Hello there.
I want to start off by saying that our organization is new to D365.
Here are some facts:
- We are using Project timesheets because of our need to bill customers for time worked and to manage our projects.
- All employees use these timesheets, there is a PTO project for backend employees that do not bill projects.
- We do not process payroll in D365, we produce a work/leave file that a 3rd party processes for us.
- We do not want to Auto Approve or Auto Post - HR/Payroll wants a final review for need changes before the file is produced and sent to the 3rd party.
We are looking for a way for our HR/Payroll department to be able to have complete Admin control over all timesheets. They will need to be able to Approve any timesheet on an as needed basis. For example, HR/Payroll would create a timesheet for someone that is out for a medical reason. They then would Approve that timesheet without the need to involve that employee's manager (the person who would normally be the one approving the timesheet). I don't need 2 levels of approvers, but I want HR/Payroll to be a 'backup' approver for everyone all of the time.
We know that we can add the HR/Payroll department as delegates to everyone in the company so that they can create and edit timesheets.
Issue: How can we give the HR/Payroll department the ability to Approve anyone's Project timesheet in the company?
Thanks,
Charles
