifies which Timesheet fields are required for each of the pre-existing Timesheet Forms.
Note: The Project Numbers, Account Numbers, and Tasks fields on a Timesheet require additional setup.
Assigning Timesheets
After choosing which Timesheets your agency will use, the forms must be assigned to groups.
Open the Lucity Administration Tool.
Go to Security > Assign Groups to Forms....
On the left, in the Groups column, choose a group.
Groups are configured in the Lucity Security program.
You can either:
choose one group that contains all users and assign one or more Forms to it; or
select specific groups individually and assign one or more Forms to them.
Check the Show All Views/Forms box in the middle of the screen.
On the right, in the Avaliable Views/Forms column, select one of the Timesheet Forms.
Click the Assign Groups button.
Note: If a user ends up with only one Timesheet assigned through his or her groups, the Timesheet button on the Dashboard automatically opens that Timesheet. Any users assigned two Timesheets will see a drop-down list of available Timesheets when they click the Timesheet button.
