Setting up a parent or master timesheet template allows organizations to efficiently manage multiple timesheet templates that share similar configurations. By creating a master template with core rules and settings, other templates can inherit these rules automatically, ensuring consistency and reducing the need for repetitive updates across templates. This approach simplifies administration and improves accuracy by centralizing control of common policies, while still allowing flexibility for individual templates to customize specific rules as needed.
This feature is especially valuable for organizations with diverse departments or teams that require similar time tracking standards but also need some tailored adjustments. For example, a company might mandate billable time entry rules across the entire organization through the master template, while letting each department customize their minimum weekly hour requirements. When updates are made to the master template, all inheriting templates receive those changes automatically, saving time and minimizing errors. This streamlined rule inheritance enhances policy enforcement and ensures timesheet compliance at scale.
This article details how to set a parent or master timesheet template from which other templates can inherit rules. Click here to view the article on how to set a timesheet template to inherit rules from a parent template.
- From the Icon Bar click Setup
. - From the Navigation Menu click Timesheet.
- From the available options select Timesheet Templates.
- From the Timesheet Templates list that displays, click the Name of the Timesheet Template you wish to access.
- Upon the Timesheet Template Edit page displaying, navigate to the Rules tab.
- Set the rules for the master or parent timesheet template accordingly, keeping in mind any rule that require being automatically cascaded down to any inheriting template (inheritor).
- Lock the Inheritance button (denoted by the lock), to the left of each rule, for those that are not to be altered by any inheritor, by clicking it
Note:
- Clicking the Inheritance button (denoted by the lock), allows the toggling between locked and unlocked, therefore to lift the enforcement of inheritance for any rule, simply click the Inheritance button to unlock it.
- There is no grandparent inheritance, only a direct parent-child relationship. Due to this, if a rule is locked at a parent level, the child rule will not allow for changing the lock setting either.
- Click Save.
- View the enforcement of inherited rules on a timesheet template: View the enforcement of inherited rules on a timesheet template wherein the parent template, you created, is selected as the one from which to inherit rules. Click here to view the article on how to set a timesheet template to inherit rules from a parent template.
