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Finance | Project Operations, Human Resources, ...
Answered

Timesheet approval for CEO

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Posted on by 29

Hello,

In my company our CEO hands in a timesheet, like all the other employees, the way it's been handled in the workflow is creating a conditional decision that checks specifically for the CEOs name. If it's the CEOs timesheet then it gets redirected to the VP.

It just seems a bit "clunky" having to use the CEOs name in the workflow, is there something in standard where the CEOs (or other top management) timesheets can get redirected automatically?

Br Joachim

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  • Suggested answer
    Gaurangkumar Jani Profile Picture
    4,534 User Group Leader on at

    Hi Joachimpwc

    I had the same scenario where Expense was submitted by one of the employees on behalf of CEO & MD.

    I just used condition to bypass the approval to CFO, instead of next reporting person. Not only that, but I also used the worker name to identify the worker, as there was no other sophisticated solution.

    I think that's the only solution right now out-of-the-box in FO.

    Please let us know if this helps.

    Thanks,

  • Verified answer
    André Arnaud de Calavon Profile Picture
    300,777 Super User 2025 Season 2 on at

    Hi Joachim,

    I have a similar experience like you and CA Garangkumar. At that time, we ended up in having a condition on the worker name. WIth a customization you might be able to select a position as condition. I haven't looked into the options too deeply as the customer thought it was not worth a customization, spending a lot of hours where a new version of the workflow is not ideal, but cheaper. How many times does the person change on the CEO position?

  • Joachimpwc Profile Picture
    29 on at

    Hello both,

    Thank you for your replies.

    It seems like we'll continue with our solution having a condition on the names.

    As you mentioned André, a change of CEO doesn't happen that often and the cost of a customization will probably be higher than the small annoyance. I know it's a nice-to-have, just figured it might have been covered by standard in some way.

    Br Joachim

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