Timesheets - Timesheet Delegates

This article provides an overview of the Timesheet Delegates feature in OnePlan.

What you will understand
After reading this article, you will understand how to act as a delegate for another user's timesheet and how to assign your own delegates for entry and approval.

Background

OnePlan allows you to set other users as Timesheet Delegates. These are users who can view and edit your timesheet on your behalf

There are two types of Timesheet Delegates in OnePlan: Entry Delegates and Approval Delegates.

Entry delegates can:
- Enter time on behalf of another user
- Submit timesheets
- Recall and edit timesheet entries

Approval delegates can:
- Approve or reject timesheets on behalf of the approver
- Access approvals through standard Timesheet approval views
- Receive approval notifications on the Home page

Assign Delegates

If enabled, you may be able to assign your own delegates. Your administrator needs to enable this ability for you. If you do not see the My Delegates option, contact your administrator using the instructions found here. Manage the Timesheet Management Settings)

1. Click on your user profile picture.
2. Select My Delegates.
   
3. Enter any names for Entry Delegates & Approval Delegates
   

NOTE
Approval Delegates do not change who the approver is; they allow someone else to act on approvals you are responsible for.

Act as Delegate

Act as a Time Entry Delegate

If you are a Time Entry Delegate for another user, you may view and edit their timesheet on their behalf. The user profile photo shows for whose timesheet you see. Click on the photo to see a list of your delegated users and select another user's timesheet, if able and needed.

For more information about editing timesheets, see the Enter Time on My Timesheet guide. Enter Time on My Timesheet

Act as a Time Approval Delegate

If you are a Time Approval Delegate for another user, you may approve, reject, or edit timesheets that user is responsible for. When acting as a Time Approval Delegate you will see what that user sees in their timesheets page. To begin acting as a Time Approval Delegate, click your user profile and select the user you wish to delegate for.

Once you are in their user page select My Timesheet and select one of the approval views to begin reviewing and approving the time you are delegated to.

For more information about reviewing and approving timesheets, see the Review and Approve Timesheets guide. Review and Approve Timesheets

Related Resources

• Submit Your Timesheet
• Recall Your Timesheet
• Review and Approve Timesheets
• Administer Timesheets
• Enter Time on My Timesheet