Manage Team Members

If you are a supervisor or team leader, you can track, review, and submit hours for your team through Weekly Time Sheet.

As the supervisor or team leader, you must be added to a project as an assigned operational resource in order to manage team members on that project.

Manage Team Members

The following steps walk you through how to add, reorder, and remove team members in Weekly Time Sheet.

Manage Team Members

  1. From the left panel, select Manage team members.

  2. Under Available team members from project, select the checkbox for the team member(s) you want to add.

  3. Click the right arrow to add the employees to the list of selected team members.

  4. To change the order of the employee list, drag and drop the employee row to a new position.

  5. To remove an employee from Weekly Time Sheet, select the employee from the list of selected team members and click the left arrow.

  6. When you’re finished, click Save.

  7. You now see the updated list of team members in the left panel.

After you add employees to your list of team members, you can manage their time sheet by selecting the employee name from the left panel.

Troubleshooting

If the team member you want to add does not appear in the list of available team members, check the following details:

  • An employee record must be created in Master Data Libraries > Operational resources.

  • The employee record must include valid Start and End dates which do not conflict with the project dates.

  • The employee record must have the setting Employee available for selection in weekly timesheet enabled.

  • The employee must be assigned to a project under Project Settings > Assigned operational resources.

  • You, or the user who is managing team members, must be assigned to the project under Project Settings > Assigned operational resources.