Inquiry By Resource
The Inquiry section allows you to browse through the history of timesheets submitted by all the resources under your responsibility. To access this view, click on the Go to Inquiry button at the top of your Approval screen.
If you do not have any timesheets pending approval, clicking on Resources in the sidebar will take you to the Inquiry by Resource screen automatically.
Once in this section, you will have to select your criteria for the timesheets you would like to view.
- Resource: Select the groups you would like to see from the drop-down list OR filter your resources by keyword (employee number, partial name, etc.)
- Period: Select Current Period, Last Period or Current Month OR select a date range.
- Status: You may also choose to see only specific statuses for each entry type. Activating the next to one of the types will sort the timesheets according to statuses (e.g., Sorting by Time statuses will show you the timesheets with New time entries first, then Waiting for approval, and so on.)
Once you have selected your criteria, click Apply to display the results.
Timesheets displayed in order of Time entry status.
Just as in the approval screen, you can view individual timesheets by clicking on the resource’s name. The timesheet will then be displayed in the right panel.
You can perform approval or rejection actions on timesheets from the inquiry screen as long as they have not yet been transferred. Once transferred, corrections are also no longer possible.