As with normal Timesheets, there are various review and approval steps to ensure high quality Timesheet data in the Alien User workflow.
Approval of Alien User Invitation
- The request to ‘Borrow‘ a user is sent to the Finance Manager in the Lending Office as a ‘Phantom Project’ request.
- The ‘Phantom Project‘ is used as a Proxy in the ‘Lending Office‘ to store duplicates of any time entered by the Alien User in the Borrowing Office/Project.
- The request for a Alien User Phantom Project is automatically created whenever an Alien User is invited to a ‘Borrowing Project’.
- The Notification and Approval for the Alien User Phantom Project follows the same Workflow Rules setup for the Finance Managers in the Lending Office.
- New Projects to review will be visible in the ‘Inbox‘ > ‘Project Review‘ area of Pulse.
- This Phantom Project must be Approved in the ‘Lending Office‘ before the Alien User can log Timesheet data in the Borrowing Office.
Timesheet Approval
- When the Alien User submits their Timesheet, the time is recorded on the Project in the ‘Borrowing Office‘ with the correct Billable Activities.
- Also, the time is recorded in the ‘Phantom Project‘ in the ‘Lending‘ Office.
- The Alien User time is reviewed and Approved by the Project Manager for the Borrowing Office.
- When the time is approved by the Project Manager, it is approved in both the Borrowing Office and the Lending Office.
- Alien User time is Reviewed and Approved using the normal Timesheet Review tools. (General Timesheet Approval and Weekly Timesheet Approval)