Timesheet Workflow Roles

The PSA Timesheet module is based on the concept of workflows, where all timesheets proceed through pre-defined steps and adhere to the approval process in place, as determined by the administrator. Each step is owned by a Role, and each Role in turn is owned by a User.

A timesheet role is a role or title assigned to a user, with regards to a timesheet, for the purpose of acting on a timesheet, within a specific State.

Roles determine who can access, view and modify the timesheet throughout the workflow.

Example: Standard users are most often involved in completing a timesheet, while managers are responsible for approving or rejecting those same timesheets. Roles also assign responsibility for parts of the workflow to certain individual users.

Once roles are defined, they are then assigned to users. You can use the out-of-the-box Workflow Roles, or define new roles whenever the need arises. For more information visit Workflow Roles.