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      Manage Activities Manually

      The Manage Activities Manually option enables the available activities that an employee can add to their timesheet to be restricted by HR Professionals and their Line Manager. This could be useful if you only want an employee to see one project and not have access to the others. This article shows how this option works and contains the following sections:

      1. Manage Activities Manually = Not Ticked
      2. Manage Activities Manually = Ticked

      1. Manage Activities Manually = NOT TICKED

      If the Manage Activities Manually option is not ticked, the employee will be able to choose any timesheet activity from any project to add to their Timesheet.

      • Search for an employee and navigate to: Time Recording >> Timesheet Activities:
      1. Manage Activities Manually = NOT TICKED

      2. Manage Activities Manually = TICKED

      If the Manage Activities Manually option is ticked, you can choose which activities an employee can search for and add to their Timesheet.

      • Search for an employee and navigate to: Time Recording >> Timesheet Activities:
      2. Manage Activities Manually = TICKED
      • To make an Activity available for the employee, add that Activity to the activities list on this screen.

      Note:

      • If this option is ticked and no activities are added to the list, the employee will not be able to select any Activities.
      • You can use the Effective dates so that an activity is only available to the employee for a certain period of time (although these must fall within the Effective dates of the Activity itself).
      • The supported time types will be inherited from the activity. If you don't want one of these time types to be available to this employee, simply untick the appropriate tick-box. For more information, see: Time Types.
      • The checkbox will be locked if that employee's record is involved in a running 'Edit My Personal Information', 'New Starter' or 'Leaver' process.