Organisations can now schedule the Timesheet Chaser Report to run automatically at a set time. This report will send reminders to the appropriate person—either the Contractor or the Client User—depending on where the timesheet is in the approval process.
Key Features:
Customisable per Client: Set different schedules for each client as needed.
Contractor Exemptions: You can choose to exclude specific contractors from receiving reminders.
Flexible Scheduling: For example, if contractors work Monday to Friday, you may schedule reminders for midday Friday. This helps ensure timesheets are submitted before Monday, streamlining payroll and invoicing.
Manual Chasing Still Available: You can still manually chase timesheets at any time without affecting scheduled reminders.
Understanding Timesheet Status
The Timesheet Chaser Report sends reminders based on the timesheet status:
OPEN / DRAFT – Reminder sent to Contractor to submit.
AWAITING AUTHORISATION – Reminder sent to Client User to authorise.
AWAITING APPROVAL – No reminders sent (Organisation action needed).
Timesheet Chaser for Clients
1) Go onto the Manage Client and Select 'Edit Client'
2) Select Chaser Settings and enter:
Reminder Start Date = Set when reminders should begin for Contractors with active Assignments.
Reminder Frequency = Choose Weekly or Monthly based on timesheet due dates.
Week = Select the day(s) to send reminders until the timesheet is submitted.
Month = Enter specific date(s) (e.g., 1, 15) for when reminders should be sent.
Exempt a Contractors from Reminders
To stop a Contractor from receiving automatic reminders:
Edit the Contractor record.
In Contact Info, check ‘Exempt from Auto Timesheet Reminders’.
Click Save.
Exempt a Client User from Reminders
To stop a Client User from receiving automatic reminders:
Edit the Client User record.
In Contact Info, check ‘Exempt from Auto Timesheet Reminders’.
Click Save.
