Clarity

  • 1.  Automating Timesheet Approvals

    Posted Jul 10, 2013 12:34 PM
    We have an end user that had asked me to look into automating
    approval of submitted timesheets.

    We are not looking to automatically approve every submitted
    timesheet, but rather only those timesheets that remain submitted
    but not approved at the end of our fiscal period (once every 4 weeks).

    So ideally it would be something that can be scheduled. Generating
    a notification is not necessarily a requirement.

    I noticed there was an out of the box Clarity job that enables the running of
    processes that are not attached to a particular object. I don't think this
    will work here as the timesheet approval process is attached to the timesheet
    object from a Clarity Process perspective.

    Has anyone out there implemented similar functionality, and if so, would
    you be willing to share details?

    Any and all input is appreciated. Thanks!


  • 2.  RE: Automating Timesheet Approvals
    Best Answer

    Posted Jul 10, 2013 01:53 PM
    You could start with the process that comes with Clarity
    Conditional Automatic Approval
    Process for automatically approving a labor resource's timesheet if hours fall within a certain range.
    Then look further at
    6401807

    Martti K.


  • 3.  RE: Automating Timesheet Approvals

    Posted Jul 11, 2013 08:13 AM
    Thanks Martti!!!!!! Helpful as always!!!!!


  • 4.  RE: Automating Timesheet Approvals

    Posted Jul 11, 2013 08:56 AM
    To me, I think the problem starting out with a timesheet related Clarity-process is that you probably don't want all these redundant (and possibly long-running) processes sitting around on your queue for the (say) 95% of the timesheets which are approved "in time".

    So I would be looking for something that could pick up the 5% of timesheets and then doing something with them - not sure if updating the timesheet thru XOG works to "approve" a timesheet but that is what I'd look at first ; then I would just build a fairly simple job that found the timesheets (thru SQL), then approved them (thru XOG) - the code that ran this job could be anything (java, GEL, whatever) - I'd probably just use GEL and keep it all "in" Clarity.

    :unsure: