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Microsoft Dynamics GP (Archived)

How to setup an employee with direct manager for setting up timesheet workflow in GP2015?

Posted on by Microsoft Employee

Hi,

I hope someone would have setup the new timesheet workflow available in GP2015.

We are trying to achieve the following scenario with this workflow.

- When the employee submits his timesheet, it  should go to his direct manager for approval.

How to set this up in GP2015?

Any comments are  highly appreciated.

Thanks & Regards,

Renjan

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to setup an employee with direct manager for setting up timesheet workflow in GP2015?

    Hi Jared,

    Thank you for your response.

    I managed to setup the workflow in another way. However, I would like to appreciate you for taking time to reply to my query.

    Cheers,

    Renjan

  • Verified answer
    Jared Hall Profile Picture
    Jared Hall on at
    RE: How to setup an employee with direct manager for setting up timesheet workflow in GP2015?

    Hi Renjan,

    All Workflow assignments are based on the Active Directory user (Windows Account). For Workflow types for which an Employee ID is important (e.g., timesheets, timecards), we need to be able to link the Employee ID to the AD user ID for the employee. So there is a little more setup that you need to do for employees for these workflow types than you would need for most workflow types.

    1. On the Employee Additional Information Maintenance window, make sure there is a GP User ID assigned to each employee that will be submitting timesheets.

    2. In the User Setup window, make sure there is a Windows Account assigned to each GP User ID for those employees.

    3. On the workflow step, when setting up the workflow in Workflow Maintenance, set the Selection Type to "Hierarchy", Start From "Employee", and Assign To "Direct Manager".

    I hope this helps.

    Jared

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