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Admin – Edit Timesheet Policy (Manage Tab)

Summary

 Admins can edit existing timesheet policies from the Manage tab in the Timesheet page. This allows adjustments to the policy's name, description, assignments, and schedule.

In this article

  •  Before you begin
  • Step 1: Navigate to the "Manage" Tab
  • Step 2: Edit a Timesheet Policy
  •  Frequently Asked Questions (FAQ)

Before you begin

  • You must be logged in with admin permissions to edit timesheet policies.
  • Ensure you are familiar with the existing timesheet policies before making any edits.

Step 1: Navigate to the "Manage" Tab

  1. Log in to your Plumm account.
  2. Go to the Timesheet page in your dashboard.
  3. Click on the "Manage" tab to view all existing timesheet policies

Step 2: Edit a Timesheet Policy

  1. Find the Policy: Locate the policy you wish to edit from the list of existing timesheet policies.
  2. Click the Three-Dot Menu: On the right side of the policy, click the three-dot menu (⋮).
  3. Select "Edit": From the dropdown, select the "Edit" option. This will open a sidebar for modifying the policy.
  4. Edit the Following Fields:
    • Timesheet Name: Modify the name of the timesheet policy as needed.
    • Description: Edit the existing description to match any changes in the policy.
    • Assign To: Choose from the following options:
      • All Employees: The policy will apply to all users.
      • Select by Name: A new dropdown labeled "Select Members" will appear, allowing you to manually select specific users.
    • Is Monthly (Toggle Button):
      • If ON, the timesheet policy will be based on a monthly schedule.
      • If OFF, it will be based on a weekly schedule.
    • Timesheet Period: Select the appropriate Timesheet Period from the dropdown, which determines when the timesheet will begin appearing for the assigned users.
  5. Submit the Changes: After making the necessary adjustments, click Submit to save the changes to the policy.

Frequently Asked Questions (FAQ)

1. Can I edit an existing timesheet policy?

 Yes, you can edit any existing timesheet policy by selecting "Edit" from the three-dot menu next to the policy.

2 .  What happens if I change the "Timesheet Name"?

The Timesheet Name will be updated, and the new name will reflect wherever the policy is used.

3.  Can I change who the policy applies to?

 Yes, you can modify who the policy applies to by selecting either "All Employees" or "Select by Name" (for manual user selection).
 
 

 4. What is the difference between "Is Monthly" and "Is Weekly"?

  • Is Monthly: The timesheet policy will follow a monthly cycle.
  • Is Weekly: The timesheet policy will follow a weekly cycle.

 5. Can I change the timesheet period after the policy has been created?

 Yes, you can select a new Timesheet Period from the dropdown to define when the timesheet will appear for assigned users.

 
 
This feature helps admins adjust timesheet policies effectively for users, ensuring the right schedule and user assignments are in place for accurate tracking.