Prevent Self-Approval of Timesheets by Portfolio Managers

The option to prevent Portfolio Managers from approving their own Timesheet is available from the Timesheet Workflows. When selected, the Portfolio Manager’s Timesheet will be assigned to their Group’s Approval Manager. In cases where the Approval Group Manager is set as Out Of Office in PSA, their Approval Group’s Alternate Manager will be assigned to the State.

Scenario:

Audrey, the system administrator is tasked to configure the Timesheet approval process that is to bar Portfolio Managers from approving their own Timesheets. She can now easily select Prevent Self-Approval for a State assigned to Portfolio manager.

When the Timesheet is pushed to Workflow State where:

  • The Prevent self-approval was enforced.
  • State is assigned to the Portfolio Manager.
  • Workflow Notification is setup and intended for either the Portfolio Manager.

Porfolio Manager's Approval Group Manager receive the Notification and are thus alerted to Timesheets requiring their attention.

Please be advised that, if the Portfolio does not have a named Manager, the Notification is sent to the Timesheet Users Approval Group Manager instead.

This article details how to configure Timesheet Workflows to prevent Portfolio Managers from approving their own Timesheets. The system redirects approvals to the Group Approval Manager or an alternate if out of office.

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Timesheet.
  3. From the available menu options select Timesheet Workflows.
  4. From the Timesheet Workflows list that displays, click the Name of the Timesheet Workflow you wish to access.
  5.  Click the Assignments tab on the left pane
  6. Select an Assignment Rule you wish to modify
  7. Choose the Prevent Self-Approval option for a State assigned to Portfolio Manager.

    Note:

    • The Prevent Self-Approval option is only visible and available when Portfolio Manager is selected as the Assign to option.
    • With this options is selected, upon a Portfolio Manager submitting their Timesheet:
      • The Portfolio Managers Timesheet will be assigned to their Group’s Approval Manager.
      • In cases where the Portfolio Manager’s Approval Group Manager is set as Out Of Office in PSA, their Approval Group’s Alternate Manager will be assigned to the State.
  8. Click Save then Close.
  9. Click Save to save the workflow.